Latest Institutional Sells of Wisdomtree Tr (IHDG)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-108K- 31.63% |
$4.59M - $5.06M
|
234K
$10.3M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-99.8K- 38.99% |
$4.23M - $4.67M
|
156K
$6.9M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-51.9K- 87.74% |
$2.2M - $2.43M
|
7.25K
$320K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 32.41% |
$1.54M - $1.7M
|
75.7K
$3.35M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-24K- 21.04% |
$1.02M - $1.12M
|
89.9K
$3.98M
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16K- 11.47% |
$680K - $750K
|
124K
$5.47M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-10.3K- 35.13% |
$436K - $481K
|
19K
$839K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-9.48K- 25.77% |
$402K - $444K
|
27.3K
$1.21M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.16K- 2.54% |
$389K - $428K
|
351K
$15.5M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-7.09K- 1.97% |
$301K - $332K
|
353K
$15.6M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.46K- 99.85% |
$232K - $255K
|
8
$354
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.27K- 11.82% |
$181K - $200K
|
31.9K
$1.41M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.22K- 12.93% |
$94K - $104K
|
14.9K
$659K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.19K- 1.66% |
$93K - $103K
|
130K
$5.75M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.13K- 30.58% |
$90.2K - $99.5K
|
4.83K
$213K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.76K- 8.89% |
$74.7K - $82.4K
|
18.1K
$799K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.7K- 7.68% |
$72.1K - $79.5K
|
20.4K
$903K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.65K- 6.34% |
$70.2K - $77.4K
|
24.4K
$1.08M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.59K- 19.09% |
$67.6K - $74.5K
|
6.75K
$298K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.44K- 2.2% |
$60.9K - $67.2K
|
63.9K
$2.83M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.33K- 1.32% |
$56.5K - $62.3K
|
99.5K
$4.4M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-800- 16.62% |
$33.9K - $37.4K
|
4.01K
$177K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-780- 47.56% |
$33.1K - $36.5K
|
860
$38K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-735- 4.52% |
$31.2K - $34.4K
|
15.5K
$687K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-718- 4.91% |
$30.5K - $33.6K
|
13.9K
$614K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-693- 1.6% |
$29.4K - $32.4K
|
42.5K
$1.88M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-678- 96.03% |
$28.8K - $31.7K
|
28
$1.24K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-388- 1.76% |
$16.5K - $18.2K
|
21.6K
$956K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-374- 4.31% |
$15.9K - $17.5K
|
8.3K
$367K
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-364- 0.62% |
$15.4K - $17K
|
58K
$2.57M
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-242- 1.48% |
$10.3K - $11.3K
|
16.1K
$712K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-216- 10.26% |
$9.16K - $10.1K
|
1.89K
$83.5K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-194- 0.77% |
$8.23K - $9.08K
|
24.9K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-124- 82.67% |
$5.26K - $5.8K
|
26
$1.15K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18- 0.12% |
$764 - $842
|
14.5K
$643K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42.5K- 60.76% |
$1.87M - $1.98M
|
27.4K
$1.21M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-28.6K- 10.93% |
$1.26M - $1.33M
|
233K
$10.3M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.5K- 37.56% |
$1.12M - $1.19M
|
42.5K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19K- 93.62% |
$836K - $886K
|
1.3K
$57.3K
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.4K- 4.69% |
$502K - $532K
|
232K
$10.3M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.68K- 10.78% |
$382K - $404K
|
71.8K
$3.18M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.07K- 1.7% |
$267K - $283K
|
351K
$15.5M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.82K- 2.6% |
$168K - $178K
|
143K
$6.33M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.94K- 9.72% |
$129K - $137K
|
27.3K
$1.21M
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.82K- 17.6% |
$124K - $132K
|
13.2K
$584K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.76K- 30.13% |
$121K - $128K
|
6.4K
$283K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.22K- 2.52% |
$97.5K - $103K
|
85.6K
$3.79M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.13K- 15.64% |
$93.5K - $99.1K
|
11.5K
$507K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 59.19% |
$56.6K - $60K
|
888
$39.3K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-630- 4.14% |
$27.7K - $29.3K
|
14.6K
$645K
|