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 |
---|---|---|---|---|---|---|---|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-63- 51.64% |
$2.26K - $2.57K
|
59
$2.68K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4K+ 22.16% |
$538K - $627K
|
79.2K
$3.6M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-227Closed |
$8.49K - $9.91K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-11KClosed |
$412K - $480K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5.33KClosed |
$199K - $233K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23New |
$861 - $1K
|
23
$1.04K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.28K- 73.93% |
$198K - $231K
|
1.86K
$84.6K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.5KClosed |
$281K - $328K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
372+ 85.52% |
$13.9K - $16.2K
|
807
$36.7K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
89+ 36.03% |
$3.33K - $3.89K
|
336
$15.3K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-103K- 57.83% |
$3.86M - $4.5M
|
75.2K
$3.42M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5.45KNew |
$204K - $238K
|
5.45K
$247K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-38.9K- 5.78% |
$1.46M - $1.7M
|
634K
$28.8M
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-343- 5.33% |
$12.8K - $15K
|
6.1K
$277K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-865Closed |
$32.4K - $37.8K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
400+ 14.04% |
$15K - $17.5K
|
3.25K
$148K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.43KNew |
$241K - $281K
|
6.43K
$292K
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.9KClosed |
$183K - $214K
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
7.89KNew |
$295K - $345K
|
7.89K
$358K
|
|
Q1 2022 | |||||||
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-215Closed |
$8.51K - $9.91K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.15KClosed |
$322K - $376K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-15.5KClosed |
$613K - $715K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
593New |
$23.5K - $27.3K
|
593
$26.9K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.93KClosed |
$423K - $457K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
99New |
$4.21K - $4.55K
|
99
$4.5K
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.36KClosed |
$185K - $200K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.86KClosed |
$164K - $177K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
179New |
$7.61K - $8.23K
|
179
$8.13K
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-35.2KClosed |
$1.5M - $1.62M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-384Closed |
$16.3K - $17.7K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-28Closed |
$1.19K - $1.29K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-19.1KClosed |
$814K - $880K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.56KClosed |
$197K - $212K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.57K+ 2209.86% |
$67.7K - $72.9K
|
1.64K
$74.5K
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-7.57KClosed |
$327K - $351K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-5.09KClosed |
$220K - $236K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-749Closed |
$32.3K - $34.8K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
98.4KNew |
$4.1M - $4.39M
|
98.4K
$4.47M
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.54KClosed |
$63.9K - $68.5K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-781Closed |
$32.5K - $34.8K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.51KClosed |
$62.6K - $67.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-281Closed |
$11.7K - $12.5K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.41KClosed |
$214K - $225K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-20KClosed |
$792K - $831K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 24, 2021
Q4 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.89KClosed |
$207K - $233K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-7.69KClosed |
$270K - $304K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31Closed |
$1.08K - $1.15K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-471Closed |
$16.4K - $17.4K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-9.69KClosed |
$337K - $359K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-329Closed |
$11.5K - $12.2K
|
0
$0
|