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 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.9K+ 16.74% |
$335K - $370K
|
55.1K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
129New |
$5.47K - $6.03K
|
129
$5.69K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.44K- 2.2% |
$60.9K - $67.2K
|
63.9K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 32.41% |
$1.54M - $1.7M
|
75.7K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.18K+ 65.28% |
$50.1K - $55.2K
|
2.99K
$132K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.7K- 7.68% |
$72.1K - $79.5K
|
20.4K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.35K+ 2.35% |
$269K - $297K
|
277K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.6K+ 51.96% |
$448K - $494K
|
30.9K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
94+ 0.57% |
$3.99K - $4.4K
|
16.7K
$735K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.27K- 11.82% |
$181K - $200K
|
31.9K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.32K+ 4.78% |
$311K - $343K
|
161K
$7.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.19K- 1.66% |
$93K - $103K
|
130K
$5.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-242- 1.48% |
$10.3K - $11.3K
|
16.1K
$711K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
12.4K+ 16.12% |
$525K - $579K
|
89.2K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-194- 0.77% |
$8.23K - $9.08K
|
24.9K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.76K- 8.89% |
$74.7K - $82.4K
|
18.1K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
412+ 4.59% |
$17.5K - $19.3K
|
9.39K
$414K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 21.92% |
$449K - $495K
|
58.9K
$2.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
152K+ 12.9% |
$6.45M - $7.11M
|
1.33M
$58.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.13K- 30.58% |
$90.2K - $99.5K
|
4.83K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85New |
$3.61K - $3.98K
|
85
$3.75K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
707KNew |
$30M - $33.1M
|
707K
$31.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.18% |
$42.4 - $46.8
|
555
$24.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-364- 0.62% |
$15.4K - $17K
|
58K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.46K- 99.85% |
$232K - $255K
|
8
$353
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
54.4K+ 18130.33% |
$2.31M - $2.54M
|
54.7K
$2.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-780- 47.56% |
$33.1K - $36.5K
|
860
$38K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
102+ 5.45% |
$4.33K - $4.77K
|
1.97K
$87.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-678- 96.03% |
$28.8K - $31.7K
|
28
$1.24K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-718- 4.91% |
$30.5K - $33.6K
|
13.9K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 3.35% |
$636K - $701K
|
463K
$20.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-216- 10.26% |
$9.16K - $10.1K
|
1.89K
$83.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
63+ 0.39% |
$2.67K - $2.95K
|
16.2K
$714K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
18.4K+ 10.58% |
$781K - $861K
|
192K
$8.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16K- 11.47% |
$680K - $750K
|
124K
$5.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.88K+ 3.28% |
$79.8K - $88K
|
59.3K
$2.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-693- 1.6% |
$29.4K - $32.4K
|
42.5K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
288+ 4.4% |
$12.2K - $13.5K
|
6.84K
$302K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.33K- 1.32% |
$56.5K - $62.3K
|
99.5K
$4.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
594+ 1.14% |
$25.2K - $27.8K
|
52.8K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.35KNew |
$269K - $297K
|
6.35K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
46.9K+ 8.74% |
$1.99M - $2.19M
|
583K
$25.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
347New |
$14.7K - $16.2K
|
347
$15.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.3K+ 8.36% |
$478K - $527K
|
146K
$6.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5KNew |
$212K - $234K
|
5K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-9.48K- 25.77% |
$402K - $444K
|
27.3K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.65K- 6.34% |
$70.2K - $77.4K
|
24.4K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
42.7K+ 9.07% |
$1.81M - $2M
|
514K
$22.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.12K+ 11.58% |
$387K - $427K
|
87.9K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.84K+ 19.34% |
$290K - $320K
|
42.2K
$1.86M
|