Purchases and Sales Made in Q1 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-58- 0.31% |
$2.11K - $2.29K
|
18.4K
$859K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-157- 0.33% |
$5.71K - $6.19K
|
47.8K
$2.23M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-166- 8.35% |
$6.04K - $6.54K
|
1.82K
$84.9K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-192- 1.62% |
$6.98K - $7.57K
|
11.6K
$543K
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
SELL
|
- |
-220- 3.39% |
$8K - $8.67K
|
6.28K
$293K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-250- 11.79% |
$9.1K - $9.86K
|
1.87K
$87.2K
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-279- 1.34% |
$10.2K - $11K
|
20.5K
$956K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-500- 6.16% |
$18.2K - $19.7K
|
7.62K
$355K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-541- 19.69% |
$19.7K - $21.3K
|
2.21K
$103K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-725- 6.64% |
$26.4K - $28.6K
|
10.2K
$475K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-813- 7.55% |
$29.6K - $32K
|
9.96K
$464K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-858- 4.08% |
$31.2K - $33.8K
|
20.2K
$941K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-871- 29.47% |
$31.7K - $34.3K
|
2.09K
$97.2K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 8.44% |
$43.5K - $47.1K
|
13K
$605K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 14.16% |
$48.7K - $52.8K
|
8.13K
$379K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.4K- 0.52% |
$50.9K - $55.1K
|
268K
$12.5M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.39K- 33.13% |
$86.9K - $94.2K
|
4.82K
$225K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.59K- 26.06% |
$94.3K - $102K
|
7.35K
$343K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.85K- 61.07% |
$104K - $113K
|
1.82K
$84.8K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.45K- 12.65% |
$198K - $215K
|
37.6K
$1.76M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.57K- 4.7% |
$203K - $220K
|
113K
$5.26M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.76K- 4.04% |
$210K - $227K
|
137K
$6.38M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.8K- 1.91% |
$247K - $268K
|
349K
$16.3M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.96K- 11.45% |
$253K - $274K
|
53.9K
$2.51M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-9.23K- 8.64% |
$336K - $364K
|
97.6K
$4.55M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.4K- 27.69% |
$380K - $412K
|
27.3K
$1.27M
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-11.9K- 2.91% |
$433K - $469K
|
397K
$18.5M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.6K- 36.09% |
$531K - $575K
|
25.8K
$1.2M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.2K- 7.99% |
$664K - $719K
|
210K
$9.8M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.2K- 4.93% |
$1.14M - $1.23M
|
601K
$28M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.4K- 10.18% |
$1.43M - $1.55M
|
348K
$16.2M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42.4K- 26.17% |
$1.54M - $1.67M
|
120K
$5.58M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.4K- 21.83% |
$1.65M - $1.79M
|
163K
$7.58M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-85K- 24.87% |
$3.09M - $3.35M
|
257K
$12M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-94K- 99.96% |
$3.42M - $3.71M
|
39
$1.82K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-161K- 27.84% |
$5.87M - $6.37M
|
419K
$19.5M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-472K- 89.39% |
$17.2M - $18.6M
|
56.1K
$2.61M
|