Purchases and Sales Made in Q1 2024 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2024. 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, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
662K+ 14.77% |
$27.4M - $30.4M
|
5.14M
$224M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
662K+ 14.77% |
$27.4M - $30.4M
|
5.14M
$224M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623K+ 20.8% |
$25.8M - $28.7M
|
3.62M
$158M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
335K+ 46.8% |
$13.9M - $15.4M
|
1.05M
$45.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
318KNew |
$13.2M - $14.6M
|
318K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
294K+ 10.78% |
$12.2M - $13.5M
|
3.03M
$132M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
265K+ 1981.87% |
$11M - $12.2M
|
278K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
261K+ 136.17% |
$10.8M - $12M
|
452K
$19.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
254K+ 328.9% |
$10.5M - $11.7M
|
331K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
224K+ 1650.65% |
$9.29M - $10.3M
|
238K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
218K+ 50.95% |
$9.01M - $10M
|
645K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
182K+ 38.14% |
$7.55M - $8.38M
|
660K
$28.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
176K+ 26.3% |
$7.28M - $8.08M
|
844K
$36.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
122KNew |
$5.03M - $5.59M
|
122K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 260.12% |
$4.76M - $5.29M
|
159K
$6.94M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
95.4K+ 11.14% |
$3.95M - $4.38M
|
951K
$41.4M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
93.7KNew |
$3.88M - $4.31M
|
93.7K
$4.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80.5KNew |
$3.33M - $3.7M
|
80.5K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.3K+ 1367.62% |
$2.83M - $3.14M
|
73.3K
$3.19M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68KNew |
$2.82M - $3.13M
|
68K
$2.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
67.1KNew |
$2.78M - $3.09M
|
67.1K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.9K+ 31.2% |
$2.44M - $2.71M
|
248K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.1K+ 16.37% |
$2.24M - $2.49M
|
384K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
51.8KNew |
$2.15M - $2.38M
|
51.8K
$2.26M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
49.1K+ 9.36% |
$2.03M - $2.26M
|
573K
$25M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
45K+ 12.47% |
$1.86M - $2.07M
|
405K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
41.8KNew |
$1.73M - $1.92M
|
41.8K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41KNew |
$1.7M - $1.89M
|
41K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.9KNew |
$1.69M - $1.88M
|
40.9K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37K+ 25.13% |
$1.53M - $1.7M
|
184K
$8.02M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.8K+ 114.98% |
$985K - $1.09M
|
44.5K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.6KNew |
$894K - $993K
|
21.6K
$940K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
20.5KNew |
$850K - $944K
|
20.5K
$894K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
19.8K+ 5.15% |
$819K - $910K
|
404K
$17.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
17.2K+ 5.47% |
$710K - $789K
|
331K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 21.31% |
$665K - $738K
|
91.4K
$3.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.1KNew |
$583K - $648K
|
14.1K
$614K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.1K+ 11.13% |
$583K - $647K
|
140K
$6.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
12.5K+ 21.73% |
$518K - $575K
|
70.1K
$3.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12.5K+ 4.85% |
$516K - $573K
|
270K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.42% |
$488K - $542K
|
278K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 3.56% |
$471K - $523K
|
330K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$470K - $522K
|
11.3K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
11.3KNew |
$469K - $521K
|
11.3K
$494K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
10.3K+ 31.01% |
$428K - $475K
|
43.7K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.86K+ 5.93% |
$408K - $454K
|
176K
$7.67M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.15KNew |
$379K - $421K
|
9.15K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9K+ 172.69% |
$372K - $414K
|
14.2K
$619K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.03KNew |
$332K - $369K
|
8.03K
$350K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.98K+ 2.12% |
$330K - $367K
|
384K
$16.7M
|