Invenio Wealth Partners LLC Wisdomtree Tr Intl Quality Div Transaction History

Invenio Wealth Partners LLC

$239 Billion
Q4 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 262,918 shares of IQDG stock, worth $9.8 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares

262,918

Previous 274,228 4.12%

Holding current value

$9.8 Million

Previous $10.7 Billion 16.22%

% of portfolio

3.77%

Previous 4.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$34.21 - $38.73 $386,915 - $438,036	-11,310 Reduced 4.12%	262,918 $8.99 Billion
Q3 2024 Nov 13, 2024	BUY	$35.73 - $39.48 $602,193 - $665,395	16,854 Added 6.55%	274,228 $10.7 Billion
Q2 2024 Aug 12, 2024	BUY	$35.74 - $38.56 $639,603 - $690,069	17,896 Added 7.47%	257,374 $9.55 Billion
Q1 2024 May 09, 2024	BUY	$34.97 - $38.38 $1.91 Million - $2.1 Million	54,624 Added 29.55%	239,478 $9.11 Billion
Q4 2023 Feb 09, 2024	BUY	$30.58 - $36.39 $695,878 - $828,090	22,756 Added 14.04%	184,854 $6.7 Billion
Q3 2023 Nov 13, 2023	BUY	$31.67 - $35.14 $4.42 Million - $4.9 Million	139,469 Added 616.33%	162,098 $5.19 Billion
Q2 2023 Aug 11, 2023	BUY	$33.22 - $35.34 $751,735 - $799,708	22,629 New	22,629 $779 Million

Others Institutions Holding IQDG

# of Institutions

133

Shares Held

21.9M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL QUALITY DIV

Ticker IQDG
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Invenio Wealth Partners LLC Wisdomtree Tr Intl Quality Div Transaction History