Purchases and Sales Made in Q3 2020 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
294KNew |
$10.2M - $10.9M
|
294K
$13.4M
|
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
102KNew |
$3.54M - $3.77M
|
102K
$4.64M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.1K+ 322.96% |
$2.97M - $3.15M
|
111K
$5.08M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
84.7K+ 50.35% |
$2.95M - $3.14M
|
253K
$11.5M
|
|
|
Oct 26, 2020
Q3 2020
|
Spc Financial, Inc.
|
BUY
|
- |
84K+ 87.99% |
$2.93M - $3.11M
|
179K
$8.18M
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.4K+ 45.69% |
$2.9M - $3.09M
|
266K
$12.1M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.4K+ 71.08% |
$2.45M - $2.61M
|
169K
$7.73M
|
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.5K+ 38.69% |
$1.55M - $1.65M
|
160K
$7.28M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.9KNew |
$1.5M - $1.59M
|
42.9K
$1.96M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.1K+ 167.06% |
$1.4M - $1.48M
|
64.1K
$2.92M
|
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
36.9K+ 22.42% |
$1.29M - $1.37M
|
201K
$9.19M
|
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
31.2K+ 11.94% |
$1.09M - $1.16M
|
293K
$13.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
23.3K+ 21.21% |
$811K - $862K
|
133K
$6.07M
|
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18.3KNew |
$636K - $676K
|
18.3K
$832K
|
|
|
Oct 23, 2020
Q3 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
15.8KNew |
$549K - $583K
|
15.8K
$718K
|
|
|
Oct 26, 2020
Q3 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.4K+ 13.73% |
$538K - $572K
|
128K
$5.83M
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.3K+ 4.85% |
$533K - $566K
|
331K
$15.1M
|
|
|
Oct 13, 2020
Q3 2020
|
Royal Fund Management, LLC
|
BUY
|
- |
12.5K+ 158.85% |
$436K - $463K
|
20.4K
$929K
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.8KNew |
$411K - $437K
|
11.8K
$538K
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.88K+ 31.86% |
$309K - $329K
|
36.7K
$1.68M
|
|
|
Nov 16, 2020
Q3 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.38KNew |
$257K - $273K
|
7.38K
$336K
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.06KNew |
$211K - $225K
|
6.06K
$276K
|
|
|
Dec 11, 2020
Q3 2020
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.89KNew |
$205K - $218K
|
5.89K
$269K
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.65KNew |
$197K - $209K
|
5.65K
$258K
|
|
|
Nov 12, 2020
Q3 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.63KNew |
$196K - $208K
|
5.63K
$257K
|
|
|
Nov 17, 2020
Q3 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.34K+ 16.05% |
$186K - $198K
|
38.6K
$1.76M
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.22K+ 17.55% |
$182K - $193K
|
35K
$1.6M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.99K+ 2.23% |
$174K - $185K
|
229K
$10.4M
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.02K+ 2.73% |
$105K - $112K
|
113K
$5.17M
|
|
|
Nov 12, 2020
Q3 2020
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.35K+ 0.48% |
$81.8K - $86.9K
|
488K
$22.3M
|
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.29K+ 28.69% |
$79.9K - $85K
|
10.3K
$469K
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.62KNew |
$56.4K - $60K
|
1.62K
$73.9K
|
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.59K+ 7.17% |
$55.4K - $58.9K
|
23.7K
$1.08M
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 19.05% |
$42.3K - $45K
|
7.59K
$346K
|
|
|
Nov 04, 2020
Q3 2020
|
Bfsg, LLC
|
BUY
|
- |
1.02K+ 2.05% |
$35.5K - $37.8K
|
50.7K
$2.31M
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
863+ 1.02% |
$30.1K - $32K
|
85.5K
$3.9M
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
860New |
$30K - $31.9K
|
860
$39.2K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
775+ 14.54% |
$27K - $28.7K
|
6.11K
$278K
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
560+ 8.55% |
$19.5K - $20.7K
|
7.11K
$324K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
429+ 0.49% |
$14.9K - $15.9K
|
88.9K
$4.05M
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
292+ 197.3% |
$10.2K - $10.8K
|
440
$20.1K
|
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
292+ 2.21% |
$10.2K - $10.8K
|
13.5K
$615K
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
183+ 0.21% |
$6.38K - $6.78K
|
85.8K
$3.91M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100+ 3.33% |
$3.48K - $3.7K
|
3.1K
$141K
|
|
|
Nov 13, 2020
Q3 2020
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
59+ 1.17% |
$2.06K - $2.19K
|
5.09K
$232K
|
|
|
Oct 13, 2020
Q3 2020
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
55+ 0.36% |
$1.92K - $2.04K
|
15.4K
$704K
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
31+ 0.41% |
$1.08K - $1.15K
|
7.61K
$347K
|
|
|
Nov 12, 2020
Q3 2020
|
North Rock Partners, LLC
|
BUY
|
- |
21+ 0.27% |
$732 - $778
|
7.69K
$351K
|
|
|
Nov 02, 2020
Q3 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.14% |
$348 - $370
|
7.23K
$330K
|
|
|
Oct 26, 2020
Q3 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.05% |
$139 - $148
|
7.75K
$353K
|