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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 29.95% |
$71.8K - $79.2K
|
7.35K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.47K+ 19.9% |
$62.1K - $68.5K
|
8.83K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.4K+ 3.89% |
$59.2K - $65.3K
|
37.3K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.36K+ 2.6% |
$57.5K - $63.4K
|
53.4K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.3K+ 1.21% |
$55K - $60.7K
|
109K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.23K+ 4.63% |
$52K - $57.4K
|
27.7K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.19K+ 6.51% |
$50.5K - $55.7K
|
19.5K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.18K+ 65.28% |
$50.1K - $55.2K
|
2.99K
$137K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 10.69% |
$44.5K - $49K
|
10.9K
$499K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 135.28% |
$43.3K - $47.7K
|
1.77K
$81.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.01K+ 12.14% |
$42.9K - $47.3K
|
9.34K
$429K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 100.0% |
$42.4K - $46.8K
|
2K
$92K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
594+ 1.14% |
$25.2K - $27.8K
|
52.8K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
470+ 34.41% |
$19.9K - $22K
|
1.84K
$84.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
442+ 3.22% |
$18.7K - $20.7K
|
14.2K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
412+ 4.59% |
$17.5K - $19.3K
|
9.39K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
360+ 2.08% |
$15.3K - $16.8K
|
17.7K
$814K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
347New |
$14.7K - $16.2K
|
347
$16K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
288+ 4.4% |
$12.2K - $13.5K
|
6.84K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
274New |
$11.6K - $12.8K
|
274
$12.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
268+ 1.51% |
$11.4K - $12.5K
|
18K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
200+ 3.13% |
$8.48K - $9.36K
|
6.6K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
189+ 1.35% |
$8.02K - $8.84K
|
14.2K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
186+ 17.61% |
$7.89K - $8.7K
|
1.24K
$57.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
186+ 11.35% |
$7.89K - $8.7K
|
1.83K
$83.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
130+ 1.01% |
$5.51K - $6.08K
|
13K
$596K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
129New |
$5.47K - $6.03K
|
129
$5.93K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
102+ 5.45% |
$4.33K - $4.77K
|
1.97K
$90.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
94+ 0.57% |
$3.99K - $4.4K
|
16.7K
$766K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85New |
$3.61K - $3.98K
|
85
$3.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76New |
$3.22K - $3.56K
|
76
$3.49K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67New |
$2.84K - $3.13K
|
67
$3.08K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
64+ 0.31% |
$2.71K - $2.99K
|
20.5K
$942K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
63+ 0.39% |
$2.67K - $2.95K
|
16.2K
$744K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 8.42% |
$2.12K - $2.34K
|
644
$29.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43+ 0.22% |
$1.82K - $2.01K
|
20K
$920K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.14% |
$764 - $842
|
13.2K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.22% |
$594 - $655
|
6.35K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11+ 0.2% |
$467 - $515
|
5.46K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6+ 0.01% |
$255 - $281
|
61.8K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.24% |
$84.8 - $93.6
|
840
$38.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.18% |
$42.4 - $46.8
|
555
$25.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$424 - $468
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18- 0.12% |
$764 - $842
|
14.5K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.09% |
$848 - $936
|
21.7K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-29- 0.03% |
$1.23K - $1.36K
|
114K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.58% |
$1.7K - $1.87K
|
6.81K
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-124- 82.67% |
$5.26K - $5.8K
|
26
$1.2K
|