Sowell Financial Services LLC Wisdomtree Tr Transaction History

Sowell Financial Services LLC

$2.11 Billion
Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 16,415 shares of IHDG stock, worth $679,252. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,415

Previous 11,409 43.88%

Holding current value

$679,252

Previous $495,000 45.05%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$43.4 - $47.51 $217,260 - $237,835	5,006 Added 43.88%	16,415 $718,000
Q4 2024 Feb 07, 2025	SELL	$43.38 - $46.0 $2.86 Million - $3.03 Million	-65,814 Reduced 85.23%	11,409 $495,000
Q3 2024 Oct 04, 2024	BUY	$42.42 - $46.78 $367,993 - $405,816	8,675 Added 12.66%	77,223 $3.53 Million
Q2 2024 Aug 13, 2024	SELL	$43.96 - $46.57 $437,489 - $463,464	-9,952 Reduced 12.68%	68,548 $3.13 Million
Q1 2024 May 03, 2024	SELL	$41.39 - $45.98 $211,958 - $235,463	-5,121 Reduced 6.12%	78,500 $3.61 Million
Q4 2023 Jan 24, 2024	SELL	$37.18 - $42.02 $148,794 - $168,164	-4,002 Reduced 4.57%	83,621 $3.51 Million
Q3 2023 Nov 08, 2023	SELL	$38.54 - $40.44 $400,237 - $419,969	-10,385 Reduced 10.6%	87,623 $3.39 Million
Q2 2023 Aug 14, 2023	BUY	$39.29 - $40.67 $3.85 Million - $3.99 Million	98,008 New	98,008 $3.94 Million
Q4 2022 Feb 09, 2023	BUY	$35.63 - $40.75 $4.34 Million - $4.96 Million	121,743 New	121,743 $4.34 Million
Q1 2022 May 13, 2022	SELL	$39.56 - $46.1 $507,198 - $591,048	-12,821 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$42.54 - $45.97 $113,198 - $122,326	2,661 Added 26.19%	12,821 $587,000
Q3 2021 Nov 04, 2021	BUY	$43.17 - $46.44 $438,607 - $471,830	10,160 New	10,160 $439,000
Q2 2021 Aug 05, 2021	SELL	$41.62 - $44.6 $339,036 - $363,311	-8,146 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$39.63 - $41.58 $74,464 - $78,128	1,879 Added 29.98%	8,146 $352,000
Q4 2020 Jan 13, 2021	BUY	$35.11 - $39.58 $53,086 - $59,844	1,512 Added 31.8%	6,267 $246,000
Q3 2020 Nov 12, 2020	BUY	$34.84 - $37.04 $69 - $74	2 Added 0.04%	4,755 $174,000
Q2 2020 Aug 13, 2020	BUY	$29.36 - $35.76 $54,374 - $66,227	1,852 Added 63.84%	4,753 $167,000
Q1 2020 May 12, 2020	BUY	$26.65 - $37.66 $29,181 - $41,237	1,095 Added 60.63%	2,901 $88,000
Q4 2019 Feb 07, 2020	BUY	$32.51 - $36.69 $52,958 - $59,768	1,629 Added 920.34%	1,806 $0
Q3 2019 Nov 14, 2019	BUY	$33.19 - $33.7 $5,874 - $5,964	177 New	177 $6,000

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Sowell Financial Services LLC Wisdomtree Tr Transaction History