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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.11K+ 6.59% |
$48.1K - $52.7K
|
17.9K
$811K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 2.75% |
$6.95M - $7.61M
|
5.98M
$271M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.23% |
$477 - $523
|
4.76K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.06% |
$651 - $713
|
25.2K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
566+ 0.15% |
$24.6K - $26.9K
|
380K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.6K- 16.79% |
$2.5M - $2.74M
|
285K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.29K- 18.83% |
$143K - $156K
|
14.2K
$641K
|
|
|
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
$829K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-300- 12.32% |
$13K - $14.3K
|
2.14K
$96.6K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.16K- 10.64% |
$137K - $150K
|
26.6K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.34K+ 19.12% |
$145K - $159K
|
20.8K
$942K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.6K- 3.08% |
$1.2M - $1.31M
|
869K
$39.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-387- 6.42% |
$16.8K - $18.4K
|
5.65K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 16.46% |
$235K - $258K
|
38.4K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.4K+ 93.43% |
$1.62M - $1.78M
|
77.4K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.8K- 32.38% |
$599K - $655K
|
28.8K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-10- 0.01% |
$434 - $475
|
97.5K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
10.2K+ 56.68% |
$444K - $486K
|
28.3K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.66K+ 10.68% |
$115K - $126K
|
27.6K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 4.4% |
$49.9K - $54.6K
|
27.3K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5- 0.78% |
$217 - $238
|
639
$28.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 92.86% |
$135K - $148K
|
6.45K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4.14K+ 1.41% |
$180K - $197K
|
298K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
776+ 5.99% |
$33.7K - $36.9K
|
13.7K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 3.23% |
$8.94K - $9.79K
|
6.58K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
99.6K+ 64.08% |
$4.32M - $4.73M
|
255K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-46.4K- 8.43% |
$2.01M - $2.2M
|
504K
$22.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.93K+ 42.04% |
$83.6K - $91.5K
|
6.51K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 0.07% |
$2K - $2.19K
|
63.3K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 9.69% |
$544K - $595K
|
117K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.58K- 10.12% |
$68.7K - $75.2K
|
14K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
203KNew |
$8.83M - $9.66M
|
203K
$9.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 8.36% |
$4.55M - $4.98M
|
1.36M
$61.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.88K- 28.67% |
$212K - $232K
|
12.1K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
78New |
$3.39K - $3.71K
|
78
$3.53K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
156New |
$6.77K - $7.41K
|
156
$7.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.89K+ 4.56% |
$212K - $232K
|
112K
$5.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62+ 2.7% |
$2.69K - $2.95K
|
2.36K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
406+ 1.78% |
$17.6K - $19.3K
|
23.2K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.09KNew |
$394K - $432K
|
9.09K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.19K- 8.04% |
$225K - $247K
|
59.4K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-91- 0.1% |
$3.95K - $4.32K
|
90.3K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.06% |
$1.35K - $1.47K
|
53K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
62.8KNew |
$2.73M - $2.99M
|
62.8K
$2.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.9K+ 13.51% |
$648K - $709K
|
125K
$5.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-328- 1.93% |
$14.2K - $15.6K
|
16.6K
$752K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-146- 2.19% |
$6.34K - $6.94K
|
6.51K
$294K
|