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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.9K- 5.5% |
$782K - $810K
|
342K
$15M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-23K- 7.26% |
$904K - $935K
|
294K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.3K- 14.34% |
$916K - $948K
|
139K
$6.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.6K- 59.0% |
$1.05M - $1.08M
|
18.5K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.3K- 5.86% |
$1.39M - $1.43M
|
566K
$24.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.6K- 7.45% |
$1.44M - $1.49M
|
455K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-46.7K- 40.09% |
$1.83M - $1.9M
|
69.8K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-55.9K- 26.61% |
$2.2M - $2.27M
|
154K
$6.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103K- 94.99% |
$4.03M - $4.17M
|
5.42K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-228K- 7.61% |
$8.94M - $9.26M
|
2.76M
$121M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-294K- 72.43% |
$11.5M - $11.9M
|
112K
$4.89M
|