Willner & Heller, LLC Wisdomtree Tr Transaction History

Willner & Heller, LLC

$110 Million
Q4 2024

A detailed history of Willner & Heller, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Willner & Heller, LLC holds 11,218 shares of IHDG stock, worth $521,300. This represents 0.44% of its overall portfolio holdings.

Number of Shares

11,218

Previous 14,169 20.83%

Holding current value

$521,300

Previous $647,000 24.73%

% of portfolio

0.44%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$43.38 - $46.0 $128,014 - $135,746	-2,951 Reduced 20.83%	11,218 $487,000
Q3 2024 Oct 10, 2024	BUY	$42.42 - $46.78 $18,749 - $20,676	442 Added 3.22%	14,169 $647,000
Q2 2024 Jul 19, 2024	BUY	$43.96 - $46.57 $62,818 - $66,548	1,429 Added 11.62%	13,727 $625,000
Q1 2024 Jul 19, 2024	BUY	$41.39 - $45.98 $64,651 - $71,820	1,562 Added 14.55%	12,298 $564,000
Q4 2023 Mar 06, 2024	BUY	$37.18 - $42.02 $175,898 - $198,796	4,731 Added 78.78%	10,736 $450,000
Q4 2022 Feb 14, 2023	SELL	$35.63 - $40.75 $28,646 - $32,763	-804 Reduced 11.81%	6,005 $213,000
Q3 2022 Oct 24, 2022	SELL	$35.81 - $40.82 $11,745 - $13,388	-328 Reduced 4.6%	6,809 $244,000
Q2 2022 Jul 22, 2022	SELL	$37.42 - $43.67 $27,541 - $32,141	-736 Reduced 9.35%	7,137 $267,000
Q1 2022 Jul 05, 2022	BUY	$39.56 - $46.1 $8,030 - $9,358	203 Added 2.65%	7,873 $360,000
Q4 2021 Jun 06, 2022	BUY	$42.54 - $45.97 $326,281 - $352,589	7,670 New	7,670 $331,000

Others Institutions Holding IHDG

# of Institutions

276

Shares Held

50.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Willner & Heller, LLC Wisdomtree Tr Transaction History