Purchases and Sales Made in Q3 2025 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
81K+ 10.9% |
$3.55M - $3.75M
|
825K
$38.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
40.3K+ 13.22% |
$1.76M - $1.87M
|
345K
$16.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
34.1K+ 14.41% |
$1.49M - $1.58M
|
271K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
18.7K+ 5.34% |
$818K - $864K
|
368K
$17.2M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13.8KNew |
$605K - $640K
|
13.8K
$644K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.3K+ 3.5% |
$363K - $384K
|
246K
$11.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8K+ 11.2% |
$351K - $371K
|
79.4K
$3.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7.82KNew |
$342K - $362K
|
7.82K
$364K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.54K+ 4.01% |
$330K - $349K
|
196K
$9.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.09K+ 1.91% |
$310K - $328K
|
378K
$17.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.35K+ 2.17% |
$278K - $294K
|
299K
$14M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.54K+ 1.94% |
$243K - $257K
|
292K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.5K+ 24.19% |
$197K - $209K
|
23.1K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.66K+ 14.34% |
$160K - $169K
|
29.2K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.93K+ 5.31% |
$84.6K - $89.5K
|
38.3K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.42K+ 0.87% |
$62.1K - $65.7K
|
165K
$7.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.27K+ 7.66% |
$55.8K - $59K
|
17.9K
$834K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.12K+ 5.3% |
$49.1K - $51.9K
|
22.3K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
865+ 4.16% |
$37.9K - $40.1K
|
21.7K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
788+ 1.28% |
$34.5K - $36.5K
|
62.2K
$2.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
727+ 2.2% |
$31.8K - $33.7K
|
33.8K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
514+ 2.37% |
$22.5K - $23.8K
|
22.2K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
449+ 2.19% |
$19.7K - $20.8K
|
20.9K
$975K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
344New |
$15.1K - $15.9K
|
344
$16K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
204+ 1.78% |
$8.94K - $9.45K
|
11.6K
$543K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
200+ 2.24% |
$8.76K - $9.26K
|
9.11K
$425K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.03% |
$175 - $185
|
15.7K
$734K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$43.8 - $46.3
|
6.38K
$297K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 0.2% |
$438 - $463
|
4.93K
$230K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-47- 1.08% |
$2.06K - $2.18K
|
4.29K
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-87- 0.28% |
$3.81K - $4.03K
|
30.5K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-87- 1.12% |
$3.81K - $4.03K
|
7.65K
$357K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-177- 2.3% |
$7.75K - $8.2K
|
7.52K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-207- 1.3% |
$9.07K - $9.59K
|
15.7K
$733K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-627- 6.9% |
$27.5K - $29K
|
8.46K
$394K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-636- 1.4% |
$27.9K - $29.5K
|
44.9K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-728- 5.76% |
$31.9K - $33.7K
|
11.9K
$555K
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-764- 2.19% |
$33.5K - $35.4K
|
34.1K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-952- 15.53% |
$41.7K - $44.1K
|
5.18K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.5K- 23.32% |
$65.7K - $69.5K
|
4.93K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.55K- 7.31% |
$67.8K - $71.6K
|
19.6K
$915K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.6K- 3.02% |
$70.2K - $74.2K
|
51.4K
$2.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.74K- 14.27% |
$76.4K - $80.8K
|
10.5K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.01K- 70.67% |
$87.8K - $92.9K
|
832
$38.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.51K- 37.75% |
$110K - $116K
|
4.14K
$193K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.53K- 2.86% |
$111K - $117K
|
85.9K
$4.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.7K- 27.13% |
$118K - $125K
|
7.26K
$339K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.74K- 7.64% |
$120K - $127K
|
33.2K
$1.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.02K- 3.48% |
$132K - $140K
|
83.9K
$3.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.3K- 44.15% |
$232K - $245K
|
6.71K
$313K
|