Latest Institutional Purchases of Wisdomtree Tr (IHDG)

IHDG Quotes by TradingView

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
Aug 15, 2025 Q2 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
7.85K
New
$302K - $361K
7.85K $372K
Jul 18, 2025 Q2 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
5K
+ 11.68%
$193K - $230K
47.8K $2.27M
Aug 11, 2025 Q2 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
4.63K
New
$178K - $213K
4.63K $219K
Jul 25, 2025 Q2 2025
Lion Street Advisors, LLC

BUY
 -
4.47K
New
$172K - $205K
4.47K $212K
Jul 31, 2025 Q2 2025
Mason & Associates Inc

BUY
 -
3.72K
+ 1.45%
$143K - $171K
260K $12.3M
Sep 25, 2025 Q2 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
2.96K
New
$114K - $136K
2.96K $140K
Aug 07, 2025 Q2 2025
Pcg Wealth Advisors, LLC

BUY
 -
2.31K
+ 6.01%
$88.8K - $106K
40.7K $1.93M
Aug 19, 2025 Q2 2025
Asset Dedication, LLC

BUY
 -
1.8K
New
$69.4K - $82.8K
1.8K $85.4K
Jul 14, 2025 Q2 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1K
+ 14.81%
$38.5K - $46K
7.75K $368K
Jul 11, 2025 Q2 2025
Pinnacle Bancorp, Inc.

BUY
 -
1K
+ 50.0%
$38.5K - $46K
3K $142K
Jul 24, 2025 Q2 2025
Jnba Financial Advisors

BUY
 -
350
+ 62.5%
$13.5K - $16.1K
910 $43.2K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
224
New
$8.63K - $10.3K
224 $10.6K
Jul 21, 2025 Q2 2025
Pflug Koory, LLC

BUY
 -
68
New
$2.62K - $3.13K
68 $3.23K
Aug 05, 2025 Q2 2025
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
56
+ 0.24%
$2.16K - $2.58K
23.3K $1.11M
Aug 05, 2025 Q2 2025
New Millennium Group LLC

Sandy, UT
BUY
 -
1
New
$38.5 - $46
1 $47.4
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 28, 2025 Q1 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
62.8K
New
$2.73M - $2.99M
62.8K $2.98M
May 14, 2025 Q1 2025
Richmond Investment Services, LLC

Mequon, WI
BUY
 -
51.3K
+ 95.34%
$2.23M - $2.44M
105K $4.99M
May 14, 2025 Q1 2025
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
51.2K
+ 23.71%
$2.22M - $2.43M
267K $12.7M
May 14, 2025 Q1 2025
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
43.7K
New
$1.9M - $2.08M
43.7K $2.07M
Apr 10, 2025 Q1 2025
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
39.3K
+ 267.14%
$1.71M - $1.87M
54.1K $2.56M
May 12, 2025 Q1 2025
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
10.6K
+ 183.9%
$462K - $506K
16.4K $780K
May 08, 2025 Q1 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
10.4K
New
$453K - $496K
10.4K $495K
Apr 23, 2025 Q1 2025
Win Advisors, Inc

BUY
 -
9.74K
New
$423K - $463K
9.74K $462K
May 14, 2025 Q1 2025
Custom Index Systems, LLC

New York, NY
BUY
 -
9.4K
New
$408K - $446K
9.4K $446K
May 15, 2025 Q1 2025
Hrt Financial LP

New York, NY
BUY
 -
7.06K
New
$306K - $336K
7.06K $335K
Apr 24, 2025 Q1 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
5.85K
New
$254K - $278K
5.85K $277K
May 07, 2025 Q1 2025
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
5K
New
$217K - $238K
5K $237K
May 06, 2025 Q1 2025
Pinnacle Associates LTD

BUY
 -
5K
New
$217K - $238K
5K $237K
Apr 17, 2025 Q1 2025
Vista Wealth Management Group, LLC

BUY
 -
4.85K
New
$211K - $231K
4.85K $230K
May 02, 2025 Q1 2025
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
2.66K
+ 10.68%
$115K - $126K
27.6K $1.31M
May 15, 2025 Q1 2025
Integrated Wealth Concepts LLC

BUY
 -
1.26K
+ 4.42%
$54.8K - $60K
29.8K $1.41M
Apr 21, 2025 Q1 2025
Barrett & Company, Inc.

Providence, RI
BUY
 -
342
New
$14.8K - $16.2K
342 $16.2K
Apr 17, 2025 Q1 2025
Janney Montgomery Scott LLC

BUY
 -
303
+ 2.23%
$13.2K - $14.4K
13.9K $659K
Apr 04, 2025 Q1 2025
General Partner, Inc.

Pittsburgh, PA
BUY
 -
225
New
$9.77K - $10.7K
225 $10.7K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
156
New
$6.77K - $7.41K
156 $7.4K
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
116
New
$5.03K - $5.51K
116 $5.5K
Apr 29, 2025 Q1 2025
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
78
New
$3.39K - $3.71K
78 $3.7K
Apr 24, 2025 Q1 2025
Trust CO Of Vermont

BUY
 -
76
New
$3.3K - $3.61K
76 $3.61K
May 09, 2025 Q1 2025
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
51
New
$2.21K - $2.42K
51 $2.42K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
25
New
$1.09K - $1.19K
25 $1.19K
Q4 2024
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
58.4K
New
$2.54M - $2.69M
58.4K $2.77M
Feb 13, 2025 Q4 2024
Defined Financial Planning LLC

San Rafael, CA
BUY
 -
50.9K
New
$2.21M - $2.34M
50.9K $2.42M
Feb 12, 2025 Q4 2024
Uniting Wealth Partners, LLC

Mission, KS
BUY
 -
30.6K
New
$1.33M - $1.41M
30.6K $1.45M
Jan 29, 2025 Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
11K
New
$477K - $505K
11K $521K
Jan 27, 2025 Q4 2024
Yankcom Partnership

Yankton, SD
BUY
 -
8.4K
New
$364K - $386K
8.4K $398K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
1.57K
New
$68.2K - $72.4K
1.57K $74.6K
Feb 13, 2025 Q4 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.37K
+ 8.33%
$59.5K - $63.1K
17.8K $846K
Jan 23, 2025 Q4 2024
Old National Bancorp

BUY
 -
501
+ 1.07%
$21.7K - $23K
47.5K $2.25M

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