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 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-10.3K- 35.13% |
$436K - $481K
|
19K
$839K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16K- 11.47% |
$680K - $750K
|
124K
$5.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-24K- 21.04% |
$1.02M - $1.12M
|
89.9K
$3.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 32.41% |
$1.54M - $1.7M
|
75.7K
$3.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-51.9K- 87.74% |
$2.2M - $2.43M
|
7.25K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-99.8K- 38.99% |
$4.23M - $4.67M
|
156K
$6.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-108K- 31.63% |
$4.59M - $5.06M
|
234K
$10.3M
|