Latest Institutional Purchases of Wisdomtree Tr (IHDG)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.51MNew |
$65.4M - $69.3M
|
1.51M
$69.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
351K+ 26.36% |
$15.2M - $16.1M
|
1.68M
$77.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
82.8K+ 29.92% |
$3.59M - $3.81M
|
359K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 620.91% |
$3.55M - $3.76M
|
94.9K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41.6K+ 75.98% |
$1.8M - $1.91M
|
96.2K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
39K+ 11.17% |
$1.69M - $1.8M
|
389K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
38.7K+ 5.48% |
$1.68M - $1.78M
|
745K
$34.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
36.5K+ 7.11% |
$1.58M - $1.68M
|
550K
$25.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.4K+ 82.56% |
$1.06M - $1.12M
|
54K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
22.7KNew |
$984K - $1.04M
|
22.7K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.3K+ 19.21% |
$835K - $886K
|
120K
$5.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18.9K+ 5.35% |
$820K - $870K
|
372K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.8K+ 20.95% |
$817K - $866K
|
109K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
15.8KNew |
$686K - $727K
|
15.8K
$728K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2K+ 13.32% |
$659K - $699K
|
129K
$5.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.7KNew |
$637K - $675K
|
14.7K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
12.6K+ 5.3% |
$549K - $582K
|
251K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.4K+ 5.02% |
$540K - $572K
|
260K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$477K - $505K
|
11K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.1KNew |
$439K - $465K
|
10.1K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$436K - $463K
|
10.1K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.84K+ 2.94% |
$427K - $453K
|
345K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.5K+ 6.51% |
$412K - $437K
|
155K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.8K+ 3.48% |
$382K - $405K
|
261K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.78K+ 2.87% |
$381K - $404K
|
315K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.4KNew |
$364K - $386K
|
8.4K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.5K+ 7.54% |
$326K - $345K
|
107K
$4.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.03K+ 21.31% |
$305K - $323K
|
40K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.85K+ 12.43% |
$297K - $315K
|
61.9K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.66KNew |
$289K - $306K
|
6.66K
$307K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
6.62K+ 3.49% |
$287K - $305K
|
196K
$9.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.4K+ 2.05% |
$278K - $295K
|
319K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.14K+ 22.63% |
$266K - $282K
|
33.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.09K+ 7.4% |
$264K - $280K
|
88.4K
$4.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.64K+ 70475.0% |
$245K - $259K
|
5.65K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
5.39K+ 25.98% |
$234K - $248K
|
26.1K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.66K+ 36.37% |
$202K - $214K
|
17.5K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 42.21% |
$201K - $213K
|
15.6K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.58KNew |
$199K - $211K
|
4.58K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.97K+ 6.71% |
$172K - $183K
|
63.2K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.95K+ 27.79% |
$171K - $182K
|
18.2K
$836K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.66K+ 11.6% |
$159K - $168K
|
35.2K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 12.25% |
$156K - $165K
|
33K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.98K+ 1.38% |
$129K - $137K
|
219K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86K+ 4.63% |
$124K - $132K
|
64.6K
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.28K+ 15.64% |
$98.7K - $105K
|
16.8K
$775K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.14K+ 1.97% |
$92.8K - $98.4K
|
111K
$5.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.08K+ 1.68% |
$90.2K - $95.6K
|
126K
$5.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 2.97% |
$81.6K - $86.6K
|
65.2K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 12.12% |
$72.9K - $77.3K
|
15.5K
$716K
|