Purchases and Sales Made in Q4 2022 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2022. 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 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.82K+ 3.37% |
$172K - $196K
|
148K
$6.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.45K+ 3.23% |
$159K - $182K
|
143K
$6.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.43K+ 1.67% |
$158K - $180K
|
269K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 40.79% |
$146K - $167K
|
14.2K
$632K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.63K+ 62.03% |
$129K - $148K
|
9.48K
$422K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.9KNew |
$103K - $118K
|
2.9K
$129K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85KNew |
$102K - $116K
|
2.85K
$127K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.81K+ 24.74% |
$100K - $115K
|
14.2K
$632K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.75KNew |
$97.9K - $112K
|
2.75K
$122K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.49K+ 8.67% |
$53K - $60.6K
|
18.6K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 17.03% |
$49.1K - $56.1K
|
9.47K
$422K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.28KNew |
$45.5K - $52K
|
1.28K
$56.9K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 9.58% |
$40.6K - $46.4K
|
13K
$581K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 9.57% |
$36.1K - $41.3K
|
11.6K
$517K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1K+ 15.59% |
$35.7K - $40.8K
|
7.42K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
670+ 12.21% |
$23.9K - $27.3K
|
6.16K
$275K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
582+ 1.23% |
$20.7K - $23.7K
|
48K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500+ 6.56% |
$17.8K - $20.4K
|
8.12K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
478+ 5.6% |
$17K - $19.5K
|
9.01K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
315+ 5.07% |
$11.2K - $12.8K
|
6.53K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
256+ 0.9% |
$9.12K - $10.4K
|
28.7K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
239New |
$8.52K - $9.74K
|
239
$10.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
178New |
$6.34K - $7.25K
|
178
$7.94K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
175+ 2.54% |
$6.24K - $7.13K
|
7.06K
$315K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
154New |
$5.49K - $6.28K
|
154
$6.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
125+ 625.0% |
$4.45K - $5.09K
|
145
$6.46K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
82+ 0.17% |
$2.92K - $3.34K
|
47.2K
$2.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80+ 9.65% |
$2.85K - $3.26K
|
909
$40.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
52+ 0.72% |
$1.85K - $2.12K
|
7.25K
$323K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42New |
$1.5K - $1.71K
|
42
$1.87K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 9.9% |
$356 - $408
|
111
$4.95K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 2.84% |
$143 - $163
|
145
$6.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 11.11% |
$71.3 - $81.5
|
20
$892
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 3.85% |
$35.6 - $40.8
|
27
$1.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$35.6 - $40.8
|
1
$44.6
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-63- 0.24% |
$2.24K - $2.57K
|
25.8K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-113- 1.64% |
$4.03K - $4.6K
|
6.77K
$302K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-138- 0.25% |
$4.92K - $5.62K
|
55.2K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-175- 0.43% |
$6.24K - $7.13K
|
41K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-372- 4.75% |
$13.3K - $15.2K
|
7.46K
$333K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-484- 7.57% |
$17.2K - $19.7K
|
5.91K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-492- 14.27% |
$17.5K - $20K
|
2.96K
$132K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-500- 6.15% |
$17.8K - $20.4K
|
7.63K
$340K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-644- 3.74% |
$22.9K - $26.2K
|
16.6K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-804- 11.81% |
$28.6K - $32.8K
|
6.01K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-835- 12.63% |
$29.8K - $34K
|
5.78K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-859- 0.74% |
$30.6K - $35K
|
116K
$5.16M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.08K- 1.13% |
$38.4K - $43.9K
|
94.1K
$4.19M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.18K- 9.72% |
$41.9K - $47.9K
|
10.9K
$487K
|