Montis Financial, LLC Wisdomtree Tr Transaction History

Montis Financial, LLC

$322 Million
Q4 2024

A detailed history of Montis Financial, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Montis Financial, LLC holds 19,744 shares of IHDG stock, worth $889,467. This represents 0.27% of its overall portfolio holdings.

Number of Shares

19,744

Holding current value

$889,467

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

279

Shares Held

51.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$305 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$262 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$151 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$75.8 Million
2.63% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$67.9 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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