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
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
497+ 6.43% |
$19.5K - $20.2K
|
8.23K
$368K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
451+ 6.56% |
$17.7K - $18.3K
|
7.33K
$328K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
402New |
$15.8K - $16.3K
|
402
$18K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
345+ 4.76% |
$13.6K - $14K
|
7.59K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
325+ 1.09% |
$12.8K - $13.2K
|
30.1K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
309+ 0.09% |
$12.1K - $12.6K
|
349K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
259New |
$10.2K - $10.5K
|
259
$11.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
236New |
$9.27K - $9.6K
|
236
$10.6K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
220+ 2.12% |
$8.64K - $8.95K
|
10.6K
$473K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
174New |
$6.84K - $7.08K
|
174
$7.78K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
171+ 1.23% |
$6.72K - $6.95K
|
14K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
163+ 10.39% |
$6.4K - $6.63K
|
1.73K
$77.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
158+ 2.71% |
$6.21K - $6.43K
|
5.98K
$268K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
121+ 0.66% |
$4.75K - $4.92K
|
18.5K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
112+ 0.86% |
$4.4K - $4.56K
|
13.1K
$586K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
72New |
$2.83K - $2.93K
|
72
$3.22K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
72+ 0.56% |
$2.83K - $2.93K
|
12.9K
$578K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44+ 0.74% |
$1.73K - $1.79K
|
5.96K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
43+ 0.46% |
$1.69K - $1.75K
|
9.42K
$421K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.25% |
$707 - $732
|
7.09K
$317K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 50.0% |
$393 - $407
|
30
$1.34K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.88% |
$314 - $325
|
921
$41.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.04% |
$118 - $122
|
6.83K
$305K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.97% |
$78.6 - $81.3
|
209
$9.35K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.74% |
$39.3 - $40.7
|
137
$6.13K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-80- 62.02% |
$3.14K - $3.25K
|
49
$2.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-150- 1.65% |
$5.89K - $6.1K
|
8.93K
$400K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-152- 1.43% |
$5.97K - $6.18K
|
10.5K
$468K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-162- 1.37% |
$6.36K - $6.59K
|
11.6K
$521K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-222- 3.02% |
$8.72K - $9.03K
|
7.13K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-332- 3.93% |
$13K - $13.5K
|
8.11K
$363K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-457- 4.59% |
$18K - $18.6K
|
9.5K
$425K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-494- 5.01% |
$19.4K - $20.1K
|
9.36K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-596- 0.22% |
$23.4K - $24.2K
|
267K
$12M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-602- 0.7% |
$23.7K - $24.5K
|
85.5K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-668- 6.56% |
$26.2K - $27.2K
|
9.52K
$426K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-745- 1.56% |
$29.3K - $30.3K
|
47K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.27K- 6.31% |
$50K - $51.8K
|
18.9K
$846K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.81K- 8.81% |
$71K - $73.5K
|
18.7K
$837K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.81K- 0.49% |
$71.3K - $73.8K
|
369K
$16.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-2.61K- 0.8% |
$103K - $106K
|
325K
$14.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.23K- 11.86% |
$127K - $131K
|
24K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.26K- 2.38% |
$128K - $133K
|
134K
$5.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.28K- 6.1% |
$129K - $134K
|
50.6K
$2.26M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.01K- 1.69% |
$236K - $244K
|
349K
$15.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.71K- 6.87% |
$263K - $273K
|
90.9K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.89K- 2.84% |
$271K - $280K
|
236K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.1K- 56.33% |
$671K - $695K
|
13.2K
$593K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 45.79% |
$677K - $701K
|
20.4K
$913K
|