Purchases and Sales Made in Q3 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450+ 2.49% |
$17.3K - $18.2K
|
18.5K
$845K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
450New |
$17.3K - $18.2K
|
450
$20.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
443+ 0.91% |
$17.1K - $17.9K
|
49.3K
$2.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
436+ 16.28% |
$16.8K - $17.6K
|
3.11K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
413+ 4.52% |
$15.9K - $16.7K
|
9.55K
$435K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
373+ 142.37% |
$14.4K - $15.1K
|
635
$28.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
285New |
$11K - $11.5K
|
285
$13K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
280+ 2.36% |
$10.8K - $11.3K
|
12.1K
$552K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
256+ 853.33% |
$9.87K - $10.4K
|
286
$13K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
246+ 2.99% |
$9.48K - $9.95K
|
8.47K
$386K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
155New |
$5.97K - $6.27K
|
155
$7.06K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$5.78K - $6.07K
|
150
$6.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
126+ 7.27% |
$4.86K - $5.1K
|
1.86K
$84.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
122New |
$4.7K - $4.93K
|
122
$5.56K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
103+ 0.08% |
$3.97K - $4.17K
|
134K
$6.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
102+ 1.71% |
$3.93K - $4.12K
|
6.08K
$277K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
100New |
$3.85K - $4.04K
|
100
$4.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72New |
$2.77K - $2.91K
|
72
$3.28K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
72+ 0.56% |
$2.77K - $2.91K
|
13K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
63+ 0.92% |
$2.43K - $2.55K
|
6.89K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
63+ 0.57% |
$2.43K - $2.55K
|
11.1K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.18% |
$1.62K - $1.7K
|
23.3K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
35+ 0.18% |
$1.35K - $1.42K
|
19.7K
$897K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
32+ 0.17% |
$1.23K - $1.29K
|
18.6K
$846K
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
21+ 0.05% |
$809 - $849
|
38.8K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$655 - $687
|
17
$775
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.06% |
$154 - $162
|
7.09K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.02% |
$77.1 - $80.9
|
9.42K
$429K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.22% |
$77.1 - $80.9
|
923
$42.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$38.5 - $40.4
|
1
$45.6
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$38.5 - $40.4
|
210
$9.57K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.06% |
$38.5 - $40.4
|
1.75K
$79.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.0% |
$38.5 - $40.4
|
25.8K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-15- 1.16% |
$578 - $607
|
1.28K
$58.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 0.47% |
$3.85K - $4.04K
|
21K
$958K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-133- 0.73% |
$5.13K - $5.38K
|
18K
$822K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-164- 40.8% |
$6.32K - $6.63K
|
238
$10.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-241- 4.04% |
$9.29K - $9.75K
|
5.72K
$261K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-255- 1.93% |
$9.83K - $10.3K
|
13K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-283- 4.13% |
$10.9K - $11.4K
|
6.57K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-305- 3.76% |
$11.8K - $12.3K
|
7.81K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-420- 5.89% |
$16.2K - $17K
|
6.71K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-421- 2.23% |
$16.2K - $17K
|
18.5K
$842K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-480- 2.57% |
$18.5K - $19.4K
|
18.2K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-529- 3.02% |
$20.4K - $21.4K
|
17K
$774K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-919- 3.82% |
$35.4K - $37.2K
|
23.1K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-932- 1.25% |
$35.9K - $37.7K
|
73.5K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-985- 11.03% |
$38K - $39.8K
|
7.95K
$362K
|