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 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-985- 11.03% |
$38K - $39.8K
|
7.95K
$358K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.01K- 1.69% |
$236K - $244K
|
349K
$15.7M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-668- 6.56% |
$26.2K - $27.2K
|
9.52K
$429K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-80- 62.02% |
$3.14K - $3.25K
|
49
$2.21K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.39K- 33.13% |
$86.9K - $94.2K
|
4.82K
$217K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-871- 29.47% |
$31.7K - $34.3K
|
2.09K
$94K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-192- 1.62% |
$6.98K - $7.57K
|
11.6K
$525K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-644- 3.74% |
$22.9K - $26.2K
|
16.6K
$746K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.86K- 6.75% |
$246K - $280K
|
94.8K
$4.27M
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-741- 0.75% |
$26.5K - $30.2K
|
97.7K
$4.4M
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-241- 0.58% |
$8.63K - $9.84K
|
41.3K
$1.86M
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-63- 51.64% |
$2.26K - $2.57K
|
59
$2.66K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-103K- 57.83% |
$3.86M - $4.5M
|
75.2K
$3.39M
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-38.9K- 5.78% |
$1.46M - $1.7M
|
634K
$28.6M
|
|
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
$84K
|
|
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
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-343- 5.33% |
$12.8K - $15K
|
6.1K
$275K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-227Closed |
$8.49K - $9.91K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-15.5KClosed |
$613K - $715K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.15KClosed |
$322K - $376K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-215Closed |
$8.51K - $9.91K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-35.2KClosed |
$1.5M - $1.62M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-19.1KClosed |
$814K - $880K
|
0
$0
|
|
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
|
|
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
|
|
Q3 2021 | |||||||
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
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.56KClosed |
$197K - $212K
|
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
|
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 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-20KClosed |
$792K - $831K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.41KClosed |
$214K - $225K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-7.69KClosed |
$270K - $304K
|
0
$0
|
|
Q3 2020 | |||||||
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
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-9.69KClosed |
$337K - $359K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-471Closed |
$16.4K - $17.4K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-329Closed |
$11.5K - $12.2K
|
0
$0
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31Closed |
$1.08K - $1.15K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-218KClosed |
$6.39M - $7.79M
|
0
$0
|
|
Q1 2020 | |||||||
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $408K
|
0
$0
|