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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.63K- 24.57% |
$140K - $167K
|
11.1K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-301K- 65.27% |
$11.6M - $13.9M
|
160K
$7.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
7+ 1.51% |
$270 - $322
|
472
$21.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.5K+ 178.65% |
$1.02M - $1.22M
|
41.3K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-25.2K- 74.35% |
$970K - $1.16M
|
8.68K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
224New |
$8.63K - $10.3K
|
224
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.1% |
$347 - $414
|
8.96K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.08K- 12.79% |
$41.6K - $49.6K
|
7.36K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.33K- 3.4% |
$90K - $107K
|
66.2K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.7K+ 14.89% |
$104K - $124K
|
20.8K
$939K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 1.49% |
$91.9K - $110K
|
157K
$7.08M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106+ 0.37% |
$4.09K - $4.88K
|
28.9K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.6K+ 1991.83% |
$1.33M - $1.59M
|
36.4K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
285K+ 80.69% |
$11M - $13.1M
|
639K
$28.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3+ 0.01% |
$116 - $138
|
25.2K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.3K+ 87.68% |
$281K - $336K
|
15.6K
$705K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-753K- 12.58% |
$29M - $34.6M
|
5.23M
$236M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
91.7K+ 78.36% |
$3.53M - $4.22M
|
209K
$9.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-254- 21.18% |
$9.79K - $11.7K
|
945
$42.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.1K- 14.41% |
$621K - $742K
|
95.8K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-12.9K- 39.53% |
$498K - $594K
|
19.8K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
102+ 6.87% |
$3.93K - $4.69K
|
1.59K
$71.5K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-602- 19.23% |
$23.2K - $27.7K
|
2.53K
$114K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.85K+ 49.73% |
$380K - $453K
|
29.7K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
456New |
$17.6K - $21K
|
456
$20.6K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 23.96% |
$61.7K - $73.6K
|
8.28K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-668K- 76.92% |
$25.8M - $30.7M
|
201K
$9.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-350- 26.88% |
$13.5K - $16.1K
|
952
$42.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
66+ 1.11% |
$2.54K - $3.04K
|
5.99K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
69.7K+ 23.37% |
$2.69M - $3.21M
|
368K
$16.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.59K+ 7.25% |
$177K - $211K
|
67.9K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-488- 2.97% |
$18.8K - $22.4K
|
15.9K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 1.75% |
$39.6K - $47.3K
|
59.8K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$178K - $213K
|
4.63K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.2K- 15.09% |
$819K - $977K
|
120K
$5.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.53K+ 5.6% |
$58.9K - $70.2K
|
28.8K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-19.3K- 13.54% |
$746K - $890K
|
124K
$5.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.81K+ 23.86% |
$301K - $359K
|
40.5K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.2K+ 79.02% |
$702K - $838K
|
41.3K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-94.1K- 94.43% |
$3.63M - $4.33M
|
5.55K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.8KNew |
$146K - $175K
|
3.8K
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 1.53% |
$501 - $598
|
861
$38.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
573+ 2.86% |
$22.1K - $26.4K
|
20.6K
$928K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
983+ 2.41% |
$37.9K - $45.2K
|
41.7K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-435- 3.07% |
$16.8K - $20K
|
13.7K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.9K- 13.67% |
$1.19M - $1.42M
|
195K
$8.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.6K- 4.72% |
$1.99M - $2.37M
|
1.04M
$46.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-118K- 49.09% |
$4.54M - $5.42M
|
122K
$5.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
64+ 1.34% |
$2.47K - $2.94K
|
4.82K
$217K
|