Purchases and Sales Made in Q2 2024 in Wisdomtree Tr (IHDG)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8K+ 9.1% |
$562K - $595K
|
153K
$7.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4K+ 15.24% |
$547K - $579K
|
94.1K
$4.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 25.37% |
$537K - $568K
|
60.3K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 1.71% |
$495K - $525K
|
672K
$30.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
10.7K+ 42.33% |
$472K - $501K
|
36.1K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
10.5K+ 17.48% |
$460K - $487K
|
70.3K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.4KNew |
$457K - $484K
|
10.4K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.4KNew |
$455K - $482K
|
10.4K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
9.79K+ 12.37% |
$431K - $456K
|
89K
$4.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
9.7K+ 14.44% |
$426K - $452K
|
76.8K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.35KNew |
$411K - $435K
|
9.35K
$431K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.99K+ 62.42% |
$395K - $419K
|
23.4K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8.69K+ 12.41% |
$382K - $405K
|
78.8K
$3.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.29KNew |
$364K - $386K
|
8.29K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.89K+ 3.32% |
$347K - $367K
|
246K
$11.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
7.69K+ 29.73% |
$338K - $358K
|
33.6K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.43K+ 5.95% |
$327K - $346K
|
132K
$6.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
7.36KNew |
$324K - $343K
|
7.36K
$339K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.19K+ 274.13% |
$316K - $335K
|
9.81K
$452K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.1K+ 7.58% |
$312K - $331K
|
101K
$4.65M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.1K+ 25.1% |
$312K - $330K
|
35.4K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.55KNew |
$288K - $305K
|
6.55K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.53KNew |
$287K - $304K
|
6.53K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.52K+ 15.6% |
$287K - $304K
|
48.3K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.98K+ 10.71% |
$263K - $278K
|
61.8K
$2.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.95K+ 1.8% |
$262K - $277K
|
337K
$15.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.69K+ 40.06% |
$250K - $265K
|
19.9K
$917K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.51K+ 3.27% |
$242K - $256K
|
174K
$8.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
5.3K+ 41.02% |
$233K - $247K
|
18.2K
$840K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.23KNew |
$230K - $244K
|
5.23K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.57KNew |
$201K - $213K
|
4.57K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.21K+ 1.48% |
$185K - $196K
|
289K
$13.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4.2K+ 12.88% |
$185K - $196K
|
36.8K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.11K+ 44.69% |
$181K - $191K
|
13.3K
$613K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.03K+ 19.88% |
$177K - $187K
|
24.3K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.93K+ 1.66% |
$173K - $183K
|
240K
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.59KNew |
$158K - $167K
|
3.59K
$165K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.54K+ 8.1% |
$155K - $165K
|
47.2K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.46K+ 24.91% |
$152K - $161K
|
17.3K
$799K
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.2K+ 0.99% |
$141K - $149K
|
325K
$15M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.03K+ 21.51% |
$133K - $141K
|
17.1K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.97K+ 2.67% |
$131K - $138K
|
114K
$5.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.76K+ 15.28% |
$121K - $128K
|
20.8K
$958K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.59K+ 13.86% |
$114K - $121K
|
21.3K
$981K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.38K+ 0.6% |
$105K - $111K
|
402K
$18.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.17K+ 5.28% |
$95.2K - $101K
|
43.2K
$1.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.1K+ 4.2% |
$92.3K - $97.8K
|
52.1K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.07K+ 10.92% |
$91.1K - $96.5K
|
21.1K
$970K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.87K+ 12.22% |
$82.2K - $87.1K
|
17.2K
$791K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.86K+ 755.69% |
$81.7K - $86.6K
|
2.11K
$97K
|