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 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35.9K- 50.33% |
$1.52M - $1.68M
|
35.4K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 32.41% |
$1.54M - $1.7M
|
75.7K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-40K- 39.79% |
$1.7M - $1.87M
|
60.5K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-51.9K- 87.74% |
$2.2M - $2.43M
|
7.25K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-96.1K- 22.13% |
$4.08M - $4.5M
|
338K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-99.8K- 38.99% |
$4.23M - $4.67M
|
156K
$7.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-108K- 31.63% |
$4.59M - $5.06M
|
234K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-132K- 17.09% |
$5.62M - $6.2M
|
643K
$29.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-262K- 4.92% |
$11.1M - $12.3M
|
5.07M
$233M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-285K- 51.22% |
$12.1M - $13.3M
|
271K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-956K- 97.72% |
$40.6M - $44.7M
|
22.3K
$1.03M
|