Purchases and Sales Made in Q4 2020 in Wisdomtree Tr (IHDG)

IHDG Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2020. 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
Feb 12, 2021 Q4 2020
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
215K
New
$7.56M - $8.53M
215K $9.51M
Feb 16, 2021 Q4 2020
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
131K
New
$4.6M - $5.18M
131K $5.78M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
70.7K
+ 30.9%
$2.48M - $2.8M
299K $13.2M
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
70K
+ 68.87%
$2.46M - $2.77M
172K $7.58M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
69.6K
+ 26.19%
$2.44M - $2.76M
335K $14.8M
Feb 12, 2021 Q4 2020
Insight Advisors, LLC

Newtown, PA
BUY
 -
62.4K
New
$2.19M - $2.47M
62.4K $2.75M
Jan 29, 2021 Q4 2020
Spc Financial, Inc.

BUY
 -
57.1K
+ 31.8%
$2M - $2.26M
237K $10.4M
Feb 16, 2021 Q4 2020
Dhjj Financial Advisors, Ltd.

BUY
 -
56.1K
New
$1.97M - $2.22M
56.1K $2.48M
Feb 16, 2021 Q4 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
53.8K
New
$1.89M - $2.13M
53.8K $2.38M
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
47.9K
+ 18.96%
$1.68M - $1.9M
301K $13.3M
Feb 02, 2021 Q4 2020
Royal Fund Management, LLC

BUY
 -
31.5K
+ 154.75%
$1.11M - $1.25M
51.9K $2.29M
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
29.8K
+ 5.48%
$1.05M - $1.18M
574K $25.3M
Feb 12, 2021 Q4 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
27.1K
+ 63.18%
$952K - $1.07M
70.1K $3.09M
Feb 02, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
21.8K
New
$765K - $863K
21.8K $962K
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
17.6K
+ 568.29%
$619K - $697K
20.7K $914K
Feb 04, 2021 Q4 2020
Latitude Advisors, LLC

BUY
 -
15.4K
New
$541K - $609K
15.4K $679K
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

BUY
 -
15K
New
$528K - $595K
15K $664K
Feb 09, 2021 Q4 2020
Trinity Wealth Management, LLC

BUY
 -
13.1K
+ 20.02%
$459K - $517K
78.3K $3.46M
Jul 24, 2024 Q4 2020
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
11.8K
+ 15.2%
$416K - $469K
89.8K $3.96M
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
11.8K
+ 4.37%
$414K - $467K
282K $12.5M
Feb 10, 2021 Q4 2020
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
11.1K
+ 8.31%
$388K - $438K
144K $6.36M
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
8.69K
+ 10.13%
$305K - $344K
94.5K $4.17M
Feb 12, 2021 Q4 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
8.57K
+ 7.56%
$301K - $339K
122K $5.38M
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
8.52K
+ 9.96%
$299K - $337K
94K $4.15M
Jan 26, 2021 Q4 2020
Diversified, LLC

BUY
 -
8.42K
New
$296K - $333K
8.42K $372K
Jan 29, 2021 Q4 2020
Cornerstone Wealth Management, LLC

BUY
 -
5.41K
New
$190K - $214K
5.41K $239K
Feb 17, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
4.3K
+ 4.84%
$151K - $170K
93.2K $4.11M
Feb 12, 2021 Q4 2020
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.91K
+ 37.98%
$137K - $155K
14.2K $627K
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
3.69K
+ 48.64%
$130K - $146K
11.3K $498K
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.6K
+ 1.09%
$126K - $142K
334K $14.8M
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.47K
+ 1614.42%
$122K - $137K
3.69K $163K
Feb 08, 2021 Q4 2020
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
2.4K
New
$84.3K - $95K
2.4K $106K
Feb 11, 2021 Q4 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.38K
+ 6.48%
$83.6K - $94.3K
39.1K $1.73M
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.51K
+ 31.8%
$53.1K - $59.8K
6.27K $277K
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.5K
+ 4.28%
$52.6K - $59.3K
36.5K $1.61M
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.47K
+ 27.58%
$51.6K - $58.2K
6.8K $300K
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
1.47K
+ 24.23%
$51.6K - $58.1K
7.53K $332K
Jan 29, 2021 Q4 2020
Condor Capital Management

Martinsville, NJ
BUY
 -
1.21K
+ 5.08%
$42.3K - $47.7K
24.9K $1.1M
Feb 09, 2021 Q4 2020
Princeton Global Asset Management LLC

BUY
 -
780
+ 90.7%
$27.4K - $30.9K
1.64K $72.4K
Jan 29, 2021 Q4 2020
Corbenic Partners LLC

BUY
 -
695
+ 0.57%
$24.4K - $27.5K
123K $5.43M
Jan 26, 2021 Q4 2020
Bfsg, LLC

BUY
 -
425
+ 0.84%
$14.9K - $16.8K
51.1K $2.26M
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
400
+ 5.63%
$14K - $15.8K
7.51K $331K
Feb 08, 2021 Q4 2020
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
361
+ 4.5%
$12.7K - $14.3K
8.39K $370K
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
194
+ 6.02%
$6.81K - $7.68K
3.42K $151K
Jan 13, 2021 Q4 2020
Kmg Fiduciary Partners, LLC

BUY
 -
121
+ 0.78%
$4.25K - $4.79K
15.6K $686K
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

BUY
 -
66
+ 0.87%
$2.32K - $2.61K
7.67K $339K
Jan 14, 2021 Q4 2020
Bogart Wealth, LLC

BUY
 -
20
New
$702 - $792
20 $883
Feb 16, 2021 Q4 2020
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
11
+ 0.14%
$386 - $435
7.76K $342K
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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