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 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.29KNew |
$53.6K - $59.5K
|
1.29K
$60.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 1.25% |
$42K - $46.7K
|
82.5K
$3.88M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
639New |
$26.4K - $29.4K
|
639
$30K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
344New |
$14.2K - $15.8K
|
344
$16.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
251New |
$10.4K - $11.5K
|
251
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.94K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
169New |
$6.99K - $7.77K
|
169
$7.94K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
69New |
$2.86K - $3.17K
|
69
$3.24K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
40.1KNew |
$1.49M - $1.69M
|
40.1K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.89KNew |
$293K - $332K
|
7.89K
$371K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.5KNew |
$279K - $315K
|
7.5K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.38KNew |
$51.3K - $58K
|
1.38K
$64.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.11% |
$74.4 - $84
|
1.76K
$82.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.25% |
$74.4 - $84
|
803
$37.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
374KNew |
$14.4M - $15.1M
|
374K
$17.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
119KNew |
$4.59M - $4.81M
|
119K
$5.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
31.5KNew |
$1.21M - $1.27M
|
31.5K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
9.92KNew |
$382K - $401K
|
9.92K
$466K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
8.19KNew |
$316K - $331K
|
8.19K
$385K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.87KNew |
$265K - $278K
|
6.87K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
155New |
$5.97K - $6.27K
|
155
$7.29K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$5.78K - $6.07K
|
150
$7.05K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
122New |
$4.7K - $4.93K
|
122
$5.73K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
100New |
$3.85K - $4.04K
|
100
$4.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
21+ 0.05% |
$809 - $849
|
38.8K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$655 - $687
|
17
$799
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
138K+ 52.8% |
$5.41M - $5.6M
|
398K
$18.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
92.4KNew |
$3.63M - $3.76M
|
92.4K
$4.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
79.6KNew |
$3.13M - $3.24M
|
79.6K
$3.74M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.96M - $2.03M
|
50K
$2.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
7.5KNew |
$295K - $305K
|
7.5K
$353K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
900New |
$35.4K - $36.6K
|
900
$42.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
236New |
$9.27K - $9.6K
|
236
$11.1K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
30K+ 10.48% |
$1.09M - $1.18M
|
317K
$14.9M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30K+ 10.48% |
$1.09M - $1.18M
|
317K
$14.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.56KNew |
$56.6K - $61.3K
|
1.56K
$73.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
90New |
$3.27K - $3.55K
|
90
$4.23K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.8K+ 23.38% |
$528K - $604K
|
78.2K
$3.68M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85KNew |
$102K - $116K
|
2.85K
$134K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01K+ 9.57% |
$36.1K - $41.3K
|
11.6K
$545K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
178New |
$6.34K - $7.25K
|
178
$8.37K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42New |
$1.5K - $1.71K
|
42
$1.97K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 2.84% |
$143 - $163
|
145
$6.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 3.85% |
$35.6 - $40.8
|
27
$1.27K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$35.6 - $40.8
|
1
$47
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37KNew |
$1.33M - $1.51M
|
37K
$1.74M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.6KNew |
$630K - $718K
|
17.6K
$827K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
12.6K+ 1.75% |
$452K - $516K
|
734K
$34.5M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.4K+ 22.16% |
$538K - $627K
|
79.2K
$3.72M
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
7.89KNew |
$295K - $345K
|
7.89K
$371K
|
|