Purchases and Sales Made in Q1 2021 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2021. 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 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.08% |
$238 - $249
|
7.77K
$321K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-7- 3.15% |
$277 - $291
|
215
$8.9K
|
|
|
Jun 10, 2021
Q1 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 0.72% |
$1.98K - $2.08K
|
6.85K
$283K
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-78- 1.39% |
$3.09K - $3.24K
|
5.53K
$229K
|
|
|
May 17, 2021
Q1 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-86- 1.69% |
$3.41K - $3.58K
|
5K
$207K
|
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 1.78% |
$3.96K - $4.16K
|
5.53K
$229K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-152- 34.55% |
$6.02K - $6.32K
|
288
$11.9K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-207- 6.06% |
$8.2K - $8.61K
|
3.21K
$133K
|
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-348- 1.7% |
$13.8K - $14.5K
|
20.1K
$832K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-391- 3.05% |
$15.5K - $16.3K
|
12.4K
$514K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-697- 9.26% |
$27.6K - $29K
|
6.83K
$283K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-960- 12.51% |
$38K - $39.9K
|
6.71K
$278K
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-977- 11.6% |
$38.7K - $40.6K
|
7.44K
$308K
|
|
|
Apr 30, 2021
Q1 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.09K- 15.85% |
$43.2K - $45.3K
|
5.79K
$240K
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.43K- 1.09% |
$56.6K - $59.4K
|
129K
$5.35M
|
|
|
Apr 26, 2021
Q1 2021
|
Bfsg, LLC
|
SELL
|
- |
-1.52K- 2.96% |
$60K - $63K
|
49.6K
$2.05M
|
|
|
May 13, 2021
Q1 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.71K- 26.19% |
$67.7K - $71K
|
4.81K
$199K
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.85K- 1.52% |
$73.5K - $77.1K
|
120K
$4.97M
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.93K- 29.36% |
$76.3K - $80K
|
4.63K
$192K
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.03K- 3.25% |
$80.3K - $84.3K
|
60.4K
$2.5M
|
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.04K- 8.17% |
$80.8K - $84.8K
|
22.9K
$948K
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 24.93% |
$82.9K - $86.9K
|
6.3K
$261K
|
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-2.12K- 1.72% |
$84K - $88.1K
|
121K
$5M
|
|
|
May 07, 2021
Q1 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.17K- 0.63% |
$86.2K - $90.4K
|
346K
$14.3M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.47K- 94.17% |
$138K - $144K
|
215
$8.9K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.65K- 0.64% |
$145K - $152K
|
571K
$23.6M
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.7K- 14.55% |
$147K - $154K
|
21.7K
$899K
|
|
|
Apr 21, 2021
Q1 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.87K- 13.93% |
$153K - $161K
|
23.9K
$990K
|
|
|
Apr 14, 2021
Q1 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.07K- 26.43% |
$161K - $169K
|
11.3K
$469K
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.41KClosed |
$214K - $225K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.35K- 2.8% |
$370K - $389K
|
325K
$13.4M
|
|
|
Apr 20, 2021
Q1 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-15.1K- 55.98% |
$600K - $630K
|
11.9K
$493K
|
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-20KClosed |
$792K - $831K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.9K- 68.26% |
$987K - $1.04M
|
11.6K
$479K
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.6K- 67.94% |
$1.45M - $1.52M
|
17.3K
$714K
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-43.8K- 48.8% |
$1.74M - $1.82M
|
46K
$1.9M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-58.2KClosed |
$2.31M - $2.42M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-94KClosed |
$3.72M - $3.91M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-99.3K- 12.15% |
$3.93M - $4.13M
|
717K
$29.7M
|
|
|
Mar 28, 2025
Q1 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-122K- 41.46% |
$4.83M - $5.07M
|
172K
$7.13M
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-213K- 95.79% |
$8.43M - $8.85M
|
9.35K
$387K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-252K- 83.94% |
$10M - $10.5M
|
48.3K
$2M
|