Purchases and Sales Made in Q3 2022 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 2022. 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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
313K+ 67.33% |
$11.2M - $12.8M
|
778K
$34.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
311KNew |
$11.1M - $12.7M
|
311K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
275K+ 251.05% |
$9.86M - $11.2M
|
385K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
261K+ 8.51% |
$9.33M - $10.6M
|
3.32M
$149M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
181K+ 241.87% |
$6.47M - $7.37M
|
255K
$11.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
117K+ 51.81% |
$4.17M - $4.76M
|
341K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100K+ 16.94% |
$3.59M - $4.09M
|
691K
$31M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
96.8K+ 490.73% |
$3.47M - $3.95M
|
117K
$5.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.5K+ 13.02% |
$2.95M - $3.37M
|
716K
$32.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.7K+ 20.41% |
$2.67M - $3.05M
|
440K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65.6K+ 10.69% |
$2.35M - $2.68M
|
679K
$30.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
63.4KNew |
$2.27M - $2.59M
|
63.4K
$2.84M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
39.7K+ 398.33% |
$1.42M - $1.62M
|
49.6K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37KNew |
$1.33M - $1.51M
|
37K
$1.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
31.9K+ 1540.13% |
$1.14M - $1.3M
|
34K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
30.4KNew |
$1.09M - $1.24M
|
30.4K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.7K+ 14.25% |
$1.06M - $1.21M
|
238K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 4.22% |
$1.04M - $1.19M
|
719K
$32.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.1K+ 21.98% |
$933K - $1.06M
|
145K
$6.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.7KNew |
$921K - $1.05M
|
25.7K
$1.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.9K+ 7.53% |
$857K - $977K
|
342K
$15.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
19.9K+ 127.14% |
$712K - $811K
|
35.5K
$1.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.6KNew |
$630K - $718K
|
17.6K
$790K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
17.5K+ 136.99% |
$627K - $715K
|
30.3K
$1.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
12.6K+ 1.75% |
$452K - $516K
|
734K
$32.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
12K+ 16.5% |
$431K - $491K
|
85K
$3.81M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11.9KNew |
$426K - $486K
|
11.9K
$534K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7K+ 39.53% |
$417K - $476K
|
41.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 11.85% |
$388K - $442K
|
102K
$4.59M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.6KNew |
$379K - $432K
|
10.6K
$475K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$365K - $416K
|
10.2K
$457K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$361K - $411K
|
10.1K
$452K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
9.48KNew |
$340K - $387K
|
9.48K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8.96K+ 113.37% |
$321K - $366K
|
16.9K
$757K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 48.49% |
$314K - $358K
|
26.9K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
8.68K+ 0.95% |
$311K - $354K
|
922K
$41.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.53KNew |
$305K - $348K
|
8.53K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.61KNew |
$237K - $270K
|
6.61K
$297K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.58K+ 7.89% |
$236K - $269K
|
89.9K
$4.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.94KNew |
$213K - $243K
|
5.94K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.58KNew |
$200K - $228K
|
5.58K
$250K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.5K+ 4.01% |
$197K - $224K
|
143K
$6.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.48K+ 3.35% |
$196K - $224K
|
169K
$7.58M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.33KNew |
$191K - $218K
|
5.33K
$239K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.13K+ 9.44% |
$184K - $209K
|
59.5K
$2.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.61KNew |
$165K - $188K
|
4.61K
$207K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.29K+ 1.17% |
$154K - $175K
|
371K
$16.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
4.18K+ 2.35% |
$150K - $171K
|
182K
$8.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.15K+ 4.06% |
$113K - $128K
|
80.7K
$3.62M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.6K+ 2.64% |
$93.1K - $106K
|
101K
$4.53M
|