Purchases and Sales Made in Q1 2025 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
636KNew |
$27.6M - $30.2M
|
636K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
413K+ 2060.56% |
$17.9M - $19.6M
|
433K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
347K+ 24.79% |
$15.1M - $16.5M
|
1.75M
$78.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
232KNew |
$10.1M - $11M
|
232K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216K+ 6.45% |
$9.4M - $10.3M
|
3.57M
$161M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206K+ 13.68% |
$8.95M - $9.79M
|
1.71M
$77M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
203KNew |
$8.83M - $9.66M
|
203K
$9.15M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 2.75% |
$6.95M - $7.61M
|
5.98M
$269M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
156KNew |
$6.77M - $7.41M
|
156K
$7.01M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
115K+ 178.72% |
$4.99M - $5.47M
|
179K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111K+ 20.44% |
$4.83M - $5.29M
|
656K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 8.36% |
$4.55M - $4.98M
|
1.36M
$61.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102K+ 14.49% |
$4.44M - $4.86M
|
808K
$36.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
99.6K+ 64.08% |
$4.32M - $4.73M
|
255K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.4K+ 50.94% |
$3.8M - $4.15M
|
259K
$11.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
76.9K+ 961825.0% |
$3.34M - $3.66M
|
77K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
64.2K+ 10.33% |
$2.79M - $3.05M
|
686K
$30.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
62.8KNew |
$2.73M - $2.99M
|
62.8K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
51.3K+ 95.34% |
$2.23M - $2.44M
|
105K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
51.2K+ 23.71% |
$2.22M - $2.43M
|
267K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
49.4KNew |
$2.15M - $2.35M
|
49.4K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
45KNew |
$1.95M - $2.14M
|
45K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.7KNew |
$1.9M - $2.08M
|
43.7K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.1K+ 8.55% |
$1.87M - $2.05M
|
547K
$24.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
39.3K+ 267.14% |
$1.71M - $1.87M
|
54.1K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.4K+ 93.43% |
$1.62M - $1.78M
|
77.4K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.5K+ 139483.33% |
$1.45M - $1.59M
|
33.5K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31K+ 6.64% |
$1.35M - $1.47M
|
498K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.6K+ 2.78% |
$1.28M - $1.41M
|
1.09M
$49.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.3K+ 8.65% |
$1.19M - $1.3M
|
343K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
24.7KNew |
$1.07M - $1.17M
|
24.7K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.1KNew |
$1M - $1.1M
|
23.1K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.4K+ 11.13% |
$971K - $1.06M
|
223K
$10M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.7K+ 1.23% |
$898K - $983K
|
1.7M
$76.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20.6K+ 6.53% |
$893K - $977K
|
336K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 4.54% |
$869K - $951K
|
461K
$20.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18.7K+ 19.44% |
$812K - $889K
|
115K
$5.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16K+ 14.69% |
$693K - $759K
|
125K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15.6K+ 29.44% |
$677K - $741K
|
68.6K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.4K+ 273.5% |
$670K - $734K
|
21.1K
$949K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.2K+ 9.15% |
$658K - $720K
|
181K
$8.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14.9K+ 13.51% |
$648K - $709K
|
125K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.2K+ 13.63% |
$617K - $675K
|
118K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.7K+ 4789.55% |
$597K - $653K
|
14K
$631K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
13.6K+ 11.38% |
$590K - $646K
|
133K
$5.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5K+ 14.18% |
$584K - $640K
|
108K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 2.09% |
$569K - $623K
|
641K
$28.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6K+ 62.78% |
$548K - $600K
|
32.7K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11K+ 5.73% |
$478K - $523K
|
203K
$9.13M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.6K+ 183.9% |
$462K - $506K
|
16.4K
$739K
|