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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.1K+ 21.31% |
$665K - $738K
|
91.4K
$4.2M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.1K- 53.54% |
$1.41M - $1.57M
|
29.6K
$1.36M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-51.9K- 38.88% |
$2.15M - $2.39M
|
81.6K
$3.75M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
261K+ 136.17% |
$10.8M - $12M
|
452K
$20.8M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15K+ 55.63% |
$213K - $237K
|
14.4K
$661K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 2.29% |
$77.1K - $85.6K
|
83.1K
$3.82M
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 4.78% |
$98.2K - $109K
|
52K
$2.39M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.5K- 7.18% |
$2.34M - $2.6M
|
730K
$33.5M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66.3K- 4.87% |
$2.74M - $3.05M
|
1.3M
$59.5M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.69K- 92.86% |
$70K - $77.8K
|
130
$5.97K
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-285- 0.07% |
$11.8K - $13.1K
|
400K
$18.4M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.66K+ 0.47% |
$68.8K - $76.4K
|
357K
$16.4M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
944+ 1.72% |
$39.1K - $43.4K
|
55.8K
$2.56M
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.48% |
$166 - $184
|
832
$38.2K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.8K+ 114.98% |
$985K - $1.09M
|
44.5K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
182K+ 38.14% |
$7.55M - $8.38M
|
660K
$30.3M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9K+ 172.69% |
$372K - $414K
|
14.2K
$652K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.75K- 38.07% |
$196K - $218K
|
7.72K
$354K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-16- 0.23% |
$662 - $736
|
7K
$321K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.8K- 8.93% |
$1.57M - $1.74M
|
386K
$17.7M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.76K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.47KNew |
$185K - $206K
|
4.47K
$205K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.85K- 15.65% |
$76.6K - $85.1K
|
9.97K
$458K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
623K+ 20.8% |
$25.8M - $28.7M
|
3.62M
$166M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 1.75% |
$41.9K - $46.5K
|
58.7K
$2.7M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.1K- 23.87% |
$624K - $694K
|
48.1K
$2.21M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
93+ 0.44% |
$3.85K - $4.28K
|
21.3K
$979K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.9K+ 31.2% |
$2.44M - $2.71M
|
248K
$11.4M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.29K+ 7.01% |
$302K - $335K
|
111K
$5.11M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
251New |
$10.4K - $11.5K
|
251
$11.5K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
95.4K+ 11.14% |
$3.95M - $4.38M
|
951K
$43.7M
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
285+ 0.48% |
$11.8K - $13.1K
|
59.1K
$2.71M
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.15K+ 3.46% |
$47.6K - $52.8K
|
34.3K
$1.58M
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.29KNew |
$53.6K - $59.5K
|
1.29K
$59.4K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-122K- 99.49% |
$5.04M - $5.6M
|
622
$28.6K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
639New |
$26.4K - $29.4K
|
639
$29.3K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
831+ 6.37% |
$34.4K - $38.2K
|
13.9K
$637K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.93K+ 46.78% |
$121K - $135K
|
9.2K
$422K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.87K- 48.31% |
$201K - $224K
|
5.21K
$239K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.66K- 4.34% |
$151K - $168K
|
80.8K
$3.71M
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-320- 1.24% |
$13.2K - $14.7K
|
25.5K
$1.17M
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.11K- 4.05% |
$294K - $327K
|
168K
$7.74M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.03KNew |
$332K - $369K
|
8.03K
$369K
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 4.88% |
$46.2K - $51.4K
|
21.8K
$999K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.2K- 36.78% |
$381K - $423K
|
15.8K
$726K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.68K- 87.22% |
$69.5K - $77.2K
|
246
$11.3K
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-476- 1.84% |
$19.7K - $21.9K
|
25.4K
$1.17M
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
19.8K+ 5.15% |
$819K - $910K
|
404K
$18.6M
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-675- 3.81% |
$27.9K - $31K
|
17K
$781K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.58K- 10.7% |
$65.2K - $72.4K
|
13.1K
$603K
|