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
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-63- 0.38% |
$2.73K - $2.99K
|
16.4K
$738K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-91- 0.1% |
$3.95K - $4.32K
|
90.3K
$4.06M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-110- 1.82% |
$4.77K - $5.23K
|
5.92K
$266K
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-124- 0.06% |
$5.38K - $5.89K
|
219K
$9.86M
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-146- 2.19% |
$6.34K - $6.94K
|
6.51K
$293K
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-163- 0.28% |
$7.07K - $7.74K
|
59K
$2.65M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-259- 4.23% |
$11.2K - $12.3K
|
5.86K
$263K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-283- 2.64% |
$12.3K - $13.4K
|
10.5K
$470K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-300- 12.32% |
$13K - $14.3K
|
2.14K
$96.1K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-328- 1.93% |
$14.2K - $15.6K
|
16.6K
$748K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-350- 5.4% |
$15.2K - $16.6K
|
6.13K
$276K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-363- 1.75% |
$15.8K - $17.2K
|
20.4K
$918K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-387- 6.42% |
$16.8K - $18.4K
|
5.65K
$254K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-394- 0.11% |
$17.1K - $18.7K
|
354K
$15.9M
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-423- 81.5% |
$18.4K - $20.1K
|
96
$4.32K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-470- 33.72% |
$20.4K - $22.3K
|
924
$41.6K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-650- 1.21% |
$28.2K - $30.9K
|
53.2K
$2.39M
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-673- 2.97% |
$29.2K - $32K
|
22K
$990K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-683- 3.95% |
$29.6K - $32.4K
|
16.6K
$747K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-786- 5.81% |
$34.1K - $37.3K
|
12.8K
$574K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.08K- 20.19% |
$46.9K - $51.4K
|
4.27K
$192K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.13K- 5.84% |
$48.9K - $53.5K
|
18.1K
$816K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.23K- 3.64% |
$53.6K - $58.6K
|
32.7K
$1.47M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.37K- 6.35% |
$59.3K - $64.9K
|
20.1K
$906K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 1.06% |
$65.3K - $71.5K
|
141K
$6.33M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.58K- 10.12% |
$68.7K - $75.2K
|
14K
$632K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.82K- 4.2% |
$78.8K - $86.2K
|
41.4K
$1.86M
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.83K- 0.76% |
$79.5K - $87K
|
240K
$10.8M
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1.94K- 1.63% |
$84.1K - $92K
|
117K
$5.26M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.94K- 10.92% |
$84.3K - $92.3K
|
15.9K
$713K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.07K- 8.6% |
$89.6K - $98.1K
|
21.9K
$987K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.08K- 11.23% |
$90.3K - $98.9K
|
16.4K
$740K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 20.23% |
$99.6K - $109K
|
9.05K
$407K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.91K- 12.81% |
$126K - $138K
|
19.8K
$891K
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.92K- 14.81% |
$127K - $139K
|
16.8K
$757K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.16K- 10.64% |
$137K - $150K
|
26.6K
$1.19M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.28K- 39.54% |
$142K - $156K
|
5.02K
$226K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.29K- 18.83% |
$143K - $156K
|
14.2K
$637K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.39K- 18.68% |
$147K - $161K
|
14.8K
$664K
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-3.51K- 31.27% |
$152K - $167K
|
7.71K
$347K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.92K- 18.6% |
$170K - $186K
|
17.1K
$771K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.35K- 43.24% |
$189K - $207K
|
5.71K
$257K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.88K- 28.67% |
$212K - $232K
|
12.1K
$546K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.13K- 1.78% |
$222K - $243K
|
283K
$12.7M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.19K- 8.04% |
$225K - $247K
|
59.4K
$2.67M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.49K- 4.72% |
$238K - $261K
|
111K
$4.98M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.11K- 1.45% |
$265K - $290K
|
416K
$18.7M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.13K- 66.32% |
$309K - $339K
|
3.62K
$163K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.32K- 32.94% |
$318K - $348K
|
14.9K
$670K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.74K- 11.87% |
$336K - $367K
|
57.4K
$2.58M
|