Purchases and Sales Made in Q3 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 2023. 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 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
943KNew |
$36.3M - $38.1M
|
943K
$42.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
589K+ 27.64% |
$22.7M - $23.8M
|
2.72M
$122M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
487KNew |
$18.8M - $19.7M
|
487K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
374KNew |
$14.4M - $15.1M
|
374K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
205K+ 217.77% |
$7.91M - $8.3M
|
300K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
203K+ 15.64% |
$7.82M - $8.2M
|
1.5M
$67.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
123KNew |
$4.76M - $4.99M
|
123K
$5.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
119KNew |
$4.59M - $4.81M
|
119K
$5.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.8K+ 2.27% |
$3.5M - $3.67M
|
4.09M
$183M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
70.5K+ 21.0% |
$2.72M - $2.85M
|
406K
$18.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
69.7K+ 3831.61% |
$2.69M - $2.82M
|
71.5K
$3.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.4K+ 8.66% |
$2.44M - $2.56M
|
796K
$35.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
61.4K+ 57.57% |
$2.37M - $2.48M
|
168K
$7.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
60.9K+ 87.25% |
$2.35M - $2.46M
|
131K
$5.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
60.2K+ 30.08% |
$2.32M - $2.44M
|
261K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58.2K+ 25.84% |
$2.24M - $2.35M
|
283K
$12.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
50.9K+ 8.97% |
$1.96M - $2.06M
|
618K
$27.6M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
48.2KNew |
$1.86M - $1.95M
|
48.2K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.2KNew |
$1.78M - $1.87M
|
46.2K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
44.1KNew |
$1.7M - $1.78M
|
44.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.8K+ 13.01% |
$1.54M - $1.61M
|
346K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
34.1K+ 11.91% |
$1.31M - $1.38M
|
320K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.7KNew |
$1.3M - $1.36M
|
33.7K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
31.5KNew |
$1.21M - $1.27M
|
31.5K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.3K+ 23.49% |
$1.09M - $1.15M
|
149K
$6.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
27.2K+ 19.43% |
$1.05M - $1.1M
|
167K
$7.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.5KNew |
$1.02M - $1.07M
|
26.5K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.9K+ 5.62% |
$960K - $1.01M
|
468K
$20.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
24.6K+ 2.07% |
$950K - $997K
|
1.22M
$54.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.7K+ 4.99% |
$758K - $795K
|
414K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.7K+ 3.3% |
$720K - $756K
|
585K
$26.2M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18K+ 21.34% |
$695K - $730K
|
103K
$4.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2K+ 3.78% |
$662K - $694K
|
471K
$21.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
14.9K+ 6.74% |
$573K - $601K
|
235K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.7K+ 10.51% |
$530K - $556K
|
145K
$6.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
13.4KNew |
$515K - $540K
|
13.4K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 10.1% |
$506K - $531K
|
143K
$6.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.9K+ 6.32% |
$499K - $523K
|
218K
$9.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12.9K+ 5.9% |
$498K - $522K
|
232K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 4.02% |
$471K - $494K
|
316K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.6K+ 56.03% |
$408K - $428K
|
29.4K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3KNew |
$397K - $417K
|
10.3K
$461K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 16.23% |
$397K - $416K
|
73.7K
$3.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.1K+ 21.49% |
$389K - $408K
|
57.1K
$2.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
9.92KNew |
$382K - $401K
|
9.92K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.42K+ 28.65% |
$363K - $381K
|
42.3K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.14K+ 1.93% |
$352K - $370K
|
484K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.78K+ 7.04% |
$338K - $355K
|
134K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.74K+ 35.54% |
$337K - $353K
|
33.3K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.56KNew |
$330K - $346K
|
8.56K
$383K
|