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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.91K- 12.81% |
$126K - $138K
|
19.8K
$891K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 20.23% |
$99.6K - $109K
|
9.05K
$407K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.08K- 11.23% |
$90.3K - $98.9K
|
16.4K
$740K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.07K- 8.6% |
$89.6K - $98.1K
|
21.9K
$987K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.94K- 10.92% |
$84.3K - $92.3K
|
15.9K
$713K
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1.94K- 1.63% |
$84.1K - $92K
|
117K
$5.26M
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.83K- 0.76% |
$79.5K - $87K
|
240K
$10.8M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.58K- 10.12% |
$68.7K - $75.2K
|
14K
$632K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 1.06% |
$65.3K - $71.5K
|
141K
$6.33M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.37K- 6.35% |
$59.3K - $64.9K
|
20.1K
$906K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.23K- 3.64% |
$53.6K - $58.6K
|
32.7K
$1.47M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.13K- 5.84% |
$48.9K - $53.5K
|
18.1K
$816K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.08K- 20.19% |
$46.9K - $51.4K
|
4.27K
$192K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-683- 3.95% |
$29.6K - $32.4K
|
16.6K
$747K
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-673- 2.97% |
$29.2K - $32K
|
22K
$990K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-650- 1.21% |
$28.2K - $30.9K
|
53.2K
$2.39M
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-423- 81.5% |
$18.4K - $20.1K
|
96
$4.32K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-394- 0.11% |
$17.1K - $18.7K
|
354K
$15.9M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-387- 6.42% |
$16.8K - $18.4K
|
5.65K
$254K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-363- 1.75% |
$15.8K - $17.2K
|
20.4K
$918K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-350- 5.4% |
$15.2K - $16.6K
|
6.13K
$276K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-328- 1.93% |
$14.2K - $15.6K
|
16.6K
$748K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-300- 12.32% |
$13K - $14.3K
|
2.14K
$96.1K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-283- 2.64% |
$12.3K - $13.4K
|
10.5K
$470K
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-163- 0.28% |
$7.07K - $7.74K
|
59K
$2.65M
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-146- 2.19% |
$6.34K - $6.94K
|
6.51K
$293K
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-124- 0.06% |
$5.38K - $5.89K
|
219K
$9.86M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-110- 1.82% |
$4.77K - $5.23K
|
5.92K
$266K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-91- 0.1% |
$3.95K - $4.32K
|
90.3K
$4.06M
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-63- 0.38% |
$2.73K - $2.99K
|
16.4K
$738K
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-56- 0.25% |
$2.43K - $2.66K
|
22.1K
$993K
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-38- 0.38% |
$1.65K - $1.81K
|
10.1K
$453K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-34- 0.38% |
$1.48K - $1.62K
|
8.95K
$403K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-10- 0.01% |
$434 - $475
|
97.5K
$4.38M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5- 0.78% |
$217 - $238
|
639
$28.7K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-12.8K- 15.99% |
$553K - $587K
|
67K
$3.01M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.1K- 3.53% |
$525K - $557K
|
331K
$14.9M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 31.28% |
$466K - $494K
|
23.6K
$1.06M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.12K- 61.19% |
$396K - $420K
|
5.79K
$260K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.16K- 44.65% |
$267K - $283K
|
7.63K
$343K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.5K- 23.08% |
$65.1K - $69K
|
5K
$225K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-644- 8.89% |
$27.9K - $29.6K
|
6.6K
$297K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-318- 25.6% |
$13.8K - $14.6K
|
924
$41.6K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-260- 2.95% |
$11.3K - $12K
|
8.57K
$385K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 3.03% |
$8.68K - $9.2K
|
6.4K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 2.08% |
$7.81K - $8.28K
|
8.48K
$381K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 2.03% |
$1.56K - $1.66K
|
1.74K
$78.2K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30Closed |
$1.3K - $1.38K
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 3.1% |
$174 - $184
|
125
$5.62K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.18% |
$43.4 - $46
|
541
$24.3K
|