Purchases and Sales Made in Q4 2024 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
351K+ 26.36% |
$15.2M - $16.1M
|
1.68M
$76.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
82.8K+ 29.92% |
$3.59M - $3.81M
|
359K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 620.91% |
$3.55M - $3.76M
|
94.9K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41.6K+ 75.98% |
$1.8M - $1.91M
|
96.2K
$4.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
39K+ 11.17% |
$1.69M - $1.8M
|
389K
$17.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
38.7K+ 5.48% |
$1.68M - $1.78M
|
745K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
36.5K+ 7.11% |
$1.58M - $1.68M
|
550K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18.9K+ 5.35% |
$820K - $870K
|
372K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.8K+ 20.95% |
$817K - $866K
|
109K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
12.6K+ 5.3% |
$549K - $582K
|
251K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.4K+ 5.02% |
$540K - $572K
|
260K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.84K+ 2.94% |
$427K - $453K
|
345K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.5K+ 6.51% |
$412K - $437K
|
155K
$7.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.8K+ 3.48% |
$382K - $405K
|
261K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.78K+ 2.87% |
$381K - $404K
|
315K
$14.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
6.62K+ 3.49% |
$287K - $305K
|
196K
$8.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.09K+ 7.4% |
$264K - $280K
|
88.4K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.64K+ 70475.0% |
$245K - $259K
|
5.65K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 42.21% |
$201K - $213K
|
15.6K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 12.25% |
$156K - $165K
|
33K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.98K+ 1.38% |
$129K - $137K
|
219K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.28K+ 15.64% |
$98.7K - $105K
|
16.8K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 12.12% |
$72.9K - $77.3K
|
15.5K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.66K+ 5.9% |
$71.8K - $76.1K
|
29.7K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 13.88% |
$71.6K - $75.9K
|
13.5K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
871+ 2.87% |
$37.8K - $40.1K
|
31.2K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
587+ 2.93% |
$25.5K - $27K
|
20.6K
$939K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
519+ 2.4% |
$22.5K - $23.9K
|
22.1K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
501+ 1.07% |
$21.7K - $23K
|
47.5K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
467+ 4.55% |
$20.3K - $21.5K
|
10.7K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
390+ 7.15% |
$16.9K - $17.9K
|
5.85K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
227+ 3.32% |
$9.85K - $10.4K
|
7.06K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
216+ 0.41% |
$9.37K - $9.94K
|
53K
$2.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$8.85K - $9.38K
|
204
$9.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
196New |
$8.5K - $9.02K
|
196
$8.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
106+ 0.17% |
$4.6K - $4.88K
|
64K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.4 - $46
|
5.21K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.18% |
$43.4 - $46
|
541
$24.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-63- 0.23% |
$2.73K - $2.9K
|
27.2K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-260- 2.95% |
$11.3K - $12K
|
8.57K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-309- 2.22% |
$13.4K - $14.2K
|
13.6K
$619K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-644- 8.89% |
$27.9K - $29.6K
|
6.6K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.38K- 8.59% |
$60K - $63.6K
|
14.7K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.67K- 13.37% |
$116K - $123K
|
17.3K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.95K- 20.83% |
$128K - $136K
|
11.2K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-12.3K- 4.05% |
$533K - $566K
|
291K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-15.8K- 6.76% |
$686K - $727K
|
218K
$9.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-17.1K- 2.93% |
$741K - $786K
|
566K
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.5K- 99.89% |
$975K - $1.03M
|
24
$1.09K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-45.6K- 29.21% |
$1.98M - $2.1M
|
110K
$5.04M
|