Latest Institutional Transactions on Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Intl Quality Div (IQDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.7KNew |
$174K - $207K
|
5.7K
$211K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
65.8KNew |
$2.01M - $2.39M
|
65.8K
$2.44M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4New |
$122 - $146
|
4
$148
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
407New |
$12.4K - $14.8K
|
407
$15.1K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
16KNew |
$489K - $582K
|
16K
$594K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
850+ 6.37% |
$26K - $30.9K
|
14.2K
$527K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
495New |
$15.1K - $18K
|
495
$18.4K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.6K+ 8.33% |
$294K - $349K
|
125K
$4.63M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 24.88% |
$56.7K - $67.5K
|
5.6K
$208K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23.2K+ 155.14% |
$710K - $844K
|
38.2K
$1.42M
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.81KNew |
$239K - $284K
|
7.81K
$290K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11KNew |
$335K - $399K
|
11K
$406K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
795New |
$24.3K - $28.9K
|
795
$29.5K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.9K- 24.03% |
$365K - $435K
|
37.8K
$1.4M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
49.5K+ 9.85% |
$1.51M - $1.8M
|
552K
$20.5M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
121New |
$3.7K - $4.4K
|
121
$4.49K
|
|
Q3 2023 | |||||||
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
148New |
$4.69K - $5.2K
|
148
$5.49K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.74K- 23.02% |
$182K - $202K
|
19.2K
$712K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.9KNew |
$250K - $277K
|
7.9K
$293K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-265- 99.62% |
$8.39K - $9.31K
|
1
$37.1
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.58KNew |
$113K - $126K
|
3.58K
$133K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-100- 1.25% |
$3.17K - $3.51K
|
7.92K
$294K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$123K - $137K
|
3.89K
$144K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.93K- 18.78% |
$92.9K - $103K
|
12.7K
$471K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
130+ 9.22% |
$4.12K - $4.57K
|
1.54K
$57.1K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
245New |
$7.76K - $8.61K
|
245
$9.09K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.12K+ 13.55% |
$35.4K - $39.3K
|
9.38K
$348K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
142KNew |
$4.5M - $5M
|
142K
$5.27M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.24KNew |
$293K - $325K
|
9.24K
$343K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-163- 2.41% |
$5.41K - $5.76K
|
6.61K
$245K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.35KNew |
$310K - $330K
|
9.35K
$347K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
76+ 0.78% |
$2.52K - $2.69K
|
9.79K
$363K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
135New |
$4.48K - $4.77K
|
135
$5.01K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.3KNew |
$407K - $433K
|
12.3K
$455K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
8.79KNew |
$292K - $311K
|
8.79K
$326K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-665- 6.6% |
$20.5K - $22.5K
|
9.41K
$349K
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-161K- 93.56% |
$4.95M - $5.44M
|
11K
$410K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 3.06% |
$3.41K - $3.92K
|
3.87K
$143K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66.1KNew |
$1.85M - $2.12M
|
66.1K
$2.45M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.85KNew |
$51.6K - $59.3K
|
1.85K
$68.5K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$27.9K - $32.1K
|
1K
$37.1K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.3KNew |
$847K - $974K
|
30.3K
$1.12M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
61+ 4.92% |
$1.7K - $1.96K
|
1.3K
$48.3K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.58K- 7.86% |
$44.1K - $50.7K
|
18.5K
$687K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
28.3K+ 251.86% |
N/A
|
39.6K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.89K+ 63.45% |
N/A
|
20.3K
$754K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
319+ 2.14% |
N/A
|
15.2K
$565K
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400- 18.23% |
N/A
|
1.79K
$66.6K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-150- 1.9% |
N/A
|
7.73K
$287K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-74- 51.39% |
N/A
|
70
$2.6K
|