Western Wealth Management, LLC Wisdomtree Tr Transaction History

Western Wealth Management, LLC

$321 Million
Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 41,575 shares of IHDG stock, worth $1.93 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

41,575

Previous 61,381 32.27%

Holding current value

$1.93 Million

Previous $2.81 Million 35.58%

% of portfolio

0.56%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$43.38 - $46.0 $859,184 - $911,076	-19,806 Reduced 32.27%	41,575 $1.81 Million
Q3 2024 Nov 12, 2024	BUY	$42.42 - $46.78 $1.88 Million - $2.07 Million	44,212 Added 257.51%	61,381 $2.81 Million
Q2 2024 Jul 19, 2024	BUY	$43.96 - $46.57 $82,205 - $87,085	1,870 Added 12.22%	17,169 $782,000
Q1 2024 May 02, 2024	BUY	$41.39 - $45.98 $13,162 - $14,621	318 Added 2.12%	15,299 $702,000
Q4 2023 Jan 31, 2024	BUY	$37.18 - $42.02 $33,945 - $38,364	913 Added 6.49%	14,981 $629,000
Q3 2023 Nov 07, 2023	BUY	$38.54 - $40.44 $115,812 - $121,522	3,005 Added 27.16%	14,068 $544,000
Q2 2023 Aug 30, 2023	BUY	$39.29 - $40.67 $29,546 - $30,583	752 Added 7.29%	11,063 $444,000
Q1 2023 Aug 30, 2023	BUY	$36.38 - $39.42 $27,103 - $29,367	745 Added 7.79%	10,311 $406,000
Q4 2022 Feb 02, 2023	BUY	$35.63 - $40.75 $340,836 - $389,814	9,566 New	9,566 $340,000

Others Institutions Holding IHDG

# of Institutions

277

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

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Western Wealth Management, LLC Wisdomtree Tr Transaction History