Purchases and Sales Made in Q4 2021 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.83K+ 7.58% |
$78K - $84.3K
|
26K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 3.17% |
$74.8K - $80.9K
|
57.2K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.75K+ 24.23% |
$74.3K - $80.3K
|
8.95K
$402K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.72K+ 2.29% |
$73.2K - $79.1K
|
77K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.68K+ 1.66% |
$71.6K - $77.4K
|
103K
$4.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.64K+ 31.47% |
$69.7K - $75.3K
|
6.84K
$307K
|
|
|
Mar 04, 2025
Q4 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
774+ 0.44% |
$32.9K - $35.6K
|
176K
$7.92M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
541+ 29.74% |
$23K - $24.9K
|
2.36K
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
518+ 6.66% |
$22K - $23.8K
|
8.3K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
492+ 1.07% |
$20.9K - $22.6K
|
46.4K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
308+ 143.26% |
$13.1K - $14.2K
|
523
$23.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
194+ 1.19% |
$8.25K - $8.92K
|
16.5K
$742K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
193+ 3.59% |
$8.21K - $8.87K
|
5.57K
$250K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
179New |
$7.61K - $8.23K
|
179
$8.03K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
99New |
$4.21K - $4.55K
|
99
$4.44K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
35+ 0.17% |
$1.49K - $1.61K
|
20.9K
$938K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 33.33% |
$1.02K - $1.1K
|
96
$4.31K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
23+ 0.33% |
$978 - $1.06K
|
6.95K
$312K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
19+ 4.81% |
$808 - $873
|
414
$18.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
8+ 0.11% |
$340 - $368
|
7.13K
$320K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.1% |
$298 - $322
|
6.82K
$306K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
6+ 0.04% |
$255 - $276
|
14.7K
$659K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.08% |
$170 - $184
|
5.06K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.38% |
$128 - $138
|
800
$35.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-28Closed |
$1.19K - $1.29K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76Closed |
$3.23K - $3.49K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-119- 0.02% |
$5.06K - $5.47K
|
511K
$22.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-170- 2.39% |
$7.23K - $7.81K
|
6.93K
$311K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-200- 0.66% |
$8.51K - $9.19K
|
30.2K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-203- 1.14% |
$8.64K - $9.33K
|
17.7K
$793K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-203- 1.13% |
$8.64K - $9.33K
|
17.7K
$794K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-205- 4.29% |
$8.72K - $9.42K
|
4.58K
$205K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-219- 3.7% |
$9.32K - $10.1K
|
5.7K
$256K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-233- 5.17% |
$9.91K - $10.7K
|
4.28K
$192K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-257- 1.1% |
$10.9K - $11.8K
|
23.1K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-384- 0.09% |
$16.3K - $17.7K
|
450K
$20.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-384Closed |
$16.3K - $17.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-429- 1.34% |
$18.2K - $19.7K
|
31.5K
$1.42M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-567- 7.55% |
$24.1K - $26.1K
|
6.94K
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-614- 3.23% |
$26.1K - $28.2K
|
18.4K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-629- 9.34% |
$26.8K - $28.9K
|
6.11K
$274K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-760- 12.74% |
$32.3K - $34.9K
|
5.21K
$234K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-800- 13.46% |
$34K - $36.8K
|
5.14K
$231K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-811- 0.66% |
$34.5K - $37.3K
|
121K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 5.74% |
$59.6K - $64.4K
|
23K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.57K- 78.33% |
$66.9K - $72.3K
|
435
$19.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.11K- 0.75% |
$89.6K - $96.9K
|
278K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.95K- 2.28% |
$125K - $136K
|
127K
$5.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.86KClosed |
$164K - $177K
|
0
$0
|