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 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.1KNew |
$693K - $726K
|
15.1K
$716K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.1K+ 2.11% |
$557K - $583K
|
588K
$27.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.48K+ 6.11% |
$344K - $360K
|
130K
$6.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
4.44KNew |
$204K - $214K
|
4.44K
$211K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.08KNew |
$187K - $196K
|
4.08K
$194K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.84K+ 16.61% |
$176K - $185K
|
27K
$1.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 443.99% |
$170K - $178K
|
4.53K
$215K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.25K+ 1.11% |
$149K - $156K
|
295K
$14M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
977+ 45.4% |
$44.9K - $47K
|
3.13K
$148K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
922+ 10.12% |
$42.3K - $44.4K
|
10K
$476K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
811+ 2.66% |
$37.2K - $39K
|
31.3K
$1.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
509+ 1.13% |
$23.4K - $24.5K
|
45.4K
$2.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
404+ 0.11% |
$18.6K - $19.4K
|
358K
$17M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
327+ 2.75% |
$15K - $15.7K
|
12.2K
$580K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
170+ 0.95% |
$7.81K - $8.18K
|
18.1K
$857K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
33+ 0.15% |
$1.52K - $1.59K
|
22.2K
$1.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.01% |
$91.9 - $96.3
|
15.8K
$747K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.02% |
$91.9 - $96.3
|
11.4K
$541K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.26% |
$45.9 - $48.1
|
389
$18.5K
|
|
| Q3 2025 | |||||||
|
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
|
|
|
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 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 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 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8K+ 11.2% |
$351K - $371K
|
79.4K
$3.77M
|
|
|
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 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 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
|
|