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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-108K- 31.63% |
$4.59M - $5.06M
|
234K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11+ 0.2% |
$467 - $515
|
5.46K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.28K+ 2.78% |
$351K - $388K
|
306K
$13.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
96.3K+ 10.63% |
$4.09M - $4.51M
|
1M
$44.2M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.59K- 19.09% |
$67.6K - $74.5K
|
6.75K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.36K+ 2.6% |
$57.5K - $63.4K
|
53.4K
$2.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 8.42% |
$2.12K - $2.34K
|
644
$28.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 0.22% |
$594 - $655
|
6.35K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
93K+ 63.86% |
$3.94M - $4.35M
|
239K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-388- 1.76% |
$16.5K - $18.2K
|
21.6K
$954K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-800- 16.62% |
$33.9K - $37.4K
|
4.01K
$177K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
87.8KNew |
$3.72M - $4.11M
|
87.8K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.16K- 2.54% |
$389K - $428K
|
351K
$15.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 7.81% |
$730K - $805K
|
237K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
273K+ 25.9% |
$11.6M - $12.8M
|
1.33M
$58.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
7.53K+ 3.13% |
$319K - $352K
|
248K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.79K+ 1.52% |
$161K - $177K
|
252K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.19K+ 6.51% |
$50.5K - $55.7K
|
19.5K
$859K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5K+ 14.58% |
$616K - $679K
|
114K
$5.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43+ 0.22% |
$1.82K - $2.01K
|
20K
$883K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.14% |
$764 - $842
|
13.2K
$581K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-374- 4.31% |
$15.9K - $17.5K
|
8.3K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.3K+ 1.21% |
$55K - $60.7K
|
109K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 135.28% |
$43.3K - $47.7K
|
1.77K
$78.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-18- 0.12% |
$764 - $842
|
14.5K
$642K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$847K - $934K
|
20K
$881K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.47K+ 19.9% |
$62.1K - $68.5K
|
8.83K
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.52K+ 45.76% |
$404K - $445K
|
30.3K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
87.4K+ 681.49% |
$3.71M - $4.09M
|
100K
$4.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.5KNew |
$954K - $1.05M
|
22.5K
$992K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-99.8K- 38.99% |
$4.23M - $4.67M
|
156K
$6.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
9.49K+ 1.66% |
$403K - $444K
|
583K
$25.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.4K+ 6.07% |
$229K - $253K
|
94.4K
$4.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
24.1K+ 460.98% |
$1.02M - $1.13M
|
29.4K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-124- 82.67% |
$5.26K - $5.8K
|
26
$1.15K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-7.09K- 1.97% |
$301K - $332K
|
353K
$15.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.12K+ 0.53% |
$217K - $240K
|
979K
$43.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-24K- 21.04% |
$1.02M - $1.12M
|
89.9K
$3.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
442+ 3.22% |
$18.7K - $20.7K
|
14.2K
$625K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.4K+ 27.14% |
$229K - $253K
|
25.3K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.22K- 12.93% |
$94K - $104K
|
14.9K
$658K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-735- 4.52% |
$31.2K - $34.4K
|
15.5K
$686K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1K+ 100.0% |
$42.4K - $46.8K
|
2K
$88.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-10.3K- 35.13% |
$436K - $481K
|
19K
$838K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11KNew |
$466K - $514K
|
11K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 29.95% |
$71.8K - $79.2K
|
7.35K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-51.9K- 87.74% |
$2.2M - $2.43M
|
7.25K
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.8K+ 7.9% |
$587K - $647K
|
189K
$8.34M
|