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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
274New |
$11.6K - $12.8K
|
274
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.8K+ 32.72% |
$1.31M - $1.44M
|
125K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.8KNew |
$544K - $600K
|
12.8K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$424 - $468
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.28KNew |
$139K - $153K
|
3.28K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
67New |
$2.84K - $3.13K
|
67
$3.18K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.19K- 1.66% |
$93K - $103K
|
130K
$6.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.7K- 7.68% |
$72.1K - $79.5K
|
20.4K
$969K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85New |
$3.61K - $3.98K
|
85
$4.03K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.13K- 30.58% |
$90.2K - $99.5K
|
4.83K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
102+ 5.45% |
$4.33K - $4.77K
|
1.97K
$93.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-678- 96.03% |
$28.8K - $31.7K
|
28
$1.33K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-780- 47.56% |
$33.1K - $36.5K
|
860
$40.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.35KNew |
$269K - $297K
|
6.35K
$301K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
347New |
$14.7K - $16.2K
|
347
$16.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5KNew |
$212K - $234K
|
5K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.12K+ 11.58% |
$387K - $427K
|
87.9K
$4.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-800- 16.62% |
$33.9K - $37.4K
|
4.01K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
273K+ 25.9% |
$11.6M - $12.8M
|
1.33M
$62.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 7.81% |
$730K - $805K
|
237K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-124- 82.67% |
$5.26K - $5.8K
|
26
$1.23K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-735- 4.52% |
$31.2K - $34.4K
|
15.5K
$737K
|
|
| Q2 2024 | |||||||
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
56+ 0.49% |
$2.46K - $2.61K
|
11.4K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1New |
$44 - $46.6
|
1
$47.4
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62.1KNew |
$2.73M - $2.89M
|
62.1K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-93- 53.76% |
$4.09K - $4.33K
|
80
$3.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.53KNew |
$287K - $304K
|
6.53K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
226New |
$9.93K - $10.5K
|
226
$10.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
107+ 14.3% |
$4.7K - $4.98K
|
855
$40.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.82K- 17.6% |
$124K - $132K
|
13.2K
$627K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.11K+ 44.69% |
$181K - $191K
|
13.3K
$631K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.59% |
$6.59K - $6.99K
|
5.65K
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.57KNew |
$201K - $213K
|
4.57K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
783New |
$34.4K - $36.5K
|
783
$37.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 59.19% |
$56.6K - $60K
|
888
$42.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
429New |
$18.9K - $20K
|
429
$20.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
151New |
$6.64K - $7.03K
|
151
$7.16K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.59K+ 13.86% |
$114K - $121K
|
21.3K
$1.01M
|
|
| Q1 2024 | |||||||
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.07KNew |
$210K - $233K
|
5.07K
$240K
|
|
|
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
$157K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.19K- 14.75% |
$49.2K - $54.7K
|
6.87K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$8.02K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$2.86K - $3.17K
|
69
$3.27K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
115K+ 260.12% |
$4.76M - $5.29M
|
159K
$7.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.29K+ 5.29% |
$219K - $243K
|
105K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-34.1K- 53.54% |
$1.41M - $1.57M
|
29.6K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.37K+ 4.78% |
$98.2K - $109K
|
52K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 2.29% |
$77.1K - $85.6K
|
83.1K
$3.94M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.47KNew |
$185K - $206K
|
4.47K
$212K
|
|