Latest Institutional Transactions on Wisdomtree Tr (IHDG)
This table provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-21- 0.1% |
$911 - $966
|
21.5K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
208+ 0.09% |
$9.02K - $9.57K
|
232K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
21.5K+ 8.45% |
$935K - $991K
|
276K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$190K - $201K
|
4.38K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 3.1% |
$174 - $184
|
125
$5.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.69K+ 1.39% |
$203K - $216K
|
343K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 3.03% |
$8.68K - $9.2K
|
6.4K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.36KNew |
$232K - $246K
|
5.36K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-103K- 75.22% |
$4.47M - $4.74M
|
33.9K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2KNew |
$52.1K - $55.2K
|
1.2K
$56K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.5K- 23.08% |
$65.1K - $69K
|
5K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
294+ 1.44% |
$12.8K - $13.5K
|
20.8K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 6.42% |
$755K - $800K
|
288K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.4K+ 3.12% |
$927K - $983K
|
706K
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
365K+ 146.69% |
$15.8M - $16.8M
|
613K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-610- 0.43% |
$26.5K - $28.1K
|
142K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 8.33% |
$59.5K - $63.1K
|
17.8K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.28K- 2.4% |
$99K - $105K
|
92.6K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
50.9KNew |
$2.21M - $2.34M
|
50.9K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
119KNew |
$5.16M - $5.47M
|
119K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
583+ 3.24% |
$25.3K - $26.8K
|
18.6K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 57.89% |
$1.91K - $2.02K
|
120
$5.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.16K- 44.65% |
$267K - $283K
|
7.63K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.03% |
$86.8 - $92
|
7.44K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 15.38% |
$4.34K - $4.6K
|
750
$35K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.3K- 15.22% |
$187K - $198K
|
24K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.31K- 35.42% |
$143K - $152K
|
6.03K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-12.1K- 5.92% |
$524K - $556K
|
192K
$8.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
166KNew |
$7.19M - $7.63M
|
166K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.8K+ 44.52% |
$1.55M - $1.65M
|
116K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.44K- 3.92% |
$149K - $158K
|
84.4K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
285+ 1.9% |
$12.4K - $13.1K
|
15.3K
$713K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157K- 11.1% |
$6.8M - $7.21M
|
1.25M
$58.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
465New |
$20.2K - $21.4K
|
465
$21.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.91K- 8.68% |
$430K - $456K
|
104K
$4.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.3K- 2.99% |
$839K - $890K
|
628K
$29.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
30.6KNew |
$1.33M - $1.41M
|
30.6K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
17.8K+ 4.39% |
$771K - $817K
|
423K
$19.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.11K+ 5.67% |
$91.7K - $97.2K
|
39.4K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 17.8% |
$264K - $280K
|
40.2K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
12New |
$521 - $552
|
12
$560
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.79K+ 9.94% |
$208K - $220K
|
53K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.79KNew |
$251K - $266K
|
5.79K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60.9K+ 12.6% |
$2.64M - $2.8M
|
544K
$25.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
757K+ 14.93% |
$32.8M - $34.8M
|
5.82M
$272M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-45- 0.07% |
$1.95K - $2.07K
|
64.4K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.2K+ 7.96% |
$2.22M - $2.35M
|
694K
$32.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.7KNew |
$856K - $908K
|
19.7K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
152KNew |
$6.58M - $6.97M
|
152K
$7.07M
|