Kolinsky Wealth Management, LLC Wisdomtree Tr Transaction History

Kolinsky Wealth Management, LLC

  • $162 Million
  • Q4 2024

A detailed history of Kolinsky Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 66,988 shares of IHDG stock, worth $3.18 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
66,988
Previous 79,741 15.99%
Holding current value
$3.18 Million
Previous $3.64 Million 20.12%
% of portfolio
1.79%
Previous 2.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$43.38 - $46.0 $553,225 - $586,638
-12,753 Reduced 15.99%
66,988 $2.91 Million
Q3 2024

Nov 14, 2024
BUY
$42.42 - $46.78 $401,547 - $442,819
9,466 Added 13.47%
79,741 $3.64 Million
Q2 2024

Aug 14, 2024
BUY
$43.96 - $46.57 $459,557 - $486,842
10,454 Added 17.48%
70,275 $3.2 Million
Q1 2024

May 15, 2024
BUY
$41.39 - $45.98 $286,542 - $318,319
6,923 Added 13.09%
59,821 $2.75 Million
Q4 2023

Feb 13, 2024
BUY
$37.18 - $42.02 $1.65 Million - $1.87 Million
44,426 Added 524.39%
52,898 $2.22 Million
Q3 2023

Nov 14, 2023
BUY
$38.54 - $40.44 $9,480 - $9,948
246 Added 2.99%
8,472 $328,000
Q2 2023

Aug 14, 2023
BUY
$39.29 - $40.67 $19,527 - $20,212
497 Added 6.43%
8,226 $330,000
Q1 2023

May 15, 2023
BUY
$36.38 - $39.42 $9,822 - $10,643
270 Added 3.62%
7,729 $305,000
Q4 2022

Feb 14, 2023
SELL
$35.63 - $40.75 $13,254 - $15,159
-372 Reduced 4.75%
7,459 $266,000
Q3 2022

Nov 14, 2022
BUY
$35.81 - $40.82 $14,109 - $16,083
394 Added 5.3%
7,831 $281,000
Q2 2022

Aug 15, 2022
BUY
$37.42 - $43.67 $1,122 - $1,310
30 Added 0.41%
7,437 $278,000
Q1 2022

May 12, 2022
BUY
$39.56 - $46.1 $293,020 - $341,462
7,407 New
7,407 $318,000

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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