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 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.16K- 1.17% |
$160K - $191K
|
351K
$16.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.42K- 27.88% |
$170K - $203K
|
11.4K
$533K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.58K- 0.72% |
$176K - $210K
|
632K
$29.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4.59K- 5.01% |
$177K - $211K
|
86.9K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.83K- 9.63% |
$186K - $222K
|
45.4K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.61K- 3.13% |
$216K - $258K
|
174K
$8.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5.72K- 41.69% |
$221K - $263K
|
8.01K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.88K- 54.32% |
$226K - $270K
|
4.94K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-7.07K- 42.03% |
$272K - $325K
|
9.75K
$455K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.31K- 8.09% |
$282K - $336K
|
83K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-7.33K- 44.57% |
$282K - $337K
|
9.11K
$425K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.13K- 30.06% |
$313K - $374K
|
18.9K
$882K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9.04K- 1.79% |
$348K - $416K
|
495K
$23.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.05K- 20.13% |
$349K - $416K
|
35.9K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.38K- 58.73% |
$361K - $431K
|
6.59K
$307K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-10.2K- 61.32% |
$393K - $469K
|
6.43K
$300K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-11.4K- 62.03% |
$440K - $526K
|
7K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-12.9K- 39.53% |
$498K - $594K
|
19.8K
$921K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.1K- 14.41% |
$621K - $742K
|
95.8K
$4.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.8K- 2.2% |
$685K - $818K
|
790K
$36.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-19.3K- 13.54% |
$746K - $890K
|
124K
$5.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-19.8K- 4.76% |
$763K - $911K
|
397K
$18.5M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.2K- 15.09% |
$819K - $977K
|
120K
$5.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-24.3K- 77.84% |
$937K - $1.12M
|
6.93K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-25.2K- 74.35% |
$970K - $1.16M
|
8.68K
$405K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-28.3K- 99.88% |
$1.09M - $1.3M
|
35
$1.63K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.9K- 13.67% |
$1.19M - $1.42M
|
195K
$9.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36.3K- 29.09% |
$1.4M - $1.67M
|
88.5K
$4.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.3K- 2.67% |
$1.4M - $1.67M
|
1.32M
$61.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-40K- 19.65% |
$1.54M - $1.84M
|
163K
$7.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-40.4K- 14.13% |
$1.56M - $1.86M
|
245K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-46.2K- 42.59% |
$1.78M - $2.12M
|
62.2K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49.3K- 10.54% |
$1.9M - $2.27M
|
418K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.6K- 4.72% |
$1.99M - $2.37M
|
1.04M
$48.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-54K- 91.53% |
$2.08M - $2.48M
|
4.99K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-57.3K- 32.44% |
$2.21M - $2.63M
|
119K
$5.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-57.4K- 99.99% |
$2.21M - $2.64M
|
6
$280
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-58.1K- 28.63% |
$2.24M - $2.67M
|
145K
$6.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-79.6K- 4.65% |
$3.07M - $3.66M
|
1.63M
$76.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-81.1K- 14.6% |
$3.13M - $3.73M
|
474K
$22.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-94.1K- 94.43% |
$3.63M - $4.33M
|
5.55K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-101K- 89.86% |
$3.9M - $4.65M
|
11.4K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-107K- 8.84% |
$4.13M - $4.93M
|
1.1M
$51.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-108K- 91.15% |
$4.16M - $4.97M
|
10.5K
$489K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-115K- 92.06% |
$4.45M - $5.31M
|
9.96K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-115K- 18.02% |
$4.45M - $5.31M
|
525K
$24.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-117K- 90.54% |
$4.51M - $5.38M
|
12.2K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-118K- 49.09% |
$4.54M - $5.42M
|
122K
$5.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-124K- 36.38% |
$4.78M - $5.7M
|
217K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-125K- 93.81% |
$4.81M - $5.74M
|
8.23K
$384K
|