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
$71.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
757K+ 14.93% |
$32.8M - $34.8M
|
5.82M
$277M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
365K+ 146.69% |
$15.8M - $16.8M
|
613K
$29.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
351K+ 26.36% |
$15.2M - $16.1M
|
1.68M
$79.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
166KNew |
$7.19M - $7.63M
|
166K
$7.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
152KNew |
$6.58M - $6.97M
|
152K
$7.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
119KNew |
$5.16M - $5.47M
|
119K
$5.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
90.8K+ 72.59% |
$3.94M - $4.18M
|
216K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
84K+ 8.58% |
$3.65M - $3.87M
|
1.06M
$50.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
82.8K+ 29.92% |
$3.59M - $3.81M
|
359K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 620.91% |
$3.55M - $3.76M
|
94.9K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.7K+ 0.98% |
$2.85M - $3.02M
|
6.78M
$322M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60.9K+ 12.6% |
$2.64M - $2.8M
|
544K
$25.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.4KNew |
$2.54M - $2.69M
|
58.4K
$2.78M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
53.8KNew |
$2.33M - $2.48M
|
53.8K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.2K+ 7.96% |
$2.22M - $2.35M
|
694K
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
50.9KNew |
$2.21M - $2.34M
|
50.9K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
50.9K+ 3.66% |
$2.21M - $2.34M
|
1.44M
$68.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
47.5K+ 12.05% |
$2.06M - $2.18M
|
441K
$21M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41.6K+ 75.98% |
$1.8M - $1.91M
|
96.2K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
39K+ 11.17% |
$1.69M - $1.8M
|
389K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
38.7K+ 5.48% |
$1.68M - $1.78M
|
745K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
38.2K+ 6.56% |
$1.66M - $1.76M
|
621K
$29.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
36.5K+ 7.11% |
$1.58M - $1.68M
|
550K
$26.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.8K+ 44.52% |
$1.55M - $1.65M
|
116K
$5.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
30.6KNew |
$1.33M - $1.41M
|
30.6K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.4K+ 82.56% |
$1.06M - $1.12M
|
54K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 336.54% |
$994K - $1.05M
|
29.7K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
22.7KNew |
$984K - $1.04M
|
22.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.2KNew |
$964K - $1.02M
|
22.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
21.5K+ 8.45% |
$935K - $991K
|
276K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.4K+ 3.12% |
$927K - $983K
|
706K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.1K+ 11.13% |
$873K - $925K
|
201K
$9.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.7KNew |
$856K - $908K
|
19.7K
$938K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.3K+ 19.21% |
$835K - $886K
|
120K
$5.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18.9K+ 5.35% |
$820K - $870K
|
372K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.8K+ 20.95% |
$817K - $866K
|
109K
$5.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
17.8K+ 4.39% |
$771K - $817K
|
423K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 6.42% |
$755K - $800K
|
288K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
15.8KNew |
$686K - $727K
|
15.8K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 3.19% |
$676K - $717K
|
504K
$23.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2K+ 13.32% |
$659K - $699K
|
129K
$6.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.7KNew |
$637K - $675K
|
14.7K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
12.6K+ 5.3% |
$549K - $582K
|
251K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.4K+ 5.02% |
$540K - $572K
|
260K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$477K - $505K
|
11K
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.1KNew |
$439K - $465K
|
10.1K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$436K - $463K
|
10.1K
$478K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.84K+ 2.94% |
$427K - $453K
|
345K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.5K+ 6.51% |
$412K - $437K
|
155K
$7.39M
|