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 |
---|---|---|---|---|---|---|---|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.4K+ 4.92% |
$484K - $534K
|
244K
$10.8M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-24.5K- 10.72% |
$1.04M - $1.15M
|
204K
$9.01M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-285K- 51.22% |
$12.1M - $13.3M
|
271K
$12M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.9K+ 172.26% |
$759K - $837K
|
28.3K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.62K+ 0.65% |
$111K - $123K
|
405K
$17.9M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.96K+ 4.36% |
$168K - $185K
|
94.9K
$4.19M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.58% |
$1.7K - $1.87K
|
6.81K
$300K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.23K+ 4.63% |
$52K - $57.4K
|
27.7K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-578- 2.72% |
$24.5K - $27K
|
20.6K
$911K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.1K+ 5.07% |
$640K - $706K
|
313K
$13.8M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.8KNew |
$545K - $601K
|
12.8K
$567K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.41KNew |
$357K - $393K
|
8.41K
$371K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
268+ 1.51% |
$11.4K - $12.5K
|
18K
$794K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.8K+ 2.04% |
$1.18M - $1.3M
|
1.39M
$61.4M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
186+ 17.61% |
$7.89K - $8.7K
|
1.24K
$54.8K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.3K+ 27.16% |
$309K - $341K
|
34.2K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
170K+ 7.25% |
$7.2M - $7.93M
|
2.51M
$111M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 1.87% |
$534K - $588K
|
684K
$30.2M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-331- 3.51% |
$14K - $15.5K
|
9.09K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-723- 4.96% |
$30.7K - $33.8K
|
13.9K
$612K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.7K- 9.72% |
$1.35M - $1.48M
|
295K
$13M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.4KNew |
$655K - $722K
|
15.4K
$681K
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9.47K+ 13.47% |
$402K - $443K
|
79.7K
$3.52M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.5K+ 21.24% |
$3.63M - $4M
|
488K
$21.5M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
166KNew |
$7.04M - $7.76M
|
166K
$7.32M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.9K+ 100.03% |
$293K - $323K
|
13.8K
$609K
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
274New |
$11.6K - $12.8K
|
274
$12.1K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 3.1% |
$4.28M - $4.72M
|
3.35M
$148M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 2.44% |
$6.78M - $7.47M
|
6.71M
$296M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-321- 4.16% |
$13.6K - $15K
|
7.4K
$326K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.81K+ 6.1% |
$76.8K - $84.7K
|
31.5K
$1.39M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-96.1K- 22.13% |
$4.08M - $4.5M
|
338K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.23K- 15.43% |
$52.2K - $57.6K
|
6.75K
$298K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$547K - $603K
|
12.9K
$569K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.78KNew |
$203K - $223K
|
4.78K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-132K- 17.09% |
$5.62M - $6.2M
|
643K
$28.4M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-40K- 39.79% |
$1.7M - $1.87M
|
60.5K
$2.67M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.51K+ 3.41% |
$191K - $211K
|
137K
$6.04M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.09% |
$848 - $936
|
21.7K
$959K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
470+ 34.41% |
$19.9K - $22K
|
1.84K
$81K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
189+ 1.35% |
$8.02K - $8.84K
|
14.2K
$627K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.93K- 59.06% |
$379K - $418K
|
6.19K
$273K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.3K+ 13.96% |
$2.05M - $2.26M
|
394K
$17.4M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.4K+ 6.48% |
$1.67M - $1.84M
|
647K
$28.6M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.72K+ 35.92% |
$370K - $408K
|
33K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.64K+ 1.2% |
$239K - $264K
|
476K
$21M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.8K+ 32.72% |
$1.31M - $1.44M
|
125K
$5.51M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.58K- 11.94% |
$364K - $401K
|
63.3K
$2.79M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.6K+ 18.58% |
$831K - $917K
|
125K
$5.52M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 11.38% |
$1.42M - $1.56M
|
327K
$14.4M
|