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 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 6.16% |
$18.2K - $19.7K
|
7.62K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30K+ 10.48% |
$1.09M - $1.18M
|
317K
$14M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-871- 29.47% |
$31.7K - $34.3K
|
2.09K
$92K
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
SELL
|
- |
-220- 3.39% |
$8K - $8.67K
|
6.28K
$277K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-192- 1.62% |
$6.98K - $7.57K
|
11.6K
$514K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.56KNew |
$56.6K - $61.3K
|
1.56K
$68.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
90New |
$3.27K - $3.55K
|
90
$3.97K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42New |
$1.5K - $1.71K
|
42
$1.85K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85KNew |
$102K - $116K
|
2.85K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 3.85% |
$35.6 - $40.8
|
27
$1.19K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 9.57% |
$36.1K - $41.3K
|
11.6K
$512K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-644- 3.74% |
$22.9K - $26.2K
|
16.6K
$731K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 2.84% |
$143 - $163
|
145
$6.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$35.6 - $40.8
|
1
$44.1
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
178New |
$6.34K - $7.25K
|
178
$7.86K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.8K+ 23.38% |
$528K - $604K
|
78.2K
$3.45M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37KNew |
$1.33M - $1.51M
|
37K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.86K- 6.75% |
$246K - $280K
|
94.8K
$4.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.6KNew |
$630K - $718K
|
17.6K
$777K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-241- 0.58% |
$8.63K - $9.84K
|
41.3K
$1.82M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-741- 0.75% |
$26.5K - $30.2K
|
97.7K
$4.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
12.6K+ 1.75% |
$452K - $516K
|
734K
$32.4M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-63- 51.64% |
$2.26K - $2.57K
|
59
$2.6K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4K+ 22.16% |
$538K - $627K
|
79.2K
$3.49M
|
|
|
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 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23New |
$861 - $1K
|
23
$1.01K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.28K- 73.93% |
$198K - $231K
|
1.86K
$82.2K
|
|
|
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
$35.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
89+ 36.03% |
$3.33K - $3.89K
|
336
$14.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-103K- 57.83% |
$3.86M - $4.5M
|
75.2K
$3.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5.45KNew |
$204K - $238K
|
5.45K
$240K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-38.9K- 5.78% |
$1.46M - $1.7M
|
634K
$28M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-343- 5.33% |
$12.8K - $15K
|
6.1K
$269K
|
|
|
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
$143K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.43KNew |
$241K - $281K
|
6.43K
$284K
|
|
|
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
$348K
|
|
| 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
$26.2K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.93KClosed |
$423K - $457K
|
0
$0
|
|
|
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 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
99New |
$4.21K - $4.55K
|
99
$4.37K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
179New |
$7.61K - $8.23K
|
179
$7.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-35.2KClosed |
$1.5M - $1.62M
|
0
$0
|
|