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 |
|---|---|---|---|---|---|---|---|
|
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 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
$4.34M
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.54KClosed |
$63.9K - $68.5K
|
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
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-781Closed |
$32.5K - $34.8K
|
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
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-49.6KClosed |
$1.73M - $1.84M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15.6KClosed |
$545K - $579K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
817+ 11.33% |
$24K - $29.2K
|
8.03K
$354K
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-218KClosed |
$6.39M - $7.79M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
75+ 17.65% |
$2K - $2.82K
|
500
$22.1K
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-161Closed |
$4.29K - $6.06K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $408K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-96Closed |
$3.12K - $3.52K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-31.1KClosed |
$1.01M - $1.14M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$4.88K - $5.5K
|
150
$6.62K
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.84KClosed |
$125K - $141K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-93- 66.43% |
$3.02K - $3.41K
|
47
$2.07K
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-9.7KClosed |
$322K - $327K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.05KClosed |
$267K - $271K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Sep 13, 2021
Q2 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-112Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Sym Financial Corp
|
SELL
|
- |
-49.6KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-8.89KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-332Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 28, 2019
Q4 2018
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|
|
Jan 03, 2019
Q4 2018
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-30.4KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$234K
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-575Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
51.9KNew |
N/A
|
51.9K
$2.29M
|
|