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 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
51.2K+ 23.71% |
$2.22M - $2.43M
|
267K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.4K+ 50.94% |
$3.8M - $4.15M
|
259K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.13K- 1.78% |
$222K - $243K
|
283K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.2K+ 218.32% |
$441K - $483K
|
14.8K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.7KNew |
$1.9M - $2.08M
|
43.7K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
833+ 2.52% |
$36.2K - $39.6K
|
33.9K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.74K- 11.87% |
$336K - $367K
|
57.4K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 1.06% |
$65.3K - $71.5K
|
141K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-159K- 49.97% |
$6.92M - $7.57M
|
160K
$7.22M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 2.09% |
$569K - $623K
|
641K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 12.85% |
$134K - $146K
|
27K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3K+ 2307.69% |
$130K - $143K
|
3.13K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
788+ 10.65% |
$34.2K - $37.4K
|
8.19K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206K+ 13.68% |
$8.95M - $9.79M
|
1.71M
$77.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
228+ 21.23% |
$9.9K - $10.8K
|
1.3K
$58.9K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.91K- 12.81% |
$126K - $138K
|
19.8K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
156KNew |
$6.77M - $7.41M
|
156K
$7.05M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102K+ 14.49% |
$4.44M - $4.86M
|
808K
$36.5M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 20.23% |
$99.6K - $109K
|
9.05K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.51K+ 71.11% |
$152K - $167K
|
8.44K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-231K- 16.03% |
$10M - $11M
|
1.21M
$54.8M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-110- 1.82% |
$4.77K - $5.23K
|
5.92K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.37K- 6.35% |
$59.3K - $64.9K
|
20.1K
$911K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
250+ 33.33% |
$10.9K - $11.9K
|
1K
$45.2K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
353+ 1.78% |
$15.3K - $16.8K
|
20.1K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.49K- 4.72% |
$238K - $261K
|
111K
$5.01M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.33K+ 3.37% |
$57.6K - $63.1K
|
40.7K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.83K- 0.76% |
$79.5K - $87K
|
240K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.11K- 1.45% |
$265K - $290K
|
416K
$18.8M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$1.09K - $1.19K
|
25
$1.13K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.6K+ 183.9% |
$462K - $506K
|
16.4K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.33KNew |
$361K - $396K
|
8.33K
$377K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23K- 77.52% |
$1M - $1.09M
|
6.68K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16.9K- 8.74% |
$734K - $803K
|
177K
$7.98M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.4K+ 11.13% |
$971K - $1.06M
|
223K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
226+ 0.07% |
$9.81K - $10.7K
|
341K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 48.11% |
$695K - $761K
|
17.3K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
679+ 4.44% |
$29.5K - $32.3K
|
16K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15.6K+ 29.44% |
$677K - $741K
|
68.6K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-8.68K- 5.73% |
$377K - $413K
|
143K
$6.46M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.49KNew |
$64.4K - $70.6K
|
1.49K
$67.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$2.21K - $2.42K
|
51
$2.31K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$453K - $496K
|
10.4K
$472K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.9K+ 1.0% |
$169K - $185K
|
392K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45KNew |
$1.95M - $2.14M
|
45K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-63- 0.38% |
$2.73K - $2.99K
|
16.4K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.13K- 66.32% |
$309K - $339K
|
3.62K
$164K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-34- 0.38% |
$1.48K - $1.62K
|
8.95K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
116New |
$5.03K - $5.51K
|
116
$5.25K
|