Purchases and Sales Made in Q4 2020 in Wisdomtree Tr (IHDG)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-16- 16.33% |
$562 - $633
|
82
$3.62K
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-44- 0.78% |
$1.54K - $1.74K
|
5.61K
$247K
|
|
|
Jan 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-181- 0.14% |
$6.35K - $7.16K
|
128K
$5.64M
|
|
|
Jan 26, 2021
Q4 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-676- 3.89% |
$23.7K - $26.8K
|
16.7K
$737K
|
|
|
Feb 05, 2021
Q4 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-680- 5.04% |
$23.9K - $26.9K
|
12.8K
$565K
|
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
SELL
|
- |
-708- 9.79% |
$24.9K - $28K
|
6.52K
$288K
|
|
|
Feb 02, 2021
Q4 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-713- 4.53% |
$25K - $28.2K
|
15K
$664K
|
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-821- 11.13% |
$28.8K - $32.5K
|
6.56K
$289K
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 3.29% |
$39.7K - $44.8K
|
33.2K
$1.47M
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-1.26K- 5.81% |
$44.3K - $49.9K
|
20.5K
$903K
|
|
|
Feb 09, 2021
Q4 2020
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.52K- 0.43% |
$53.3K - $60.1K
|
348K
$15.3M
|
|
|
Jan 26, 2021
Q4 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.76K- 20.39% |
$61.9K - $69.7K
|
6.88K
$304K
|
|
|
Feb 01, 2021
Q4 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.67K- 8.75% |
$93.6K - $105K
|
27.8K
$1.23M
|
|
|
Feb 10, 2021
Q4 2020
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.91K- 0.8% |
$137K - $155K
|
484K
$21.4M
|
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.04K- 22.13% |
$142K - $160K
|
14.2K
$627K
|
|
|
Feb 24, 2021
Q4 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.89KClosed |
$207K - $233K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.44K- 2.69% |
$261K - $295K
|
269K
$11.9M
|
|
|
Feb 08, 2021
Q4 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-7.69KClosed |
$270K - $304K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.8KClosed |
$414K - $467K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13.2K- 34.08% |
$462K - $521K
|
25.4K
$1.12M
|
|
|
Jan 14, 2021
Q4 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16.5K- 38.44% |
$580K - $654K
|
26.5K
$1.17M
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.4K- 14.06% |
$788K - $888K
|
137K
$6.05M
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.8K- 9.45% |
$975K - $1.1M
|
266K
$11.7M
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.1K- 13.32% |
$987K - $1.11M
|
183K
$8.07M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.9K- 22.93% |
$1.36M - $1.54M
|
131K
$5.76M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-44.3K- 5.15% |
$1.56M - $1.75M
|
817K
$36M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.8KClosed |
$1.57M - $1.77M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.3K- 47.81% |
$1.87M - $2.11M
|
58.2K
$2.57M
|
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-70.6K- 24.12% |
$2.48M - $2.79M
|
222K
$9.8M
|
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-88KClosed |
$3.09M - $3.48M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-95.4K- 99.77% |
$3.35M - $3.77M
|
222
$9.8K
|
|
|
Jan 19, 2021
Q4 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-123K- 81.95% |
$4.31M - $4.86M
|
27K
$1.19M
|
|
|
Feb 04, 2021
Q4 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-181K- 90.08% |
$6.37M - $7.18M
|
20K
$882K
|