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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.58KNew |
$113K - $126K
|
3.58K
$124K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-100- 1.25% |
$3.17K - $3.51K
|
7.92K
$275K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$123K - $137K
|
3.89K
$135K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
130+ 9.22% |
$4.12K - $4.57K
|
1.54K
$53.4K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
245New |
$7.76K - $8.61K
|
245
$8.5K
|
|
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
$325K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
142KNew |
$4.5M - $5M
|
142K
$4.93M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.24KNew |
$293K - $325K
|
9.24K
$321K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.35KNew |
$310K - $330K
|
9.35K
$324K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
76+ 0.78% |
$2.52K - $2.69K
|
9.79K
$340K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.3KNew |
$407K - $433K
|
12.3K
$426K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
8.79KNew |
$292K - $311K
|
8.79K
$305K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-161K- 93.56% |
$4.95M - $5.44M
|
11K
$383K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 3.06% |
$3.2K - $3.92K
|
3.87K
$134K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66.1KNew |
$1.73M - $2.12M
|
66.1K
$2.29M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.85KNew |
$48.4K - $59.3K
|
1.85K
$64.1K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.3KNew |
$794K - $974K
|
30.3K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$26.2K - $32.1K
|
1K
$34.7K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.58K- 7.86% |
$41.4K - $50.7K
|
18.5K
$643K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.89K+ 63.45% |
$204K - $253K
|
20.3K
$705K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
28.3K+ 251.86% |
$731K - $906K
|
39.6K
$1.37M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
319+ 2.14% |
$8.23K - $10.2K
|
15.2K
$529K
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400- 18.23% |
$10.3K - $12.8K
|
1.79K
$62.3K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-150- 1.9% |
$3.87K - $4.8K
|
7.73K
$268K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-74- 51.39% |
$1.91K - $2.37K
|
70
$2.43K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.3KNew |
$719K - $898K
|
24.3K
$842K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.48KNew |
$43.7K - $54.6K
|
1.48K
$51.2K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-89Closed |
$2.64K - $3.29K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-6.89KClosed |
$204K - $255K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.81KClosed |
$231K - $289K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-6.32KClosed |
$187K - $234K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
105New |
$3.11K - $3.89K
|
105
$3.64K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
601New |
$17.8K - $22.2K
|
601
$20.9K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.22KClosed |
$184K - $230K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.13KClosed |
$92.6K - $116K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-781- 46.08% |
$23.1K - $28.9K
|
914
$31.7K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-186KClosed |
$6.21M - $7.44M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-309KClosed |
$10.3M - $12.4M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-6.17KClosed |
$206K - $247K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-51.7KClosed |
$1.95M - $2.07M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.06KClosed |
$40.1K - $42.6K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.11KClosed |
$231K - $245K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.53KClosed |
$246K - $262K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300Closed |
$11.3K - $12K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-9.33KClosed |
$355K - $391K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-882Closed |
$33.6K - $36.9K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-2.22KClosed |
$83.3K - $90.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.66KClosed |
$287K - $313K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
40New |
$1.5K - $1.63K
|
40
$1.39K
|