Purchases and Sales Made in Q4 2022 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2022. 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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
356K+ 254.96% |
$12.7M - $14.5M
|
496K
$21.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
299K+ 3157.65% |
$10.7M - $12.2M
|
309K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
288K+ 40.11% |
$10.3M - $11.7M
|
1.01M
$44.5M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
287KNew |
$10.2M - $11.7M
|
287K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
277K+ 380.65% |
$9.88M - $11.3M
|
350K
$15.5M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
254K+ 252.02% |
$9.07M - $10.4M
|
355K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
254K+ 252.02% |
$9.07M - $10.4M
|
355K
$15.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
176K+ 75.07% |
$6.28M - $7.18M
|
411K
$18.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
160KNew |
$5.7M - $6.52M
|
160K
$7.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
148K+ 43.22% |
$5.26M - $6.01M
|
489K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
143K+ 37.23% |
$5.11M - $5.84M
|
528K
$23.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
136K+ 1330.58% |
$4.83M - $5.53M
|
146K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135K+ 503.03% |
$4.81M - $5.51M
|
162K
$7.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
122KNew |
$4.34M - $4.96M
|
122K
$5.38M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112K+ 47.17% |
$4M - $4.57M
|
350K
$15.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
109K+ 15.82% |
$3.9M - $4.46M
|
801K
$35.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
103K+ 2245.69% |
$3.69M - $4.22M
|
108K
$4.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
67.7K+ 190.77% |
$2.41M - $2.76M
|
103K
$4.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
67.3K+ 113.14% |
$2.4M - $2.74M
|
127K
$5.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.4K+ 1.4% |
$1.65M - $1.89M
|
3.37M
$149M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
40.4KNew |
$1.44M - $1.65M
|
40.4K
$1.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
34.5K+ 20.44% |
$1.23M - $1.41M
|
204K
$9M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
33.7K+ 13.3% |
$1.2M - $1.37M
|
287K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.8KNew |
$1.17M - $1.34M
|
32.8K
$1.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 122.56% |
$1.12M - $1.28M
|
57.2K
$2.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28.3KNew |
$1.01M - $1.15M
|
28.3K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
26.3K+ 13.5% |
$937K - $1.07M
|
221K
$9.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
21.4KNew |
$761K - $870K
|
21.4K
$944K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 10.09% |
$754K - $863K
|
231K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.9K+ 98.07% |
$638K - $730K
|
36.2K
$1.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
16.8K+ 9.02% |
$599K - $685K
|
203K
$8.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.8K+ 23.38% |
$528K - $604K
|
78.2K
$3.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
13.5K+ 4.33% |
$479K - $548K
|
324K
$14.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
13.3KNew |
$474K - $542K
|
13.3K
$588K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
12.6KNew |
$448K - $512K
|
12.6K
$555K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$422K - $482K
|
11.8K
$523K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
11.2KNew |
$400K - $458K
|
11.2K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
10.8KNew |
$384K - $439K
|
10.8K
$476K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.3K+ 30.41% |
$368K - $421K
|
44.3K
$1.96M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.74KNew |
$347K - $397K
|
9.74K
$431K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$341K - $390K
|
9.57K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.49K+ 11.81% |
$338K - $387K
|
89.9K
$3.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.37KNew |
$334K - $382K
|
9.37K
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.08KNew |
$324K - $370K
|
9.08K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.08KNew |
$288K - $329K
|
8.08K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.42K+ 7.26% |
$264K - $302K
|
110K
$4.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.15K+ 108.66% |
$255K - $291K
|
13.7K
$607K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.88KNew |
$245K - $280K
|
6.88K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
6.53KNew |
$233K - $266K
|
6.53K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.44K+ 38.15% |
$229K - $262K
|
23.3K
$1.03M
|