Purchases and Sales Made in Q1 2022 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.58K+ 1.96% |
$102K - $119K
|
134K
$6.12M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.4K+ 45.03% |
$94.9K - $111K
|
7.73K
$352K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.22K+ 90.66% |
$87.9K - $102K
|
4.67K
$213K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
1.95KNew |
$77K - $89.7K
|
1.95K
$88.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.77K+ 12.63% |
$70.1K - $81.6K
|
15.8K
$720K
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.71K+ 9.65% |
$67.5K - $78.7K
|
19.4K
$884K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.69K+ 9.53% |
$66.7K - $77.8K
|
19.4K
$884K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.49K+ 2.28% |
$58.9K - $68.6K
|
66.6K
$3.04M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.32K+ 15.88% |
$52.1K - $60.7K
|
9.61K
$438K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 223.9% |
$46.3K - $54K
|
1.69K
$77.2K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
865New |
$34.2K - $39.9K
|
865
$39.4K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
697New |
$27.6K - $32.1K
|
697
$31.8K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
683+ 2.17% |
$27K - $31.5K
|
32.2K
$1.47M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
617+ 11.74% |
$24.4K - $28.4K
|
5.87K
$268K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
616+ 11.83% |
$24.4K - $28.4K
|
5.82K
$265K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
599+ 2.3% |
$23.7K - $27.6K
|
26.6K
$1.21M
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
593New |
$23.5K - $27.3K
|
593
$27K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
565+ 1.22% |
$22.4K - $26K
|
47K
$2.14M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
400New |
$15.8K - $18.4K
|
400
$18.2K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
321New |
$12.7K - $14.8K
|
321
$14.6K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
296+ 17.5% |
$11.7K - $13.6K
|
1.99K
$90.6K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
249+ 3.59% |
$9.85K - $11.5K
|
7.18K
$327K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
227+ 1.37% |
$8.98K - $10.5K
|
16.8K
$764K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
203+ 2.65% |
$8.03K - $9.36K
|
7.87K
$359K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
128+ 0.92% |
$5.06K - $5.9K
|
14K
$640K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
91+ 3.86% |
$3.6K - $4.2K
|
2.45K
$112K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
77New |
$3.05K - $3.55K
|
77
$3.51K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
49+ 0.8% |
$1.94K - $2.26K
|
6.16K
$281K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
15+ 0.21% |
$593 - $692
|
7.15K
$326K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.22% |
$593 - $692
|
6.84K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.02% |
$316 - $369
|
50.5K
$2.3M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.14% |
$277 - $323
|
5.06K
$231K
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
5+ 0.01% |
$198 - $231
|
56K
$2.55M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.02% |
$79.1 - $92.2
|
8.95K
$408K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.16% |
$356 - $415
|
5.56K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 0.5% |
$1.42K - $1.66K
|
7.11K
$324K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40Closed |
$1.58K - $1.84K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-105- 0.45% |
$4.15K - $4.84K
|
23K
$1.05M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.19% |
$5.93K - $6.92K
|
6.7K
$306K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-167- 40.34% |
$6.61K - $7.7K
|
247
$11.3K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-215Closed |
$8.51K - $9.91K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-247- 4.8% |
$9.77K - $11.4K
|
4.9K
$223K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-430- 17.19% |
$17K - $19.8K
|
2.07K
$94.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-508- 7.31% |
$20.1K - $23.4K
|
6.44K
$294K
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-523- 9.18% |
$20.7K - $24.1K
|
5.17K
$236K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-800Closed |
$31.6K - $36.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-834- 19.51% |
$33K - $38.4K
|
3.44K
$157K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-975- 1.89% |
$38.6K - $44.9K
|
50.7K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 1.28% |
$52.4K - $61K
|
102K
$4.66M
|