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 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
31+ 0.4% |
$1.19K - $1.43K
|
7.74K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 1.53% |
$501 - $598
|
861
$40.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.1% |
$347 - $414
|
8.96K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 140.0% |
$270 - $322
|
12
$559
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
7+ 1.51% |
$270 - $322
|
472
$22K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5+ 0.07% |
$193 - $230
|
7.45K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.71% |
$154 - $184
|
567
$26.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3+ 0.01% |
$116 - $138
|
25.2K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3+ 0.05% |
$116 - $138
|
5.86K
$273K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$38.5 - $46
|
1
$46.6
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.4% |
$809 - $966
|
5.19K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 3.21% |
$3.62K - $4.32K
|
2.84K
$132K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-115- 1.38% |
$4.43K - $5.29K
|
8.2K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-116- 0.91% |
$4.47K - $5.34K
|
12.6K
$589K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-138- 0.75% |
$5.32K - $6.35K
|
18.2K
$848K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-140- 1.15% |
$5.4K - $6.44K
|
12K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-142- 0.27% |
$5.47K - $6.53K
|
53K
$2.47M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-174- 2.45% |
$6.71K - $8K
|
6.92K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-203- 3.08% |
$7.82K - $9.34K
|
6.38K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-254- 21.18% |
$9.79K - $11.7K
|
945
$44.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-350- 26.88% |
$13.5K - $16.1K
|
952
$44.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-356- 38.53% |
$13.7K - $16.4K
|
568
$26.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-430- 0.87% |
$16.6K - $19.8K
|
49K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-435- 3.07% |
$16.8K - $20K
|
13.7K
$640K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-470- 33.72% |
$18.1K - $21.6K
|
924
$43.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-479- 2.35% |
$18.5K - $22K
|
19.9K
$929K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-488- 2.97% |
$18.8K - $22.4K
|
15.9K
$742K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-500- 13.93% |
$19.3K - $23K
|
3.09K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-602- 19.23% |
$23.2K - $27.7K
|
2.53K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-726- 12.86% |
$28K - $33.4K
|
4.92K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-846- 3.84% |
$32.6K - $38.9K
|
21.2K
$987K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-916- 14.59% |
$35.3K - $42.1K
|
5.36K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.05K- 44.42% |
$40.3K - $48.1K
|
1.31K
$61K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.08K- 12.79% |
$41.6K - $49.6K
|
7.36K
$343K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.14K- 5.19% |
$43.9K - $52.4K
|
20.8K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 10.01% |
$45.7K - $54.6K
|
10.7K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.21K- 5.46% |
$46.4K - $55.4K
|
20.9K
$974K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.31K- 9.32% |
$50.4K - $60.2K
|
12.7K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.39K- 8.1% |
$53.5K - $63.8K
|
15.7K
$734K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 20.25% |
$68.7K - $82K
|
7.02K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.97K- 24.01% |
$75.7K - $90.4K
|
6.22K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.11K- 32.72% |
$81.4K - $97.1K
|
4.34K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.2K- 8.28% |
$84.7K - $101K
|
24.4K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.33K- 3.4% |
$90K - $107K
|
66.2K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 1.49% |
$91.9K - $110K
|
157K
$7.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.39K- 11.46% |
$92K - $110K
|
18.4K
$860K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.76K- 36.25% |
$106K - $127K
|
4.86K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.37K- 93.07% |
$130K - $155K
|
251
$11.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.63K- 24.57% |
$140K - $167K
|
11.1K
$519K
|