Purchases and Sales Made in Q2 2021 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
843+ 2.92% |
$35.1K - $37.6K
|
29.7K
$1.36M
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
749New |
$31.2K - $33.4K
|
749
$34.3K
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
727+ 2.32% |
$30.3K - $32.4K
|
32K
$1.47M
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
307+ 1.34% |
$12.8K - $13.7K
|
23.2K
$1.06M
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
272+ 1.74% |
$11.3K - $12.1K
|
15.9K
$728K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
191+ 2.79% |
$7.95K - $8.52K
|
7.03K
$322K
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
185+ 2.51% |
$7.7K - $8.25K
|
7.57K
$347K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
88+ 12.57% |
$3.66K - $3.92K
|
788
$36.1K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
86+ 0.48% |
$3.58K - $3.84K
|
17.9K
$822K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69New |
$2.87K - $3.08K
|
69
$3.16K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
48+ 0.72% |
$2K - $2.14K
|
6.76K
$310K
|
|
Aug 04, 2021
Q2 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
38+ 0.75% |
$1.58K - $1.69K
|
5.09K
$233K
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 150.0% |
$1.25K - $1.34K
|
50
$2.29K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29+ 10.07% |
$1.21K - $1.29K
|
317
$14.5K
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$41.6 - $44.6
|
5.79K
$265K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-43- 0.35% |
$1.79K - $1.92K
|
12.4K
$567K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-50- 1.08% |
$2.08K - $2.23K
|
4.58K
$210K
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-135- 2.14% |
$5.62K - $6.02K
|
6.16K
$282K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-217- 1.08% |
$9.03K - $9.68K
|
19.9K
$911K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-281Closed |
$11.7K - $12.5K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-322- 2.7% |
$13.4K - $14.4K
|
11.6K
$531K
|
|
Jul 29, 2021
Q2 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-550- 2.3% |
$22.9K - $24.5K
|
23.4K
$1.07M
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
SELL
|
- |
-582- 7.82% |
$24.2K - $26K
|
6.86K
$314K
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-583- 7.51% |
$24.3K - $26K
|
7.18K
$329K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-747- 13.51% |
$31.1K - $33.3K
|
4.78K
$219K
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-781Closed |
$32.5K - $34.8K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.01K- 8.87% |
$41.8K - $44.8K
|
10.3K
$473K
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.15K- 4.48% |
$47.7K - $51.2K
|
24.4K
$1.12M
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.51KClosed |
$62.6K - $67.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.54KClosed |
$63.9K - $68.5K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.65K- 2.73% |
$68.6K - $73.5K
|
58.7K
$2.69M
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.65K- 82.46% |
$110K - $118K
|
563
$25.8K
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-4.49K- 32.56% |
$187K - $200K
|
9.29K
$425K
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.46K- 2.59% |
$227K - $244K
|
205K
$9.41M
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.92K- 2.62% |
$247K - $264K
|
221K
$10.1M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.15KClosed |
$339K - $363K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.26K- 2.85% |
$386K - $413K
|
316K
$14.5M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.32K- 4.6% |
$388K - $416K
|
193K
$8.86M
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12K- 9.04% |
$499K - $534K
|
121K
$5.52M
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.3K- 61.03% |
$552K - $592K
|
8.47K
$388K
|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-13.4K- 4.56% |
$558K - $598K
|
280K
$12.8M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 1.97% |
$588K - $630K
|
703K
$32.2M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3KClosed |
$718K - $770K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-17.7K- 64.03% |
$738K - $791K
|
9.96K
$456K
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-18.3K- 15.21% |
$760K - $815K
|
102K
$4.67M
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.6K- 26.59% |
$1.48M - $1.59M
|
98.4K
$4.51M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-46KClosed |
$1.91M - $2.05M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-90.5K- 63.96% |
$3.77M - $4.04M
|
51K
$2.34M
|