Purchases and Sales Made in Q3 2024 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 2024. 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 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.8KNew |
$544K - $600K
|
12.8K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 1.87% |
$534K - $588K
|
684K
$31.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
12.4K+ 16.12% |
$525K - $579K
|
89.2K
$4.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.4K+ 4.92% |
$484K - $534K
|
244K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.3K+ 8.36% |
$478K - $527K
|
146K
$6.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11KNew |
$466K - $514K
|
11K
$505K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 21.92% |
$449K - $495K
|
58.9K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.6K+ 51.96% |
$448K - $494K
|
30.9K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
10.3K+ 3.16% |
$435K - $479K
|
335K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.52K+ 45.76% |
$404K - $445K
|
30.3K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
9.49K+ 1.66% |
$403K - $444K
|
583K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9.47K+ 13.47% |
$402K - $443K
|
79.7K
$3.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.12K+ 11.58% |
$387K - $427K
|
87.9K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.72K+ 35.92% |
$370K - $408K
|
33K
$1.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.68K+ 12.66% |
$368K - $406K
|
77.2K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.41KNew |
$357K - $393K
|
8.41K
$387K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.28K+ 2.78% |
$351K - $388K
|
306K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.9K+ 16.74% |
$335K - $370K
|
55.1K
$2.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.7K+ 18.13% |
$327K - $360K
|
50.2K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.53K+ 3.13% |
$319K - $352K
|
248K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.32K+ 4.78% |
$311K - $343K
|
161K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.3K+ 27.16% |
$309K - $341K
|
34.2K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7K+ 33.27% |
$297K - $328K
|
28.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.9K+ 100.03% |
$293K - $323K
|
13.8K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.84K+ 19.34% |
$290K - $320K
|
42.2K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.35K+ 2.35% |
$269K - $297K
|
277K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.35KNew |
$269K - $297K
|
6.35K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.65K+ 60.44% |
$240K - $264K
|
15K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.64K+ 1.2% |
$239K - $264K
|
476K
$21.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.4K+ 27.14% |
$229K - $253K
|
25.3K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.4K+ 6.07% |
$229K - $253K
|
94.4K
$4.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.12K+ 0.53% |
$217K - $240K
|
979K
$45M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5KNew |
$212K - $234K
|
5K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.78KNew |
$203K - $223K
|
4.78K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.51K+ 3.41% |
$191K - $211K
|
137K
$6.29M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.14K+ 15.09% |
$176K - $194K
|
31.6K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.96K+ 4.36% |
$168K - $185K
|
94.9K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.79K+ 1.52% |
$161K - $177K
|
252K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 16.05% |
$159K - $176K
|
27.1K
$1.25M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.35K+ 39.17% |
$142K - $157K
|
11.9K
$547K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.28KNew |
$139K - $153K
|
3.28K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
3.05K+ 1.43% |
$129K - $142K
|
216K
$9.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3K+ 0.85% |
$127K - $140K
|
354K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 1.21% |
$126K - $139K
|
249K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.85K+ 19.32% |
$121K - $133K
|
17.6K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.67K+ 23.19% |
$113K - $125K
|
14.2K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.62K+ 0.65% |
$111K - $123K
|
405K
$18.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.51K+ 13.77% |
$106K - $117K
|
20.7K
$954K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.88K+ 3.28% |
$79.8K - $88K
|
59.3K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.81K+ 6.1% |
$76.8K - $84.7K
|
31.5K
$1.45M
|