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 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.6K+ 2.64% |
$93.1K - $106K
|
101K
$4.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2.57K+ 88.2% |
$92.1K - $105K
|
5.49K
$245K
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.33K+ 1.21% |
$83.4K - $95.1K
|
195K
$8.68M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.27K+ 1.24% |
$81.4K - $92.7K
|
186K
$8.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.06K+ 7.37% |
$73.7K - $84K
|
30K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.65K+ 6.77% |
$59.2K - $67.5K
|
26.1K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.57K+ 3.41% |
$56K - $63.9K
|
47.4K
$2.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.26K+ 8.23% |
$45.2K - $51.5K
|
16.6K
$740K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.12K+ 0.44% |
$39.9K - $45.5K
|
253K
$11.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
829New |
$29.7K - $33.8K
|
829
$37K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
807+ 0.58% |
$28.9K - $32.9K
|
140K
$6.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
804+ 2.91% |
$28.8K - $32.8K
|
28.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
581+ 0.85% |
$20.8K - $23.7K
|
69K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
452+ 0.53% |
$16.2K - $18.5K
|
86.3K
$3.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
395+ 5.47% |
$14.1K - $16.1K
|
7.62K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
394+ 5.3% |
$14.1K - $16.1K
|
7.83K
$349K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
388+ 6.43% |
$13.9K - $15.8K
|
6.42K
$286K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
359+ 5.5% |
$12.9K - $14.7K
|
6.88K
$307K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
250+ 13.36% |
$8.95K - $10.2K
|
2.12K
$94.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
198+ 3.29% |
$7.09K - $8.08K
|
6.21K
$277K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
134+ 0.79% |
$4.8K - $5.47K
|
17.2K
$765K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
74+ 0.92% |
$2.65K - $3.02K
|
8.09K
$361K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
46+ 0.19% |
$1.65K - $1.88K
|
24.7K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20New |
$716 - $816
|
20
$892
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.23% |
$573 - $653
|
6.89K
$307K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5+ 0.07% |
$179 - $204
|
7.19K
$321K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.04% |
$107 - $122
|
7.45K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 8.33% |
$71.6 - $81.6
|
26
$1.16K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.44% |
$71.6 - $81.6
|
141
$6.29K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-50- 0.78% |
$1.79K - $2.04K
|
6.39K
$285K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-63- 51.64% |
$2.26K - $2.57K
|
59
$2.63K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-91- 0.07% |
$3.26K - $3.71K
|
138K
$6.16M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-241- 0.58% |
$8.63K - $9.84K
|
41.3K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 3.66% |
$8.95K - $10.2K
|
6.58K
$293K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-326- 2.63% |
$11.7K - $13.3K
|
12.1K
$539K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-328- 4.6% |
$11.7K - $13.4K
|
6.81K
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-352- 3.0% |
$12.6K - $14.4K
|
11.4K
$507K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-374- 0.67% |
$13.4K - $15.3K
|
55.3K
$2.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-391- 0.48% |
$14K - $16K
|
80.4K
$3.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-415- 2.16% |
$14.9K - $16.9K
|
18.8K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-466- 2.49% |
$16.7K - $19K
|
18.3K
$814K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-666- 4.27% |
$23.8K - $27.2K
|
14.9K
$666K
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-741- 0.75% |
$26.5K - $30.2K
|
97.7K
$4.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-975- 2.04% |
$34.9K - $39.8K
|
46.7K
$2.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.2K- 2.49% |
$43K - $49.1K
|
47.1K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.12K- 8.66% |
$76K - $86.6K
|
22.4K
$997K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.93K- 0.69% |
$105K - $120K
|
424K
$18.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.75K- 17.89% |
$134K - $153K
|
17.2K
$767K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.11K- 3.36% |
$147K - $168K
|
118K
$5.26M
|