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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-578- 2.72% |
$24.5K - $27K
|
20.6K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-376- 0.26% |
$15.9K - $17.6K
|
143K
$6.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-374- 4.31% |
$15.9K - $17.5K
|
8.3K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-321- 4.16% |
$13.6K - $15K
|
7.4K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-310- 70.45% |
$13.2K - $14.5K
|
130
$5.98K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-216- 10.26% |
$9.16K - $10.1K
|
1.89K
$86.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-194- 0.77% |
$8.23K - $9.08K
|
24.9K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-124- 82.67% |
$5.26K - $5.8K
|
26
$1.2K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.58% |
$1.7K - $1.87K
|
6.81K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-29- 0.03% |
$1.23K - $1.36K
|
114K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.09% |
$848 - $936
|
21.7K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$424 - $468
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42.5K- 60.76% |
$1.87M - $1.98M
|
27.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19K- 93.62% |
$836K - $886K
|
1.3K
$59.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.82K- 17.6% |
$124K - $132K
|
13.2K
$608K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 59.19% |
$56.6K - $60K
|
888
$40.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-223- 0.34% |
$9.8K - $10.4K
|
64.4K
$2.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.59% |
$6.59K - $6.99K
|
5.65K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-93- 53.76% |
$4.09K - $4.33K
|
80
$3.68K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.1K- 53.54% |
$1.41M - $1.57M
|
29.6K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.2K- 36.78% |
$381K - $423K
|
15.8K
$727K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 56.96% |
$355K - $394K
|
6.48K
$298K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.19K- 14.75% |
$49.2K - $54.7K
|
6.87K
$316K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 26.97% |
$67.8K - $76.6K
|
4.94K
$227K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-319- 3.58% |
$11.9K - $13.4K
|
8.59K
$395K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-190- 1.54% |
$7.06K - $7.98K
|
12.2K
$560K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44.5K- 39.78% |
$1.71M - $1.8M
|
67.3K
$3.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 23.43% |
$802K - $842K
|
68K
$3.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 14.69% |
$59.2K - $62.1K
|
8.92K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-985- 11.03% |
$38K - $39.8K
|
7.95K
$366K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.01K- 1.69% |
$236K - $244K
|
349K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-668- 6.56% |
$26.2K - $27.2K
|
9.52K
$438K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-80- 62.02% |
$3.14K - $3.25K
|
49
$2.25K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.39K- 33.13% |
$86.9K - $94.2K
|
4.82K
$222K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-871- 29.47% |
$31.7K - $34.3K
|
2.09K
$96K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 6.16% |
$18.2K - $19.7K
|
7.62K
$351K
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
SELL
|
- |
-220- 3.39% |
$8K - $8.67K
|
6.28K
$289K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-192- 1.62% |
$6.98K - $7.57K
|
11.6K
$536K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-644- 3.74% |
$22.9K - $26.2K
|
16.6K
$762K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.86K- 6.75% |
$246K - $280K
|
94.8K
$4.36M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-741- 0.75% |
$26.5K - $30.2K
|
97.7K
$4.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-241- 0.58% |
$8.63K - $9.84K
|
41.3K
$1.9M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-63- 51.64% |
$2.26K - $2.57K
|
59
$2.72K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-103K- 57.83% |
$3.86M - $4.5M
|
75.2K
$3.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-38.9K- 5.78% |
$1.46M - $1.7M
|
634K
$29.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-11KClosed |
$412K - $480K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.5KClosed |
$281K - $328K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.28K- 73.93% |
$198K - $231K
|
1.86K
$85.7K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.9KClosed |
$183K - $214K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-865Closed |
$32.4K - $37.8K
|
0
$0
|
|