Purchases and Sales Made in Q4 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2023. 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 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.5KNew |
$353K - $399K
|
9.5K
$437K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.25KNew |
$344K - $389K
|
9.25K
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.14K+ 116.53% |
$340K - $384K
|
17K
$782K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.91KNew |
$331K - $374K
|
8.91K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.89KNew |
$293K - $332K
|
7.89K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
7.82K+ 43.59% |
$291K - $328K
|
25.8K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.58K+ 13.28% |
$282K - $319K
|
64.6K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.57K+ 10.27% |
$281K - $318K
|
81.3K
$3.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.52K+ 4.47% |
$280K - $316K
|
176K
$8.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.5KNew |
$279K - $315K
|
7.5K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
6.85K+ 4.09% |
$255K - $288K
|
174K
$8.02M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.64K+ 13.78% |
$247K - $279K
|
54.8K
$2.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.27KNew |
$233K - $263K
|
6.27K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
6.19K+ 2.73% |
$230K - $260K
|
233K
$10.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
6.14K+ 7.54% |
$228K - $258K
|
87.6K
$4.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.12K+ 2.35% |
$228K - $257K
|
267K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.21KNew |
$194K - $219K
|
5.21K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.94KNew |
$183K - $207K
|
4.94K
$227K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
4.73K+ 78.78% |
$176K - $199K
|
10.7K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.71K+ 1652.28% |
$175K - $198K
|
4.99K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.45K+ 15.43% |
$166K - $187K
|
33.3K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.01K+ 8.81% |
$149K - $169K
|
49.6K
$2.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
3.37K+ 4.58% |
$125K - $141K
|
76.8K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 30.67% |
$117K - $133K
|
13.5K
$620K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.97K+ 2.41% |
$111K - $125K
|
126K
$5.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.74K+ 20.51% |
$102K - $115K
|
16.1K
$740K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.65K+ 1.84% |
$98.6K - $111K
|
147K
$6.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.43K+ 16.69% |
$90.5K - $102K
|
17K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 35.88% |
$87.6K - $99K
|
8.93K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.25K+ 7.64% |
$83.7K - $94.5K
|
31.7K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17K+ 14.74% |
$80.6K - $91.1K
|
16.9K
$776K
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.91K+ 0.59% |
$70.8K - $80K
|
325K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.9K+ 0.8% |
$70.6K - $79.8K
|
238K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.83K+ 11.88% |
$68.2K - $77K
|
17.3K
$795K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.79K+ 20.86% |
$66.4K - $75K
|
10.3K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.79K+ 5.68% |
$66.4K - $75K
|
33.2K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.78K+ 10.54% |
$66.1K - $74.7K
|
18.6K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.5K+ 15.67% |
$55.7K - $62.9K
|
11.1K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 5.29% |
$52.2K - $59K
|
27.9K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.38KNew |
$51.3K - $58K
|
1.38K
$63.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
1.12K+ 9.48% |
$41.6K - $47K
|
12.9K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 9.07% |
$40.4K - $45.6K
|
13.1K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
996+ 3.97% |
$37K - $41.9K
|
26.1K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
939+ 5.73% |
$34.9K - $39.5K
|
17.3K
$798K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
913+ 6.49% |
$33.9K - $38.4K
|
15K
$689K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
836+ 13.74% |
$31.1K - $35.1K
|
6.92K
$318K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
803+ 0.67% |
$29.9K - $33.7K
|
120K
$5.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
694+ 6.24% |
$25.8K - $29.2K
|
11.8K
$544K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
673New |
$25K - $28.3K
|
673
$31K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
665+ 3.69% |
$24.7K - $27.9K
|
18.7K
$861K
|