Purchases and Sales Made in Q1 2022 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2022. 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 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
341K+ 195.12% |
$13.5M - $15.7M
|
516K
$22.4M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
174K+ 23.18% |
$6.9M - $8.04M
|
926K
$40.3M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
137K+ 30.51% |
$5.44M - $6.34M
|
588K
$25.6M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.6K+ 3.19% |
$3.66M - $4.27M
|
3M
$130M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
89KNew |
$3.52M - $4.1M
|
89K
$3.87M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
87.1KNew |
$3.45M - $4.02M
|
87.1K
$3.79M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
72.8KNew |
$2.88M - $3.36M
|
72.8K
$3.16M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
64.8KNew |
$2.56M - $2.99M
|
64.8K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
61.7KNew |
$2.44M - $2.85M
|
61.7K
$2.68M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.2K+ 8.43% |
$1.75M - $2.04M
|
569K
$24.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.2K+ 84.78% |
$1.75M - $2.04M
|
96.4K
$4.19M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.6K+ 67.56% |
$1.53M - $1.78M
|
95.8K
$4.16M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.8K+ 1.56% |
$1.5M - $1.74M
|
2.46M
$107M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
32.4K+ 15.88% |
$1.28M - $1.49M
|
236K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.7K+ 8.49% |
$1.26M - $1.46M
|
406K
$17.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
27.7K+ 9.85% |
$1.1M - $1.28M
|
309K
$13.4M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.5K+ 12.37% |
$1.01M - $1.18M
|
232K
$10.1M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
24.9K+ 6.22% |
$984K - $1.15M
|
424K
$18.4M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
23.3K+ 3.28% |
$923K - $1.08M
|
735K
$32M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.3K+ 6.2% |
$922K - $1.07M
|
399K
$17.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.5KNew |
$892K - $1.04M
|
22.5K
$980K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
22.2K+ 29.41% |
$879K - $1.02M
|
97.7K
$4.25M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.7K+ 12.22% |
$781K - $910K
|
181K
$7.88M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2K+ 30.4% |
$760K - $885K
|
82.4K
$3.58M
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
17K+ 148.91% |
$672K - $784K
|
28.4K
$1.24M
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
15.9K+ 13.47% |
$630K - $734K
|
134K
$5.83M
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
14.8K+ 122.33% |
$587K - $684K
|
27K
$1.17M
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
14.8K+ 6.06% |
$586K - $682K
|
259K
$11.3M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.2K+ 2.42% |
$562K - $655K
|
602K
$26.2M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
11.8K+ 1.79% |
$468K - $546K
|
673K
$29.2M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.6K+ 2.91% |
$421K - $490K
|
377K
$16.4M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.88K+ 5.18% |
$351K - $409K
|
180K
$7.84M
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
8.35K+ 7.12% |
$330K - $385K
|
126K
$5.46M
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
7.83K+ 4.42% |
$310K - $361K
|
185K
$8.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.47K+ 3.61% |
$296K - $344K
|
214K
$9.31M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
7.41KNew |
$293K - $341K
|
7.41K
$322K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.12K+ 107.36% |
$282K - $328K
|
13.8K
$598K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.64KNew |
$263K - $306K
|
6.64K
$289K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.1KNew |
$241K - $281K
|
6.1K
$265K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.05K+ 1.93% |
$239K - $279K
|
319K
$13.9M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.04KNew |
$199K - $232K
|
5.04K
$219K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
4.99K+ 4.33% |
$198K - $230K
|
120K
$5.23M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.15K+ 1.34% |
$164K - $191K
|
314K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.12K+ 86.23% |
$163K - $190K
|
8.89K
$386K
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.97K+ 6.27% |
$157K - $183K
|
67.3K
$2.93M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
3.94KNew |
$156K - $182K
|
3.94K
$171K
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.68K+ 2.38% |
$146K - $170K
|
158K
$6.88M
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.25K+ 14.38% |
$129K - $150K
|
25.8K
$1.12M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.91K+ 1.05% |
$115K - $134K
|
281K
$12.2M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.73K+ 3.54% |
$108K - $126K
|
79.7K
$3.46M
|