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 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.15K- 4.26% |
$80.3K - $93.8K
|
48.3K
$2.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 5.97% |
$113K - $132K
|
47.7K
$2.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.75K- 3.67% |
$140K - $164K
|
98.4K
$4.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.94KClosed |
$148K - $172K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.67KClosed |
$175K - $204K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.89K- 18.92% |
$183K - $214K
|
21K
$934K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.9KClosed |
$183K - $214K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.02K- 6.3% |
$188K - $219K
|
74.7K
$3.33M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.06KClosed |
$189K - $221K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.17KClosed |
$194K - $226K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.25KClosed |
$197K - $229K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.28K- 73.93% |
$198K - $231K
|
1.86K
$83.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.33KClosed |
$199K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.56KClosed |
$208K - $243K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.82KClosed |
$218K - $254K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.57K- 2.09% |
$246K - $287K
|
307K
$13.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.94KClosed |
$260K - $303K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-6.97K- 2.69% |
$261K - $304K
|
252K
$11.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.5KClosed |
$281K - $328K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.9KClosed |
$296K - $345K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.68K- 9.75% |
$325K - $379K
|
80.3K
$3.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.1K- 2.68% |
$378K - $441K
|
367K
$16.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-11KClosed |
$412K - $480K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11K- 3.93% |
$413K - $482K
|
270K
$12M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.8K- 1.38% |
$479K - $559K
|
913K
$40.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-13.3K- 1.81% |
$497K - $580K
|
722K
$32.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.9K- 13.28% |
$896K - $1.05M
|
156K
$6.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-25.1K- 5.53% |
$941K - $1.1M
|
430K
$19.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-30.3K- 14.14% |
$1.13M - $1.32M
|
184K
$8.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-38.9K- 5.78% |
$1.46M - $1.7M
|
634K
$28.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-55.5K- 65.3% |
$2.08M - $2.42M
|
29.5K
$1.31M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-103K- 57.83% |
$3.86M - $4.5M
|
75.2K
$3.35M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-251K- 71.81% |
$9.38M - $10.9M
|
98.4K
$4.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-309KClosed |
$11.6M - $13.5M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.87M- 99.6% |
$182M - $213M
|
19.7K
$880K
|