Prepared Retirement Institute LLC Wisdomtree Tr Transaction History

Prepared Retirement Institute LLC

$192 Billion
Q3 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 270,876 shares of IHDG stock, worth $12.9 Million. This represents 6.51% of its overall portfolio holdings.

Number of Shares

270,876

Previous 236,769 14.41%

Holding current value

$12.9 Million

Previous $10.7 Billion 17.02%

% of portfolio

6.51%

Previous 6.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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Prepared Retirement Institute LLC Wisdomtree Tr Transaction History