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
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2+ 0.04% |
$69.7 - $74.1
|
4.76K
$217K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-24Closed |
$836 - $889
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31Closed |
$1.08K - $1.15K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
SELL
|
- |
-161- 62.16% |
$5.61K - $5.96K
|
98
$4.47K
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-293- 8.34% |
$10.2K - $10.9K
|
3.22K
$147K
|
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-329Closed |
$11.5K - $12.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-379Closed |
$13.2K - $14K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-471Closed |
$16.4K - $17.4K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Patten Group, Inc.
|
SELL
|
- |
-472- 6.15% |
$16.4K - $17.5K
|
7.2K
$328K
|
|
|
Oct 09, 2020
Q3 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-631- 0.51% |
$22K - $23.4K
|
122K
$5.57M
|
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-890- 9.98% |
$31K - $33K
|
8.03K
$366K
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 80.69% |
$40.9K - $43.5K
|
281
$12.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-1.31K- 5.7% |
$45.7K - $48.6K
|
21.7K
$990K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.38K- 2.98% |
$48K - $51K
|
44.8K
$2.04M
|
|
|
Oct 26, 2020
Q3 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.93K- 4.3% |
$67.2K - $71.5K
|
43K
$1.96M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.14KClosed |
$74.6K - $79.3K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.44K- 7.41% |
$84.9K - $90.3K
|
30.5K
$1.39M
|
|
|
Nov 06, 2020
Q3 2020
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3K- 0.85% |
$105K - $111K
|
349K
$15.9M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.65KClosed |
$127K - $135K
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.85K- 3.87% |
$134K - $143K
|
95.6K
$4.36M
|
|
|
Oct 16, 2020
Q3 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.27K- 2.77% |
$149K - $158K
|
150K
$6.83M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.47K- 2.07% |
$156K - $166K
|
211K
$9.62M
|
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.6KClosed |
$160K - $170K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.5K- 24.05% |
$192K - $204K
|
17.4K
$792K
|
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.11KClosed |
$248K - $264K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.16K- 10.52% |
$319K - $339K
|
77.9K
$3.55M
|
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-9.69KClosed |
$337K - $359K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-12.9K- 4.44% |
$448K - $476K
|
277K
$12.6M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 4.65% |
$459K - $488K
|
270K
$12.3M
|
|
|
Nov 03, 2020
Q3 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.3K- 13.96% |
$497K - $529K
|
88K
$4.01M
|
|
|
Oct 26, 2020
Q3 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15.6KClosed |
$545K - $579K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.9K- 2.84% |
$555K - $590K
|
545K
$24.8M
|
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.8KClosed |
$621K - $661K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-39.4K- 4.38% |
$1.37M - $1.46M
|
861K
$39.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.9K- 53.73% |
$1.39M - $1.48M
|
34.4K
$1.57M
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-49.6KClosed |
$1.73M - $1.84M
|
0
$0
|