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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.13K- 30.06% |
$313K - $374K
|
18.9K
$852K
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-7.33K- 44.57% |
$282K - $337K
|
9.11K
$411K
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.31K- 8.09% |
$282K - $336K
|
83K
$3.74M
|
|
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
$223K
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5.72K- 41.69% |
$221K - $263K
|
8.01K
$361K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.61K- 3.13% |
$216K - $258K
|
174K
$7.84M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.83K- 9.63% |
$186K - $222K
|
45.4K
$2.04M
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4.59K- 5.01% |
$177K - $211K
|
86.9K
$3.92M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.58K- 0.72% |
$176K - $210K
|
632K
$28.5M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.42K- 27.88% |
$170K - $203K
|
11.4K
$515K
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.16K- 1.17% |
$160K - $191K
|
351K
$15.8M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.63K- 24.57% |
$140K - $167K
|
11.1K
$502K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.37K- 93.07% |
$130K - $155K
|
251
$11.3K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.76K- 36.25% |
$106K - $127K
|
4.86K
$219K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.39K- 11.46% |
$92K - $110K
|
18.4K
$831K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 1.49% |
$91.9K - $110K
|
157K
$7.08M
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.33K- 3.4% |
$90K - $107K
|
66.2K
$2.99M
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.2K- 8.28% |
$84.7K - $101K
|
24.4K
$1.1M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.11K- 32.72% |
$81.4K - $97.1K
|
4.34K
$196K
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.97K- 24.01% |
$75.7K - $90.4K
|
6.22K
$280K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 20.25% |
$68.7K - $82K
|
7.02K
$317K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.39K- 8.1% |
$53.5K - $63.8K
|
15.7K
$710K
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.31K- 9.32% |
$50.4K - $60.2K
|
12.7K
$574K
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.21K- 5.46% |
$46.4K - $55.4K
|
20.9K
$941K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 10.01% |
$45.7K - $54.6K
|
10.7K
$481K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.14K- 5.19% |
$43.9K - $52.4K
|
20.8K
$937K
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.08K- 12.79% |
$41.6K - $49.6K
|
7.36K
$332K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.05K- 44.42% |
$40.3K - $48.1K
|
1.31K
$59K
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-916- 14.59% |
$35.3K - $42.1K
|
5.36K
$242K
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-846- 3.84% |
$32.6K - $38.9K
|
21.2K
$954K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-726- 12.86% |
$28K - $33.4K
|
4.92K
$222K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-602- 19.23% |
$23.2K - $27.7K
|
2.53K
$114K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-500- 13.93% |
$19.3K - $23K
|
3.09K
$139K
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-488- 2.97% |
$18.8K - $22.4K
|
15.9K
$718K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-479- 2.35% |
$18.5K - $22K
|
19.9K
$898K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-470- 33.72% |
$18.1K - $21.6K
|
924
$41.6K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-435- 3.07% |
$16.8K - $20K
|
13.7K
$619K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-430- 0.87% |
$16.6K - $19.8K
|
49K
$2.21M
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-356- 38.53% |
$13.7K - $16.4K
|
568
$25.6K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-350- 26.88% |
$13.5K - $16.1K
|
952
$42.9K
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-254- 21.18% |
$9.79K - $11.7K
|
945
$42.6K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-203- 3.08% |
$7.82K - $9.34K
|
6.38K
$288K
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-174- 2.45% |
$6.71K - $8K
|
6.92K
$312K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-142- 0.27% |
$5.47K - $6.53K
|
53K
$2.39M
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-140- 1.15% |
$5.4K - $6.44K
|
12K
$541K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-138- 0.75% |
$5.32K - $6.35K
|
18.2K
$820K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-116- 0.91% |
$4.47K - $5.34K
|
12.6K
$570K
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-115- 1.38% |
$4.43K - $5.29K
|
8.2K
$370K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 3.21% |
$3.62K - $4.32K
|
2.84K
$128K
|