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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
285K+ 80.69% |
$11M - $13.1M
|
639K
$28.8M
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
91.7K+ 78.36% |
$3.53M - $4.22M
|
209K
$9.39M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
71.4KNew |
$2.75M - $3.29M
|
71.4K
$3.21M
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
69.7K+ 23.37% |
$2.69M - $3.21M
|
368K
$16.6M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
54.6K+ 239.3% |
$2.11M - $2.51M
|
77.5K
$3.49M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
44K+ 6.41% |
$1.69M - $2.02M
|
730K
$32.8M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
40.9K+ 14.34% |
$1.58M - $1.88M
|
326K
$14.7M
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
34.8K+ 4.9% |
$1.34M - $1.6M
|
744K
$33.5M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
34.6K+ 1991.83% |
$1.33M - $1.59M
|
36.4K
$1.64M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.9K+ 40.2% |
$1.19M - $1.42M
|
108K
$4.86M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.5K+ 178.65% |
$1.02M - $1.22M
|
41.3K
$1.86M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.5K+ 32.97% |
$984K - $1.17M
|
103K
$4.63M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.4K+ 3.87% |
$979K - $1.17M
|
681K
$30.7M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23.8K+ 20.71% |
$918K - $1.1M
|
139K
$6.24M
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
23.3K+ 8.85% |
$896K - $1.07M
|
286K
$12.9M
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
21.6K+ 7.96% |
$833K - $994K
|
293K
$13.2M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.2K+ 79.02% |
$702K - $838K
|
41.3K
$1.86M
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
14K+ 4.18% |
$541K - $646K
|
350K
$15.7M
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
13.6K+ 6.76% |
$523K - $624K
|
214K
$9.64M
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
12.4KNew |
$479K - $572K
|
12.4K
$560K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 9.03% |
$406K - $485K
|
127K
$5.73M
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
9.94K+ 14.68% |
$383K - $457K
|
77.7K
$3.5M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.85K+ 49.73% |
$380K - $453K
|
29.7K
$1.33M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.84K+ 6.31% |
$379K - $453K
|
166K
$7.46M
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.78K+ 3.32% |
$377K - $450K
|
305K
$13.7M
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
8.9K+ 3.9% |
$343K - $409K
|
237K
$10.7M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.81K+ 23.86% |
$301K - $359K
|
40.5K
$1.82M
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.3K+ 87.68% |
$281K - $336K
|
15.6K
$703K
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.09K+ 3.92% |
$273K - $326K
|
188K
$8.46M
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.03KNew |
$271K - $323K
|
7.03K
$316K
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.99K+ 1.92% |
$269K - $321K
|
371K
$16.7M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.01K+ 11.98% |
$232K - $276K
|
56.1K
$2.53M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.77K+ 98.68% |
$222K - $265K
|
11.6K
$523K
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5K+ 11.68% |
$193K - $230K
|
47.8K
$2.15M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.9K+ 2.11% |
$189K - $225K
|
237K
$10.7M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$178K - $213K
|
4.63K
$208K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.59K+ 7.25% |
$177K - $211K
|
67.9K
$3.05M
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.47KNew |
$172K - $205K
|
4.47K
$201K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.12K+ 9.95% |
$159K - $190K
|
45.6K
$2.05M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.06K+ 4.16% |
$156K - $187K
|
102K
$4.57M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.8KNew |
$146K - $175K
|
3.8K
$171K
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.72K+ 1.45% |
$143K - $171K
|
260K
$11.7M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.2K+ 56.03% |
$123K - $147K
|
8.91K
$401K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.7K+ 14.89% |
$104K - $124K
|
20.8K
$938K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.58K+ 18.35% |
$99.4K - $119K
|
16.6K
$748K
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 6.01% |
$88.8K - $106K
|
40.7K
$1.83M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.2K+ 13.42% |
$84.9K - $101K
|
18.6K
$838K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.95K+ 3.28% |
$75.2K - $89.8K
|
61.4K
$2.76M
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.91K+ 0.5% |
$73.6K - $87.8K
|
382K
$17.2M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.83K+ 85.86% |
$70.7K - $84.4K
|
3.97K
$179K
|