Latest Institutional Transactions on Wisdomtree Tr (IHDG)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.58K- 0.72% |
$176K - $210K
|
632K
$28.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5K+ 11.68% |
$193K - $230K
|
47.8K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
847+ 3.43% |
$32.6K - $39K
|
25.5K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3+ 0.05% |
$116 - $138
|
5.86K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-115- 1.38% |
$4.43K - $5.29K
|
8.2K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.88K- 54.32% |
$226K - $270K
|
4.94K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.9K+ 3.9% |
$343K - $409K
|
237K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-7.07K- 42.03% |
$272K - $325K
|
9.75K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
930+ 5.37% |
$35.8K - $42.8K
|
18.2K
$820K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-470- 33.72% |
$18.1K - $21.6K
|
924
$41.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-500- 13.93% |
$19.3K - $23K
|
3.09K
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
96+ 1.44% |
$3.7K - $4.42K
|
6.74K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
34.8K+ 4.9% |
$1.34M - $1.6M
|
744K
$33.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-117K- 90.54% |
$4.51M - $5.38M
|
12.2K
$550K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.05K- 20.13% |
$349K - $416K
|
35.9K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.2K+ 56.03% |
$123K - $147K
|
8.91K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 20.25% |
$68.7K - $82K
|
7.02K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-116- 0.91% |
$4.47K - $5.34K
|
12.6K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.09K+ 3.42% |
$42K - $50.2K
|
33K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1K+ 14.81% |
$38.5K - $46K
|
7.75K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
388New |
$15K - $17.8K
|
388
$17.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
56+ 0.27% |
$2.16K - $2.58K
|
21.1K
$951K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-101K- 89.86% |
$3.9M - $4.65M
|
11.4K
$513K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.2K+ 13.42% |
$84.9K - $101K
|
18.6K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
23.3K+ 8.85% |
$896K - $1.07M
|
286K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 3.21% |
$3.62K - $4.32K
|
2.84K
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 50.0% |
$38.5K - $46K
|
3K
$135K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36.3K- 29.09% |
$1.4M - $1.67M
|
88.5K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.12K+ 9.95% |
$159K - $190K
|
45.6K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.05K+ 5.1% |
$40.6K - $48.4K
|
21.7K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-430- 0.87% |
$16.6K - $19.8K
|
49K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.9K+ 2.11% |
$189K - $225K
|
237K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
21.6K+ 7.96% |
$833K - $994K
|
293K
$13.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
916+ 2.73% |
$35.3K - $42.1K
|
34.4K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-81.1K- 14.6% |
$3.13M - $3.73M
|
474K
$21.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.16K- 1.17% |
$160K - $191K
|
351K
$15.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
361+ 0.1% |
$13.9K - $16.6K
|
345K
$15.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.78K+ 3.32% |
$377K - $450K
|
305K
$13.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.77K+ 98.68% |
$222K - $265K
|
11.6K
$522K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-423- 81.5% |
$18.4K - $20.1K
|
96
$4.32K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
76.9K+ 961825.0% |
$3.34M - $3.66M
|
77K
$3.46M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.13K- 5.84% |
$48.9K - $53.5K
|
18.1K
$816K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.07K- 8.6% |
$89.6K - $98.1K
|
21.9K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.16K+ 16.05% |
$137K - $150K
|
22.8K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 1.8% |
$5.29M - $5.8M
|
6.65M
$299M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216K+ 6.45% |
$9.4M - $10.3M
|
3.57M
$161M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.94K+ 4.25% |
$171K - $187K
|
96.6K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-363- 1.75% |
$15.8K - $17.2K
|
20.4K
$918K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.01% |
$43.4 - $47.5
|
7.44K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 4.42% |
$54.8K - $60K
|
29.8K
$1.34M
|
|