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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.35K- 6.1% |
$48.1K - $55K
|
20.8K
$919K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.7K- 11.37% |
$60.5K - $69.2K
|
13.2K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.99K- 6.54% |
$70.7K - $80.9K
|
28.4K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.85K- 0.77% |
$102K - $116K
|
368K
$16.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.63K- 14.73% |
$129K - $148K
|
21K
$930K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 7.79% |
$130K - $148K
|
43.1K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.95K- 2.74% |
$141K - $161K
|
140K
$6.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.46K- 6.76% |
$194K - $222K
|
75.2K
$3.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-6.64K- 40.05% |
$237K - $271K
|
9.95K
$440K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8.16K- 11.82% |
$291K - $332K
|
60.8K
$2.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-11.1K- 9.4% |
$395K - $452K
|
107K
$4.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-11.3K- 13.29% |
$403K - $460K
|
73.7K
$3.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-11.5K- 38.48% |
$411K - $470K
|
18.4K
$815K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-11.8K- 2.8% |
$419K - $479K
|
409K
$18.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11.8K- 39.0% |
$421K - $482K
|
18.5K
$817K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.9K- 2.01% |
$423K - $484K
|
580K
$25.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-11.9K- 23.99% |
$424K - $485K
|
37.7K
$1.67M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.7K- 15.73% |
$489K - $559K
|
73.5K
$3.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.1K- 67.75% |
$540K - $617K
|
7.21K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22.5K- 8.98% |
$803K - $918K
|
228K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.2K- 18.15% |
$935K - $1.07M
|
118K
$5.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.5K- 27.04% |
$1.34M - $1.53M
|
101K
$4.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-47.3K- 18.54% |
$1.69M - $1.93M
|
208K
$9.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48.8K- 20.56% |
$1.74M - $1.99M
|
188K
$8.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.5K- 6.49% |
$1.8M - $2.06M
|
727K
$32.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53.5K- 12.14% |
$1.91M - $2.18M
|
387K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-83.4K- 11.65% |
$2.97M - $3.4M
|
632K
$28M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92.5K- 3.4% |
$3.29M - $3.77M
|
2.63M
$116M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-163K- 38.54% |
$5.82M - $6.66M
|
261K
$11.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-243K- 26.32% |
$8.65M - $9.89M
|
679K
$30M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-581K- 85.55% |
$20.7M - $23.7M
|
98.2K
$4.34M
|