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 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 20.23% |
$99.6K - $109K
|
9.05K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102K+ 14.49% |
$4.44M - $4.86M
|
808K
$36.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
156KNew |
$6.77M - $7.41M
|
156K
$7.01M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.33K+ 3.37% |
$57.6K - $63.1K
|
40.7K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.49K- 4.72% |
$238K - $261K
|
111K
$4.98M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
353+ 1.78% |
$15.3K - $16.8K
|
20.1K
$906K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
250+ 33.33% |
$10.9K - $11.9K
|
1K
$45K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.37K- 6.35% |
$59.3K - $64.9K
|
20.1K
$906K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-110- 1.82% |
$4.77K - $5.23K
|
5.92K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16.9K- 8.74% |
$734K - $803K
|
177K
$7.94M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.83K- 0.76% |
$79.5K - $87K
|
240K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.11K- 1.45% |
$265K - $290K
|
416K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23K- 77.52% |
$1M - $1.09M
|
6.68K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.33KNew |
$361K - $396K
|
8.33K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.6K+ 183.9% |
$462K - $506K
|
16.4K
$739K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$1.09K - $1.19K
|
25
$1.12K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$2.21K - $2.42K
|
51
$2.29K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
226+ 0.07% |
$9.81K - $10.7K
|
341K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.4K+ 11.13% |
$971K - $1.06M
|
223K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
679+ 4.44% |
$29.5K - $32.3K
|
16K
$718K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15.6K+ 29.44% |
$677K - $741K
|
68.6K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 48.11% |
$695K - $761K
|
17.3K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-8.68K- 5.73% |
$377K - $413K
|
143K
$6.43M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.49KNew |
$64.4K - $70.6K
|
1.49K
$66.8K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45KNew |
$1.95M - $2.14M
|
45K
$2.02M
|
|
|
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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$453K - $496K
|
10.4K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-63- 0.38% |
$2.73K - $2.99K
|
16.4K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.13K- 66.32% |
$309K - $339K
|
3.62K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-34- 0.38% |
$1.48K - $1.62K
|
8.95K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
116New |
$5.03K - $5.51K
|
116
$5.22K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.11K+ 6.59% |
$48.1K - $52.7K
|
17.9K
$807K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 2.75% |
$6.95M - $7.61M
|
5.98M
$269M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.23% |
$477 - $523
|
4.76K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.06% |
$651 - $713
|
25.2K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
566+ 0.15% |
$24.6K - $26.9K
|
380K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.6K- 16.79% |
$2.5M - $2.74M
|
285K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.29K- 18.83% |
$143K - $156K
|
14.2K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.4K- 28.1% |
$3.84M - $4.2M
|
226K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.9K- 72.33% |
$2.08M - $2.28M
|
18.3K
$824K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-300- 12.32% |
$13K - $14.3K
|
2.14K
$96.1K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.16K- 10.64% |
$137K - $150K
|
26.6K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.34K+ 19.12% |
$145K - $159K
|
20.8K
$937K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-3.51K- 31.27% |
$152K - $167K
|
7.71K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.6K- 3.08% |
$1.2M - $1.31M
|
869K
$39.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-387- 6.42% |
$16.8K - $18.4K
|
5.65K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 16.46% |
$235K - $258K
|
38.4K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.4K+ 93.43% |
$1.62M - $1.78M
|
77.4K
$3.48M
|