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 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
12New |
$521 - $552
|
12
$540
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.71% |
$260 - $276
|
846
$38.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.72% |
$174 - $184
|
559
$25.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.03% |
$86.8 - $92
|
7.44K
$335K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.94% |
$86.8 - $92
|
215
$9.67K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.4 - $46
|
5.21K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.18% |
$43.4 - $46
|
541
$24.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 3.1% |
$174 - $184
|
125
$5.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-21- 0.1% |
$911 - $966
|
21.5K
$967K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30Closed |
$1.3K - $1.38K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 2.03% |
$1.56K - $1.66K
|
1.74K
$78.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-45- 0.07% |
$1.95K - $2.07K
|
64.4K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-63- 0.23% |
$2.73K - $2.9K
|
27.2K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-76- 1.23% |
$3.3K - $3.5K
|
6.12K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 0.99% |
$4.64K - $4.92K
|
10.7K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 2.08% |
$7.81K - $8.28K
|
8.48K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 3.03% |
$8.68K - $9.2K
|
6.4K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-252- 1.42% |
$10.9K - $11.6K
|
17.5K
$785K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-257- 0.83% |
$11.1K - $11.8K
|
30.6K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-260- 2.95% |
$11.3K - $12K
|
8.57K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-309- 2.22% |
$13.4K - $14.2K
|
13.6K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-318- 25.6% |
$13.8K - $14.6K
|
924
$41.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-398- 1.57% |
$17.3K - $18.3K
|
24.9K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-407- 4.33% |
$17.7K - $18.7K
|
8.99K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-461- 2.43% |
$20K - $21.2K
|
18.5K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-554- 18.53% |
$24K - $25.5K
|
2.44K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-610- 0.43% |
$26.5K - $28.1K
|
142K
$6.4M
|
|
|
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
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-751- 41.15% |
$32.6K - $34.5K
|
1.07K
$48.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-803- 1.6% |
$34.8K - $36.9K
|
49.4K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-961- 17.11% |
$41.7K - $44.2K
|
4.66K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.38K- 6.67% |
$59.7K - $63.3K
|
19.3K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.38K- 8.59% |
$60K - $63.6K
|
14.7K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.5K- 23.08% |
$65.1K - $69K
|
5K
$225K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.67K- 0.68% |
$72.4K - $76.7K
|
242K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.28K- 2.4% |
$99K - $105K
|
92.6K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.67K- 13.37% |
$116K - $123K
|
17.3K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.81K- 12.94% |
$122K - $129K
|
18.9K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.95K- 20.83% |
$128K - $136K
|
11.2K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.31K- 35.42% |
$143K - $152K
|
6.03K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.4K- 13.9% |
$147K - $156K
|
21K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.44K- 3.92% |
$149K - $158K
|
84.4K
$3.8M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.99K- 6.77% |
$173K - $184K
|
54.9K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4K- 54.46% |
$174K - $184K
|
3.35K
$150K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.01K- 15.02% |
$174K - $185K
|
22.7K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.3K- 15.22% |
$187K - $198K
|
24K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.16K- 44.65% |
$267K - $283K
|
7.63K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.12K- 61.19% |
$396K - $420K
|
5.79K
$260K
|