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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 17.69% |
$65.4K - $72.6K
|
7.35K
$337K
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-950- 5.59% |
$39.3K - $43.7K
|
16K
$737K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.63K- 8.92% |
$67.6K - $75.1K
|
16.7K
$766K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.1K+ 11.13% |
$583K - $647K
|
140K
$6.45M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.32K+ 3.02% |
$96K - $107K
|
79.2K
$3.63M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 1.98% |
$1.61K - $1.79K
|
1.93K
$88.7K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
68KNew |
$2.82M - $3.13M
|
68K
$3.12M
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.75K+ 0.97% |
$114K - $127K
|
285K
$13.1M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.12K- 6.12% |
$212K - $235K
|
78.5K
$3.6M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-396- 2.54% |
$16.4K - $18.2K
|
15.2K
$699K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-238Closed |
$9.85K - $10.9K
|
0
$0
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.26K+ 19.16% |
$135K - $150K
|
20.2K
$929K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.26K+ 55.33% |
$218K - $242K
|
14.8K
$677K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 2.03% |
$41.8K - $46.4K
|
50.8K
$2.33M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
318+ 2.12% |
$13.2K - $14.6K
|
15.3K
$702K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.89KNew |
$327K - $363K
|
7.89K
$362K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
93.7KNew |
$3.88M - $4.31M
|
93.7K
$4.3M
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
45K+ 12.47% |
$1.86M - $2.07M
|
405K
$18.6M
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60+ 1.14% |
$2.48K - $2.76K
|
5.33K
$245K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
718+ 718.0% |
$29.7K - $33K
|
818
$37.6K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.06K+ 15.32% |
$85.4K - $94.9K
|
15.5K
$713K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 1.25% |
$42K - $46.7K
|
82.5K
$3.79M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.38KNew |
$181K - $201K
|
4.38K
$201K
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
51.8KNew |
$2.15M - $2.38M
|
51.8K
$2.38M
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
254K+ 328.9% |
$10.5M - $11.7M
|
331K
$15.2M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5.33K+ 25.92% |
$220K - $245K
|
25.9K
$1.19M
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
137+ 0.86% |
$5.67K - $6.3K
|
16.1K
$739K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
176K+ 26.3% |
$7.28M - $8.08M
|
844K
$38.8M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
224K+ 1650.65% |
$9.29M - $10.3M
|
238K
$10.9M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.61K+ 36.83% |
$315K - $350K
|
28.3K
$1.3M
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
706New |
$29.2K - $32.5K
|
706
$32.4K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
67.1KNew |
$2.78M - $3.09M
|
67.1K
$3.08M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.68K+ 2.05% |
$111K - $123K
|
134K
$6.13M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.98K+ 2.12% |
$330K - $367K
|
384K
$17.6M
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-400- 6.45% |
$16.6K - $18.4K
|
5.8K
$266K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.21K+ 30.47% |
$50K - $55.5K
|
5.17K
$237K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.85K+ 5.72% |
$284K - $315K
|
127K
$5.81M
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-9.94K- 57.59% |
$412K - $457K
|
7.32K
$336K
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.42% |
$488K - $542K
|
278K
$12.8M
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
17.2K+ 5.47% |
$710K - $789K
|
331K
$15.2M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41KNew |
$1.7M - $1.89M
|
41K
$1.88M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.5K- 6.89% |
$1.31M - $1.45M
|
426K
$19.6M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
95+ 7.61% |
$3.93K - $4.37K
|
1.34K
$61.7K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.1KNew |
$583K - $648K
|
14.1K
$647K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.44K- 4.53% |
$59.4K - $66K
|
30.3K
$1.39M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
248+ 826.67% |
$10.3K - $11.4K
|
278
$12.8K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.96K+ 3.38% |
$123K - $136K
|
90.6K
$4.16M
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.18KNew |
$90.1K - $100K
|
2.18K
$99.9K
|