Sculati Wealth Management, LLC Wisdomtree Tr Transaction History

Sculati Wealth Management, LLC

$248 Million
Q4 2024

A detailed history of Sculati Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 241,939 shares of IHDG stock, worth $10.7 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

241,939

Previous 243,607 0.68%

Holding current value

$10.7 Million

Previous $10.6 Million 0.68%

% of portfolio

4.24%

Previous 4.49%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	SELL	$43.38 - $46.0 $72,357 - $76,728	-1,668 Reduced 0.68%	241,939 $10.5 Million
Q3 2024 Feb 26, 2025	SELL	$42.42 - $46.78 $214,602 - $236,660	-5,059 Reduced 2.09%	236,880 $10.8 Million
Q3 2024 Nov 22, 2024	BUY	$42.42 - $46.78 $484,436 - $534,227	11,420 Added 4.92%	243,607 $11.1 Million
Q2 2024 Aug 09, 2024	SELL	$43.96 - $46.57 $502,023 - $531,829	-11,420 Reduced 4.69%	232,187 $10.6 Million
Q1 2024 May 14, 2024	BUY	$41.39 - $45.98 $214,607 - $238,406	5,185 Added 2.17%	243,607 $11.2 Million
Q4 2023 Feb 12, 2024	BUY	$37.18 - $42.02 $70,567 - $79,753	1,898 Added 0.8%	238,422 $10 Million
Q3 2023 Nov 09, 2023	BUY	$38.54 - $40.44 $151,076 - $158,524	3,920 Added 1.69%	236,524 $9.16 Million
Q2 2023 Aug 11, 2023	BUY	$39.29 - $40.67 $277,073 - $286,804	7,052 Added 3.13%	232,604 $9.34 Million
Q1 2023 May 05, 2023	BUY	$36.38 - $39.42 $164,364 - $178,099	4,518 Added 2.04%	225,552 $8.89 Million
Q4 2022 Feb 10, 2023	BUY	$35.63 - $40.75 $936,890 - $1.07 Million	26,295 Added 13.5%	221,034 $7.88 Million
Q3 2022 Nov 15, 2022	BUY	$35.81 - $40.82 $83,401 - $95,069	2,329 Added 1.21%	194,739 $6.99 Million
Q2 2022 Aug 09, 2022	BUY	$37.42 - $43.67 $281,211 - $328,180	7,515 Added 4.06%	192,410 $7.2 Million
Q1 2022 May 10, 2022	BUY	$39.56 - $46.1 $309,636 - $360,824	7,827 Added 4.42%	184,895 $7.94 Million
Q4 2021 Feb 07, 2022	BUY	$42.54 - $45.97 $193,174 - $208,749	4,541 Added 2.63%	177,068 $8.1 Million
Q3 2021 Nov 02, 2021	BUY	$43.17 - $46.44 $80,037 - $86,099	1,854 Added 1.09%	172,527 $7.45 Million
Q2 2021 Aug 13, 2021	BUY	$41.62 - $44.6 $128,106 - $137,278	3,078 Added 1.84%	170,673 $7.53 Million
Q1 2021 May 14, 2021	BUY	$39.63 - $41.58 $930,274 - $976,048	23,474 Added 16.29%	167,595 $6.92 Million
Q4 2020 Feb 10, 2021	BUY	$35.11 - $39.58 $388,316 - $437,754	11,060 Added 8.31%	144,121 $5.67 Million
Q3 2020 Nov 13, 2020	BUY	$34.84 - $37.04 $811,214 - $862,439	23,284 Added 21.21%	133,061 $4.87 Million
Q2 2020 Aug 14, 2020	BUY	$29.36 - $35.76 $3.22 Million - $3.93 Million	109,777 New	109,777 $3.85 Million

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.1M

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 Sculati Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sculati Wealth Management, LLC with notifications on news.

Account

Sculati Wealth Management, LLC Wisdomtree Tr Transaction History