Purchases and Sales Made in Q1 2024 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2024. 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 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 2.03% |
$41.8K - $46.4K
|
50.8K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
944+ 1.72% |
$39.1K - $43.4K
|
55.8K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
831+ 6.37% |
$34.4K - $38.2K
|
13.9K
$633K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
718+ 718.0% |
$29.7K - $33K
|
818
$37.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
706New |
$29.2K - $32.5K
|
706
$32.2K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
639New |
$26.4K - $29.4K
|
639
$29.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
503New |
$20.8K - $23.1K
|
503
$22.9K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
344New |
$14.2K - $15.8K
|
344
$15.7K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
318+ 2.12% |
$13.2K - $14.6K
|
15.3K
$698K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
285+ 0.48% |
$11.8K - $13.1K
|
59.1K
$2.69M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
262New |
$10.8K - $12K
|
262
$11.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
251New |
$10.4K - $11.5K
|
251
$11.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
248+ 826.67% |
$10.3K - $11.4K
|
278
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
243+ 1.44% |
$10.1K - $11.2K
|
17.1K
$780K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
173New |
$7.16K - $7.95K
|
173
$7.89K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.71K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.71K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150+ 1.36% |
$6.21K - $6.9K
|
11.2K
$511K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
137+ 0.86% |
$5.67K - $6.3K
|
16.1K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
122+ 10.75% |
$5.05K - $5.61K
|
1.26K
$57.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
95+ 7.61% |
$3.93K - $4.37K
|
1.34K
$61.2K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
93+ 0.44% |
$3.85K - $4.28K
|
21.3K
$973K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
89+ 0.45% |
$3.68K - $4.09K
|
19.8K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 11.14% |
$3.1K - $3.45K
|
748
$34.1K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$2.86K - $3.17K
|
69
$3.15K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60+ 1.14% |
$2.48K - $2.76K
|
5.33K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52+ 0.5% |
$2.15K - $2.39K
|
10.4K
$472K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.02% |
$538 - $598
|
64.7K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.48% |
$166 - $184
|
832
$37.9K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.04% |
$124 - $138
|
6.89K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.02% |
$82.8 - $92
|
8.98K
$409K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$41.4 - $46
|
211
$9.62K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-16- 0.23% |
$662 - $736
|
7K
$319K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-20- 0.1% |
$828 - $920
|
20.4K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-28- 2.47% |
$1.16K - $1.29K
|
1.11K
$50.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 1.98% |
$1.61K - $1.79K
|
1.93K
$88.1K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-81- 46.29% |
$3.35K - $3.72K
|
94
$4.29K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 0.14% |
$8.28K - $9.2K
|
147K
$6.71M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-238Closed |
$9.85K - $10.9K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-285- 0.07% |
$11.8K - $13.1K
|
400K
$18.2M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-320- 1.24% |
$13.2K - $14.7K
|
25.5K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-371- 2.23% |
$15.4K - $17.1K
|
16.3K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-396- 2.54% |
$16.4K - $18.2K
|
15.2K
$694K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-400- 6.45% |
$16.6K - $18.4K
|
5.8K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-414- 2.39% |
$17.1K - $19K
|
16.9K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-471- 5.52% |
$19.5K - $21.7K
|
8.06K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-476- 1.84% |
$19.7K - $21.9K
|
25.4K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-505- 7.3% |
$20.9K - $23.2K
|
6.41K
$292K
|