Strategic Financial Concepts, LLC Wisdomtree Tr Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 992,653 shares of IHDG stock, worth $46.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

992,653

Previous 22,329 4345.58%

Holding current value

$46.1 Million

Previous $1.02 Billion 2.72%

% of portfolio

0.18%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$43.38 - $46.0 $42.1 Million - $44.6 Million	-969,818 Reduced 97.7%	22,835 $993 Million
Q4 2024 Jan 27, 2025	BUY	$43.38 - $46.0 $42.1 Million - $44.6 Million	970,324 Added 4345.58%	992,653 $993 Million
Q3 2024 Nov 12, 2024	SELL	$42.42 - $46.78 $40.6 Million - $44.7 Million	-956,255 Reduced 97.72%	22,329 $1.02 Billion
Q2 2024 Aug 06, 2024	BUY	$43.96 - $46.57 $42.1 Million - $44.6 Million	956,994 Added 4432.58%	978,584 $21.7 Million
Q1 2024 Apr 22, 2024	BUY	$41.39 - $45.98 $893,610 - $992,708	21,590 New	21,590 $992 Million
Q3 2023 Nov 07, 2023	BUY	$38.54 - $40.44 $306,046 - $321,134	7,941 Added 56.63%	21,963 $851 Million
Q2 2023 Sep 06, 2023	BUY	$39.29 - $40.67 $6,718 - $6,954	171 Added 1.23%	14,022 $563 Million
Q1 2023 Sep 06, 2023	BUY	$36.38 - $39.42 $503,899 - $546,006	13,851 New	13,851 $546 Million

Others Institutions Holding IHDG

# of Institutions

276

Shares Held

50.8M

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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Wisdomtree Tr Transaction History