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 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.64K- 69.89% |
$98K - $111K
|
1.14K
$50.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.77K- 2.07% |
$103K - $116K
|
131K
$5.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.92K- 15.76% |
$109K - $123K
|
15.6K
$689K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4K- 4.57% |
$149K - $168K
|
83.6K
$3.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.2K- 1.04% |
$156K - $176K
|
400K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.06K- 1.17% |
$188K - $213K
|
427K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.76K- 9.03% |
$289K - $326K
|
78.2K
$3.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.32K- 6.37% |
$309K - $349K
|
122K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.4K- 36.33% |
$312K - $353K
|
14.7K
$650K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.6K- 0.84% |
$468K - $529K
|
1.49M
$65.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.5K- 2.86% |
$502K - $567K
|
458K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.8K- 18.82% |
$773K - $874K
|
89.7K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25K- 54.7% |
$930K - $1.05M
|
20.7K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26K- 20.66% |
$969K - $1.09M
|
100K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.1K- 1.12% |
$1.15M - $1.3M
|
2.73M
$121M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36.1K- 14.86% |
$1.34M - $1.52M
|
207K
$9.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.3K- 9.26% |
$1.43M - $1.61M
|
376K
$16.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-40.1K- 18.4% |
$1.49M - $1.68M
|
178K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-62.6K- 19.81% |
$2.33M - $2.63M
|
253K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-84.1K- 44.71% |
$3.13M - $3.53M
|
104K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-119K- 38.63% |
$4.42M - $4.99M
|
189K
$8.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-227K- 24.11% |
$8.45M - $9.55M
|
715K
$31.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.07M- 31.6% |
$77M - $87M
|
4.48M
$198M
|