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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
122KNew |
$5.03M - $5.59M
|
122K
$5.58M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37K+ 25.13% |
$1.53M - $1.7M
|
184K
$8.45M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-431K- 29.01% |
$17.9M - $19.8M
|
1.06M
$48.5M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.6KNew |
$894K - $993K
|
21.6K
$991K
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.85K- 1.06% |
$76.6K - $85.1K
|
172K
$7.92M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.89K+ 17.96% |
$120K - $133K
|
19K
$871K
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-505- 7.3% |
$20.9K - $23.2K
|
6.41K
$294K
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
318KNew |
$13.2M - $14.6M
|
318K
$14.6M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-507- 8.57% |
$21K - $23.3K
|
5.41K
$248K
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
12.5K+ 21.73% |
$518K - $575K
|
70.1K
$3.22M
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.09K- 1.23% |
$128K - $142K
|
249K
$11.4M
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12.5K+ 4.85% |
$516K - $573K
|
270K
$12.4M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.54K+ 20.46% |
$229K - $255K
|
32.6K
$1.5M
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3.67K- 1.13% |
$152K - $169K
|
322K
$14.8M
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.46K+ 18.59% |
$143K - $159K
|
22.1K
$1.01M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.02% |
$538 - $598
|
64.7K
$2.97M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
10.3K+ 31.01% |
$428K - $475K
|
43.7K
$2M
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.16K+ 6.84% |
$47.8K - $53.1K
|
18.1K
$829K
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.28K+ 1.41% |
$136K - $151K
|
236K
$10.8M
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
503New |
$20.8K - $23.1K
|
503
$23.1K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.87K+ 11.14% |
$119K - $132K
|
28.6K
$1.31M
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.03K+ 3.95% |
$291K - $323K
|
185K
$8.48M
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.97K+ 6.09% |
$123K - $137K
|
51.8K
$2.38M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80.5KNew |
$3.33M - $3.7M
|
80.5K
$3.7M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8.58K- 56.96% |
$355K - $394K
|
6.48K
$298K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.25K+ 31.41% |
$135K - $149K
|
13.6K
$624K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.48% |
$41.4 - $46
|
211
$9.69K
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-371- 2.23% |
$15.4K - $17.1K
|
16.3K
$747K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.04K+ 6.11% |
$43K - $47.8K
|
18K
$829K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.86K+ 5.93% |
$408K - $454K
|
176K
$8.08M
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.74K- 7.35% |
$238K - $264K
|
72.4K
$3.32M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.21K+ 4.63% |
$91.6K - $102K
|
50K
$2.29M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.14K+ 40.53% |
$88.5K - $98.3K
|
7.41K
$340K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
89+ 0.45% |
$3.68K - $4.09K
|
19.8K
$910K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.75K+ 15.04% |
$72.3K - $80.3K
|
13.4K
$613K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
344New |
$14.2K - $15.8K
|
344
$15.8K
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
49.1K+ 9.36% |
$2.03M - $2.26M
|
573K
$26.3M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 28.49% |
$51K - $56.6K
|
5.56K
$255K
|
|
Q4 2023 | |||||||
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
4.73K+ 78.78% |
$176K - $199K
|
10.7K
$493K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-319- 3.58% |
$11.9K - $13.4K
|
8.59K
$395K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
207KNew |
$7.71M - $8.72M
|
207K
$9.52M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 4.21% |
$4.87K - $5.5K
|
3.25K
$149K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
579+ 3.12% |
$21.5K - $24.3K
|
19.2K
$880K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.89KNew |
$293K - $332K
|
7.89K
$362K
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
1.12K+ 9.48% |
$41.6K - $47K
|
12.9K
$594K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.11% |
$74.4 - $84
|
1.76K
$80.6K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
40.1KNew |
$1.49M - $1.69M
|
40.1K
$1.84M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
628+ 8.14% |
$23.3K - $26.4K
|
8.34K
$383K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.25% |
$74.4 - $84
|
803
$36.9K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 26.97% |
$67.8K - $76.6K
|
4.94K
$227K
|