Montis Financial, LLC Wisdomtree Tr Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Montis Financial, LLC holds 8,098 shares of IHDG stock, worth $384,169. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,098
Previous 9,750 16.94%
Holding current value
$384,169
Previous $439,000 15.03%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Oct 28, 2025
SELL
$43.81 - $46.31 $72,374 - $76,504
-1,652 Reduced 16.94%
8,098 $373,000
Q2 2025

Jul 17, 2025
SELL
$38.54 - $46.0 $272,477 - $325,220
-7,070 Reduced 42.03%
9,750 $439,000
Q1 2025

May 02, 2025
SELL
$43.4 - $47.51 $126,901 - $138,919
-2,924 Reduced 14.81%
16,820 $729,000
Q4 2024

Feb 10, 2025
BUY
$43.38 - $46.0 $856,494 - $908,224
19,744 New
19,744 $858,000

Others Institutions Holding IHDG

# of Institutions
261
Shares Held
36.7M
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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