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 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
21.6K+ 7.96% |
$833K - $994K
|
293K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
916+ 2.73% |
$35.3K - $42.1K
|
34.4K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-81.1K- 14.6% |
$3.13M - $3.73M
|
474K
$21.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.16K- 1.17% |
$160K - $191K
|
351K
$15.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
361+ 0.1% |
$13.9K - $16.6K
|
345K
$15.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.78K+ 3.32% |
$377K - $450K
|
305K
$13.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.77K+ 98.68% |
$222K - $265K
|
11.6K
$525K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-423- 81.5% |
$18.4K - $20.1K
|
96
$4.34K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
76.9K+ 961825.0% |
$3.34M - $3.66M
|
77K
$3.48M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.13K- 5.84% |
$48.9K - $53.5K
|
18.1K
$820K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.07K- 8.6% |
$89.6K - $98.1K
|
21.9K
$992K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.94K+ 4.25% |
$171K - $187K
|
96.6K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.01% |
$43.4 - $47.5
|
7.44K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216K+ 6.45% |
$9.4M - $10.3M
|
3.57M
$162M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 1.8% |
$5.29M - $5.8M
|
6.65M
$301M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-363- 1.75% |
$15.8K - $17.2K
|
20.4K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 4.42% |
$54.8K - $60K
|
29.8K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-394- 0.11% |
$17.1K - $18.7K
|
354K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.7K+ 4789.55% |
$597K - $653K
|
14K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 19.94% |
$85.5K - $93.6K
|
11.9K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$217 - $238
|
5
$226
|
|
|
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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 4.54% |
$869K - $951K
|
461K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.06KNew |
$306K - $336K
|
7.06K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.6K+ 2.78% |
$1.28M - $1.41M
|
1.09M
$49.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
413K+ 2060.56% |
$17.9M - $19.6M
|
433K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.68K+ 23.13% |
$160K - $175K
|
19.6K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.2K- 27.71% |
$835K - $914K
|
50.2K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.47K+ 0.63% |
$63.8K - $69.8K
|
233K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.18% |
$43.4 - $47.5
|
563
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.1KNew |
$1M - $1.1M
|
23.1K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.23K- 3.64% |
$53.6K - $58.6K
|
32.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-328K- 53.4% |
$14.2M - $15.6M
|
286K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.1K+ 8.55% |
$1.87M - $2.05M
|
547K
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.24% |
$86.8 - $95
|
848
$38.3K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 7.78% |
$62.7K - $68.7K
|
20K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.39K- 18.68% |
$147K - $161K
|
14.8K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111K+ 20.44% |
$4.83M - $5.29M
|
656K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.08K- 11.23% |
$90.3K - $98.9K
|
16.4K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1.94K- 1.63% |
$84.1K - $92K
|
117K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11K+ 5.73% |
$478K - $523K
|
203K
$9.18M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
347K+ 24.79% |
$15.1M - $16.5M
|
1.75M
$79.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
115K+ 178.72% |
$4.99M - $5.47M
|
179K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-226K- 32.58% |
$9.81M - $10.7M
|
468K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
51.3K+ 95.34% |
$2.23M - $2.44M
|
105K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.32K- 32.94% |
$318K - $348K
|
14.9K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$408K - $446K
|
9.4K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-59.7K- 98.03% |
$2.59M - $2.84M
|
1.2K
$54.2K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.2K+ 13.63% |
$617K - $675K
|
118K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
51.2K+ 23.71% |
$2.22M - $2.43M
|
267K
$12.1M
|
|