Purchases and Sales Made in Q4 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2023. 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 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.58M+ 270.32% |
$58.8M - $66.4M
|
2.17M
$95.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
389K+ 9.5% |
$14.5M - $16.3M
|
4.48M
$198M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
355KNew |
$13.2M - $14.9M
|
355K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
278K+ 10.22% |
$10.3M - $11.7M
|
3M
$132M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
263K+ 317.9% |
$9.78M - $11M
|
346K
$15.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
207KNew |
$7.71M - $8.72M
|
207K
$9.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
146K+ 11.96% |
$5.41M - $6.12M
|
1.36M
$60.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
90.5KNew |
$3.37M - $3.8M
|
90.5K
$3.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
87.9KNew |
$3.27M - $3.69M
|
87.9K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
83.3K+ 20.51% |
$3.1M - $3.5M
|
490K
$21.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.5K+ 22.4% |
$2.88M - $3.26M
|
424K
$18.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75.4KNew |
$2.8M - $3.17M
|
75.4K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.2K+ 213.79% |
$2.65M - $2.99M
|
105K
$4.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
68.5K+ 527.26% |
$2.55M - $2.88M
|
81.5K
$3.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.7K+ 9.26% |
$2.48M - $2.8M
|
786K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8K+ 20.96% |
$2.34M - $2.64M
|
362K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.3K+ 3289.86% |
$2.28M - $2.58M
|
63.2K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60.2K+ 7.57% |
$2.24M - $2.53M
|
856K
$37.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
58.8KNew |
$2.19M - $2.47M
|
58.8K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57.7KNew |
$2.15M - $2.43M
|
57.7K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
50.7K+ 8.21% |
$1.89M - $2.13M
|
669K
$29.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
48.9KNew |
$1.82M - $2.05M
|
48.9K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.3K+ 33.72% |
$1.8M - $2.03M
|
192K
$8.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.8K+ 27.13% |
$1.78M - $2.01M
|
224K
$9.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
47K+ 19.97% |
$1.75M - $1.98M
|
282K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
44.4K+ 524.39% |
$1.65M - $1.87M
|
52.9K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
40.6K+ 12.7% |
$1.51M - $1.71M
|
361K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
40.1KNew |
$1.49M - $1.69M
|
40.1K
$1.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
36.9K+ 7.58% |
$1.37M - $1.55M
|
524K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.7K+ 12.61% |
$1.33M - $1.5M
|
319K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
31.8K+ 35.79% |
$1.18M - $1.34M
|
121K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31.5KNew |
$1.17M - $1.32M
|
31.5K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
26.6K+ 52.39% |
$987K - $1.12M
|
77.3K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
25.9KNew |
$962K - $1.09M
|
25.9K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
25.5K+ 11.0% |
$947K - $1.07M
|
257K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25KNew |
$930K - $1.05M
|
25K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9K+ 128.25% |
$924K - $1.04M
|
44.2K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.4K+ 4.43% |
$796K - $900K
|
505K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.4K+ 50.5% |
$794K - $897K
|
63.6K
$2.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20.3K+ 303.16% |
$757K - $855K
|
27.1K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.2K+ 11.56% |
$640K - $724K
|
166K
$7.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
14.2K+ 224.22% |
$528K - $597K
|
20.5K
$907K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
13.6KNew |
$505K - $571K
|
13.6K
$600K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
13.4K+ 30.49% |
$500K - $565K
|
57.6K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 3.89% |
$459K - $519K
|
330K
$14.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.6KNew |
$432K - $488K
|
11.6K
$512K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11.2K+ 3.71% |
$417K - $472K
|
313K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1KNew |
$375K - $423K
|
10.1K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.95K+ 2.12% |
$370K - $418K
|
478K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.62K+ 2.56% |
$358K - $404K
|
385K
$17M
|