Latest Institutional Purchases of Wisdomtree Tr (IHDG)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
169KNew |
$7.41M - $7.83M
|
169K
$8.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167K+ 49.68% |
$7.32M - $7.74M
|
503K
$23.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123KNew |
$5.37M - $5.67M
|
123K
$5.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82.3KNew |
$3.6M - $3.81M
|
82.3K
$3.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
81K+ 10.9% |
$3.55M - $3.75M
|
825K
$39.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
72K+ 22.06% |
$3.15M - $3.33M
|
398K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
60.7KNew |
$2.66M - $2.81M
|
60.7K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
60.1K+ 148.31% |
$2.63M - $2.78M
|
101K
$4.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.4K+ 6.89% |
$2.38M - $2.52M
|
845K
$40.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
40.3K+ 13.22% |
$1.76M - $1.87M
|
345K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
34.1K+ 14.41% |
$1.49M - $1.58M
|
271K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
18.7K+ 5.34% |
$818K - $864K
|
368K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.8K+ 14.4% |
$649K - $686K
|
118K
$5.59M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13.8KNew |
$605K - $640K
|
13.8K
$655K
|
|
|
Nov 06, 2025
Q3 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
12.6K+ 3.64% |
$550K - $582K
|
358K
$17M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.4K+ 8.91% |
$542K - $572K
|
151K
$7.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
10.4K+ 5.0% |
$457K - $483K
|
219K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
8.54KNew |
$374K - $395K
|
8.54K
$405K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.3K+ 3.5% |
$363K - $384K
|
246K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8K+ 11.2% |
$351K - $371K
|
79.4K
$3.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7.82KNew |
$342K - $362K
|
7.82K
$371K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.54K+ 4.01% |
$330K - $349K
|
196K
$9.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.3K+ 2.77% |
$320K - $338K
|
271K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.09K+ 1.91% |
$310K - $328K
|
378K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.01K+ 4.46% |
$307K - $324K
|
164K
$7.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.75K+ 6.25% |
$296K - $312K
|
115K
$5.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.35K+ 2.17% |
$278K - $294K
|
299K
$14.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.54K+ 1.94% |
$243K - $257K
|
292K
$13.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.35KNew |
$234K - $248K
|
5.35K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.72KNew |
$207K - $219K
|
4.72K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.69K+ 2.83% |
$206K - $217K
|
170K
$8.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.5K+ 24.19% |
$197K - $209K
|
23.1K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3.89K+ 1.06% |
$170K - $180K
|
372K
$17.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.66K+ 14.34% |
$160K - $169K
|
29.2K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 5.93% |
$146K - $154K
|
59.5K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.26K+ 4.8% |
$143K - $151K
|
71.1K
$3.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.09K+ 81.23% |
$135K - $143K
|
6.89K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.05K+ 19.54% |
$134K - $141K
|
18.7K
$886K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.85KNew |
$125K - $132K
|
2.85K
$135K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
2.78K+ 9.64% |
$122K - $129K
|
31.6K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.4K+ 5.3% |
$105K - $111K
|
47.8K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.13K+ 36.35% |
$93.3K - $98.6K
|
7.99K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 17.37% |
$88.4K - $93.5K
|
13.6K
$647K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.01K+ 41.55% |
$88.2K - $93.3K
|
6.86K
$325K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1.95K+ 2.94% |
$85.4K - $90.3K
|
68.2K
$3.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.93K+ 5.31% |
$84.6K - $89.5K
|
38.3K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.91K+ 1.88% |
$83.5K - $88.3K
|
103K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.9K+ 2.45% |
$83.1K - $87.9K
|
79.4K
$3.76M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.44K+ 3.64% |
$63.1K - $66.7K
|
41K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.42K+ 0.87% |
$62.1K - $65.7K
|
165K
$7.82M
|
|