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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.34K+ 3.61% |
$267K - $289K
|
210K
$9.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.87KNew |
$250K - $271K
|
6.87K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.82KNew |
$248K - $269K
|
6.82K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.77K+ 6.17% |
$246K - $267K
|
116K
$5.43M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.92KNew |
$215K - $233K
|
5.92K
$276K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.82KNew |
$212K - $230K
|
5.82K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.67K+ 98.08% |
$206K - $223K
|
11.4K
$534K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.43KNew |
$198K - $214K
|
5.43K
$253K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.31K+ 5644.68% |
$193K - $209K
|
5.4K
$252K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.52K+ 2.04% |
$164K - $178K
|
226K
$10.5M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
4.18K+ 56.28% |
$152K - $165K
|
11.6K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.14K+ 10.1% |
$150K - $163K
|
45.1K
$2.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.92K+ 1.21% |
$142K - $154K
|
328K
$15.3M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.73K+ 54.16% |
$136K - $147K
|
10.6K
$494K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.12KNew |
$113K - $123K
|
3.12K
$145K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.1K+ 0.43% |
$113K - $122K
|
731K
$34.1M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.96K+ 0.8% |
$108K - $117K
|
371K
$17.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.43K+ 5.47% |
$88.2K - $95.6K
|
46.7K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.29K+ 37.14% |
$83.2K - $90.2K
|
8.45K
$394K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.1K+ 15.28% |
$76.3K - $82.7K
|
15.8K
$738K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.95K+ 6.87% |
$70.9K - $76.9K
|
30.3K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 13.01% |
$61.7K - $66.9K
|
14.7K
$687K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.56KNew |
$56.6K - $61.3K
|
1.56K
$72.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.52K+ 11.45% |
$55.2K - $59.8K
|
14.8K
$688K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.41K+ 7.66% |
$51.4K - $55.7K
|
19.8K
$925K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.13K+ 3.93% |
$41K - $44.4K
|
29.8K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
922+ 6.93% |
$33.5K - $36.3K
|
14.2K
$663K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
745+ 7.79% |
$27.1K - $29.4K
|
10.3K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
730+ 0.63% |
$26.6K - $28.8K
|
116K
$5.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
672+ 10.3% |
$24.4K - $26.5K
|
7.2K
$336K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
614+ 6.3% |
$22.3K - $24.2K
|
10.4K
$483K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
575+ 5.12% |
$20.9K - $22.7K
|
11.8K
$551K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
525+ 1.11% |
$19.1K - $20.7K
|
47.7K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
374+ 3.95% |
$13.6K - $14.7K
|
9.85K
$459K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
339+ 11.69% |
$12.3K - $13.4K
|
3.24K
$151K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
292+ 22.87% |
$10.6K - $11.5K
|
1.57K
$73.2K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
283+ 2.25% |
$10.3K - $11.2K
|
12.8K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
270+ 3.62% |
$9.82K - $10.6K
|
7.73K
$360K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
207New |
$7.53K - $8.16K
|
207
$9.65K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
139+ 90.26% |
$5.06K - $5.48K
|
293
$13.7K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
129New |
$4.69K - $5.09K
|
129
$6.02K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107+ 1.58% |
$3.89K - $4.22K
|
6.88K
$321K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
90New |
$3.27K - $3.55K
|
90
$4.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
73+ 0.39% |
$2.66K - $2.88K
|
18.7K
$873K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
26+ 0.4% |
$946 - $1.02K
|
6.55K
$306K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 22.52% |
$910 - $986
|
136
$6.34K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.11% |
$291 - $315
|
7.07K
$330K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.44% |
$146 - $158
|
913
$42.6K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.03% |
$72.8 - $78.8
|
7.25K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.02% |
$72.8 - $78.8
|
9.38K
$437K
|