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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.5KNew |
$570K - $590K
|
14.5K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6K+ 11.71% |
$536K - $554K
|
130K
$5.69M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.7K+ 17.62% |
$498K - $515K
|
84.5K
$3.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
11.8KNew |
$465K - $482K
|
11.8K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
11.1KNew |
$435K - $450K
|
11.1K
$484K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
10.9K+ 17.11% |
$427K - $442K
|
74.4K
$3.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
10.6KNew |
$415K - $430K
|
10.6K
$463K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.97K+ 6.23% |
$392K - $405K
|
170K
$7.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.96K+ 111.65% |
$391K - $405K
|
18.9K
$826K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.33K+ 2.15% |
$367K - $379K
|
443K
$19.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
9.26K+ 128.61% |
$364K - $376K
|
16.5K
$720K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.01K+ 78.72% |
$354K - $366K
|
20.5K
$895K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.54K+ 57.95% |
$335K - $347K
|
23.3K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
8.44K+ 4.01% |
$331K - $343K
|
219K
$9.58M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.42K+ 100.05% |
$331K - $342K
|
16.8K
$737K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
7.5KNew |
$295K - $305K
|
7.5K
$328K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.31K+ 42.3% |
$287K - $297K
|
24.6K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
7.05K+ 3.13% |
$277K - $287K
|
233K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.5KNew |
$255K - $264K
|
6.5K
$285K
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.44K+ 5.85% |
$253K - $262K
|
117K
$5.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
6.08K+ 2.81% |
$239K - $247K
|
222K
$9.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.03K+ 193.36% |
$237K - $245K
|
9.14K
$400K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.45KNew |
$214K - $222K
|
5.45K
$239K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
5.03KNew |
$197K - $204K
|
5.03K
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.99K+ 1.26% |
$196K - $203K
|
402K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.95K+ 3.3% |
$155K - $160K
|
124K
$5.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.24K+ 19.91% |
$127K - $132K
|
19.5K
$853K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.95K+ 14.87% |
$116K - $120K
|
22.8K
$998K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.74K+ 124.03% |
$107K - $111K
|
4.94K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.35K+ 724.0% |
$92.4K - $95.7K
|
2.68K
$117K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.26K+ 14.23% |
$88.6K - $91.8K
|
18.1K
$793K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.25K+ 14.23% |
$88.5K - $91.6K
|
18.1K
$791K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.21K+ 19.06% |
$86.9K - $89.9K
|
13.8K
$605K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 2.35% |
$80.2K - $83K
|
88.8K
$3.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.03K+ 62.64% |
$79.7K - $82.5K
|
5.27K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.94K+ 2.29% |
$76.4K - $79.1K
|
86.8K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86KNew |
$73.2K - $75.8K
|
1.86K
$81.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.75KNew |
$68.9K - $71.3K
|
1.75K
$76.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.7K+ 11.49% |
$66.6K - $69K
|
16.5K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 26.16% |
$55.8K - $57.8K
|
6.85K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 15.74% |
$47.1K - $48.8K
|
8.83K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.11K+ 0.45% |
$43.8K - $45.3K
|
251K
$11M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 2.11% |
$39.7K - $41.1K
|
48.8K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1K+ 341.64% |
$39.3K - $40.7K
|
1.29K
$56.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
928+ 4.96% |
$36.5K - $37.7K
|
19.6K
$860K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
900New |
$35.4K - $36.6K
|
900
$39.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
898+ 5.2% |
$35.3K - $36.5K
|
18.2K
$795K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
752+ 7.29% |
$29.5K - $30.6K
|
11.1K
$484K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
704+ 4.95% |
$27.7K - $28.6K
|
14.9K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
567+ 6.98% |
$22.3K - $23.1K
|
8.69K
$380K
|