Purchases and Sales Made in Q2 2025 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
285K+ 80.69% |
$11M - $13.1M
|
639K
$29.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
173K+ 106.48% |
$6.68M - $7.98M
|
336K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
141K+ 54.59% |
$5.45M - $6.51M
|
401K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
91.7K+ 78.36% |
$3.53M - $4.22M
|
209K
$9.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
90.5K+ 607.5% |
$3.49M - $4.16M
|
105K
$4.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
71.4KNew |
$2.75M - $3.29M
|
71.4K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
69.7K+ 23.37% |
$2.69M - $3.21M
|
368K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.6K+ 239.3% |
$2.11M - $2.51M
|
77.5K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
44K+ 6.41% |
$1.69M - $2.02M
|
730K
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.2K+ 7.72% |
$1.63M - $1.94M
|
589K
$27.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
40.9K+ 14.34% |
$1.58M - $1.88M
|
326K
$15.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
34.9KNew |
$1.34M - $1.61M
|
34.9K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
34.8K+ 4.9% |
$1.34M - $1.6M
|
744K
$34.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.6K+ 1991.83% |
$1.33M - $1.59M
|
36.4K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.9K+ 40.2% |
$1.19M - $1.42M
|
108K
$5.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.5K+ 178.65% |
$1.02M - $1.22M
|
41.3K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.5K+ 32.97% |
$984K - $1.17M
|
103K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.4K+ 3.87% |
$979K - $1.17M
|
681K
$31.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23.8K+ 20.71% |
$918K - $1.1M
|
139K
$6.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
23.3K+ 8.85% |
$896K - $1.07M
|
286K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
22K+ 9.44% |
$848K - $1.01M
|
255K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
21.6K+ 7.96% |
$833K - $994K
|
293K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.7K+ 41.55% |
$721K - $860K
|
63.7K
$2.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.2K+ 79.02% |
$702K - $838K
|
41.3K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
14K+ 4.18% |
$541K - $646K
|
350K
$16.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
13.6K+ 6.76% |
$523K - $624K
|
214K
$9.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
12.4KNew |
$479K - $572K
|
12.4K
$580K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 9.03% |
$406K - $485K
|
127K
$5.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.94K+ 14.68% |
$383K - $457K
|
77.7K
$3.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.85K+ 49.73% |
$380K - $453K
|
29.7K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.84K+ 6.31% |
$379K - $453K
|
166K
$7.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.78K+ 3.32% |
$377K - $450K
|
305K
$14.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.9K+ 3.9% |
$343K - $409K
|
237K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.59K+ 3.37% |
$331K - $395K
|
264K
$12.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.85KNew |
$302K - $361K
|
7.85K
$366K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.81K+ 23.86% |
$301K - $359K
|
40.5K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
7.7KNew |
$297K - $354K
|
7.7K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.3K+ 87.68% |
$281K - $336K
|
15.6K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.26KNew |
$280K - $334K
|
7.26K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.09K+ 3.92% |
$273K - $326K
|
188K
$8.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.03KNew |
$271K - $323K
|
7.03K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.99K+ 1.92% |
$269K - $321K
|
371K
$17.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.01K+ 11.98% |
$232K - $276K
|
56.1K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.85KNew |
$225K - $269K
|
5.85K
$273K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.77K+ 98.68% |
$222K - $265K
|
11.6K
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5K+ 11.68% |
$193K - $230K
|
47.8K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.9K+ 2.11% |
$189K - $225K
|
237K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.85KNew |
$187K - $223K
|
4.85K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$178K - $213K
|
4.63K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.59K+ 7.25% |
$177K - $211K
|
67.9K
$3.16M
|