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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
707KNew |
$30M - $33.1M
|
707K
$31.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
273K+ 25.9% |
$11.6M - $12.8M
|
1.33M
$58.5M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
248K+ 21.28% |
$10.5M - $11.6M
|
1.41M
$62.3M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
190KNew |
$8.04M - $8.87M
|
190K
$8.36M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
170K+ 7.25% |
$7.2M - $7.93M
|
2.51M
$111M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
166KNew |
$7.04M - $7.76M
|
166K
$7.32M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 2.44% |
$6.78M - $7.47M
|
6.71M
$296M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
152K+ 12.9% |
$6.45M - $7.11M
|
1.33M
$58.8M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 3.1% |
$4.28M - $4.72M
|
3.35M
$148M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
96.3K+ 10.63% |
$4.09M - $4.51M
|
1M
$44.2M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
93K+ 63.86% |
$3.94M - $4.35M
|
239K
$10.5M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
87.8KNew |
$3.72M - $4.11M
|
87.8K
$3.88M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
87.4K+ 681.49% |
$3.71M - $4.09M
|
100K
$4.42M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.5K+ 21.24% |
$3.63M - $4M
|
488K
$21.5M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63.3KNew |
$2.68M - $2.96M
|
63.3K
$2.79M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
54.4K+ 18130.33% |
$2.31M - $2.54M
|
54.7K
$2.41M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.3K+ 13.96% |
$2.05M - $2.26M
|
394K
$17.4M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
46.9K+ 8.74% |
$1.99M - $2.19M
|
583K
$25.7M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
44.2K+ 257.51% |
$1.88M - $2.07M
|
61.4K
$2.71M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
42.7K+ 9.07% |
$1.81M - $2M
|
514K
$22.7M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.4K+ 6.48% |
$1.67M - $1.84M
|
647K
$28.6M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.8K+ 8.0% |
$1.52M - $1.68M
|
484K
$21.3M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 11.38% |
$1.42M - $1.56M
|
327K
$14.4M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.8K+ 32.72% |
$1.31M - $1.44M
|
125K
$5.51M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.8K+ 2.04% |
$1.18M - $1.3M
|
1.39M
$61.4M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
24.1K+ 460.98% |
$1.02M - $1.13M
|
29.4K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.5KNew |
$954K - $1.05M
|
22.5K
$992K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
21.5KNew |
$913K - $1.01M
|
21.5K
$950K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 33.42% |
$855K - $943K
|
80.5K
$3.55M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$847K - $934K
|
20K
$881K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.6K+ 18.58% |
$831K - $917K
|
125K
$5.52M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 184.6% |
$813K - $897K
|
29.6K
$1.3M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.8K+ 11.6% |
$797K - $879K
|
181K
$7.98M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
18.4K+ 10.58% |
$781K - $861K
|
192K
$8.49M
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18K+ 4.26% |
$764K - $842K
|
440K
$19.4M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.9K+ 172.26% |
$759K - $837K
|
28.3K
$1.25M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 7.81% |
$730K - $805K
|
237K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.4KNew |
$655K - $722K
|
15.4K
$681K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.1K+ 5.07% |
$640K - $706K
|
313K
$13.8M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 3.35% |
$636K - $701K
|
463K
$20.4M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
14.6K+ 43.56% |
$620K - $684K
|
48.2K
$2.13M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5K+ 14.58% |
$616K - $679K
|
114K
$5.03M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
14.2K+ 4.91% |
$603K - $665K
|
304K
$13.4M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.8K+ 7.9% |
$587K - $647K
|
189K
$8.34M
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
13K+ 3.86% |
$551K - $608K
|
350K
$15.4M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$547K - $603K
|
12.9K
$569K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.8KNew |
$545K - $601K
|
12.8K
$567K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.8KNew |
$544K - $600K
|
12.8K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.8KNew |
$544K - $600K
|
12.8K
$566K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.6K+ 1.87% |
$534K - $588K
|
684K
$30.2M
|