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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
21.6K+ 7.96% |
$833K - $994K
|
293K
$13.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.9K+ 2.11% |
$189K - $225K
|
237K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.05K+ 5.1% |
$40.6K - $48.4K
|
21.7K
$978K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.12K+ 9.95% |
$159K - $190K
|
45.6K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-430- 0.87% |
$16.6K - $19.8K
|
49K
$2.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.78K+ 3.32% |
$377K - $450K
|
305K
$13.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
361+ 0.1% |
$13.9K - $16.6K
|
345K
$15.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.16K- 1.17% |
$160K - $191K
|
351K
$15.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-81.1K- 14.6% |
$3.13M - $3.73M
|
474K
$21.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
916+ 2.73% |
$35.3K - $42.1K
|
34.4K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.77K+ 98.68% |
$222K - $265K
|
11.6K
$523K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-423- 81.5% |
$18.4K - $20.1K
|
96
$4.33K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.06KNew |
$306K - $336K
|
7.06K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 4.42% |
$54.8K - $60K
|
29.8K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
51.3K+ 95.34% |
$2.23M - $2.44M
|
105K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$408K - $446K
|
9.4K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.7KNew |
$1.9M - $2.08M
|
43.7K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
51.2K+ 23.71% |
$2.22M - $2.43M
|
267K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 20.23% |
$99.6K - $109K
|
9.05K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.37K- 6.35% |
$59.3K - $64.9K
|
20.1K
$907K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
250+ 33.33% |
$10.9K - $11.9K
|
1K
$45.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.49K- 4.72% |
$238K - $261K
|
111K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$1.09K - $1.19K
|
25
$1.13K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.6K+ 183.9% |
$462K - $506K
|
16.4K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 48.11% |
$695K - $761K
|
17.3K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$2.21K - $2.42K
|
51
$2.3K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
116New |
$5.03K - $5.51K
|
116
$5.23K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$453K - $496K
|
10.4K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.66K+ 10.68% |
$115K - $126K
|
27.6K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5- 0.78% |
$217 - $238
|
639
$28.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
78New |
$3.39K - $3.71K
|
78
$3.52K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
62.8KNew |
$2.73M - $2.99M
|
62.8K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.09KNew |
$394K - $432K
|
9.09K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
156New |
$6.77K - $7.41K
|
156
$7.03K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-146- 2.19% |
$6.34K - $6.94K
|
6.51K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
76New |
$3.3K - $3.61K
|
76
$3.43K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.85KNew |
$254K - $278K
|
5.85K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.08K- 20.19% |
$46.9K - $51.4K
|
4.27K
$193K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.74KNew |
$423K - $463K
|
9.74K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-38- 0.38% |
$1.65K - $1.81K
|
10.1K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
342New |
$14.8K - $16.2K
|
342
$15.4K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.61K+ 29.65% |
$243K - $267K
|
24.5K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.7K- 19.38% |
$1.37M - $1.5M
|
132K
$5.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.85KNew |
$211K - $231K
|
4.85K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
303+ 2.23% |
$13.2K - $14.4K
|
13.9K
$626K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.28K- 39.54% |
$142K - $156K
|
5.02K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-124- 0.06% |
$5.38K - $5.89K
|
219K
$9.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
39.3K+ 267.14% |
$1.71M - $1.87M
|
54.1K
$2.44M
|
|