Purchases and Sales Made in Q1 2020 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2020. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
388KNew |
$10.3M - $14.6M
|
388K
$17.8M
|
|
|
May 22, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
288KNew |
$7.67M - $10.8M
|
288K
$13.2M
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
281KNew |
$7.48M - $10.6M
|
281K
$12.9M
|
|
|
May 13, 2020
Q1 2020
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
252K+ 130.83% |
$6.7M - $9.47M
|
444K
$20.4M
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
212K+ 3524.42% |
$5.64M - $7.97M
|
218K
$10M
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
144K+ 83.9% |
$3.85M - $5.44M
|
316K
$14.6M
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116KNew |
$3.09M - $4.36M
|
116K
$5.33M
|
|
|
Apr 24, 2020
Q1 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
112K+ 744.46% |
$2.98M - $4.21M
|
127K
$5.83M
|
|
|
May 15, 2020
Q1 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
98.7KNew |
$2.63M - $3.72M
|
98.7K
$4.54M
|
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
BUY
|
- |
83.9KNew |
$2.24M - $3.16M
|
83.9K
$3.86M
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.4KNew |
$2.14M - $3.03M
|
80.4K
$3.7M
|
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
73.8K+ 257.58% |
$1.97M - $2.78M
|
102K
$4.71M
|
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.6KNew |
$1.96M - $2.77M
|
73.6K
$3.38M
|
|
|
Apr 23, 2020
Q1 2020
|
Stewardship Advisors, LLC
|
BUY
|
- |
56.4K+ 55.07% |
$1.5M - $2.12M
|
159K
$7.3M
|
|
|
Jul 24, 2024
Q1 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47K+ 108.72% |
$1.25M - $1.77M
|
90.2K
$4.15M
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.4K+ 21.33% |
$811K - $1.15M
|
173K
$7.95M
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
28.8K+ 56.28% |
$768K - $1.09M
|
80.1K
$3.68M
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
28.5K+ 56.48% |
$761K - $1.08M
|
79.1K
$3.64M
|
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.6K+ 39.86% |
$603K - $851K
|
79.3K
$3.65M
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20KNew |
$534K - $755K
|
20K
$921K
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 8.73% |
$431K - $609K
|
201K
$9.25M
|
|
|
Apr 29, 2020
Q1 2020
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15.3KNew |
$408K - $576K
|
15.3K
$703K
|
|
|
May 07, 2020
Q1 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.5KNew |
$359K - $507K
|
13.5K
$620K
|
|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.92KNew |
$238K - $336K
|
8.92K
$410K
|
|
|
May 14, 2020
Q1 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.6KNew |
$229K - $324K
|
8.6K
$395K
|
|
|
May 13, 2020
Q1 2020
|
North Rock Partners, LLC
|
BUY
|
- |
7.61KNew |
$203K - $287K
|
7.61K
$350K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.46K+ 30.13% |
$146K - $206K
|
23.6K
$1.08M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.3K+ 7.32% |
$141K - $200K
|
77.7K
$3.57M
|
|
|
May 14, 2020
Q1 2020
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.03KNew |
$134K - $189K
|
5.03K
$231K
|
|
|
May 15, 2020
Q1 2020
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.88KNew |
$130K - $184K
|
4.88K
$224K
|
|
|
May 15, 2020
Q1 2020
|
Scotia Capital Inc.
|
BUY
|
- |
4.78K+ 4.74% |
$127K - $180K
|
106K
$4.86M
|
|
|
Apr 29, 2020
Q1 2020
|
Cx Institutional
|
BUY
|
- |
4.67K+ 5.52% |
$125K - $176K
|
89.3K
$4.1M
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.64K+ 795.2% |
$124K - $175K
|
5.22K
$240K
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.38K+ 11.39% |
$117K - $165K
|
42.8K
$1.97M
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.95K+ 25.08% |
$105K - $149K
|
19.7K
$905K
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.65K+ 132.79% |
$97.4K - $138K
|
6.4K
$294K
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.27K+ 22.82% |
$87.1K - $123K
|
17.6K
$808K
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.23KNew |
$86.1K - $122K
|
3.23K
$149K
|
|
|
Apr 15, 2020
Q1 2020
|
First Financial Corp
|
BUY
|
- |
2.85KNew |
$76K - $107K
|
2.85K
$131K
|
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.01K+ 15.39% |
$53.6K - $75.7K
|
15.1K
$693K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.88K+ 35.23% |
$50K - $70.7K
|
7.21K
$331K
|
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82KNew |
$48.5K - $68.5K
|
1.82K
$83.6K
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.63K+ 93.77% |
$43.3K - $61.2K
|
3.36K
$154K
|
|
|
Apr 28, 2020
Q1 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.57K+ 25.09% |
$41.9K - $59.3K
|
7.85K
$361K
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.1K+ 60.63% |
$29.2K - $41.2K
|
2.9K
$133K
|
|
|
May 08, 2020
Q1 2020
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.09K+ 0.3% |
$28.9K - $40.9K
|
358K
$16.5M
|
|
|
Apr 27, 2020
Q1 2020
|
Bfsg, LLC
|
BUY
|
- |
675+ 1.41% |
$18K - $25.4K
|
48.7K
$2.24M
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
379New |
$10.1K - $14.3K
|
379
$17.4K
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
329New |
$8.77K - $12.4K
|
329
$15.1K
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
276+ 0.57% |
$7.36K - $10.4K
|
48.8K
$2.24M
|