Prepared Retirement Institute LLC Wisdomtree Tr Transaction History

Prepared Retirement Institute LLC

$199 Billion
Q4 2025

A detailed history of Prepared Retirement Institute LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 271,443 shares of IHDG stock, worth $12.9 Million. This represents 6.65% of its overall portfolio holdings.

Number of Shares

271,443

Previous 270,876 0.21%

Holding current value

$12.9 Million

Previous $12.5 Billion 5.82%

% of portfolio

6.65%

Previous 6.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$45.93 - $48.13 $26,042 - $27,289	567 Added 0.21%	271,443 $13.2 Billion
Q3 2025 Oct 21, 2025	BUY	$43.81 - $46.31 $1.49 Million - $1.58 Million	34,107 Added 14.41%	270,876 $12.5 Billion
Q2 2025 Jul 17, 2025	BUY	$38.54 - $46.0 $342,813 - $409,170	8,895 Added 3.9%	236,769 $10.7 Billion
Q1 2025 May 01, 2025	SELL	$43.4 - $47.51 $2.11 Million - $2.31 Million	-48,624 Reduced 17.59%	227,874 $9.89 Billion
Q4 2024 Feb 13, 2025	BUY	$43.38 - $46.0 $934,578 - $991,024	21,544 Added 8.45%	276,498 $12 Billion

Q3 2024 Feb 13, 2025	BUY	$42.42 - $46.78 $177,103 - $195,306	4,175 Added 1.66%	254,954 $11.7 Billion
Q2 2024 Feb 13, 2025	BUY	$43.96 - $46.57 $449,666 - $476,364	10,229 Added 4.25%	250,779 $11.4 Billion
Q1 2024 Feb 13, 2025	SELL	$41.39 - $45.98 $1.19 Million - $1.32 Million	-28,658 Reduced 10.65%	240,550 $11.1 Billion
Q4 2023 Feb 13, 2025	BUY	$37.18 - $42.02 $10 Million - $11.3 Million	269,208 New	269,208 $11.3 Billion

Others Institutions Holding IHDG

# of Institutions

268

Shares Held

36.7M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prepared Retirement Institute LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prepared Retirement Institute LLC with notifications on news.

Account

Prepared Retirement Institute LLC Wisdomtree Tr Transaction History