Kestra Private Wealth Services, LLC Wisdomtree Tr Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 117,757 shares of IHDG stock, worth $5.59 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
117,757
Previous 102,935 14.4%
Holding current value
$5.59 Million
Previous $4.64 Million 17.02%
% of portfolio
0.08%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$43.81 - $46.31 $649,351 - $686,406
14,822 Added 14.4%
117,757 $5.43 Million
Q2 2025

Aug 07, 2025
BUY
$38.54 - $46.0 $983,656 - $1.17 Million
25,523 Added 32.97%
102,935 $4.64 Million
Q1 2025

May 05, 2025
BUY
$43.4 - $47.51 $1.62 Million - $1.78 Million
37,392 Added 93.43%
77,412 $3.36 Million
Q4 2024

Jan 28, 2025
BUY
$43.38 - $46.0 $304,961 - $323,380
7,030 Added 21.31%
40,020 $1.74 Million
Q3 2024

Nov 13, 2024
BUY
$42.42 - $46.78 $369,859 - $407,874
8,719 Added 35.92%
32,990 $1.51 Million
Q2 2024

Aug 12, 2024
BUY
$43.96 - $46.57 $176,939 - $187,444
4,025 Added 19.88%
24,271 $1.11 Million
Q1 2024

May 02, 2024
BUY
$41.39 - $45.98 $134,724 - $149,664
3,255 Added 19.16%
20,246 $930,000
Q4 2023

Feb 05, 2024
BUY
$37.18 - $42.02 $339,973 - $384,230
9,144 Added 116.53%
16,991 $713,000
Q3 2023

Nov 07, 2023
BUY
$38.54 - $40.44 $302,423 - $317,332
7,847 New
7,847 $303,000

Others Institutions Holding IHDG

# of Institutions
261
Shares Held
36.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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