Purchases and Sales Made in Q3 2023 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.46K+ 2.88% |
$326K - $342K
|
302K
$13.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
8.19KNew |
$316K - $331K
|
8.19K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.94K+ 56.63% |
$306K - $321K
|
22K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.85KNew |
$302K - $317K
|
7.85K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.71KNew |
$297K - $312K
|
7.71K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.41K+ 4.1% |
$286K - $300K
|
188K
$8.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.04K+ 2.99% |
$271K - $285K
|
243K
$11.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
7.04K+ 9.46% |
$271K - $285K
|
81.5K
$3.73M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.87KNew |
$265K - $278K
|
6.87K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.76KNew |
$260K - $273K
|
6.76K
$309K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.68KNew |
$257K - $270K
|
6.68K
$305K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.29K+ 3.7% |
$243K - $254K
|
176K
$8.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.09K+ 13.65% |
$235K - $246K
|
50.7K
$2.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.08K+ 26.65% |
$234K - $246K
|
28.9K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.01K+ 1.72% |
$232K - $243K
|
355K
$16.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.85K+ 1.59% |
$226K - $237K
|
375K
$17.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.26KNew |
$203K - $213K
|
5.26K
$241K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.21K+ 44.74% |
$201K - $211K
|
16.9K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.75K+ 11.64% |
$183K - $192K
|
45.6K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.47K+ 2.01% |
$172K - $181K
|
227K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.05K+ 5.15% |
$156K - $164K
|
82.7K
$3.78M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4K+ 37.85% |
$154K - $162K
|
14.6K
$667K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.92K+ 1.69% |
$151K - $159K
|
237K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.92K+ 23.53% |
$151K - $158K
|
20.6K
$941K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.82K+ 2785.4% |
$147K - $154K
|
3.95K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8K+ 9.07% |
$146K - $154K
|
45.7K
$2.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.43K+ 1.37% |
$132K - $139K
|
254K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.28K+ 37.68% |
$126K - $132K
|
12K
$547K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.01K+ 27.16% |
$116K - $122K
|
14.1K
$643K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.6K+ 3613.89% |
$100K - $105K
|
2.67K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.55K+ 2.06% |
$98.2K - $103K
|
126K
$5.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.49K+ 2.13% |
$95.8K - $100K
|
119K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.44K+ 0.61% |
$94K - $98.6K
|
404K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.06K+ 2.37% |
$79.2K - $83.1K
|
88.9K
$4.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.72K+ 10.23% |
$66.4K - $69.7K
|
18.6K
$849K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.62K+ 11.73% |
$62.4K - $65.5K
|
15.4K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.61K+ 12.26% |
$61.9K - $64.9K
|
14.7K
$672K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.51K+ 9.81% |
$58.2K - $61.1K
|
16.9K
$773K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.48K+ 9.0% |
$57.1K - $59.9K
|
17.9K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.38K+ 18.16% |
$53.1K - $55.8K
|
8.97K
$410K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.31K+ 26.08% |
$50.5K - $53K
|
6.34K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.27K+ 4.2% |
$48.8K - $51.2K
|
31.4K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.24K+ 11.68% |
$47.6K - $49.9K
|
11.8K
$540K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 5.03% |
$46.3K - $48.6K
|
25.1K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
890+ 4.81% |
$34.3K - $36K
|
19.4K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
801New |
$30.9K - $32.4K
|
801
$36.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
703+ 9.59% |
$27.1K - $28.4K
|
8.03K
$367K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
615+ 7.21% |
$23.7K - $24.9K
|
9.15K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
466+ 2.57% |
$18K - $18.8K
|
18.6K
$850K
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
464+ 3.11% |
$17.9K - $18.8K
|
15.4K
$704K
|