Purchases and Sales Made in Q2 2020 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
371K+ 195.37% |
$10.9M - $13.3M
|
560K
$25.6M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
241K+ 562.51% |
$7.07M - $8.61M
|
284K
$12.9M
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
145K+ 612.73% |
$4.24M - $5.17M
|
168K
$7.67M
|
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
BUY
|
- |
123KNew |
$3.61M - $4.39M
|
123K
$5.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
110KNew |
$3.22M - $3.93M
|
110K
$5.01M
|
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
105K+ 1333.04% |
$3.07M - $3.74M
|
112K
$5.13M
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.4K+ 24.52% |
$1.25M - $1.52M
|
215K
$9.82M
|
|
|
Aug 06, 2020
Q2 2020
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
42.1K+ 9.5% |
$1.24M - $1.51M
|
486K
$22.2M
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.3K+ 26.6% |
$1.13M - $1.37M
|
182K
$8.32M
|
|
|
Jul 22, 2020
Q2 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
37.7K+ 29.67% |
$1.11M - $1.35M
|
165K
$7.5M
|
|
|
Jul 15, 2020
Q2 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
33.3KNew |
$976K - $1.19M
|
33.3K
$1.52M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
- |
28.7K+ 3.29% |
$841K - $1.02M
|
901K
$41.1M
|
|
|
Aug 07, 2020
Q2 2020
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
28.2KNew |
$829K - $1.01M
|
28.2K
$1.29M
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 11.17% |
$660K - $804K
|
224K
$10.2M
|
|
|
Aug 05, 2021
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.8KNew |
$524K - $638K
|
17.8K
$813K
|
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
BUY
|
- |
13.8KNew |
$404K - $493K
|
13.8K
$628K
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8K+ 84.85% |
$376K - $457K
|
27.9K
$1.27M
|
|
|
Jul 24, 2020
Q2 2020
|
Spc Financial, Inc.
|
BUY
|
- |
11.6K+ 13.82% |
$340K - $415K
|
95.5K
$4.35M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 13.75% |
$314K - $382K
|
88.4K
$4.03M
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.72K+ 48.52% |
$285K - $348K
|
29.8K
$1.36M
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.98K+ 7.79% |
$234K - $285K
|
110K
$5.03M
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
BUY
|
- |
7.87KNew |
$231K - $282K
|
7.87K
$359K
|
|
|
Aug 04, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.46K+ 6213.33% |
$219K - $267K
|
7.58K
$345K
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.55KNew |
$192K - $234K
|
6.55K
$299K
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.41K+ 36.45% |
$188K - $229K
|
24K
$1.09M
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
5.57K+ 6.95% |
$163K - $199K
|
85.6K
$3.9M
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.53K+ 6.99% |
$162K - $198K
|
84.6K
$3.86M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.65KNew |
$107K - $130K
|
3.65K
$166K
|
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.49K+ 3.54% |
$102K - $125K
|
102K
$4.66M
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.2K+ 16.27% |
$94K - $115K
|
22.9K
$1.04M
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.78K+ 53.19% |
$81.5K - $99.3K
|
8K
$365K
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
2.14KNew |
$62.9K - $76.6K
|
2.14K
$97.7K
|
|
|
Aug 12, 2020
Q2 2020
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.07K+ 4.82% |
$60.7K - $73.9K
|
44.9K
$2.05M
|
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.87KNew |
$54.9K - $66.9K
|
1.87K
$85.3K
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.85K+ 63.84% |
$54.4K - $66.2K
|
4.75K
$217K
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 417.79% |
$34.5K - $42K
|
1.46K
$66.3K
|
|
|
Jul 22, 2020
Q2 2020
|
Bfsg, LLC
|
BUY
|
- |
995+ 2.04% |
$29.2K - $35.6K
|
49.7K
$2.27M
|
|
|
Aug 06, 2020
Q2 2020
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
850+ 1.74% |
$25K - $30.4K
|
49.6K
$2.26M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
817+ 11.33% |
$24K - $29.2K
|
8.03K
$366K
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
409+ 0.41% |
$12K - $14.6K
|
99.4K
$4.53M
|
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
318+ 3.7% |
$9.34K - $11.4K
|
8.92K
$407K
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
157+ 4.68% |
$4.61K - $5.61K
|
3.52K
$160K
|
|
|
Jul 22, 2020
Q2 2020
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
81+ 0.53% |
$2.38K - $2.9K
|
15.4K
$701K
|
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
61New |
$1.79K - $2.18K
|
61
$2.78K
|
|
|
Aug 11, 2020
Q2 2020
|
North Rock Partners, LLC
|
BUY
|
- |
46+ 0.6% |
$1.35K - $1.64K
|
7.66K
$349K
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31New |
$910 - $1.11K
|
31
$1.41K
|
|
|
Jul 20, 2020
Q2 2020
|
Patten Group, Inc.
|
BUY
|
- |
30+ 0.39% |
$881 - $1.07K
|
7.67K
$350K
|
|
|
Aug 11, 2020
Q2 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.19% |
$411 - $501
|
7.22K
$329K
|
|
|
Aug 13, 2020
Q2 2020
|
North Rock Partners, LLC
|
BUY
|
- |
10+ 0.13% |
$294 - $358
|
7.67K
$350K
|
|
|
Aug 13, 2020
Q2 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.21% |
$29.4 - $35.8
|
471
$21.5K
|