Sheets Smith Wealth Management Wisdomtree Tr Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 64,032 shares of IHDG stock, worth $2.95 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

64,032

Previous 63,926 0.17%

Holding current value

$2.95 Million

Previous $2.92 Million 4.72%

% of portfolio

0.35%

Previous 0.36%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$43.38 - $46.0 $4,598 - $4,876	106 Added 0.17%	64,032 $2.78 Million
Q3 2024 Nov 01, 2024	SELL	$42.42 - $46.78 $60,915 - $67,176	-1,436 Reduced 2.2%	63,926 $2.92 Million
Q2 2024 Jul 30, 2024	SELL	$43.96 - $46.57 $677,115 - $717,317	-15,403 Reduced 19.07%	65,362 $2.98 Million
Q1 2024 May 08, 2024	SELL	$41.39 - $45.98 $151,487 - $168,286	-3,660 Reduced 4.34%	80,765 $3.71 Million
Q4 2023 Feb 06, 2024	BUY	$37.18 - $42.02 $18,069 - $20,421	486 Added 0.58%	84,425 $3.55 Million
Q3 2023 Oct 23, 2023	SELL	$38.54 - $40.44 $58,927 - $61,832	-1,529 Reduced 1.79%	83,939 $3.25 Million
Q2 2023 Aug 09, 2023	SELL	$39.29 - $40.67 $23,652 - $24,483	-602 Reduced 0.7%	85,468 $3.43 Million
Q1 2023 May 26, 2023	BUY	$36.38 - $39.42 $3.13 Million - $3.39 Million	86,031 Added 220592.31%	86,070 $3.39 Million
Q1 2023 May 12, 2023	SELL	$36.38 - $39.42 $3.42 Million - $3.71 Million	-94,036 Reduced 99.96%	39 $1,000
Q4 2022 Mar 08, 2023	SELL	$35.63 - $40.75 $38,409 - $43,928	-1,078 Reduced 1.13%	94,075 $3.35 Million
Q3 2022 Nov 01, 2022	SELL	$35.81 - $40.82 $202,433 - $230,755	-5,653 Reduced 5.61%	95,153 $3.42 Million
Q2 2022 Jul 27, 2022	BUY	$37.42 - $43.67 $22,489 - $26,245	601 Added 0.6%	100,806 $3.77 Million
Q1 2022 May 02, 2022	SELL	$39.56 - $46.1 $839,186 - $977,919	-21,213 Reduced 17.47%	100,205 $4.3 Million
Q4 2021 Jan 20, 2022	SELL	$42.54 - $45.97 $34,499 - $37,281	-811 Reduced 0.66%	121,418 $5.56 Million
Q3 2021 Oct 15, 2021	BUY	$43.17 - $46.44 $72,007 - $77,461	1,668 Added 1.38%	122,229 $5.28 Million
Q2 2021 Aug 03, 2021	SELL	$41.62 - $44.6 $498,690 - $534,397	-11,982 Reduced 9.04%	120,561 $5.32 Million
Q1 2021 Apr 23, 2021	BUY	$39.63 - $41.58 $191,095 - $200,498	4,822 Added 3.78%	132,543 $5.47 Million
Q4 2020 Jan 13, 2021	SELL	$35.11 - $39.58 $6,354 - $7,163	-181 Reduced 0.14%	127,721 $5.02 Million
Q3 2020 Oct 26, 2020	BUY	$34.84 - $37.04 $537,825 - $571,786	15,437 Added 13.73%	127,902 $4.68 Million
Q2 2020 Jul 17, 2020	BUY	$29.36 - $35.76 $3.07 Million - $3.74 Million	104,617 Added 1333.04%	112,465 $3.95 Million
Q1 2020 Apr 28, 2020	BUY	$26.65 - $37.66 $41,947 - $59,276	1,574 Added 25.09%	7,848 $238,000
Q4 2019 Jan 24, 2020	BUY	$32.51 - $36.69 $203,967 - $230,193	6,274 New	6,274 $228,000

Others Institutions Holding IHDG

# of Institutions

258

Shares Held

48.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Sheets Smith Wealth Management Wisdomtree Tr Transaction History