L.M. Kohn & Company Wisdomtree Tr Transaction History

L.M. Kohn & Company

$378 Million
Q4 2024

A detailed history of L.M. Kohn & Company transactions in Wisdomtree Tr stock. As of the latest transaction made, L.M. Kohn & Company holds 6,814 shares of IHDG stock, worth $314,738. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,814

Previous 6,746 1.01%

Holding current value

$314,738

Previous $308,000 3.9%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.38 - $46.0 $2,949 - $3,128	68 Added 1.01%	6,814 $296,000
Q3 2024 Nov 14, 2024	SELL	$42.42 - $46.78 $52,219 - $57,586	-1,231 Reduced 15.43%	6,746 $308,000
Q2 2024 Jul 30, 2024	BUY	$43.96 - $46.57 $28,793 - $30,503	655 Added 8.95%	7,977 $363,000
Q1 2024 Apr 25, 2024	SELL	$41.39 - $45.98 $411,540 - $457,179	-9,943 Reduced 57.59%	7,322 $336,000
Q4 2023 Feb 09, 2024	BUY	$37.18 - $42.02 $68,150 - $77,022	1,833 Added 11.88%	17,265 $724,000
Q3 2023 Nov 06, 2023	BUY	$38.54 - $40.44 $62,434 - $65,512	1,620 Added 11.73%	15,432 $597,000
Q2 2023 Aug 08, 2023	BUY	$39.29 - $40.67 $86,870 - $89,921	2,211 Added 19.06%	13,812 $554,000
Q1 2023 May 08, 2023	BUY	$36.38 - $39.42 $151,995 - $164,696	4,178 Added 56.28%	11,601 $457,000
Q4 2022 Feb 08, 2023	BUY	$35.63 - $40.75 $35,665 - $40,790	1,001 Added 15.59%	7,423 $264,000
Q3 2022 Oct 19, 2022	BUY	$35.81 - $40.82 $13,894 - $15,838	388 Added 6.43%	6,422 $230,000
Q2 2022 Aug 05, 2022	BUY	$37.42 - $43.67 $225,792 - $263,504	6,034 New	6,034 $226,000

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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