Purchases and Sales Made in Q4 2025 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
| 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
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-85- 0.25% |
$3.9K - $4.09K
|
33.7K
$1.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-197- 0.59% |
$9.05K - $9.48K
|
33K
$1.56M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-312- 1.49% |
$14.3K - $15K
|
20.7K
$980K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-331- 4.23% |
$15.2K - $15.9K
|
7.49K
$355K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-373- 4.37% |
$17.1K - $18K
|
8.17K
$387K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-492- 7.64% |
$22.6K - $23.7K
|
5.94K
$282K
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-573- 3.69% |
$26.3K - $27.6K
|
15K
$710K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-729- 9.52% |
$33.5K - $35.1K
|
6.93K
$329K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-780- 1.65% |
$35.8K - $37.5K
|
46.4K
$2.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1K- 24.24% |
$46.1K - $48.3K
|
3.14K
$149K
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.58K- 24.67% |
$119K - $124K
|
7.89K
$374K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.11K- 0.63% |
$143K - $150K
|
489K
$23.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-3.35K- 9.82% |
$154K - $161K
|
30.8K
$1.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.97K- 7.72% |
$182K - $191K
|
47.5K
$2.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.31K- 19.73% |
$290K - $304K
|
25.7K
$1.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.52K- 2.66% |
$300K - $314K
|
239K
$11.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-10.7K- 9.99% |
$492K - $516K
|
96.6K
$4.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.9K- 13.74% |
$547K - $573K
|
74.7K
$3.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-43K- 50.05% |
$1.98M - $2.07M
|
42.9K
$2.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-138K- 40.01% |
$6.34M - $6.64M
|
207K
$9.82M
|
|