Purchases and Sales Made in Q1 2025 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$453K - $496K
|
10.4K
$470K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
10.2K+ 56.68% |
$444K - $486K
|
28.3K
$1.27M
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
10.2K+ 3.91% |
$443K - $485K
|
271K
$12.2M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.2K+ 218.32% |
$441K - $483K
|
14.8K
$667K
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.74KNew |
$423K - $463K
|
9.74K
$438K
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$408K - $446K
|
9.4K
$423K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.09KNew |
$394K - $432K
|
9.09K
$409K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.46K+ 54.4% |
$367K - $402K
|
24K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.33KNew |
$361K - $396K
|
8.33K
$375K
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
8.32KNew |
$361K - $395K
|
8.32K
$374K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.06KNew |
$306K - $336K
|
7.06K
$318K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.85KNew |
$254K - $278K
|
5.85K
$263K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.85KNew |
$254K - $278K
|
5.85K
$263K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.8K+ 9.36% |
$252K - $275K
|
67.7K
$3.05M
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.61K+ 29.65% |
$243K - $267K
|
24.5K
$1.1M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 16.46% |
$235K - $258K
|
38.4K
$1.73M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.05K+ 2.01% |
$219K - $240K
|
256K
$11.5M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.01K+ 43.88% |
$217K - $238K
|
16.4K
$738K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5K+ 1.39% |
$217K - $237K
|
364K
$16.4M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.89K+ 4.56% |
$212K - $232K
|
112K
$5.03M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.85KNew |
$211K - $231K
|
4.85K
$218K
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.49K+ 2.29% |
$195K - $213K
|
201K
$9.02M
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4.14K+ 1.41% |
$180K - $197K
|
298K
$13.4M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.98K+ 11.29% |
$173K - $189K
|
39.2K
$1.76M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.94K+ 4.25% |
$171K - $187K
|
96.6K
$4.34M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.9K+ 1.0% |
$169K - $185K
|
392K
$17.7M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.84K+ 6.99% |
$167K - $182K
|
58.8K
$2.64M
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.68K+ 23.13% |
$160K - $175K
|
19.6K
$881K
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.63K+ 1.25% |
$157K - $172K
|
295K
$13.3M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.51K+ 71.11% |
$152K - $167K
|
8.44K
$380K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.34K+ 19.12% |
$145K - $159K
|
20.8K
$937K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.16K+ 16.05% |
$137K - $150K
|
22.8K
$1.03M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 92.86% |
$135K - $148K
|
6.45K
$290K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 12.85% |
$134K - $146K
|
27K
$1.22M
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.05K+ 3.45% |
$133K - $145K
|
91.5K
$4.11M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3K+ 2307.69% |
$130K - $143K
|
3.13K
$141K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.73K+ 10.03% |
$119K - $130K
|
30K
$1.35M
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.72K+ 1.05% |
$118K - $129K
|
263K
$11.8M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.66K+ 10.68% |
$115K - $126K
|
27.6K
$1.24M
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.61K+ 16.53% |
$113K - $124K
|
18.4K
$829K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 6.44% |
$113K - $123K
|
42.8K
$1.93M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 31.32% |
$91.1K - $99.8K
|
8.81K
$396K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 19.94% |
$85.5K - $93.6K
|
11.9K
$533K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.93K+ 42.04% |
$83.6K - $91.5K
|
6.51K
$293K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
1.74K+ 1.57% |
$75.5K - $82.7K
|
113K
$5.06M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.49KNew |
$64.4K - $70.6K
|
1.49K
$66.8K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.47K+ 0.63% |
$63.8K - $69.8K
|
233K
$10.5M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 7.78% |
$62.7K - $68.7K
|
20K
$901K
|