Latest Institutional Sells of Wisdomtree Tr (IHDG)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-117K- 90.54% |
$4.51M - $5.38M
|
12.2K
$550K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-101K- 89.86% |
$3.9M - $4.65M
|
11.4K
$513K
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-81.1K- 14.6% |
$3.13M - $3.73M
|
474K
$21.3M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36.3K- 29.09% |
$1.4M - $1.67M
|
88.5K
$3.98M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.05K- 20.13% |
$349K - $416K
|
35.9K
$1.62M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-7.07K- 42.03% |
$272K - $325K
|
9.75K
$439K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.88K- 54.32% |
$226K - $270K
|
4.94K
$222K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.58K- 0.72% |
$176K - $210K
|
632K
$28.4M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.16K- 1.17% |
$160K - $191K
|
351K
$15.8M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 20.25% |
$68.7K - $82K
|
7.02K
$316K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-500- 13.93% |
$19.3K - $23K
|
3.09K
$139K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-470- 33.72% |
$18.1K - $21.6K
|
924
$41.6K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-430- 0.87% |
$16.6K - $19.8K
|
49K
$2.2M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-116- 0.91% |
$4.47K - $5.34K
|
12.6K
$568K
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-115- 1.38% |
$4.43K - $5.29K
|
8.2K
$369K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 3.21% |
$3.62K - $4.32K
|
2.84K
$128K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-328K- 53.4% |
$14.2M - $15.6M
|
286K
$12.9M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-231K- 16.03% |
$10M - $11M
|
1.21M
$54.5M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-226K- 32.58% |
$9.81M - $10.7M
|
468K
$21M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-159K- 49.97% |
$6.92M - $7.57M
|
160K
$7.18M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 1.8% |
$5.29M - $5.8M
|
6.65M
$299M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.4K- 28.1% |
$3.84M - $4.2M
|
226K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-59.7K- 98.03% |
$2.59M - $2.84M
|
1.2K
$53.9K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-57.6K- 16.79% |
$2.5M - $2.74M
|
285K
$12.8M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.9K- 72.33% |
$2.08M - $2.28M
|
18.3K
$824K
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-46.4K- 8.43% |
$2.01M - $2.2M
|
504K
$22.7M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.7K- 19.38% |
$1.37M - $1.5M
|
132K
$5.93M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.6K- 3.08% |
$1.2M - $1.31M
|
869K
$39.1M
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-26.3K- 20.86% |
$1.14M - $1.25M
|
99.6K
$4.48M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23K- 77.52% |
$1M - $1.09M
|
6.68K
$300K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.2K- 27.71% |
$835K - $914K
|
50.2K
$2.26M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16.9K- 8.74% |
$734K - $803K
|
177K
$7.94M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 48.11% |
$695K - $761K
|
17.3K
$777K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.8K- 32.38% |
$599K - $655K
|
28.8K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 9.69% |
$544K - $595K
|
117K
$5.25M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-8.68K- 5.73% |
$377K - $413K
|
143K
$6.43M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.74K- 11.87% |
$336K - $367K
|
57.4K
$2.58M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.32K- 32.94% |
$318K - $348K
|
14.9K
$670K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.13K- 66.32% |
$309K - $339K
|
3.62K
$163K
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.11K- 1.45% |
$265K - $290K
|
416K
$18.7M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.49K- 4.72% |
$238K - $261K
|
111K
$4.98M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.19K- 8.04% |
$225K - $247K
|
59.4K
$2.67M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.13K- 1.78% |
$222K - $243K
|
283K
$12.7M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.88K- 28.67% |
$212K - $232K
|
12.1K
$546K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.92K- 18.6% |
$170K - $186K
|
17.1K
$771K
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-3.51K- 31.27% |
$152K - $167K
|
7.71K
$347K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.39K- 18.68% |
$147K - $161K
|
14.8K
$664K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.29K- 18.83% |
$143K - $156K
|
14.2K
$637K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.28K- 39.54% |
$142K - $156K
|
5.02K
$226K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.16K- 10.64% |
$137K - $150K
|
26.6K
$1.19M
|