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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-14.9K- 46.79% |
$647K - $686K
|
17K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-15.8K- 6.76% |
$686K - $727K
|
218K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-17.1K- 2.93% |
$741K - $786K
|
566K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.6K- 52.42% |
$805K - $853K
|
16.8K
$787K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.3K- 2.99% |
$839K - $890K
|
628K
$29.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.8K- 32.27% |
$859K - $911K
|
41.6K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.5K- 99.89% |
$975K - $1.03M
|
24
$1.12K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-45.6K- 29.21% |
$1.98M - $2.1M
|
110K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-61.3K- 13.91% |
$2.66M - $2.82M
|
379K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-65.8K- 85.23% |
$2.86M - $3.03M
|
11.4K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-103K- 75.22% |
$4.47M - $4.74M
|
33.9K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 10.6% |
$4.61M - $4.89M
|
896K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-123K- 41.77% |
$5.34M - $5.66M
|
172K
$8.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157K- 11.1% |
$6.8M - $7.21M
|
1.25M
$58.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-160K- 33.56% |
$6.92M - $7.34M
|
316K
$14.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-970K- 97.7% |
$42.1M - $44.6M
|
22.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.11M- 44.15% |
$48.1M - $51M
|
1.4M
$65.5M
|