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 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.34K- 2.66% |
$51.8K - $54.4K
|
49.2K
$2.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.53K- 1.79% |
$58.9K - $61.8K
|
83.9K
$3.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 14.69% |
$59.2K - $62.1K
|
8.92K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.93K- 0.72% |
$74.2K - $77.9K
|
265K
$12.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-2.01K- 0.62% |
$77.5K - $81.4K
|
323K
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.69K- 22.42% |
$142K - $149K
|
12.8K
$584K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 18.62% |
$146K - $154K
|
16.6K
$760K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-5K- 5.5% |
$193K - $202K
|
85.9K
$3.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.24K- 96.77% |
$202K - $212K
|
175
$8K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 4.16% |
$247K - $259K
|
148K
$6.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.13K- 36.61% |
$275K - $288K
|
12.4K
$565K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.4K- 10.6% |
$400K - $420K
|
87.6K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.6K- 51.77% |
$408K - $428K
|
9.86K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 23.43% |
$802K - $842K
|
68K
$3.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.3K- 4.91% |
$860K - $902K
|
432K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.2K- 7.07% |
$932K - $978K
|
318K
$14.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27.5K- 99.55% |
$1.06M - $1.11M
|
125
$5.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28.7K- 20.64% |
$1.11M - $1.16M
|
111K
$5.06M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44.5K- 39.78% |
$1.71M - $1.8M
|
67.3K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.4K- 74.7% |
$1.87M - $1.96M
|
16.4K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.9K- 17.2% |
$2.46M - $2.59M
|
308K
$14.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-135K- 96.83% |
$5.22M - $5.48M
|
4.43K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-250K- 25.76% |
$9.63M - $10.1M
|
720K
$32.9M
|