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 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.93K+ 8.57% |
$72.3K - $84.4K
|
24.5K
$1.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.78K+ 2.68% |
$66.7K - $77.9K
|
68.4K
$3.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.73K+ 1.44% |
$64.8K - $75.6K
|
122K
$5.44M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 20.62% |
$51.3K - $59.8K
|
8.01K
$357K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.04K+ 7.3% |
$39K - $45.5K
|
15.3K
$683K
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.01K+ 3.79% |
$37.8K - $44.1K
|
27.6K
$1.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
970+ 49.85% |
$36.3K - $42.4K
|
2.92K
$130K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
922+ 3.42% |
$34.5K - $40.3K
|
27.9K
$1.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
845+ 2.08% |
$31.6K - $36.9K
|
41.5K
$1.85M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
780+ 14.63% |
$29.2K - $34.1K
|
6.11K
$272K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
652+ 11.1% |
$24.4K - $28.5K
|
6.52K
$291K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
601+ 0.6% |
$22.5K - $26.2K
|
101K
$4.49M
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
400+ 14.04% |
$15K - $17.5K
|
3.25K
$145K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
372+ 85.52% |
$13.9K - $16.2K
|
807
$36K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
266+ 1.59% |
$9.95K - $11.6K
|
17K
$759K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
122New |
$4.57K - $5.33K
|
122
$5.44K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
89+ 36.03% |
$3.33K - $3.89K
|
336
$15K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
32+ 0.47% |
$1.2K - $1.4K
|
6.87K
$306K
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
30+ 0.41% |
$1.12K - $1.31K
|
7.44K
$332K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
24New |
$898 - $1.05K
|
24
$1.07K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23New |
$861 - $1K
|
23
$1.03K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.13% |
$337 - $393
|
7.19K
$320K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7+ 0.2% |
$262 - $306
|
3.45K
$154K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 5.21% |
$187 - $218
|
101
$4.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 76.62% |
$2.21K - $2.58K
|
18
$802
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-68- 0.53% |
$2.54K - $2.97K
|
12.8K
$570K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-144- 2.34% |
$5.39K - $6.29K
|
6.01K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.24% |
$5.61K - $6.55K
|
6.55K
$292K
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-156- 0.8% |
$5.84K - $6.81K
|
19.2K
$857K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-156- 0.8% |
$5.84K - $6.81K
|
19.2K
$857K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-187- 1.18% |
$7K - $8.17K
|
15.6K
$696K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-197- 28.26% |
$7.37K - $8.6K
|
500
$22.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-227Closed |
$8.49K - $9.91K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-278- 3.91% |
$10.4K - $12.1K
|
6.83K
$305K
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-333- 0.59% |
$12.5K - $14.5K
|
55.7K
$2.48M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-343- 5.33% |
$12.8K - $15K
|
6.1K
$272K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-681- 5.2% |
$25.5K - $29.7K
|
12.4K
$553K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-736- 9.35% |
$27.5K - $32.1K
|
7.14K
$318K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-865Closed |
$32.4K - $37.8K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-880- 3.82% |
$32.9K - $38.4K
|
22.1K
$987K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-887- 4.52% |
$33.2K - $38.7K
|
18.7K
$835K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-981- 11.04% |
$36.7K - $42.8K
|
7.91K
$352K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13K- 2.41% |
$42.4K - $49.4K
|
45.8K
$2.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.18K- 4.59% |
$44.3K - $51.7K
|
24.6K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.26K- 8.95% |
$47K - $54.8K
|
12.8K
$569K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.3K- 1.49% |
$48.5K - $56.6K
|
85.9K
$3.83M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$48.5K - $56.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.51K- 16.86% |
$56.5K - $65.9K
|
7.44K
$332K
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.83K- 1.82% |
$68.4K - $79.8K
|
98.4K
$4.39M
|