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 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4K- 54.46% |
$174K - $184K
|
3.35K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.85K+ 12.43% |
$297K - $315K
|
61.9K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-803- 1.6% |
$34.8K - $36.9K
|
49.4K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.66K+ 36.37% |
$202K - $214K
|
17.5K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.08K+ 1.68% |
$90.2K - $95.6K
|
126K
$5.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
290+ 1.79% |
$12.6K - $13.3K
|
16.5K
$721K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
360New |
$15.6K - $16.6K
|
360
$15.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.57KNew |
$68.2K - $72.4K
|
1.57K
$68.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
38New |
$1.65K - $1.75K
|
38
$1.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 31.28% |
$466K - $494K
|
23.6K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
994+ 0.52% |
$43.1K - $45.7K
|
193K
$8.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
371+ 2.23% |
$16.1K - $17.1K
|
17K
$746K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-76- 1.23% |
$3.3K - $3.5K
|
6.12K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86K+ 4.63% |
$124K - $132K
|
64.6K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.14K+ 22.63% |
$266K - $282K
|
33.3K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.14K+ 1.97% |
$92.8K - $98.4K
|
111K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 2.03% |
$1.56K - $1.66K
|
1.74K
$76.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 10.6% |
$4.61M - $4.89M
|
896K
$39.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-14.9K- 46.79% |
$647K - $686K
|
17K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.01K- 15.02% |
$174K - $185K
|
22.7K
$995K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.1KNew |
$439K - $465K
|
10.1K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.72% |
$174 - $184
|
559
$24.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.1K+ 1.9% |
$47.8K - $50.7K
|
59.1K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.58KNew |
$199K - $211K
|
4.58K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-970K- 97.7% |
$42.1M - $44.6M
|
22.8K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.97K+ 6.71% |
$172K - $183K
|
63.2K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 26.27% |
$54.4K - $57.7K
|
6.03K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
68+ 1.01% |
$2.95K - $3.13K
|
6.81K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
381+ 0.9% |
$16.5K - $17.5K
|
42.6K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
22.7KNew |
$984K - $1.04M
|
22.7K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$477K - $505K
|
11K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.66KNew |
$289K - $306K
|
6.66K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.21K+ 1.35% |
$52.4K - $55.5K
|
90.4K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.95K+ 27.79% |
$171K - $182K
|
18.2K
$795K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 0.49% |
$1.34K - $1.43K
|
6.38K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
374+ 0.7% |
$16.2K - $17.2K
|
53.8K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
5.39K+ 25.98% |
$234K - $248K
|
26.1K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
180+ 1.02% |
$7.81K - $8.28K
|
17.8K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.03K+ 21.31% |
$305K - $323K
|
40K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-398- 1.57% |
$17.3K - $18.3K
|
24.9K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
386New |
$16.7K - $17.8K
|
386
$16.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.4KNew |
$364K - $386K
|
8.4K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2K+ 13.32% |
$659K - $699K
|
129K
$5.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.5K+ 7.54% |
$326K - $345K
|
107K
$4.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.7KNew |
$637K - $675K
|
14.7K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
330+ 1.7% |
$14.3K - $15.2K
|
19.8K
$867K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-15.8K- 6.76% |
$686K - $727K
|
218K
$9.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-63- 0.23% |
$2.73K - $2.9K
|
27.2K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.64K+ 70475.0% |
$245K - $259K
|
5.65K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
227+ 3.32% |
$9.85K - $10.4K
|
7.06K
$309K
|