Purchases and Sales Made in Q2 2022 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.76M+ 3708.5% |
$178M - $208M
|
4.89M
$219M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
342K+ 13.92% |
$12.8M - $14.9M
|
2.8M
$126M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
234K+ 58.56% |
$8.75M - $10.2M
|
633K
$28.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163K+ 264.23% |
$6.1M - $7.12M
|
225K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 1346.03% |
$4.84M - $5.65M
|
139K
$6.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 17.27% |
$3.8M - $4.43M
|
689K
$30.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.8K+ 18.96% |
$3.66M - $4.27M
|
614K
$27.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
81.5K+ 34.5% |
$3.05M - $3.56M
|
318K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.6K+ 95.36% |
$2.94M - $3.43M
|
161K
$7.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.4K+ 2.02% |
$2.26M - $2.64M
|
3.06M
$137M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.4K+ 2.02% |
$2.26M - $2.64M
|
3.06M
$137M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.4K+ 14.64% |
$2.22M - $2.59M
|
465K
$20.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.2K+ 183.66% |
$2.21M - $2.58M
|
91.4K
$4.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.1K+ 17.35% |
$2.02M - $2.36M
|
366K
$16.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
52K+ 41.4% |
$1.95M - $2.27M
|
178K
$7.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
44.6K+ 156.8% |
$1.67M - $1.95M
|
73K
$3.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39K+ 12.21% |
$1.46M - $1.7M
|
358K
$16.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
36.7K+ 83.37% |
$1.37M - $1.6M
|
80.8K
$3.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.6K+ 11.9% |
$1.03M - $1.2M
|
259K
$11.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.8K+ 14.77% |
$1M - $1.17M
|
208K
$9.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1K+ 13.35% |
$977K - $1.14M
|
222K
$9.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24K+ 495.61% |
$899K - $1.05M
|
28.9K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.8K+ 23.75% |
$851K - $994K
|
119K
$5.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.2K+ 3.91% |
$832K - $971K
|
591K
$26.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$585K - $682K
|
15.6K
$701K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6KNew |
$546K - $637K
|
14.6K
$654K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.6K+ 4537.07% |
$545K - $636K
|
14.9K
$668K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4K+ 22.16% |
$538K - $627K
|
79.2K
$3.55M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.6K+ 33.36% |
$509K - $594K
|
54.4K
$2.44M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.3K+ 13.81% |
$498K - $581K
|
110K
$4.92M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6K+ 14.5% |
$395K - $461K
|
83.3K
$3.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.2K+ 15.18% |
$382K - $446K
|
77.5K
$3.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 591.62% |
$375K - $438K
|
11.7K
$526K
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
7.89KNew |
$295K - $345K
|
7.89K
$354K
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
7.52K+ 4.06% |
$281K - $328K
|
192K
$8.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.23KNew |
$270K - $316K
|
7.23K
$324K
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
6.44KNew |
$241K - $281K
|
6.44K
$289K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.43KNew |
$241K - $281K
|
6.43K
$288K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
6.03KNew |
$226K - $264K
|
6.03K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5.45KNew |
$204K - $238K
|
5.45K
$244K
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.19K+ 3.28% |
$194K - $227K
|
164K
$7.34M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.67KNew |
$175K - $204K
|
4.67K
$210K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.34K+ 31.52% |
$162K - $189K
|
18.1K
$811K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.96K+ 4.05% |
$148K - $173K
|
102K
$4.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.94K+ 2.93% |
$147K - $172K
|
138K
$6.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.86K+ 63.28% |
$144K - $169K
|
9.96K
$447K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.77KNew |
$141K - $165K
|
3.77K
$169K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.73K+ 0.62% |
$140K - $163K
|
606K
$27.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.06K+ 2.28% |
$114K - $134K
|
137K
$6.16M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.57K+ 0.61% |
$96.1K - $112K
|
427K
$19.2M
|