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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.47KNew |
$172K - $205K
|
4.47K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.12K+ 9.95% |
$159K - $190K
|
45.6K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.06K+ 4.16% |
$156K - $187K
|
102K
$4.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.8KNew |
$146K - $175K
|
3.8K
$177K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.72K+ 1.45% |
$143K - $171K
|
260K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.2K+ 56.03% |
$123K - $147K
|
8.91K
$415K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.02K+ 16.8% |
$116K - $139K
|
21K
$977K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.96KNew |
$114K - $136K
|
2.96K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.7K+ 14.89% |
$104K - $124K
|
20.8K
$972K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.58K+ 18.35% |
$99.4K - $119K
|
16.6K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 6.01% |
$88.8K - $106K
|
40.7K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.25K+ 11.46% |
$86.5K - $103K
|
21.8K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.2K+ 13.42% |
$84.9K - $101K
|
18.6K
$868K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.95K+ 3.28% |
$75.2K - $89.8K
|
61.4K
$2.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.91K+ 0.5% |
$73.6K - $87.8K
|
382K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.83K+ 85.86% |
$70.7K - $84.4K
|
3.97K
$185K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.8KNew |
$69.4K - $82.8K
|
1.8K
$83.9K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 23.96% |
$61.7K - $73.6K
|
8.28K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.53K+ 5.6% |
$58.9K - $70.2K
|
28.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.46K+ 1.51% |
$56.3K - $67.2K
|
98K
$4.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.09K+ 3.42% |
$42K - $50.2K
|
33K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.05K+ 5.1% |
$40.6K - $48.4K
|
21.7K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 1.75% |
$39.6K - $47.3K
|
59.8K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 50.0% |
$38.5K - $46K
|
3K
$140K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1K+ 14.81% |
$38.5K - $46K
|
7.75K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
983+ 2.41% |
$37.9K - $45.2K
|
41.7K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
930+ 5.37% |
$35.8K - $42.8K
|
18.2K
$850K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
916+ 2.73% |
$35.3K - $42.1K
|
34.4K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
847+ 3.43% |
$32.6K - $39K
|
25.5K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
619+ 2.06% |
$23.9K - $28.5K
|
30.6K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
598New |
$23K - $27.5K
|
598
$27.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
573+ 2.86% |
$22.1K - $26.4K
|
20.6K
$960K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
456New |
$17.6K - $21K
|
456
$21.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
388New |
$15K - $17.8K
|
388
$18.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
370+ 0.94% |
$14.3K - $17K
|
39.6K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
361+ 0.1% |
$13.9K - $16.6K
|
345K
$16.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
350+ 62.5% |
$13.5K - $16.1K
|
910
$42.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
330+ 3.16% |
$12.7K - $15.2K
|
10.8K
$503K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
316+ 1.57% |
$12.2K - $14.5K
|
20.5K
$954K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
224New |
$8.63K - $10.3K
|
224
$10.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
142+ 0.27% |
$5.47K - $6.53K
|
53.2K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106+ 0.37% |
$4.09K - $4.88K
|
28.9K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
102+ 6.87% |
$3.93K - $4.69K
|
1.59K
$74K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
96+ 1.44% |
$3.7K - $4.42K
|
6.74K
$314K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
73+ 1.12% |
$2.81K - $3.36K
|
6.58K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
68New |
$2.62K - $3.13K
|
68
$3.17K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
66+ 1.11% |
$2.54K - $3.04K
|
5.99K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
64+ 1.34% |
$2.47K - $2.94K
|
4.82K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
56+ 0.27% |
$2.16K - $2.58K
|
21.1K
$986K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
56+ 0.24% |
$2.16K - $2.58K
|
23.3K
$1.09M
|