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
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.84K+ 2.94% |
$427K - $453K
|
345K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.5K+ 6.51% |
$412K - $437K
|
155K
$7.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.8K+ 3.48% |
$382K - $405K
|
261K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.78K+ 2.87% |
$381K - $404K
|
315K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.4KNew |
$364K - $386K
|
8.4K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.5K+ 7.54% |
$326K - $345K
|
107K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.03K+ 21.31% |
$305K - $323K
|
40K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.85K+ 12.43% |
$297K - $315K
|
61.9K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.83K+ 53.14% |
$296K - $314K
|
19.7K
$901K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.71KNew |
$291K - $308K
|
6.71K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.66KNew |
$289K - $306K
|
6.66K
$305K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
6.62K+ 3.49% |
$287K - $305K
|
196K
$8.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.4K+ 2.05% |
$278K - $295K
|
319K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.15K+ 9.73% |
$267K - $283K
|
69.4K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.14K+ 22.63% |
$266K - $282K
|
33.3K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.09K+ 7.4% |
$264K - $280K
|
88.4K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 17.8% |
$264K - $280K
|
40.2K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.79KNew |
$251K - $266K
|
5.79K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.64K+ 70475.0% |
$245K - $259K
|
5.65K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
5.39K+ 25.98% |
$234K - $248K
|
26.1K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.36KNew |
$232K - $246K
|
5.36K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.79K+ 9.94% |
$208K - $220K
|
53K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
4.75KNew |
$206K - $218K
|
4.75K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.69K+ 1.39% |
$203K - $216K
|
343K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.66K+ 36.37% |
$202K - $214K
|
17.5K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 42.21% |
$201K - $213K
|
15.6K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.6K+ 29.81% |
$200K - $212K
|
20K
$918K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.58KNew |
$199K - $211K
|
4.58K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$190K - $201K
|
4.38K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.34K+ 0.13% |
$188K - $199K
|
3.36M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.18K+ 0.9% |
$181K - $192K
|
467K
$21.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.97K+ 6.71% |
$172K - $183K
|
63.2K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.95K+ 27.79% |
$171K - $182K
|
18.2K
$832K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.66K+ 11.6% |
$159K - $168K
|
35.2K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 12.25% |
$156K - $165K
|
33K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.11K+ 3.3% |
$135K - $143K
|
97.5K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.98K+ 1.38% |
$129K - $137K
|
219K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86K+ 4.63% |
$124K - $132K
|
64.6K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.82K+ 1.76% |
$123K - $130K
|
163K
$7.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65KNew |
$115K - $122K
|
2.65K
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.28K+ 15.64% |
$98.7K - $105K
|
16.8K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.14K+ 1.97% |
$92.8K - $98.4K
|
111K
$5.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.11K+ 5.67% |
$91.7K - $97.2K
|
39.4K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.08K+ 1.68% |
$90.2K - $95.6K
|
126K
$5.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 2.97% |
$81.6K - $86.6K
|
65.2K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.75K+ 12.32% |
$75.7K - $80.3K
|
15.9K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 12.12% |
$72.9K - $77.3K
|
15.5K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.66K+ 5.9% |
$71.8K - $76.1K
|
29.7K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 13.88% |
$71.6K - $75.9K
|
13.5K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.57KNew |
$68.2K - $72.4K
|
1.57K
$72.1K
|