Latest Institutional Transactions on Wisdomtree Tr (IHDG)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
20.5KNew |
$850K - $944K
|
20.5K
$935K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
265K+ 1981.87% |
$11M - $12.2M
|
278K
$12.7M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 4.47% |
$51.7K - $57.4K
|
29.2K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-101K- 19.96% |
$4.17M - $4.64M
|
404K
$18.4M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 4.45% |
$48K - $53.3K
|
24.9K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14K- 6.77% |
$579K - $643K
|
193K
$8.77M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
662K+ 14.77% |
$27.4M - $30.4M
|
5.14M
$234M
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.26K+ 3.53% |
$176K - $196K
|
125K
$5.69M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.4K- 0.3% |
$265K - $294K
|
2.16M
$98.3M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.19K- 10.24% |
$380K - $423K
|
80.5K
$3.67M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.3K- 15.79% |
$3.2M - $3.55M
|
412K
$18.8M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-28- 2.47% |
$1.16K - $1.29K
|
1.11K
$50.4K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 6.17% |
$647K - $719K
|
238K
$10.8M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-414- 2.39% |
$17.1K - $19K
|
16.9K
$770K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
218K+ 50.95% |
$9.01M - $10M
|
645K
$29.4M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.49K- 7.94% |
$61.5K - $68.3K
|
17.2K
$784K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-471- 5.52% |
$19.5K - $21.7K
|
8.06K
$367K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-175K- 48.42% |
$7.26M - $8.07M
|
187K
$8.51M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.29K- 19.28% |
$53.5K - $59.4K
|
5.41K
$246K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.9KNew |
$1.69M - $1.88M
|
40.9K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6.92K+ 13.09% |
$287K - $318K
|
59.8K
$2.72M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.1K+ 16.37% |
$2.24M - $2.49M
|
384K
$17.5M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
122+ 10.75% |
$5.05K - $5.61K
|
1.26K
$57.2K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150+ 1.36% |
$6.21K - $6.9K
|
11.2K
$510K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 0.14% |
$8.28K - $9.2K
|
147K
$6.69M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.69K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$2.86K - $3.17K
|
69
$3.14K
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$181K - $201K
|
4.38K
$199K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
294K+ 10.78% |
$12.2M - $13.5M
|
3.03M
$138M
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.19K+ 2.17% |
$215K - $238K
|
244K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
335K+ 46.8% |
$13.9M - $15.4M
|
1.05M
$47.8M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
41.8KNew |
$1.73M - $1.92M
|
41.8K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 21.31% |
$665K - $738K
|
91.4K
$4.16M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.3K+ 1367.62% |
$2.83M - $3.14M
|
73.3K
$3.34M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 11.14% |
$3.1K - $3.45K
|
748
$34K
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
11.3KNew |
$469K - $521K
|
11.3K
$516K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.2K- 35.44% |
$462K - $513K
|
20.3K
$925K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.15KNew |
$379K - $421K
|
9.15K
$417K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$191K - $213K
|
4.63K
$211K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 3.56% |
$471K - $523K
|
330K
$15M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52+ 0.5% |
$2.15K - $2.39K
|
10.4K
$472K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.02% |
$82.8 - $92
|
8.98K
$409K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.07K+ 41.95% |
$85.7K - $95.2K
|
7.01K
$319K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.95K- 0.74% |
$80.7K - $89.6K
|
261K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-17.7K- 19.56% |
$733K - $814K
|
72.8K
$3.31M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 260.12% |
$4.76M - $5.29M
|
159K
$7.25M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 5.29% |
$219K - $243K
|
105K
$4.79M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
243+ 1.44% |
$10.1K - $11.2K
|
17.1K
$779K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$470K - $522K
|
11.3K
$516K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.04% |
$124 - $138
|
6.89K
$314K
|