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
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.29K- 1.96% |
$189K - $216K
|
265K
$11.8M
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.65K- 5.61% |
$202K - $231K
|
95.2K
$4.24M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.86K- 6.75% |
$246K - $280K
|
94.8K
$4.23M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.51K- 9.34% |
$269K - $306K
|
72.8K
$3.25M
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-9.18K- 2.14% |
$329K - $375K
|
420K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.9K- 5.37% |
$427K - $486K
|
210K
$9.36M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.3K- 7.87% |
$440K - $502K
|
144K
$6.42M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 2.28% |
$494K - $563K
|
592K
$26.4M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-19.2KClosed |
$689K - $785K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.2K- 8.56% |
$795K - $906K
|
237K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.3K- 13.84% |
$798K - $910K
|
139K
$6.18M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56.4K- 18.36% |
$2.02M - $2.3M
|
251K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-80.2K- 2.86% |
$2.87M - $3.27M
|
2.72M
$121M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-124K- 34.52% |
$4.43M - $5.05M
|
235K
$10.5M
|