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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
75+ 17.65% |
$2K - $2.82K
|
500
$22.7K
|
|
|
Apr 16, 2020
Q1 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
68+ 0.56% |
$1.81K - $2.56K
|
12.3K
$558K
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 7.25% |
$267 - $377
|
148
$6.71K
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4+ 0.02% |
$107 - $151
|
21.3K
$967K
|
|
|
May 07, 2020
Q1 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.06% |
$107 - $151
|
7.21K
$327K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-127- 19.84% |
$3.38K - $4.78K
|
513
$23.2K
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-161Closed |
$4.29K - $6.06K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-500- 6.76% |
$13.3K - $18.8K
|
6.9K
$313K
|
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-734- 2.79% |
$19.6K - $27.6K
|
25.6K
$1.16M
|
|
|
Apr 16, 2020
Q1 2020
|
Patten Group, Inc.
|
SELL
|
- |
-1.46K- 16.04% |
$38.9K - $55K
|
7.64K
$346K
|
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.48K- 4.26% |
$39.4K - $55.7K
|
33.2K
$1.5M
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.99K- 27.12% |
$79.7K - $113K
|
8.04K
$364K
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.11KClosed |
$82.9K - $117K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.59K- 40.49% |
$95.7K - $135K
|
5.28K
$239K
|
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.3K- 1.52% |
$141K - $199K
|
343K
$15.6M
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-7.19KClosed |
$192K - $271K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $408K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-12.4KClosed |
$330K - $466K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 6.44% |
$348K - $492K
|
190K
$8.6M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 26.91% |
$518K - $732K
|
52.8K
$2.39M
|
|
|
May 15, 2020
Q1 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-21.7K- 29.22% |
$577K - $816K
|
52.5K
$2.38M
|
|
|
May 11, 2020
Q1 2020
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-24.2K- 23.92% |
$646K - $913K
|
77.1K
$3.49M
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-34.5K- 57.63% |
$920K - $1.3M
|
25.4K
$1.15M
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-36.5KClosed |
$973K - $1.37M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.9K- 22.54% |
$1.12M - $1.58M
|
144K
$6.53M
|
|
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-63.2K- 38.97% |
$1.68M - $2.38M
|
99K
$4.49M
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
SELL
|
- |
-73K- 7.72% |
$1.94M - $2.75M
|
872K
$39.5M
|
|
|
May 06, 2020
Q1 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-88.2K- 84.76% |
$2.35M - $3.32M
|
15.9K
$718K
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-232K- 84.43% |
$6.19M - $8.75M
|
42.9K
$1.94M
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-242KClosed |
$6.44M - $9.09M
|
0
$0
|