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 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6+ 0.01% |
$255 - $281
|
61.8K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.5KNew |
$913K - $1.01M
|
21.5K
$950K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
360+ 2.08% |
$15.3K - $16.8K
|
17.7K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63.3KNew |
$2.68M - $2.96M
|
63.3K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 1.21% |
$126K - $139K
|
249K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.67K+ 23.19% |
$113K - $125K
|
14.2K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.07K- 29.59% |
$87.9K - $97K
|
4.93K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-376- 0.26% |
$15.9K - $17.6K
|
143K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-310- 70.45% |
$13.2K - $14.5K
|
130
$5.74K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.8K+ 8.0% |
$1.52M - $1.68M
|
484K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.8KNew |
$544K - $600K
|
12.8K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.01K+ 12.14% |
$42.9K - $47.3K
|
9.34K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
44.2K+ 257.51% |
$1.88M - $2.07M
|
61.4K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.8KNew |
$544K - $600K
|
12.8K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
190KNew |
$8.04M - $8.87M
|
190K
$8.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-956K- 97.72% |
$40.6M - $44.7M
|
22.3K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-29- 0.03% |
$1.23K - $1.36K
|
114K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 184.6% |
$813K - $897K
|
29.6K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$424 - $468
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.74K- 45.76% |
$201K - $222K
|
5.62K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-810- 4.69% |
$34.4K - $37.9K
|
16.5K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76New |
$3.22K - $3.56K
|
76
$3.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
200+ 3.13% |
$8.48K - $9.36K
|
6.6K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 33.42% |
$855K - $943K
|
80.5K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.65K+ 60.44% |
$240K - $264K
|
15K
$662K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.31K- 3.86% |
$140K - $155K
|
82.3K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.4K+ 3.89% |
$59.2K - $65.3K
|
37.3K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.8K+ 11.6% |
$797K - $879K
|
181K
$7.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.24% |
$84.8 - $93.6
|
840
$37.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 16.05% |
$159K - $176K
|
27.1K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.28KNew |
$139K - $153K
|
3.28K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-262K- 4.92% |
$11.1M - $12.3M
|
5.07M
$224M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
130+ 1.01% |
$5.51K - $6.08K
|
13K
$572K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3K+ 0.85% |
$127K - $140K
|
354K
$15.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7K+ 33.27% |
$297K - $328K
|
28.1K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
64+ 0.31% |
$2.71K - $2.99K
|
20.5K
$904K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18K+ 4.26% |
$764K - $842K
|
440K
$19.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.48K- 0.64% |
$63K - $69.4K
|
231K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
248K+ 21.28% |
$10.5M - $11.6M
|
1.41M
$62.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
14.6K+ 43.56% |
$620K - $684K
|
48.2K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35.9K- 50.33% |
$1.52M - $1.68M
|
35.4K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
186+ 11.35% |
$7.89K - $8.7K
|
1.83K
$80.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.7K+ 18.13% |
$327K - $360K
|
50.2K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.32K- 13.21% |
$55.9K - $61.6K
|
8.66K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.2K- 10.44% |
$50.8K - $56K
|
10.3K
$453K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67New |
$2.84K - $3.13K
|
67
$2.96K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.51K+ 13.77% |
$106K - $117K
|
20.7K
$915K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.05K+ 10.69% |
$44.5K - $49K
|
10.9K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-588- 2.15% |
$24.9K - $27.5K
|
26.7K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.85K+ 19.32% |
$121K - $133K
|
17.6K
$777K
|