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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
87.9KNew |
$3.27M - $3.69M
|
87.9K
$4.03M
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.38KNew |
$51.3K - $58K
|
1.38K
$63.4K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
250+ 62.5% |
$9.3K - $10.5K
|
650
$29.8K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.28K- 32.1% |
$84.6K - $95.6K
|
4.81K
$221K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-190- 1.54% |
$7.06K - $7.98K
|
12.2K
$558K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
263K+ 317.9% |
$9.78M - $11M
|
346K
$15.9M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-682- 7.29% |
$25.4K - $28.7K
|
8.68K
$398K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
146+ 0.79% |
$5.43K - $6.13K
|
18.7K
$859K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.8K+ 27.13% |
$1.78M - $2.01M
|
224K
$10.3M
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.5KNew |
$279K - $315K
|
7.5K
$344K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-96- 0.13% |
$3.57K - $4.03K
|
71.4K
$3.28M
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27.5K- 99.55% |
$1.06M - $1.11M
|
125
$5.74K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.2KNew |
$1.78M - $1.87M
|
46.2K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$655 - $687
|
17
$780
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
374KNew |
$14.4M - $15.1M
|
374K
$17.2M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.02% |
$77.1 - $80.9
|
9.42K
$433K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-985- 11.03% |
$38K - $39.8K
|
7.95K
$365K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44.5K- 39.78% |
$1.71M - $1.8M
|
67.3K
$3.09M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
155New |
$5.97K - $6.27K
|
155
$7.12K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
100New |
$3.85K - $4.04K
|
100
$4.59K
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
9.92KNew |
$382K - $401K
|
9.92K
$455K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
280+ 2.36% |
$10.8K - $11.3K
|
12.1K
$557K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
8.19KNew |
$316K - $331K
|
8.19K
$376K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
450New |
$17.3K - $18.2K
|
450
$20.7K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 23.43% |
$802K - $842K
|
68K
$3.12M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 14.69% |
$59.2K - $62.1K
|
8.92K
$409K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
122New |
$4.7K - $4.93K
|
122
$5.6K
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
21+ 0.05% |
$809 - $849
|
38.8K
$1.78M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$5.78K - $6.07K
|
150
$6.89K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
703+ 9.59% |
$27.1K - $28.4K
|
8.03K
$369K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
31.5KNew |
$1.21M - $1.27M
|
31.5K
$1.45M
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
119KNew |
$4.59M - $4.81M
|
119K
$5.46M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.87KNew |
$265K - $278K
|
6.87K
$316K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.96M - $2.03M
|
50K
$2.3M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.01K- 1.69% |
$236K - $244K
|
349K
$16M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-80- 62.02% |
$3.14K - $3.25K
|
49
$2.25K
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.5KNew |
$255K - $264K
|
6.5K
$298K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-668- 6.56% |
$26.2K - $27.2K
|
9.52K
$437K
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
79.6KNew |
$3.13M - $3.24M
|
79.6K
$3.65M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 15.74% |
$47.1K - $48.8K
|
8.83K
$405K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
92.4KNew |
$3.63M - $3.76M
|
92.4K
$4.24M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
47KNew |
$1.85M - $1.91M
|
47K
$2.16M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
7.5KNew |
$295K - $305K
|
7.5K
$344K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
138K+ 52.8% |
$5.41M - $5.6M
|
398K
$18.3M
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
236New |
$9.27K - $9.6K
|
236
$10.8K
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
900New |
$35.4K - $36.6K
|
900
$41.3K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.31K+ 5644.68% |
$193K - $209K
|
5.4K
$248K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
30K+ 10.48% |
$1.09M - $1.18M
|
317K
$14.5M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.39K- 33.13% |
$86.9K - $94.2K
|
4.82K
$221K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.5KNew |
$418K - $453K
|
11.5K
$528K
|