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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-507- 8.57% |
$21K - $23.3K
|
5.41K
$247K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-624- 19.23% |
$25.8K - $28.7K
|
2.62K
$120K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-675- 3.81% |
$27.9K - $31K
|
17K
$776K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-950- 5.59% |
$39.3K - $43.7K
|
16K
$732K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 4.88% |
$46.2K - $51.4K
|
21.8K
$992K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 4.45% |
$48K - $53.3K
|
24.9K
$1.14M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.19K- 14.75% |
$49.2K - $54.7K
|
6.87K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.29K- 19.28% |
$53.5K - $59.4K
|
5.41K
$247K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 4.53% |
$59.4K - $66K
|
30.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.49K- 7.94% |
$61.5K - $68.3K
|
17.2K
$785K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.5K- 2.11% |
$62.3K - $69.2K
|
69.9K
$3.19M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.58K- 10.7% |
$65.2K - $72.4K
|
13.1K
$599K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 17.69% |
$65.4K - $72.6K
|
7.35K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.63K- 8.92% |
$67.6K - $75.1K
|
16.7K
$761K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.68K- 87.22% |
$69.5K - $77.2K
|
246
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.69K- 92.86% |
$70K - $77.8K
|
130
$5.93K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.85K- 15.65% |
$76.6K - $85.1K
|
9.97K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.85K- 1.06% |
$76.6K - $85.1K
|
172K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.95K- 0.74% |
$80.7K - $89.6K
|
261K
$11.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.09K- 1.23% |
$128K - $142K
|
249K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.66K- 4.34% |
$151K - $168K
|
80.8K
$3.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3.67K- 1.13% |
$152K - $169K
|
322K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.75K- 38.07% |
$196K - $218K
|
7.72K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.87K- 48.31% |
$201K - $224K
|
5.21K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.12K- 6.12% |
$212K - $235K
|
78.5K
$3.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.74K- 7.35% |
$238K - $264K
|
72.4K
$3.3M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.76K- 3.56% |
$238K - $265K
|
156K
$7.12M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.4K- 0.3% |
$265K - $294K
|
2.16M
$98.4M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.11K- 4.05% |
$294K - $327K
|
168K
$7.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 56.96% |
$355K - $394K
|
6.48K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.19K- 10.24% |
$380K - $423K
|
80.5K
$3.67M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.2K- 36.78% |
$381K - $423K
|
15.8K
$721K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-9.94K- 57.59% |
$412K - $457K
|
7.32K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.2K- 35.44% |
$462K - $513K
|
20.3K
$927K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14K- 6.77% |
$579K - $643K
|
193K
$8.78M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.1K- 23.87% |
$624K - $694K
|
48.1K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 6.17% |
$647K - $719K
|
238K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-17.7K- 19.56% |
$733K - $814K
|
72.8K
$3.32M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 4.55% |
$759K - $843K
|
384K
$17.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.5K- 6.89% |
$1.31M - $1.45M
|
426K
$19.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.4K- 40.22% |
$1.34M - $1.49M
|
48.1K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.1K- 53.54% |
$1.41M - $1.57M
|
29.6K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.8K- 8.93% |
$1.57M - $1.74M
|
386K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-51.9K- 38.88% |
$2.15M - $2.39M
|
81.6K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.5K- 7.18% |
$2.34M - $2.6M
|
730K
$33.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-66.3K- 4.87% |
$2.74M - $3.05M
|
1.3M
$59.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-77.3K- 15.79% |
$3.2M - $3.55M
|
412K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-91.2K- 87.23% |
$3.78M - $4.19M
|
13.4K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-101K- 19.96% |
$4.17M - $4.64M
|
404K
$18.4M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-122K- 99.49% |
$5.04M - $5.6M
|
622
$28.4K
|