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 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-8.68K- 5.73% |
$377K - $413K
|
143K
$6.43M
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-10.1K- 1.79% |
$440K - $481K
|
555K
$25M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 9.69% |
$544K - $595K
|
117K
$5.25M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.8K- 32.38% |
$599K - $655K
|
28.8K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 48.11% |
$695K - $761K
|
17.3K
$777K
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16.9K- 8.74% |
$734K - $803K
|
177K
$7.94M
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16.9K- 4.54% |
$734K - $803K
|
355K
$16M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-19.1K- 29.79% |
$828K - $906K
|
45K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.2K- 27.71% |
$835K - $914K
|
50.2K
$2.26M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23K- 77.52% |
$1M - $1.09M
|
6.68K
$300K
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-26.3K- 20.86% |
$1.14M - $1.25M
|
99.6K
$4.48M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.6K- 3.08% |
$1.2M - $1.31M
|
869K
$39.1M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.7K- 19.38% |
$1.37M - $1.5M
|
132K
$5.93M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-36.7K- 4.92% |
$1.59M - $1.74M
|
709K
$31.9M
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-46.4K- 8.43% |
$2.01M - $2.2M
|
504K
$22.7M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.9K- 72.33% |
$2.08M - $2.28M
|
18.3K
$824K
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-48.6K- 17.59% |
$2.11M - $2.31M
|
228K
$10.2M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54K- 99.99% |
$2.34M - $2.56M
|
8
$360
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.6K- 16.79% |
$2.5M - $2.74M
|
285K
$12.8M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-59.7K- 98.03% |
$2.59M - $2.84M
|
1.2K
$53.9K
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-73.6K- 87.18% |
$3.19M - $3.49M
|
10.8K
$487K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.4K- 28.1% |
$3.84M - $4.2M
|
226K
$10.2M
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-88.7K- 40.71% |
$3.85M - $4.22M
|
129K
$5.81M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 1.8% |
$5.29M - $5.8M
|
6.65M
$299M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-159K- 49.97% |
$6.92M - $7.57M
|
160K
$7.18M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-226K- 32.58% |
$9.81M - $10.7M
|
468K
$21M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-231K- 16.03% |
$10M - $11M
|
1.21M
$54.5M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-328K- 53.4% |
$14.2M - $15.6M
|
286K
$12.9M
|