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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
37.6K+ 14.66% |
$1.63M - $1.73M
|
294K
$13.5M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30Closed |
$1.3K - $1.38K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
56New |
$2.43K - $2.58K
|
56
$2.57K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.71KNew |
$291K - $308K
|
6.71K
$307K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.99K- 6.77% |
$173K - $184K
|
54.9K
$2.52M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
53.8KNew |
$2.33M - $2.48M
|
53.8K
$2.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.94% |
$86.8 - $92
|
215
$9.85K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.8K- 32.27% |
$859K - $911K
|
41.6K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
90.8K+ 72.59% |
$3.94M - $4.18M
|
216K
$9.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.11M- 44.15% |
$48.1M - $51M
|
1.4M
$64.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 3.19% |
$676K - $717K
|
504K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.75K+ 12.32% |
$75.7K - $80.3K
|
15.9K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
47.5K+ 12.05% |
$2.06M - $2.18M
|
441K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
50.9K+ 3.66% |
$2.21M - $2.34M
|
1.44M
$66.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
856+ 3.09% |
$37.1K - $39.4K
|
28.6K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$43.4K - $46K
|
1K
$45.9K
|
|
|
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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-318- 25.6% |
$13.8K - $14.6K
|
924
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.2KNew |
$964K - $1.02M
|
22.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 17.49% |
$63.8K - $67.7K
|
9.88K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.18K+ 0.9% |
$181K - $192K
|
467K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.83K+ 53.14% |
$296K - $314K
|
19.7K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
287New |
$12.5K - $13.2K
|
287
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
84K+ 8.58% |
$3.65M - $3.87M
|
1.06M
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
423+ 0.7% |
$18.3K - $19.5K
|
60.9K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.1K+ 11.13% |
$873K - $925K
|
201K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
298+ 112.88% |
$12.9K - $13.7K
|
562
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-12.8K- 15.99% |
$553K - $587K
|
67K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.6K- 52.42% |
$805K - $853K
|
16.8K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
404+ 0.11% |
$17.5K - $18.6K
|
354K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-123K- 41.77% |
$5.34M - $5.66M
|
172K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.6K+ 29.81% |
$200K - $212K
|
20K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.15K+ 9.73% |
$267K - $283K
|
69.4K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
38.2K+ 6.56% |
$1.66M - $1.76M
|
621K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
4.75KNew |
$206K - $218K
|
4.75K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.7K+ 0.98% |
$2.85M - $3.02M
|
6.78M
$310M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 2.08% |
$7.81K - $8.28K
|
8.48K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-751- 41.15% |
$32.6K - $34.5K
|
1.07K
$49.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.52K+ 4.81% |
$65.8K - $69.7K
|
33K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.16K- 44.65% |
$267K - $283K
|
7.63K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
294+ 1.44% |
$12.8K - $13.5K
|
20.8K
$952K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-21- 0.1% |
$911 - $966
|
21.5K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
208+ 0.09% |
$9.02K - $9.57K
|
232K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
21.5K+ 8.45% |
$935K - $991K
|
276K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$190K - $201K
|
4.38K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 3.1% |
$174 - $184
|
125
$5.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.69K+ 1.39% |
$203K - $216K
|
343K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 3.03% |
$8.68K - $9.2K
|
6.4K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.36KNew |
$232K - $246K
|
5.36K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-103K- 75.22% |
$4.47M - $4.74M
|
33.9K
$1.55M
|