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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 19.94% |
$85.5K - $93.6K
|
11.9K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.93K+ 42.04% |
$83.6K - $91.5K
|
6.51K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.49KNew |
$64.4K - $70.6K
|
1.49K
$66.8K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.47K+ 0.63% |
$63.8K - $69.8K
|
233K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 7.78% |
$62.7K - $68.7K
|
20K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.33K+ 3.37% |
$57.6K - $63.1K
|
40.7K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26K+ 4.42% |
$54.8K - $60K
|
29.8K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 4.4% |
$49.9K - $54.6K
|
27.3K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.11K+ 6.59% |
$48.1K - $52.7K
|
17.9K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
833+ 2.52% |
$36.2K - $39.6K
|
33.9K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
788+ 10.65% |
$34.2K - $37.4K
|
8.19K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
776+ 5.99% |
$33.7K - $36.9K
|
13.7K
$618K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
763+ 1.55% |
$33.1K - $36.3K
|
50.1K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
679+ 4.44% |
$29.5K - $32.3K
|
16K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
642+ 2.1% |
$27.9K - $30.5K
|
31.3K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
566+ 0.15% |
$24.6K - $26.9K
|
380K
$17.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
406+ 1.78% |
$17.6K - $19.3K
|
23.2K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
353+ 1.78% |
$15.3K - $16.8K
|
20.1K
$906K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
342New |
$14.8K - $16.2K
|
342
$15.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
303+ 2.23% |
$13.2K - $14.4K
|
13.9K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
284+ 4.17% |
$12.3K - $13.5K
|
7.1K
$319K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
250+ 33.33% |
$10.9K - $11.9K
|
1K
$45K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
228+ 21.23% |
$9.9K - $10.8K
|
1.3K
$58.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
226+ 0.07% |
$9.81K - $10.7K
|
341K
$15.3M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
225New |
$9.77K - $10.7K
|
225
$10.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
206+ 3.23% |
$8.94K - $9.79K
|
6.58K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
156New |
$6.77K - $7.41K
|
156
$7.02K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
116New |
$5.03K - $5.51K
|
116
$5.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
78New |
$3.39K - $3.71K
|
78
$3.51K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
76New |
$3.3K - $3.61K
|
76
$3.42K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
62+ 2.7% |
$2.69K - $2.95K
|
2.36K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$2.21K - $2.42K
|
51
$2.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 0.07% |
$2K - $2.19K
|
63.3K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.06% |
$1.35K - $1.47K
|
53K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$1.09K - $1.19K
|
25
$1.12K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
15+ 0.06% |
$651 - $713
|
25.2K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.23% |
$477 - $523
|
4.76K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$217 - $238
|
5
$225
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.24% |
$86.8 - $95
|
848
$38.1K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.01% |
$43.4 - $47.5
|
7.44K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.18% |
$43.4 - $47.5
|
563
$25.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.18% |
$43.4 - $47.5
|
560
$25.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.4KNew |
$2.54M - $2.69M
|
58.4K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
50.9KNew |
$2.21M - $2.34M
|
50.9K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
30.6KNew |
$1.33M - $1.41M
|
30.6K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$477K - $505K
|
11K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.4KNew |
$364K - $386K
|
8.4K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$190K - $201K
|
4.38K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.57KNew |
$68.2K - $72.4K
|
1.57K
$70.8K
|
|