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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.7K+ 1.23% |
$898K - $983K
|
1.7M
$76.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20.6K+ 6.53% |
$893K - $977K
|
336K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 4.54% |
$869K - $951K
|
461K
$20.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18.7K+ 19.44% |
$812K - $889K
|
115K
$5.17M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15.6K+ 29.44% |
$677K - $741K
|
68.6K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.2K+ 9.15% |
$658K - $720K
|
181K
$8.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.9K+ 13.51% |
$648K - $709K
|
125K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.2K+ 13.63% |
$617K - $675K
|
118K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.7K+ 4789.55% |
$597K - $653K
|
14K
$631K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
13.6K+ 11.38% |
$590K - $646K
|
133K
$5.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5K+ 14.18% |
$584K - $640K
|
108K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 2.09% |
$569K - $623K
|
641K
$28.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6K+ 62.78% |
$548K - $600K
|
32.7K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11K+ 5.73% |
$478K - $523K
|
203K
$9.13M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.6K+ 183.9% |
$462K - $506K
|
16.4K
$739K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$453K - $496K
|
10.4K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
10.2K+ 56.68% |
$444K - $486K
|
28.3K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.2K+ 218.32% |
$441K - $483K
|
14.8K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
9.74KNew |
$423K - $463K
|
9.74K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$408K - $446K
|
9.4K
$423K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.09KNew |
$394K - $432K
|
9.09K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.33KNew |
$361K - $396K
|
8.33K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.06KNew |
$306K - $336K
|
7.06K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.85KNew |
$254K - $278K
|
5.85K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
5.8K+ 9.36% |
$252K - $275K
|
67.7K
$3.05M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.61K+ 29.65% |
$243K - $267K
|
24.5K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.42K+ 16.46% |
$235K - $258K
|
38.4K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.05K+ 2.01% |
$219K - $240K
|
256K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5KNew |
$217K - $238K
|
5K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5K+ 1.39% |
$217K - $237K
|
364K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.89K+ 4.56% |
$212K - $232K
|
112K
$5.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.85KNew |
$211K - $231K
|
4.85K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
4.49K+ 2.29% |
$195K - $213K
|
201K
$9.02M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
4.14K+ 1.41% |
$180K - $197K
|
298K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.98K+ 11.29% |
$173K - $189K
|
39.2K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.94K+ 4.25% |
$171K - $187K
|
96.6K
$4.34M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.9K+ 1.0% |
$169K - $185K
|
392K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.84K+ 6.99% |
$167K - $182K
|
58.8K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.68K+ 23.13% |
$160K - $175K
|
19.6K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.51K+ 71.11% |
$152K - $167K
|
8.44K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.34K+ 19.12% |
$145K - $159K
|
20.8K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.16K+ 16.05% |
$137K - $150K
|
22.8K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 92.86% |
$135K - $148K
|
6.45K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.08K+ 12.85% |
$134K - $146K
|
27K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.05K+ 3.45% |
$133K - $145K
|
91.5K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3K+ 2307.69% |
$130K - $143K
|
3.13K
$141K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.73K+ 10.03% |
$119K - $130K
|
30K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.66K+ 10.68% |
$115K - $126K
|
27.6K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.61K+ 16.53% |
$113K - $124K
|
18.4K
$829K
|