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 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
166KNew |
$7.19M - $7.63M
|
166K
$7.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3.31K- 35.42% |
$143K - $152K
|
6.03K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.3K- 15.22% |
$187K - $198K
|
24K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 15.38% |
$4.34K - $4.6K
|
750
$32.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.44K- 3.92% |
$149K - $158K
|
84.4K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
285+ 1.9% |
$12.4K - $13.1K
|
15.3K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
17.8K+ 4.39% |
$771K - $817K
|
423K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
30.6KNew |
$1.33M - $1.41M
|
30.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.8K+ 44.52% |
$1.55M - $1.65M
|
116K
$5.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157K- 11.1% |
$6.8M - $7.21M
|
1.25M
$54.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
465New |
$20.2K - $21.4K
|
465
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.91K- 8.68% |
$430K - $456K
|
104K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.3K- 2.99% |
$839K - $890K
|
628K
$27.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.11K+ 5.67% |
$91.7K - $97.2K
|
39.4K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
12New |
$521 - $552
|
12
$525
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.79K+ 9.94% |
$208K - $220K
|
53K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.79KNew |
$251K - $266K
|
5.79K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60.9K+ 12.6% |
$2.64M - $2.8M
|
544K
$23.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
757K+ 14.93% |
$32.8M - $34.8M
|
5.82M
$255M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-45- 0.07% |
$1.95K - $2.07K
|
64.4K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.4K- 2.96% |
$451K - $478K
|
341K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.2K+ 7.96% |
$2.22M - $2.35M
|
694K
$30.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.7KNew |
$856K - $908K
|
19.7K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
152KNew |
$6.58M - $6.97M
|
152K
$6.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 0.99% |
$4.64K - $4.92K
|
10.7K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.82K+ 1.76% |
$123K - $130K
|
163K
$7.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
358+ 1.44% |
$15.5K - $16.5K
|
25.2K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.12K- 61.19% |
$396K - $420K
|
5.79K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-160K- 33.56% |
$6.92M - $7.34M
|
316K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.4KNew |
$2.54M - $2.69M
|
58.4K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.81K- 12.94% |
$122K - $129K
|
18.9K
$828K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.11K+ 3.3% |
$135K - $143K
|
97.5K
$4.27M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 336.54% |
$994K - $1.05M
|
29.7K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-252- 1.42% |
$10.9K - $11.6K
|
17.5K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.4K+ 2.05% |
$278K - $295K
|
319K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-461- 2.43% |
$20K - $21.2K
|
18.5K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-554- 18.53% |
$24K - $25.5K
|
2.44K
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.51K- 12.56% |
$412K - $437K
|
66.2K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.51MNew |
$65.4M - $69.3M
|
1.51M
$66M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-407- 4.33% |
$17.7K - $18.7K
|
8.99K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.71% |
$260 - $276
|
846
$37K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
457+ 24.89% |
$19.8K - $21K
|
2.29K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.38K- 6.67% |
$59.7K - $63.3K
|
19.3K
$844K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 2.97% |
$81.6K - $86.6K
|
65.2K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.39KNew |
$60.5K - $64.1K
|
1.39K
$61K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.4K+ 82.56% |
$1.06M - $1.12M
|
54K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-61.3K- 13.91% |
$2.66M - $2.82M
|
379K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.1KNew |
$436K - $463K
|
10.1K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.66K+ 11.6% |
$159K - $168K
|
35.2K
$1.54M
|