Purchases and Sales Made in Q2 2021 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.29MNew |
$95.1M - $102M
|
2.29M
$104M
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
629KNew |
$26.2M - $28.1M
|
629K
$28.7M
|
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
BUY
|
- |
334K+ 100.64% |
$13.9M - $14.9M
|
665K
$30.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
208KNew |
$8.65M - $9.27M
|
208K
$9.48M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
129KNew |
$5.36M - $5.74M
|
129K
$5.87M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
87.5K+ 659.55% |
$3.64M - $3.9M
|
101K
$4.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.6K+ 237.45% |
$3.44M - $3.68M
|
117K
$5.35M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.1KNew |
$2M - $2.14M
|
48.1K
$2.19M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 12.3% |
$1.87M - $2.01M
|
411K
$18.7M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
29.8K+ 21.05% |
$1.24M - $1.33M
|
171K
$7.82M
|
|
|
Jul 26, 2021
Q2 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
27.4K+ 38.44% |
$1.14M - $1.22M
|
98.8K
$4.51M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4K+ 8.54% |
$1.14M - $1.22M
|
348K
$15.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.4KNew |
$766K - $821K
|
18.4K
$840K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.4K+ 3.05% |
$725K - $776K
|
588K
$26.8M
|
|
|
Jul 23, 2021
Q2 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
15.1K+ 6.65% |
$628K - $673K
|
242K
$11M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.9K+ 59.48% |
$619K - $664K
|
39.9K
$1.82M
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
13.6KNew |
$567K - $607K
|
13.6K
$621K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 4.78% |
$560K - $600K
|
295K
$13.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11K+ 94.68% |
$456K - $489K
|
22.5K
$1.03M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 3.42% |
$432K - $463K
|
314K
$14.3M
|
|
|
Jul 27, 2021
Q2 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.91K+ 6.79% |
$371K - $397K
|
140K
$6.39M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.1K+ 29.19% |
$337K - $361K
|
35.9K
$1.64M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.09KNew |
$337K - $361K
|
8.09K
$369K
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
7.57KNew |
$315K - $337K
|
7.57K
$345K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
7.5KNew |
$312K - $335K
|
7.5K
$342K
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.14K+ 2.06% |
$297K - $318K
|
353K
$16.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
6.81K+ 5.63% |
$283K - $304K
|
128K
$5.82M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.34KNew |
$264K - $283K
|
6.34K
$289K
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.74K+ 8.03% |
$239K - $256K
|
77.2K
$3.52M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.58KNew |
$232K - $249K
|
5.58K
$255K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$200K - $214K
|
4.8K
$219K
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.56KNew |
$190K - $203K
|
4.56K
$208K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.12K+ 2.99% |
$171K - $184K
|
142K
$6.47M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.59K+ 78.71% |
$149K - $160K
|
8.15K
$372K
|
|
|
Aug 02, 2021
Q2 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.49K+ 0.7% |
$145K - $156K
|
499K
$22.7M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.37K+ 8.38% |
$140K - $150K
|
43.6K
$1.99M
|
|
|
Aug 13, 2021
Q2 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.08K+ 1.84% |
$128K - $137K
|
171K
$7.78M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.06K+ 57.41% |
$127K - $136K
|
8.39K
$383K
|
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
BUY
|
- |
2.6K+ 5.24% |
$108K - $116K
|
52.2K
$2.38M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.57K+ 5.32% |
$107K - $115K
|
50.9K
$2.32M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.43K+ 20.23% |
$101K - $108K
|
14.4K
$658K
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.25K+ 13.45% |
$93.5K - $100K
|
18.9K
$864K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.15K+ 1615.04% |
$89.4K - $95.8K
|
2.28K
$104K
|
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.94K+ 3.4% |
$80.8K - $86.6K
|
59K
$2.69M
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1.73K+ 35.94% |
$72K - $77.2K
|
6.54K
$298K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.64K+ 1.68% |
$68.3K - $73.1K
|
99.4K
$4.53M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.36KNew |
$56.7K - $60.7K
|
1.36K
$62.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.04K+ 3.09% |
$43.3K - $46.4K
|
34.7K
$1.58M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
980+ 0.76% |
$40.8K - $43.7K
|
130K
$5.93M
|
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
843+ 2.92% |
$35.1K - $37.6K
|
29.7K
$1.35M
|