Latest Institutional Transactions on Wisdomtree Tr (IHDG)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-281Closed |
$11.7K - $12.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.41KClosed |
$214K - $225K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-20KClosed |
$792K - $831K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 24, 2021
Q4 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.89KClosed |
$207K - $233K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-7.69KClosed |
$270K - $304K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31Closed |
$1.08K - $1.15K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-471Closed |
$16.4K - $17.4K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-9.69KClosed |
$337K - $359K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-329Closed |
$11.5K - $12.2K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-49.6KClosed |
$1.73M - $1.84M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15.6KClosed |
$545K - $579K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
817+ 11.33% |
$24K - $29.2K
|
8.03K
$351K
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-218KClosed |
$6.39M - $7.79M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
75+ 17.65% |
$2K - $2.82K
|
500
$21.9K
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-161Closed |
$4.29K - $6.06K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $408K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$4.88K - $5.5K
|
150
$6.57K
|
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-96Closed |
$3.12K - $3.52K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-31.1KClosed |
$1.01M - $1.14M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.84KClosed |
$125K - $141K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-93- 66.43% |
$3.02K - $3.41K
|
47
$2.06K
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-9.7KClosed |
$322K - $327K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.05KClosed |
$267K - $271K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Sep 13, 2021
Q2 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-112Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Sym Financial Corp
|
SELL
|
- |
-49.6KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-8.89KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-332Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 28, 2019
Q4 2018
|
Heritage Wealth Advisors
|
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|
|
Jan 03, 2019
Q4 2018
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-30.4KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$232K
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-575Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
51.9KNew |
N/A
|
51.9K
$2.27M
|
|
|
Nov 09, 2018
Q3 2018
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 16.67% |
N/A
|
1K
$43.8K
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9.43KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Feb 13, 2024
Q2 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-945Closed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$544K
|
|
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Bartlett & Co. LLC
|
SELL
|
- |
-945Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Regions Financial Corp
|
SELL
|
- |
-410Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-530Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.08KClosed |
N/A
|
0
$0
|
|