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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-40- 0.02% |
$1.76K - $1.86K
|
249K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-51- 4.61% |
$2.24K - $2.38K
|
1.06K
$48.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-80- 12.86% |
$3.52K - $3.73K
|
542
$25K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-84- 0.38% |
$3.69K - $3.91K
|
22K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-86- 0.02% |
$3.78K - $4.01K
|
573K
$26.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-93- 53.76% |
$4.09K - $4.33K
|
80
$3.68K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-112- 0.52% |
$4.92K - $5.22K
|
21.2K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-124- 6.41% |
$5.45K - $5.77K
|
1.81K
$83.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.59% |
$6.59K - $6.99K
|
5.65K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-150- 33.33% |
$6.59K - $6.99K
|
300
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-223- 0.34% |
$9.8K - $10.4K
|
64.4K
$2.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-421- 1.65% |
$18.5K - $19.6K
|
25K
$1.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-456- 2.68% |
$20K - $21.2K
|
16.6K
$763K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-482- 5.46% |
$21.2K - $22.4K
|
8.34K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 6.81% |
$22K - $23.3K
|
6.85K
$315K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-630- 4.14% |
$27.7K - $29.3K
|
14.6K
$672K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-695- 1.18% |
$30.6K - $32.4K
|
58.4K
$2.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-917- 5.91% |
$40.3K - $42.7K
|
14.6K
$673K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-964- 0.55% |
$42.4K - $44.9K
|
175K
$8.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.29K- 0.96% |
$56.6K - $60K
|
132K
$6.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 59.19% |
$56.6K - $60K
|
888
$40.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.35K- 2.3% |
$59.5K - $63K
|
57.4K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.13K- 15.64% |
$93.5K - $99.1K
|
11.5K
$528K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.22K- 2.52% |
$97.5K - $103K
|
85.6K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.76K- 30.13% |
$121K - $128K
|
6.4K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.82K- 17.6% |
$124K - $132K
|
13.2K
$609K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.92K- 0.28% |
$128K - $136K
|
1.05M
$48.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.94K- 9.72% |
$129K - $137K
|
27.3K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.82K- 2.6% |
$168K - $178K
|
143K
$6.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.86K- 23.11% |
$170K - $180K
|
12.8K
$591K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.07K- 1.7% |
$267K - $283K
|
351K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.68K- 10.78% |
$382K - $404K
|
71.8K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.95K- 12.68% |
$437K - $463K
|
68.5K
$3.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.4K- 4.69% |
$502K - $532K
|
232K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-13.3K- 18.34% |
$584K - $619K
|
59.1K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.4K- 19.07% |
$677K - $717K
|
65.4K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19K- 93.62% |
$836K - $886K
|
1.3K
$59.7K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.2K- 25.05% |
$886K - $939K
|
60.3K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.3K- 6.08% |
$1.03M - $1.09M
|
360K
$16.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.5K- 37.56% |
$1.12M - $1.19M
|
42.5K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-28.6K- 10.93% |
$1.26M - $1.33M
|
233K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-32.6K- 18.91% |
$1.43M - $1.52M
|
140K
$6.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42.5K- 60.76% |
$1.87M - $1.98M
|
27.4K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-62K- 27.69% |
$2.73M - $2.89M
|
162K
$7.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-218K- 91.46% |
$9.57M - $10.1M
|
20.3K
$936K
|