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 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
977+ 4.21% |
$42.2K - $45.4K
|
24.2K
$1.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
945+ 1.81% |
$40.8K - $43.9K
|
53.2K
$2.35M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
865+ 13.64% |
$37.3K - $40.2K
|
7.21K
$319K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
700+ 2.36% |
$30.2K - $32.5K
|
30.4K
$1.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
440+ 2.77% |
$19K - $20.4K
|
16.3K
$722K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
333+ 5.97% |
$14.4K - $15.5K
|
5.92K
$262K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
271+ 4.14% |
$11.7K - $12.6K
|
6.82K
$301K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
194+ 1.02% |
$8.37K - $9.01K
|
19.1K
$846K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
172+ 0.06% |
$7.43K - $7.99K
|
280K
$12.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
154+ 0.84% |
$6.65K - $7.15K
|
18.6K
$821K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78+ 24.61% |
$3.37K - $3.62K
|
395
$17.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
76New |
$3.28K - $3.53K
|
76
$3.36K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
70+ 101.45% |
$3.02K - $3.25K
|
139
$6.15K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
64+ 0.93% |
$2.76K - $2.97K
|
6.92K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40New |
$1.73K - $1.86K
|
40
$1.77K
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
35+ 0.2% |
$1.51K - $1.63K
|
17.9K
$791K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 44.0% |
$950 - $1.02K
|
72
$3.18K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.3% |
$907 - $975
|
7.12K
$315K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 1.14% |
$389 - $418
|
797
$35.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$130 - $139
|
8.47K
$375K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$43.2 - $46.4
|
5.79K
$256K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-23- 0.34% |
$993 - $1.07K
|
6.74K
$298K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-25- 0.33% |
$1.08K - $1.16K
|
7.54K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-31- 0.17% |
$1.34K - $1.44K
|
17.9K
$792K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-54- 65.85% |
$2.33K - $2.51K
|
28
$1.24K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 15.58% |
$2.59K - $2.79K
|
325
$14.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-74- 1.62% |
$3.19K - $3.44K
|
4.51K
$199K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-82- 1.14% |
$3.54K - $3.81K
|
7.1K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 3.62% |
$8.63K - $9.29K
|
5.33K
$235K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-254- 0.13% |
$11K - $11.8K
|
193K
$8.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-336- 59.68% |
$14.5K - $15.6K
|
227
$10K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-598- 0.09% |
$25.8K - $27.8K
|
703K
$31.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-640- 12.8% |
$27.6K - $29.7K
|
4.36K
$193K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-749Closed |
$32.3K - $34.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-787- 12.77% |
$34K - $36.5K
|
5.38K
$238K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-904- 4.54% |
$39K - $42K
|
19K
$840K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.57K- 95.67% |
$67.7K - $72.9K
|
71
$3.14K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.82K- 25.91% |
$78.6K - $84.5K
|
5.21K
$230K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.96K- 2.54% |
$84.6K - $91K
|
75.3K
$3.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.71K- 7.8% |
$117K - $126K
|
32K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.56KClosed |
$197K - $212K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.58K- 12.76% |
$198K - $213K
|
31.3K
$1.38M
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-5.09KClosed |
$220K - $236K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.27K- 5.17% |
$227K - $245K
|
96.6K
$4.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.64K- 48.71% |
$244K - $262K
|
5.94K
$263K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.29K- 50.49% |
$314K - $338K
|
7.15K
$316K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-7.57KClosed |
$327K - $351K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-9.96KClosed |
$430K - $463K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.3K- 19.32% |
$490K - $527K
|
47.4K
$2.09M
|