Purchases and Sales Made in Q2 2024 in Wisdomtree Tr (IHDG)

IHDG Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q2 2024. 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
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.71M
+ 47.24%
$75.2M - $79.6M
5.33M $236M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
1.41M
+ 27.39%
$61.9M - $65.6M
6.55M $290M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
1.41M
+ 27.39%
$61.9M - $65.6M
6.55M $290M
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
957K
+ 4432.58%
$42.1M - $44.6M
979K $43.3M
Aug 07, 2024 Q2 2024
Eagle Strategies LLC

New York, NY
BUY
 -
536K
New
$23.6M - $25M
536K $23.7M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
434K
+ 59.45%
$19.1M - $20.2M
1.16M $51.5M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
227K
+ 7.5%
$9.97M - $10.6M
3.25M $144M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
222K
+ 89.65%
$9.76M - $10.3M
470K $20.8M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
222K
+ 57.51%
$9.76M - $10.3M
608K $26.9M
Jul 12, 2024 Q2 2024
Iam Advisory, LLC

BUY
 -
213K
New
$9.38M - $9.94M
213K $9.43M
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
BUY
 -
140K
+ 74.67%
$6.14M - $6.5M
327K $14.4M
Aug 08, 2024 Q2 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
135K
New
$5.92M - $6.27M
135K $5.95M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
130K
+ 20.19%
$5.72M - $6.06M
775K $34.3M
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
129K
+ 12.28%
$5.67M - $6.01M
1.18M $52.1M
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
105K
New
$4.64M - $4.91M
105K $4.66M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
105K
+ 54.44%
$4.61M - $4.88M
297K $13.2M
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
103K
+ 22.84%
$4.54M - $4.81M
556K $24.6M
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
82.9K
+ 283.85%
$3.64M - $3.86M
112K $4.95M
Jul 09, 2024 Q2 2024
Astoria Portfolio Advisors Llc.

BUY
 -
71K
+ 38.45%
$3.12M - $3.31M
256K $11.3M
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
67.1K
+ 5.18%
$2.95M - $3.13M
1.36M $60.3M
Aug 01, 2024 Q2 2024
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
65.6K
+ 16.17%
$2.88M - $3.05M
471K $20.8M
Jul 25, 2024 Q2 2024
First Heartland Consultants, Inc.

BUY
 -
63.2K
+ 787.38%
$2.78M - $2.94M
71.2K $3.15M
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
62.1K
New
$2.73M - $2.89M
62.1K $2.75M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
61.9K
+ 7.33%
$2.72M - $2.88M
906K $40.1M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
43.4K
+ 10.74%
$1.91M - $2.02M
448K $19.8M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
36.1K
+ 19.62%
$1.59M - $1.68M
220K $9.74M
Jul 12, 2024 Q2 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
28.9K
+ 8.73%
$1.27M - $1.35M
360K $15.9M
Aug 14, 2024 Q2 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
27.7K
+ 38.0%
$1.22M - $1.29M
100K $4.44M
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
26.9K
New
$1.18M - $1.25M
26.9K $1.19M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
24.3K
+ 448.96%
$1.07M - $1.13M
29.7K $1.31M
Jul 18, 2024 Q2 2024
Mason & Associates Inc

BUY
 -
24K
+ 19.77%
$1.06M - $1.12M
146K $6.44M
Jul 19, 2024 Q2 2024
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
23.6K
+ 7.42%
$1.04M - $1.1M
342K $15.1M
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
22.6K
+ 2.37%
$993K - $1.05M
974K $43.1M
Jul 16, 2024 Q2 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
22.5K
+ 24.57%
$987K - $1.05M
114K $5.03M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
22K
+ 5.34%
$968K - $1.03M
434K $19.2M
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
21.5K
+ 5.03%
$943K - $999K
448K $19.8M
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
21.1K
+ 10.16%
$927K - $982K
229K $10.1M
Jul 19, 2024 Q2 2024
Marietta Wealth Management, LLC

BUY
 -
19.4K
+ 6.97%
$854K - $904K
298K $13.2M
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
19.1K
+ 23.7%
$839K - $888K
99.6K $4.4M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
18.3K
+ 4.77%
$806K - $854K
403K $17.8M
Aug 05, 2024 Q2 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
18.1K
+ 4.48%
$796K - $843K
422K $18.7M
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
17.6K
+ 24.07%
$775K - $822K
90.9K $4.02M
Jul 29, 2024 Q2 2024
Bfsg, LLC

BUY
 -
16.8K
+ 18.52%
$738K - $781K
107K $4.75M
Jul 19, 2024 Q2 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
16.4K
New
$719K - $761K
16.4K $723K
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
15.3K
+ 4.62%
$671K - $711K
346K $15.3M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
15.3K
+ 5.49%
$671K - $711K
293K $13M
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
15.1K
New
$665K - $704K
15.1K $669K
Aug 12, 2024 Q2 2024
Hollencrest Capital Management

BUY
 -
14.5K
+ 272.15%
$637K - $675K
19.8K $877K
Aug 08, 2024 Q2 2024
Avestar Capital, LLC

BUY
 -
14K
New
$616K - $653K
14K $620K

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