Purchases and Sales Made in Q3 2024 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
707KNew |
$30M - $33.1M
|
707K
$31.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
273K+ 25.9% |
$11.6M - $12.8M
|
1.33M
$58.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
152K+ 12.9% |
$6.45M - $7.11M
|
1.33M
$58.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
96.3K+ 10.63% |
$4.09M - $4.51M
|
1M
$44.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
93K+ 63.86% |
$3.94M - $4.35M
|
239K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
87.8KNew |
$3.72M - $4.11M
|
87.8K
$3.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
87.4K+ 681.49% |
$3.71M - $4.09M
|
100K
$4.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
54.4K+ 18130.33% |
$2.31M - $2.54M
|
54.7K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
46.9K+ 8.74% |
$1.99M - $2.19M
|
583K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
42.7K+ 9.07% |
$1.81M - $2M
|
514K
$22.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
24.1K+ 460.98% |
$1.02M - $1.13M
|
29.4K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.5KNew |
$954K - $1.05M
|
22.5K
$994K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$847K - $934K
|
20K
$882K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
18.4K+ 10.58% |
$781K - $861K
|
192K
$8.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 7.81% |
$730K - $805K
|
237K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 3.35% |
$636K - $701K
|
463K
$20.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5K+ 14.58% |
$616K - $679K
|
114K
$5.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
14.2K+ 4.91% |
$603K - $665K
|
304K
$13.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.8K+ 7.9% |
$587K - $647K
|
189K
$8.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
13K+ 3.86% |
$551K - $608K
|
350K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
12.4K+ 16.12% |
$525K - $579K
|
89.2K
$3.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.3K+ 8.36% |
$478K - $527K
|
146K
$6.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11KNew |
$466K - $514K
|
11K
$486K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 21.92% |
$449K - $495K
|
58.9K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.6K+ 51.96% |
$448K - $494K
|
30.9K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
10.3K+ 3.16% |
$435K - $479K
|
335K
$14.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.52K+ 45.76% |
$404K - $445K
|
30.3K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
9.49K+ 1.66% |
$403K - $444K
|
583K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.12K+ 11.58% |
$387K - $427K
|
87.9K
$3.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.68K+ 12.66% |
$368K - $406K
|
77.2K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.28K+ 2.78% |
$351K - $388K
|
306K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.9K+ 16.74% |
$335K - $370K
|
55.1K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.53K+ 3.13% |
$319K - $352K
|
248K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.32K+ 4.78% |
$311K - $343K
|
161K
$7.1M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.84K+ 19.34% |
$290K - $320K
|
42.2K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.35K+ 2.35% |
$269K - $297K
|
277K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.35KNew |
$269K - $297K
|
6.35K
$281K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.4K+ 27.14% |
$229K - $253K
|
25.3K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.4K+ 6.07% |
$229K - $253K
|
94.4K
$4.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.12K+ 0.53% |
$217K - $240K
|
979K
$43.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5KNew |
$212K - $234K
|
5K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.79K+ 1.52% |
$161K - $177K
|
252K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.35K+ 39.17% |
$142K - $157K
|
11.9K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
3.05K+ 1.43% |
$129K - $142K
|
216K
$9.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.88K+ 3.28% |
$79.8K - $88K
|
59.3K
$2.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 29.95% |
$71.8K - $79.2K
|
7.35K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.47K+ 19.9% |
$62.1K - $68.5K
|
8.83K
$390K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.36K+ 2.6% |
$57.5K - $63.4K
|
53.4K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.3K+ 1.21% |
$55K - $60.7K
|
109K
$4.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.19K+ 6.51% |
$50.5K - $55.7K
|
19.5K
$860K
|