Purchases and Sales Made in Q2 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q2 2023. 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 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
811K+ 61.56% |
$31.9M - $33M
|
2.13M
$95.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
764K+ 143.58% |
$30M - $31.1M
|
1.3M
$58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
448K+ 60.21% |
$17.6M - $18.2M
|
1.19M
$53.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
366K+ 10.06% |
$14.4M - $14.9M
|
4M
$179M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
239K+ 32.7% |
$9.39M - $9.72M
|
970K
$43.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
200KNew |
$7.87M - $8.15M
|
200K
$8.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
181KNew |
$7.09M - $7.34M
|
181K
$8.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 75.89% |
$6.3M - $6.52M
|
372K
$16.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149K+ 94.18% |
$5.84M - $6.04M
|
306K
$13.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
140KNew |
$5.5M - $5.69M
|
140K
$6.26M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
138K+ 52.8% |
$5.41M - $5.6M
|
398K
$17.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
133K+ 30.59% |
$5.22M - $5.4M
|
567K
$25.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125K+ 20.66% |
$4.93M - $5.1M
|
732K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 28.15% |
$4.1M - $4.24M
|
475K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
101K+ 81.72% |
$3.98M - $4.12M
|
225K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
98KNew |
$3.85M - $3.99M
|
98K
$4.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
93.5K+ 200.12% |
$3.67M - $3.8M
|
140K
$6.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
92.4KNew |
$3.63M - $3.76M
|
92.4K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
79.6KNew |
$3.13M - $3.24M
|
79.6K
$3.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
79K+ 30.78% |
$3.11M - $3.21M
|
336K
$15M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
78.7K+ 38.0% |
$3.09M - $3.2M
|
286K
$12.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
78.7KNew |
$3.09M - $3.2M
|
78.7K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
63.4KNew |
$2.49M - $2.58M
|
63.4K
$2.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57.2K+ 90.14% |
$2.25M - $2.33M
|
121K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.96M - $2.03M
|
50K
$2.24M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.96M - $2.03M
|
50K
$2.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
47KNew |
$1.85M - $1.91M
|
47K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.7K+ 13.43% |
$1.83M - $1.9M
|
394K
$17.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
40.2K+ 24.4% |
$1.58M - $1.63M
|
205K
$9.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
38.8KNew |
$1.52M - $1.58M
|
38.8K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.4K+ 14.48% |
$1.51M - $1.56M
|
304K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.2K+ 68.14% |
$1.5M - $1.55M
|
94.3K
$4.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.8K+ 8.55% |
$1.41M - $1.45M
|
454K
$20.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
32.9KNew |
$1.29M - $1.34M
|
32.9K
$1.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
32.3K+ 76.82% |
$1.27M - $1.31M
|
74.4K
$3.33M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27.6KNew |
$1.09M - $1.12M
|
27.6K
$1.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.9KNew |
$938K - $971K
|
23.9K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
20.4K+ 19.6% |
$803K - $831K
|
125K
$5.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20.3K+ 23.52% |
$798K - $826K
|
107K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20K+ 113.31% |
$787K - $815K
|
37.7K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.1K+ 41.71% |
$749K - $776K
|
64.8K
$2.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18K+ 15.92% |
$705K - $730K
|
131K
$5.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
17.5KNew |
$688K - $713K
|
17.5K
$784K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.4K+ 71.02% |
$684K - $708K
|
41.9K
$1.87M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$654K - $677K
|
16.7K
$745K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
16K+ 7.83% |
$629K - $651K
|
221K
$9.87M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15.8K+ 55.1% |
$623K - $644K
|
44.6K
$2M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
15.4KNew |
$605K - $626K
|
15.4K
$688K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15K+ 58.06% |
$589K - $610K
|
40.8K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.6K+ 222.49% |
$573K - $593K
|
21.1K
$945K
|