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 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.89KNew |
$327K - $363K
|
7.89K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.61K+ 36.83% |
$315K - $350K
|
28.3K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.29K+ 7.01% |
$302K - $335K
|
111K
$4.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.03K+ 3.95% |
$291K - $323K
|
185K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6.92K+ 13.09% |
$287K - $318K
|
59.8K
$2.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.85K+ 5.72% |
$284K - $315K
|
127K
$5.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.54K+ 20.46% |
$229K - $255K
|
32.6K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5.33K+ 25.92% |
$220K - $245K
|
25.9K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 5.29% |
$219K - $243K
|
105K
$4.65M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.26K+ 55.33% |
$218K - $242K
|
14.8K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.19K+ 2.17% |
$215K - $238K
|
244K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15K+ 55.63% |
$213K - $237K
|
14.4K
$635K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$191K - $213K
|
4.63K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.47KNew |
$185K - $206K
|
4.47K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.38KNew |
$181K - $201K
|
4.38K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$181K - $201K
|
4.38K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.26K+ 3.53% |
$176K - $196K
|
125K
$5.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.46K+ 18.59% |
$143K - $159K
|
22.1K
$975K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.3KNew |
$137K - $152K
|
3.3K
$146K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.28K+ 1.41% |
$136K - $151K
|
236K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.26K+ 19.16% |
$135K - $150K
|
20.2K
$893K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.25K+ 31.41% |
$135K - $149K
|
13.6K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.97K+ 6.09% |
$123K - $137K
|
51.8K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.96K+ 3.38% |
$123K - $136K
|
90.6K
$4M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.93K+ 46.78% |
$121K - $135K
|
9.2K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.89K+ 17.96% |
$120K - $133K
|
19K
$838K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.87K+ 11.14% |
$119K - $132K
|
28.6K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.75K+ 0.97% |
$114K - $127K
|
285K
$12.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.68K+ 2.05% |
$111K - $123K
|
134K
$5.89M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 4.78% |
$98.2K - $109K
|
52K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.32K+ 3.02% |
$96K - $107K
|
79.2K
$3.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.21K+ 4.63% |
$91.6K - $102K
|
50K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.18KNew |
$90.1K - $100K
|
2.18K
$96K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.14K+ 40.53% |
$88.5K - $98.3K
|
7.41K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.07K+ 41.95% |
$85.7K - $95.2K
|
7.01K
$309K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.06K+ 15.32% |
$85.4K - $94.9K
|
15.5K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 2.29% |
$77.1K - $85.6K
|
83.1K
$3.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.75K+ 15.04% |
$72.3K - $80.3K
|
13.4K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.66K+ 0.47% |
$68.8K - $76.4K
|
357K
$15.7M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.56K+ 14.55% |
$64.7K - $71.8K
|
12.3K
$543K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.29KNew |
$53.6K - $59.5K
|
1.29K
$57.1K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 4.47% |
$51.7K - $57.4K
|
29.2K
$1.29M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 28.49% |
$51K - $56.6K
|
5.56K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.21K+ 30.47% |
$50K - $55.5K
|
5.17K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.16K+ 6.84% |
$47.8K - $53.1K
|
18.1K
$797K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.15K+ 3.46% |
$47.6K - $52.8K
|
34.3K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.04K+ 6.11% |
$43K - $47.8K
|
18K
$796K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 1.25% |
$42K - $46.7K
|
82.5K
$3.64M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 1.75% |
$41.9K - $46.5K
|
58.7K
$2.59M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 2.03% |
$41.8K - $46.4K
|
50.8K
$2.24M
|