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 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.11K+ 44.69% |
$181K - $191K
|
13.3K
$599K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.59% |
$6.59K - $6.99K
|
5.65K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.57KNew |
$201K - $213K
|
4.57K
$206K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
783New |
$34.4K - $36.5K
|
783
$35.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 59.19% |
$56.6K - $60K
|
888
$39.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
151New |
$6.64K - $7.03K
|
151
$6.79K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
429New |
$18.9K - $20K
|
429
$19.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.59K+ 13.86% |
$114K - $121K
|
21.3K
$958K
|
|
| Q1 2024 | |||||||
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-292Closed |
$12.1K - $13.4K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.3KNew |
$137K - $152K
|
3.3K
$148K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.19K- 14.75% |
$49.2K - $54.7K
|
6.87K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.6K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$2.86K - $3.17K
|
69
$3.1K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$191K - $213K
|
4.63K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 260.12% |
$4.76M - $5.29M
|
159K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 5.29% |
$219K - $243K
|
105K
$4.74M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.1K- 53.54% |
$1.41M - $1.57M
|
29.6K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 4.78% |
$98.2K - $109K
|
52K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 2.29% |
$77.1K - $85.6K
|
83.1K
$3.74M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
251New |
$10.4K - $11.5K
|
251
$11.3K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.47KNew |
$185K - $206K
|
4.47K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.29KNew |
$53.6K - $59.5K
|
1.29K
$58.2K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.89KNew |
$327K - $363K
|
7.89K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 1.25% |
$42K - $46.7K
|
82.5K
$3.71M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.38KNew |
$181K - $201K
|
4.38K
$197K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
51.8KNew |
$2.15M - $2.38M
|
51.8K
$2.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.85K+ 5.72% |
$284K - $315K
|
127K
$5.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.97K+ 6.09% |
$123K - $137K
|
51.8K
$2.33M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
344New |
$14.2K - $15.8K
|
344
$15.5K
|
|
| Q4 2023 | |||||||
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-319- 3.58% |
$11.9K - $13.4K
|
8.59K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.89KNew |
$293K - $332K
|
7.89K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
40.1KNew |
$1.49M - $1.69M
|
40.1K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.25% |
$74.4 - $84
|
803
$36.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.82K- 26.97% |
$67.8K - $76.6K
|
4.94K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.38KNew |
$51.3K - $58K
|
1.38K
$62.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-190- 1.54% |
$7.06K - $7.98K
|
12.2K
$547K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.5KNew |
$279K - $315K
|
7.5K
$337K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
374KNew |
$14.4M - $15.1M
|
374K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-985- 11.03% |
$38K - $39.8K
|
7.95K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44.5K- 39.78% |
$1.71M - $1.8M
|
67.3K
$3.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
155New |
$5.97K - $6.27K
|
155
$6.97K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
100New |
$3.85K - $4.04K
|
100
$4.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
8.19KNew |
$316K - $331K
|
8.19K
$369K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
122New |
$4.7K - $4.93K
|
122
$5.49K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 23.43% |
$802K - $842K
|
68K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 14.69% |
$59.2K - $62.1K
|
8.92K
$401K
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
21+ 0.05% |
$809 - $849
|
38.8K
$1.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$5.78K - $6.07K
|
150
$6.75K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
31.5KNew |
$1.21M - $1.27M
|
31.5K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
119KNew |
$4.59M - $4.81M
|
119K
$5.35M
|
|