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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
351K+ 26.36% |
$15.2M - $16.1M
|
1.68M
$76.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
82.8K+ 29.92% |
$3.59M - $3.81M
|
359K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
81.8K+ 620.91% |
$3.55M - $3.76M
|
94.9K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41.6K+ 75.98% |
$1.8M - $1.91M
|
96.2K
$4.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
39K+ 11.17% |
$1.69M - $1.8M
|
389K
$17.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
38.7K+ 5.48% |
$1.68M - $1.78M
|
745K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
36.5K+ 7.11% |
$1.58M - $1.68M
|
550K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
18.9K+ 5.35% |
$820K - $870K
|
372K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.8K+ 20.95% |
$817K - $866K
|
109K
$4.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
12.6K+ 5.3% |
$549K - $582K
|
251K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
12.4K+ 5.02% |
$540K - $572K
|
260K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.84K+ 2.94% |
$427K - $453K
|
345K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.5K+ 6.51% |
$412K - $437K
|
155K
$7.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.8K+ 3.48% |
$382K - $405K
|
261K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.78K+ 2.87% |
$381K - $404K
|
315K
$14.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
6.62K+ 3.49% |
$287K - $305K
|
196K
$8.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.09K+ 7.4% |
$264K - $280K
|
88.4K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.64K+ 70475.0% |
$245K - $259K
|
5.65K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 42.21% |
$201K - $213K
|
15.6K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 12.25% |
$156K - $165K
|
33K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.98K+ 1.38% |
$129K - $137K
|
219K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.28K+ 15.64% |
$98.7K - $105K
|
16.8K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 12.12% |
$72.9K - $77.3K
|
15.5K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.66K+ 5.9% |
$71.8K - $76.1K
|
29.7K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 13.88% |
$71.6K - $75.9K
|
13.5K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
871+ 2.87% |
$37.8K - $40.1K
|
31.2K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
587+ 2.93% |
$25.5K - $27K
|
20.6K
$939K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
519+ 2.4% |
$22.5K - $23.9K
|
22.1K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
501+ 1.07% |
$21.7K - $23K
|
47.5K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
467+ 4.55% |
$20.3K - $21.5K
|
10.7K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
390+ 7.15% |
$16.9K - $17.9K
|
5.85K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
227+ 3.32% |
$9.85K - $10.4K
|
7.06K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
216+ 0.41% |
$9.37K - $9.94K
|
53K
$2.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$8.85K - $9.38K
|
204
$9.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
196New |
$8.5K - $9.02K
|
196
$8.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
106+ 0.17% |
$4.6K - $4.88K
|
64K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.4 - $46
|
5.21K
$237K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
273K+ 25.9% |
$11.6M - $12.8M
|
1.33M
$60.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
248K+ 21.28% |
$10.5M - $11.6M
|
1.41M
$64.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
170K+ 7.25% |
$7.2M - $7.93M
|
2.51M
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
166KNew |
$7.04M - $7.76M
|
166K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 2.44% |
$6.78M - $7.47M
|
6.71M
$306M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 3.1% |
$4.28M - $4.72M
|
3.35M
$153M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
96.3K+ 10.63% |
$4.09M - $4.51M
|
1M
$45.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
87.8KNew |
$3.72M - $4.11M
|
87.8K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
87.4K+ 681.49% |
$3.71M - $4.09M
|
100K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.5K+ 21.24% |
$3.63M - $4M
|
488K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63.3KNew |
$2.68M - $2.96M
|
63.3K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.3K+ 13.96% |
$2.05M - $2.26M
|
394K
$18M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
46.9K+ 8.74% |
$1.99M - $2.19M
|
583K
$26.6M
|
|