Purchases and Sales Made in Q4 2021 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.49M+ 4263.99% |
$233M - $252M
|
5.62M
$248M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
525KNew |
$22.3M - $24.1M
|
525K
$23.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
244KNew |
$10.4M - $11.2M
|
244K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
207KNew |
$8.79M - $9.5M
|
207K
$9.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 5.91% |
$6.9M - $7.46M
|
2.91M
$128M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
160K+ 73.78% |
$6.79M - $7.34M
|
376K
$16.6M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
132KNew |
$5.6M - $6.05M
|
132K
$5.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
118KNew |
$5.03M - $5.43M
|
118K
$5.22M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
117KNew |
$4.99M - $5.39M
|
117K
$5.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
109K+ 4.72% |
$4.64M - $5.02M
|
2.42M
$107M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
102KNew |
$4.34M - $4.69M
|
102K
$4.51M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
78.5K+ 24.47% |
$3.34M - $3.61M
|
400K
$17.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
69.5K+ 53.61% |
$2.96M - $3.2M
|
199K
$8.8M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
53.7KNew |
$2.28M - $2.47M
|
53.7K
$2.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51.7KNew |
$2.2M - $2.38M
|
51.7K
$2.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
50.4KNew |
$2.15M - $2.32M
|
50.4K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
49.2K+ 7.0% |
$2.09M - $2.26M
|
752K
$33.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
48.3K+ 569.73% |
$2.05M - $2.22M
|
56.7K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
35.7K+ 14.53% |
$1.52M - $1.64M
|
282K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.7K+ 25.67% |
$1.52M - $1.64M
|
175K
$7.73M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$961K - $1.04M
|
22.6K
$999K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
19.1K+ 2.97% |
$811K - $877K
|
661K
$29.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
15.9K+ 2.28% |
$675K - $730K
|
712K
$31.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
15.5KNew |
$659K - $713K
|
15.5K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
13.9KNew |
$591K - $639K
|
13.9K
$614K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.1K+ 6.76% |
$556K - $601K
|
206K
$9.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2K+ 6.35% |
$518K - $560K
|
204K
$9.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.1KNew |
$516K - $558K
|
12.1K
$536K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
11.4KNew |
$486K - $525K
|
11.4K
$504K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
9.55K+ 6.58% |
$406K - $439K
|
155K
$6.83M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.93K+ 2.63% |
$337K - $364K
|
310K
$13.7M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
7.67KNew |
$326K - $353K
|
7.67K
$339K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.55K+ 4.22% |
$279K - $301K
|
162K
$7.14M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
6.5KNew |
$276K - $299K
|
6.5K
$287K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
6.48K+ 85.89% |
$276K - $298K
|
14K
$620K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.99K+ 1.63% |
$255K - $275K
|
374K
$16.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.51K+ 1.53% |
$234K - $253K
|
366K
$16.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.26KNew |
$224K - $242K
|
5.26K
$232K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.22K+ 38.27% |
$222K - $240K
|
18.9K
$833K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.01K+ 2.59% |
$213K - $230K
|
198K
$8.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
4.77KNew |
$203K - $219K
|
4.77K
$211K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.54K+ 2.63% |
$193K - $209K
|
177K
$7.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.28K+ 9.33% |
$182K - $197K
|
50.2K
$2.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.36K+ 1.08% |
$143K - $154K
|
313K
$13.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.28K+ 5.46% |
$139K - $151K
|
63.4K
$2.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.99K+ 4.8% |
$127K - $137K
|
65.1K
$2.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
2.83K+ 5.32% |
$120K - $130K
|
56K
$2.47M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.74K+ 51.31% |
$116K - $126K
|
8.07K
$356K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.66K+ 26.19% |
$113K - $122K
|
12.8K
$567K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.88K+ 1.66% |
$80K - $86.4K
|
115K
$5.1M
|