Purchases and Sales Made in Q3 2021 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.74MNew |
$118M - $127M
|
2.74M
$121M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
164KNew |
$7.09M - $7.62M
|
164K
$7.26M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
100K+ 45.54% |
$4.34M - $4.66M
|
321K
$14.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.3K+ 31.71% |
$1.78M - $1.92M
|
171K
$7.58M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.6K+ 12.95% |
$1.75M - $1.89M
|
354K
$15.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.7K+ 9.67% |
$1.72M - $1.85M
|
451K
$19.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.9K+ 76.24% |
$1.68M - $1.81M
|
89.9K
$3.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.2K+ 77.31% |
$1.6M - $1.73M
|
85.2K
$3.77M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
30.4K+ 4.57% |
$1.31M - $1.41M
|
696K
$30.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.1K+ 30.23% |
$1.3M - $1.4M
|
129K
$5.72M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
28K+ 87.56% |
$1.21M - $1.3M
|
60.1K
$2.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.4K+ 1.11% |
$1.1M - $1.18M
|
2.31M
$102M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.7K+ 18.51% |
$938K - $1.01M
|
139K
$6.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
20.3K+ 11.86% |
$877K - $944K
|
192K
$8.48M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6K+ 5.63% |
$847K - $911K
|
368K
$16.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 5.1% |
$649K - $698K
|
310K
$13.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
14.6K+ 14.79% |
$631K - $679K
|
113K
$5.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 9.27% |
$568K - $611K
|
155K
$6.85M
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
12.2K+ 1.95% |
$529K - $569K
|
642K
$28.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
12K+ 2.41% |
$519K - $558K
|
511K
$22.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.41% |
$479K - $516K
|
216K
$9.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11KNew |
$475K - $511K
|
11K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$458K - $492K
|
10.6K
$469K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
10.6K+ 102.2% |
$455K - $490K
|
20.9K
$923K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.4K+ 456.25% |
$449K - $483K
|
12.7K
$561K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$439K - $472K
|
10.2K
$449K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.93KNew |
$429K - $461K
|
9.93K
$439K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.66K+ 1.64% |
$417K - $449K
|
598K
$26.4M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.13KNew |
$351K - $377K
|
8.13K
$359K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.78KNew |
$336K - $361K
|
7.78K
$344K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.72K+ 2.19% |
$333K - $358K
|
360K
$15.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.01K+ 15.05% |
$259K - $279K
|
45.9K
$2.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
5.05KNew |
$218K - $235K
|
5.05K
$223K
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.89K+ 3.49% |
$211K - $227K
|
145K
$6.41M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.56K+ 8.97% |
$197K - $212K
|
55.4K
$2.45M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.13K+ 77.49% |
$178K - $192K
|
9.46K
$418K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
3.94KNew |
$170K - $183K
|
3.94K
$174K
|
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.65K+ 1.51% |
$157K - $169K
|
246K
$10.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.35K+ 3.4% |
$145K - $155K
|
102K
$4.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.11K+ 5.27% |
$134K - $145K
|
62.1K
$2.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.49K+ 183.04% |
$108K - $116K
|
3.86K
$170K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.35K+ 5.38% |
$101K - $109K
|
45.9K
$2.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
2.02K+ 1.59% |
$87.4K - $94K
|
130K
$5.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.88K+ 8.34% |
$81.1K - $87.3K
|
24.4K
$1.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.85K+ 1.09% |
$80K - $86.1K
|
173K
$7.63M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.67K+ 1.38% |
$72K - $77.5K
|
122K
$5.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.57K+ 2209.86% |
$67.7K - $72.9K
|
1.64K
$72.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.27K+ 10.26% |
$54.8K - $58.9K
|
13.6K
$603K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 24.34% |
$50.4K - $54.2K
|
5.97K
$264K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 7.76% |
$45.6K - $49.1K
|
14.7K
$649K
|