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 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.38K- 58.73% |
$361K - $431K
|
6.59K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5.72K- 41.69% |
$221K - $263K
|
8.01K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.91K+ 0.5% |
$73.6K - $87.8K
|
382K
$17.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.5K+ 32.97% |
$984K - $1.17M
|
103K
$4.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-916- 14.59% |
$35.3K - $42.1K
|
5.36K
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.39K- 11.46% |
$92K - $110K
|
18.4K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 6.01% |
$88.8K - $106K
|
40.7K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.06K+ 4.16% |
$156K - $187K
|
102K
$4.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
73+ 1.12% |
$2.81K - $3.36K
|
6.58K
$297K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-57.3K- 32.44% |
$2.21M - $2.63M
|
119K
$5.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-124K- 36.38% |
$4.78M - $5.7M
|
217K
$9.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-479- 2.35% |
$18.5K - $22K
|
19.9K
$898K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
40.9K+ 14.34% |
$1.58M - $1.88M
|
326K
$14.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-19.8K- 4.76% |
$763K - $911K
|
397K
$17.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
56+ 0.24% |
$2.16K - $2.58K
|
23.3K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-24.3K- 77.84% |
$937K - $1.12M
|
6.93K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
598New |
$23K - $27.5K
|
598
$27K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-9.04K- 1.79% |
$348K - $416K
|
495K
$22.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23.8K+ 20.71% |
$918K - $1.1M
|
139K
$6.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-726- 12.86% |
$28K - $33.4K
|
4.92K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$38.5 - $46
|
1
$45.1
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
71.4KNew |
$2.75M - $3.29M
|
71.4K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.83K+ 85.86% |
$70.7K - $84.4K
|
3.97K
$179K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-138- 0.75% |
$5.32K - $6.35K
|
18.2K
$820K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-174- 2.45% |
$6.71K - $8K
|
6.92K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-245K- 49.13% |
$9.43M - $11.3M
|
253K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-10.2K- 61.32% |
$393K - $469K
|
6.43K
$290K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.72K+ 1.45% |
$143K - $171K
|
260K
$11.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.01K+ 11.98% |
$232K - $276K
|
56.1K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.3K- 2.67% |
$1.4M - $1.67M
|
1.32M
$59.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-7.33K- 44.57% |
$282K - $337K
|
9.11K
$411K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.95K+ 3.28% |
$75.2K - $89.8K
|
61.4K
$2.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.58K+ 18.35% |
$99.4K - $119K
|
16.6K
$749K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.31K- 8.09% |
$282K - $336K
|
83K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-125K- 93.81% |
$4.81M - $5.74M
|
8.23K
$371K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
316+ 1.57% |
$12.2K - $14.5K
|
20.5K
$922K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-374K- 95.32% |
$14.4M - $17.2M
|
18.4K
$827K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.05K- 44.42% |
$40.3K - $48.1K
|
1.31K
$59K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 9.03% |
$406K - $485K
|
127K
$5.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.09K+ 3.92% |
$273K - $326K
|
188K
$8.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.76K- 36.25% |
$106K - $127K
|
4.86K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-140- 1.15% |
$5.4K - $6.44K
|
12K
$541K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.4% |
$809 - $966
|
5.19K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-203- 3.08% |
$7.82K - $9.34K
|
6.38K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.2K- 8.28% |
$84.7K - $101K
|
24.4K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.03KNew |
$271K - $323K
|
7.03K
$317K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.37K- 93.07% |
$130K - $155K
|
251
$11.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
142+ 0.27% |
$5.47K - $6.53K
|
53.2K
$2.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-115K- 92.06% |
$4.45M - $5.31M
|
9.96K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.47KNew |
$172K - $205K
|
4.47K
$201K
|