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 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
628+ 8.14% |
$23.3K - $26.4K
|
8.34K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
579+ 3.12% |
$21.5K - $24.3K
|
19.2K
$845K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
579+ 3.76% |
$21.5K - $24.3K
|
16K
$705K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
528+ 1.07% |
$19.6K - $22.2K
|
49.8K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
486+ 0.58% |
$18.1K - $20.4K
|
84.4K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
443+ 4.49% |
$16.5K - $18.6K
|
10.3K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
250+ 62.5% |
$9.3K - $10.5K
|
650
$28.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
208+ 0.99% |
$7.73K - $8.74K
|
21.2K
$937K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
194+ 3.39% |
$7.21K - $8.15K
|
5.92K
$261K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
146+ 0.79% |
$5.43K - $6.13K
|
18.7K
$826K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 4.21% |
$4.87K - $5.5K
|
3.25K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
114+ 6.14% |
$4.24K - $4.79K
|
1.97K
$87K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$3.72K - $4.2K
|
100
$4.41K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
90+ 0.44% |
$3.35K - $3.78K
|
20.7K
$912K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
54+ 0.27% |
$2.01K - $2.27K
|
19.7K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
26+ 0.39% |
$967 - $1.09K
|
6.7K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15+ 0.01% |
$558 - $630
|
134K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 0.28% |
$409 - $462
|
3.96K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11+ 0.04% |
$409 - $462
|
25.8K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10+ 0.19% |
$372 - $420
|
5.27K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.11% |
$74.4 - $84
|
1.76K
$77.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.25% |
$74.4 - $84
|
803
$35.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.02% |
$74.4 - $84
|
8.97K
$396K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.16% |
$37.2 - $42
|
636
$28.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-31- 2.42% |
$1.15K - $1.3K
|
1.25K
$55.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-95- 10.29% |
$3.53K - $3.99K
|
828
$36.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-96- 0.13% |
$3.57K - $4.03K
|
71.4K
$3.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-108- 2.44% |
$4.02K - $4.54K
|
4.32K
$191K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-161- 0.87% |
$5.99K - $6.77K
|
18.3K
$808K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-190- 1.54% |
$7.06K - $7.98K
|
12.2K
$537K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-256- 89.51% |
$9.52K - $10.8K
|
30
$1.32K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-303- 2.37% |
$11.3K - $12.7K
|
12.5K
$550K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-319- 3.58% |
$11.9K - $13.4K
|
8.59K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-350- 5.34% |
$13K - $14.7K
|
6.2K
$274K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-439- 1.88% |
$16.3K - $18.4K
|
22.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-518- 0.35% |
$19.3K - $21.8K
|
147K
$6.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-682- 7.29% |
$25.4K - $28.7K
|
8.68K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-749- 28.01% |
$27.8K - $31.5K
|
1.93K
$85K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-793- 10.16% |
$29.5K - $33.3K
|
7.02K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-879- 4.73% |
$32.7K - $36.9K
|
17.7K
$781K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-968- 10.19% |
$36K - $40.7K
|
8.53K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.47K- 2.98% |
$54.5K - $61.6K
|
47.8K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 9.33% |
$57.6K - $65.1K
|
15.1K
$665K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.57K- 8.63% |
$58.4K - $66.1K
|
16.6K
$735K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 26.97% |
$67.8K - $76.6K
|
4.94K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.96K- 0.74% |
$72.8K - $82.3K
|
263K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.28K- 32.1% |
$84.6K - $95.6K
|
4.81K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.6K- 1.02% |
$96.7K - $109K
|
252K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.64K- 69.89% |
$98K - $111K
|
1.14K
$50.1K
|