Lifestyle Asset Management, Inc. Wisdomtree Tr Transaction History

Lifestyle Asset Management, Inc.

  • $182 Billion
  • Q1 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 54,062 shares of IHDG stock, worth $2.22 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
54,062
Previous 14,725 267.14%
Holding current value
$2.22 Million
Previous $640 Million 266.55%
% of portfolio
1.29%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$43.4 - $47.51 $1.71 Million - $1.87 Million
39,337 Added 267.14%
54,062 $2.35 Billion
Q4 2024

Jan 17, 2025
SELL
$43.38 - $46.0 $59,994 - $63,618
-1,383 Reduced 8.59%
14,725 $640 Million
Q3 2024

Oct 31, 2024
SELL
$42.42 - $46.78 $10,265 - $11,320
-242 Reduced 1.48%
16,108 $736 Million
Q2 2024

Jul 19, 2024
BUY
$43.96 - $46.57 $718,746 - $761,419
16,350 New
16,350 $745 Million

Others Institutions Holding IHDG

# of Institutions
279
Shares Held
51.5M
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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