Purchases and Sales Made in Q1 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
398K+ 1099.64% |
$14.5M - $15.7M
|
434K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
362K+ 13.77% |
$13.2M - $14.3M
|
2.99M
$132M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312K+ 30.94% |
$11.3M - $12.3M
|
1.32M
$58.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
269K+ 7.98% |
$9.77M - $10.6M
|
3.64M
$161M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
176K+ 238.94% |
$6.41M - $6.94M
|
250K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
131K+ 56.62% |
$4.76M - $5.16M
|
362K
$16M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
125K+ 40.52% |
$4.55M - $4.94M
|
434K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
120K+ 81.98% |
$4.35M - $4.71M
|
265K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
118K+ 24.14% |
$4.29M - $4.65M
|
607K
$26.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
110KNew |
$4M - $4.34M
|
110K
$4.87M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
104K+ 100.67% |
$3.78M - $4.1M
|
207K
$9.16M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
86K+ 220592.31% |
$3.13M - $3.39M
|
86.1K
$3.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85.3K+ 10.66% |
$3.1M - $3.36M
|
886K
$39.2M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
84.9KNew |
$3.09M - $3.35M
|
84.9K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
80.4K+ 19.58% |
$2.93M - $3.17M
|
491K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72K+ 219.35% |
$2.62M - $2.84M
|
105K
$4.63M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.2K+ 50.83% |
$2.59M - $2.81M
|
211K
$9.34M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
65K+ 9.57% |
$2.37M - $2.56M
|
744K
$32.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.6K+ 60.68% |
$2.17M - $2.35M
|
158K
$6.97M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.9K+ 87.68% |
$2.11M - $2.28M
|
124K
$5.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
57.1K+ 38.68% |
$2.08M - $2.25M
|
205K
$9.05M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
55.9K+ 36.26% |
$2.03M - $2.2M
|
210K
$9.29M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
55.4K+ 15.83% |
$2.02M - $2.18M
|
405K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54.1K+ 28.71% |
$1.97M - $2.13M
|
242K
$10.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
37.9K+ 29.9% |
$1.38M - $1.49M
|
165K
$7.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36K+ 7.26% |
$1.31M - $1.42M
|
532K
$23.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.2K+ 124.51% |
$1.28M - $1.39M
|
63.5K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.5K+ 222.33% |
$1.15M - $1.24M
|
45.7K
$2.02M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
30K+ 10.48% |
$1.09M - $1.18M
|
317K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30K+ 10.48% |
$1.09M - $1.18M
|
317K
$14M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.5K+ 51.6% |
$1.07M - $1.16M
|
86.8K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
28.8KNew |
$1.05M - $1.13M
|
28.8K
$1.27M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28.7K+ 66.41% |
$1.04M - $1.13M
|
71.9K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.5KNew |
$891K - $966K
|
24.5K
$1.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
22.2K+ 239.33% |
$809K - $876K
|
31.5K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
20.7K+ 97.04% |
$754K - $817K
|
42.1K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.4K+ 5.84% |
$743K - $806K
|
370K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.3KNew |
$628K - $681K
|
17.3K
$764K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.3KNew |
$591K - $641K
|
16.3K
$718K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
15.9KNew |
$577K - $625K
|
15.9K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.4K+ 16.06% |
$525K - $569K
|
104K
$4.61M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.9KNew |
$504K - $546K
|
13.9K
$612K
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.6K+ 6.21% |
$460K - $498K
|
216K
$9.56M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.5KNew |
$418K - $453K
|
11.5K
$508K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.1K+ 14.81% |
$405K - $439K
|
86.4K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.6K+ 118.79% |
$349K - $379K
|
17.7K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.92KNew |
$324K - $352K
|
8.92K
$394K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.42KNew |
$306K - $332K
|
8.42K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
8.39K+ 15.21% |
$305K - $331K
|
63.6K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.27K+ 91.8% |
$301K - $326K
|
17.3K
$764K
|