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 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
14.2K+ 4.91% |
$603K - $665K
|
304K
$13.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
10.3K+ 3.16% |
$435K - $479K
|
335K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
3.05K+ 1.43% |
$129K - $142K
|
216K
$9.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
13K+ 3.86% |
$551K - $608K
|
350K
$15.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.68K+ 12.66% |
$368K - $406K
|
77.2K
$3.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.35K+ 39.17% |
$142K - $157K
|
11.9K
$525K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.95% |
$87.9 - $93.1
|
213
$9.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.76% |
$87.9 - $93.1
|
264
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62.1KNew |
$2.73M - $2.89M
|
62.1K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19K- 93.62% |
$836K - $886K
|
1.3K
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1New |
$44 - $46.6
|
1
$44.1
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-223- 0.34% |
$9.8K - $10.4K
|
64.4K
$2.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-93- 53.76% |
$4.09K - $4.33K
|
80
$3.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
56+ 0.49% |
$2.46K - $2.61K
|
11.4K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.53KNew |
$287K - $304K
|
6.53K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
226New |
$9.93K - $10.5K
|
226
$9.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
107+ 14.3% |
$4.7K - $4.98K
|
855
$37.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.82K- 17.6% |
$124K - $132K
|
13.2K
$583K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
43New |
$1.89K - $2K
|
43
$1.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-80- 12.86% |
$3.52K - $3.73K
|
542
$23.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.11K+ 44.69% |
$181K - $191K
|
13.3K
$587K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42.5K- 60.76% |
$1.87M - $1.98M
|
27.4K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.59KNew |
$158K - $167K
|
3.59K
$158K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.59% |
$6.59K - $6.99K
|
5.65K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.57KNew |
$201K - $213K
|
4.57K
$202K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
783New |
$34.4K - $36.5K
|
783
$34.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 59.19% |
$56.6K - $60K
|
888
$39.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
151New |
$6.64K - $7.03K
|
151
$6.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
429New |
$18.9K - $20K
|
429
$18.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.59K+ 13.86% |
$114K - $121K
|
21.3K
$940K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.3KNew |
$137K - $152K
|
3.3K
$146K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.19K- 14.75% |
$49.2K - $54.7K
|
6.87K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.46K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$2.86K - $3.17K
|
69
$3.04K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$181K - $201K
|
4.38K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$191K - $213K
|
4.63K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.1K- 53.54% |
$1.41M - $1.57M
|
29.6K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 260.12% |
$4.76M - $5.29M
|
159K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 5.29% |
$219K - $243K
|
105K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$470K - $522K
|
11.3K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 4.78% |
$98.2K - $109K
|
52K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 2.29% |
$77.1K - $85.6K
|
83.1K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
251New |
$10.4K - $11.5K
|
251
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.47KNew |
$185K - $206K
|
4.47K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.46K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.29KNew |
$53.6K - $59.5K
|
1.29K
$57.1K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.87K- 48.31% |
$201K - $224K
|
5.21K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
639New |
$26.4K - $29.4K
|
639
$28.2K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.2K- 36.78% |
$381K - $423K
|
15.8K
$697K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.38KNew |
$181K - $201K
|
4.38K
$193K
|
|