Purchases and Sales Made in Q4 2024 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.39KNew |
$60.5K - $64.1K
|
1.39K
$65.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 8.33% |
$59.5K - $63.1K
|
17.8K
$834K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 26.27% |
$54.4K - $57.7K
|
6.03K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.21K+ 1.35% |
$52.4K - $55.5K
|
90.4K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2KNew |
$52.1K - $55.2K
|
1.2K
$56.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.1K+ 1.9% |
$47.8K - $50.7K
|
59.1K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$43.4K - $46K
|
1K
$46.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
994+ 0.52% |
$43.1K - $45.7K
|
193K
$9.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
871+ 2.87% |
$37.8K - $40.1K
|
31.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
856+ 3.09% |
$37.1K - $39.4K
|
28.6K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
765+ 1.8% |
$33.2K - $35.2K
|
43.3K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
587+ 2.93% |
$25.5K - $27K
|
20.6K
$962K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
583+ 3.24% |
$25.3K - $26.8K
|
18.6K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
519+ 2.4% |
$22.5K - $23.9K
|
22.1K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
501+ 1.07% |
$21.7K - $23K
|
47.5K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
467+ 4.55% |
$20.3K - $21.5K
|
10.7K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
465New |
$20.2K - $21.4K
|
465
$21.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
457+ 24.89% |
$19.8K - $21K
|
2.29K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
423+ 0.7% |
$18.3K - $19.5K
|
60.9K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
404+ 0.11% |
$17.5K - $18.6K
|
354K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
390+ 7.15% |
$16.9K - $17.9K
|
5.85K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
386New |
$16.7K - $17.8K
|
386
$18K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
381+ 0.9% |
$16.5K - $17.5K
|
42.6K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
374+ 0.7% |
$16.2K - $17.2K
|
53.8K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
371+ 2.23% |
$16.1K - $17.1K
|
17K
$796K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
360New |
$15.6K - $16.6K
|
360
$16.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
358+ 1.44% |
$15.5K - $16.5K
|
25.2K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
330+ 1.7% |
$14.3K - $15.2K
|
19.8K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
298+ 112.88% |
$12.9K - $13.7K
|
562
$26.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
294+ 1.44% |
$12.8K - $13.5K
|
20.8K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
290+ 1.79% |
$12.6K - $13.3K
|
16.5K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
287New |
$12.5K - $13.2K
|
287
$13.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
285+ 1.9% |
$12.4K - $13.1K
|
15.3K
$714K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
227+ 3.32% |
$9.85K - $10.4K
|
7.06K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
216+ 0.41% |
$9.37K - $9.94K
|
53K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
208+ 0.09% |
$9.02K - $9.57K
|
232K
$10.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$8.85K - $9.38K
|
204
$9.53K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
196New |
$8.5K - $9.02K
|
196
$9.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
180+ 1.02% |
$7.81K - $8.28K
|
17.8K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
106+ 0.17% |
$4.6K - $4.88K
|
64K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 15.38% |
$4.34K - $4.6K
|
750
$35.1K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
68+ 1.01% |
$2.95K - $3.13K
|
6.81K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 57.89% |
$1.91K - $2.02K
|
120
$5.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
38New |
$1.65K - $1.75K
|
38
$1.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 0.49% |
$1.34K - $1.43K
|
6.38K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
12New |
$521 - $552
|
12
$561
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.71% |
$260 - $276
|
846
$39.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.72% |
$174 - $184
|
559
$26.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.03% |
$86.8 - $92
|
7.44K
$348K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.94% |
$86.8 - $92
|
215
$10K
|