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 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.33K+ 3.37% |
$57.6K - $63.1K
|
40.7K
$1.83M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 4.42% |
$54.8K - $60K
|
29.8K
$1.34M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 4.4% |
$49.9K - $54.6K
|
27.3K
$1.23M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.11K+ 6.59% |
$48.1K - $52.7K
|
17.9K
$807K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
833+ 2.52% |
$36.2K - $39.6K
|
33.9K
$1.52M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
798+ 13.65% |
$34.6K - $37.9K
|
6.64K
$299K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
788+ 10.65% |
$34.2K - $37.4K
|
8.19K
$368K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
776+ 5.99% |
$33.7K - $36.9K
|
13.7K
$618K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
763+ 1.55% |
$33.1K - $36.3K
|
50.1K
$2.25M
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
753+ 2.41% |
$32.7K - $35.8K
|
31.9K
$1.44M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
679+ 4.44% |
$29.5K - $32.3K
|
16K
$718K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
642+ 2.1% |
$27.9K - $30.5K
|
31.3K
$1.41M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
566+ 0.15% |
$24.6K - $26.9K
|
380K
$17.1M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
519New |
$22.5K - $24.7K
|
519
$23.3K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
487+ 2.89% |
$21.1K - $23.1K
|
17.3K
$779K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
406+ 1.78% |
$17.6K - $19.3K
|
23.2K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
353+ 1.78% |
$15.3K - $16.8K
|
20.1K
$906K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
342New |
$14.8K - $16.2K
|
342
$15.4K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
303+ 2.23% |
$13.2K - $14.4K
|
13.9K
$625K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
285+ 10.77% |
$12.4K - $13.5K
|
2.93K
$132K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
284+ 4.17% |
$12.3K - $13.5K
|
7.1K
$319K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
250+ 33.33% |
$10.9K - $11.9K
|
1K
$45K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
228+ 21.23% |
$9.9K - $10.8K
|
1.3K
$58.6K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
226+ 0.07% |
$9.81K - $10.7K
|
341K
$15.3M
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
225New |
$9.77K - $10.7K
|
225
$10.1K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 3.23% |
$8.94K - $9.79K
|
6.58K
$296K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
156New |
$6.77K - $7.41K
|
156
$7.02K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
116New |
$5.03K - $5.51K
|
116
$5.22K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
78New |
$3.39K - $3.71K
|
78
$3.51K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
76New |
$3.3K - $3.61K
|
76
$3.42K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62+ 2.7% |
$2.69K - $2.95K
|
2.36K
$106K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$2.21K - $2.42K
|
51
$2.29K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
49+ 0.24% |
$2.13K - $2.33K
|
20.6K
$928K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 0.07% |
$2K - $2.19K
|
63.3K
$2.85M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.06% |
$1.35K - $1.47K
|
53K
$2.38M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$1.09K - $1.19K
|
25
$1.12K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.06% |
$651 - $713
|
25.2K
$1.13M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.23% |
$477 - $523
|
4.76K
$214K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$217 - $238
|
5
$225
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.24% |
$86.8 - $95
|
848
$38.1K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.01% |
$43.4 - $47.5
|
7.44K
$335K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.18% |
$43.4 - $47.5
|
563
$25.3K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.18% |
$43.4 - $47.5
|
560
$25.2K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5- 0.78% |
$217 - $238
|
639
$28.7K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-10- 0.01% |
$434 - $475
|
97.5K
$4.38M
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-34- 0.38% |
$1.48K - $1.62K
|
8.95K
$403K
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-38- 0.38% |
$1.65K - $1.81K
|
10.1K
$453K
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-42- 0.01% |
$1.82K - $2K
|
345K
$15.5M
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-56- 0.25% |
$2.43K - $2.66K
|
22.1K
$993K
|