Latest Institutional Sells of Wisdomtree Tr (IHDG)
This list provides information on the latest institutional transactions involving Wisdomtree Tr (IHDG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-54K- 91.53% |
$2.08M - $2.48M
|
4.99K
$237K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-28.3K- 99.88% |
$1.09M - $1.3M
|
35
$1.66K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-24.3K- 77.84% |
$937K - $1.12M
|
6.93K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.1K- 14.41% |
$621K - $742K
|
95.8K
$4.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-11.4K- 62.03% |
$440K - $526K
|
7K
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-7.33K- 44.57% |
$282K - $337K
|
9.11K
$432K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-7.31K- 8.09% |
$282K - $336K
|
83K
$3.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5.72K- 41.69% |
$221K - $263K
|
8.01K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.61K- 3.13% |
$216K - $258K
|
174K
$8.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.76K- 36.25% |
$106K - $127K
|
4.86K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 20.25% |
$68.7K - $82K
|
7.02K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.05K- 44.42% |
$40.3K - $48.1K
|
1.31K
$62.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-500- 13.93% |
$19.3K - $23K
|
3.09K
$147K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-470- 33.72% |
$18.1K - $21.6K
|
924
$43.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-435- 3.07% |
$16.8K - $20K
|
13.7K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-356- 38.53% |
$13.7K - $16.4K
|
568
$26.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.4% |
$809 - $966
|
5.19K
$246K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.7K- 19.38% |
$1.37M - $1.5M
|
132K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 48.11% |
$695K - $761K
|
17.3K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 20.23% |
$99.6K - $109K
|
9.05K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.37K- 6.35% |
$59.3K - $64.9K
|
20.1K
$955K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.08K- 20.19% |
$46.9K - $51.4K
|
4.27K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-683- 3.95% |
$29.6K - $32.4K
|
16.6K
$788K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-423- 81.5% |
$18.4K - $20.1K
|
96
$4.55K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-146- 2.19% |
$6.34K - $6.94K
|
6.51K
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-124- 0.06% |
$5.38K - $5.89K
|
219K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5- 0.78% |
$217 - $238
|
639
$30.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-12.8K- 15.99% |
$553K - $587K
|
67K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 31.28% |
$466K - $494K
|
23.6K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.12K- 61.19% |
$396K - $420K
|
5.79K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.5K- 23.08% |
$65.1K - $69K
|
5K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-644- 8.89% |
$27.9K - $29.6K
|
6.6K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-260- 2.95% |
$11.3K - $12K
|
8.57K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 3.03% |
$8.68K - $9.2K
|
6.4K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-180- 2.08% |
$7.81K - $8.28K
|
8.48K
$402K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-30Closed |
$1.3K - $1.38K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 3.1% |
$174 - $184
|
125
$5.93K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.18% |
$43.4 - $46
|
541
$25.7K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.19K- 1.66% |
$93K - $103K
|
130K
$6.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.13K- 30.58% |
$90.2K - $99.5K
|
4.83K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.7K- 7.68% |
$72.1K - $79.5K
|
20.4K
$969K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-800- 16.62% |
$33.9K - $37.4K
|
4.01K
$190K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-780- 47.56% |
$33.1K - $36.5K
|
860
$40.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-735- 4.52% |
$31.2K - $34.4K
|
15.5K
$737K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-678- 96.03% |
$28.8K - $31.7K
|
28
$1.33K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-124- 82.67% |
$5.26K - $5.8K
|
26
$1.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10Closed |
$424 - $468
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.82K- 17.6% |
$124K - $132K
|
13.2K
$627K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 59.19% |
$56.6K - $60K
|
888
$42.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-150- 2.59% |
$6.59K - $6.99K
|
5.65K
$268K
|
|