Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 234 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
5,142,354
shares
|
$236 Million
0.02% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,619,601
shares
|
$166 Million
0.09% of portfolio
|
Q1 2024
Added 20.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,025,700
shares
|
$139 Million
0.01% of portfolio
|
Q1 2024
Added 10.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,158,899
shares
|
$99 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,296,640
shares
|
$59.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,055,383
shares
|
$48.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 29.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
1,050,319
shares
|
$48.1 Million
2.0% of portfolio
|
Q1 2024
Added 46.8%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
951,337
shares
|
$43.6 Million
0.05% of portfolio
|
Q1 2024
Added 11.14%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
844,373
shares
|
$38.7 Million
0.28% of portfolio
|
Q1 2024
Added 26.3%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
729,939
shares
|
$33.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
660,421
shares
|
$30.3 Million
0.04% of portfolio
|
Q1 2024
Added 38.14%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
644,965
shares
|
$29.6 Million
0.21% of portfolio
|
Q1 2024
Added 50.95%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
633,631
shares
|
$29 Million
13.47% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Prism Advisors, Inc.
|
Apr 05, 2024 Q1 2024 |
573,287
shares
|
$26.3 Million
7.92% of portfolio
|
Q1 2024
Added 9.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
452,300
shares
|
$20.7 Million
0.09% of portfolio
|
Q1 2024
Added 136.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
426,456
shares
|
$19.5 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.89%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
412,310
shares
|
$18.9 Million
0.23% of portfolio
|
Q1 2024
Reduced 15.79%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
May 01, 2024 Q1 2024 |
405,482
shares
|
$18.6 Million
3.13% of portfolio
|
Q1 2024
Added 12.47%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2024 Q1 2024 |
404,388
shares
|
$18.5 Million
2.21% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
404,268
shares
|
$18.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 19.96%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 13, 2024 Q1 2024 |
399,724
shares
|
$18.3 Million
5.35% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
385,878
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
384,196
shares
|
$17.6 Million
0.0% of portfolio
|
Q1 2024
Added 16.37%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
383,533
shares
|
$17.6 Million
0.03% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
May 13, 2024 Q1 2024 |
374,000
shares
|
$17.1 Million
3.2% of portfolio
|
Q3 2023
New holding
|
|