SEC 13F Intelligence

Price Wealth, LLC / IHDG

Price Wealth, LLC’s Wisdomtree Tr Position

Does Price Wealth, LLC own Wisdomtree Tr (IHDG)? Yes — 126.1K shares worth $5M (+1.29% of its 13F portfolio) as of Q3 2020, up from 118.0K shares the prior filed quarter.

Position Value
$5M
Q3 2020
Shares
126.1K
% of Portfolio
+1.29%
Quarters Held
7
currently held

Position History IHDG

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $4MQ3 ’19Q4 ’19: $4MQ4 ’19Q1 ’20: $2MQ1 ’20Q2 ’20: $4MQ2 ’20Q3 ’20: $5MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020126.1K$5M+1.29%
Q2 2020118.0K$4M+1.23%
Q1 202080.0K$2M+0.88%
Q4 2019114.5K$4M+1.30%
Q3 2019114.5K$4M+1.26%
Q2 2019135.0K$4M+1.43%
Q1 2019125.1K$4M+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Price Wealth, LLC’s full portfolio or all institutional holders of IHDG.