Latest Institutional Sells of Wisdomtree Tr (IHDG)

IHDG Quotes by TradingView

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
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-93
- 53.76%
$4.09K - $4.33K
80 $3.8K
Q1 2024
May 14, 2024 Q1 2024
Old Mission Capital LLC

SELL
 -
-34.1K
- 53.54%
$1.41M - $1.57M
29.6K $1.4M
Jul 17, 2024 Q1 2024
Blackston Financial Advisory Group, LLC

The Villages, FL
SELL
 -
-1.19K
- 14.75%
$49.2K - $54.7K
6.87K $326K
Jun 10, 2025 Q1 2024
Birchbrook, Inc.

Bangor, ME
SELL
 -
-292
Closed
$12.1K - $13.4K
0 $0
Q4 2023
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.82K
- 26.97%
$67.8K - $76.6K
4.94K $234K
Mar 05, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-319
- 3.58%
$11.9K - $13.4K
8.59K $408K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

SELL
 -
-190
- 1.54%
$7.06K - $7.98K
12.2K $577K
Q3 2023
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-44.5K
- 39.78%
$1.71M - $1.8M
67.3K $3.19M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

SELL
 -
-20.8K
- 23.43%
$802K - $842K
68K $3.23M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
SELL
 -
-1.54K
- 14.69%
$59.2K - $62.1K
8.92K $423K
Q2 2023
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-6.01K
- 1.69%
$236K - $244K
349K $16.6M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

SELL
 -
-668
- 6.56%
$26.2K - $27.2K
9.52K $452K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-80
- 62.02%
$3.14K - $3.25K
49 $2.32K
Q1 2023
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-2.39K
- 33.13%
$86.9K - $94.2K
4.82K $229K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-871
- 29.47%
$31.7K - $34.3K
2.09K $98.9K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-192
- 1.62%
$6.98K - $7.57K
11.6K $552K
Q4 2022
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

SELL
 -
-644
- 3.74%
$22.9K - $26.2K
16.6K $786K
Q3 2022
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-6.86K
- 6.75%
$246K - $280K
94.8K $4.5M
Oct 26, 2022 Q3 2022
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-741
- 0.75%
$26.5K - $30.2K
97.7K $4.63M
Nov 04, 2022 Q3 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-241
- 0.58%
$8.63K - $9.84K
41.3K $1.96M
Oct 05, 2022 Q3 2022
Savior LLC

SELL
 -
-63
- 51.64%
$2.26K - $2.57K
59 $2.8K
Q2 2022
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

SELL
 -
-103K
- 57.83%
$3.86M - $4.5M
75.2K $3.57M
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

SELL
 -
-38.9K
- 5.78%
$1.46M - $1.7M
634K $30.1M
Aug 10, 2022 Q2 2022
Cumberland Partners LTD

Toronto, A6
SELL
 -
-11K
Closed
$412K - $480K
0 $0
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

SELL
 -
-7.5K
Closed
$281K - $328K
0 $0
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

SELL
 -
-5.28K
- 73.93%
$198K - $231K
1.86K $88.4K
Jul 11, 2022 Q2 2022
Stewardship Advisors, LLC

SELL
 -
-4.9K
Closed
$183K - $214K
0 $0
Oct 01, 2025 Q2 2022
Caldwell Trust CO

Venice, FL
SELL
 -
-942
Closed
$35.2K - $41.1K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-865
Closed
$32.4K - $37.8K
0 $0
Jul 19, 2022 Q2 2022
Diversified, LLC

SELL
 -
-343
- 5.33%
$12.8K - $15K
6.1K $289K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-227
Closed
$8.49K - $9.91K
0 $0
Q1 2022
Apr 26, 2022 Q1 2022
Ameliora Wealth Management Ltd.

Zurich, V8
SELL
 -
-15.5K
Closed
$613K - $715K
0 $0
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-8.15K
Closed
$322K - $376K
0 $0
May 18, 2022 Q1 2022
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-215
Closed
$8.51K - $9.91K
0 $0
Q4 2021
Jan 26, 2022 Q4 2021
Econ Financial Services Corp

SELL
 -
-35.2K
Closed
$1.5M - $1.62M
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-19.1K
Closed
$814K - $880K
0 $0
Feb 14, 2022 Q4 2021
Marshall Wace, LLP

London, X0
SELL
 -
-9.93K
Closed
$423K - $457K
0 $0
Feb 14, 2022 Q4 2021
Partners Capital Investment Group, LLP

Boston, MA
SELL
 -
-4.36K
Closed
$185K - $200K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-3.86K
Closed
$164K - $177K
0 $0
Jan 24, 2022 Q4 2021
Private Capital Group, LLC

SELL
 -
-384
Closed
$16.3K - $17.7K
0 $0
Jan 18, 2022 Q4 2021
Cx Institutional

SELL
 -
-28
Closed
$1.19K - $1.29K
0 $0
Q3 2021
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-7.57K
Closed
$327K - $351K
0 $0
Oct 28, 2021 Q3 2021
Silver Lake Advisory, LLC

SELL
 -
-5.09K
Closed
$220K - $236K
0 $0
Nov 12, 2021 Q3 2021
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-4.56K
Closed
$197K - $212K
0 $0
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-749
Closed
$32.3K - $34.8K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-1.54K
Closed
$63.9K - $68.5K
0 $0
Aug 11, 2021 Q2 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-1.51K
Closed
$62.6K - $67.1K
0 $0
Aug 11, 2021 Q2 2021
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
-781
Closed
$32.5K - $34.8K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-281
Closed
$11.7K - $12.5K
0 $0

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