Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 266 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,889
shares
|
$88,065
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,800
shares
|
$83,916
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,587
shares
|
$73,985
0.0% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,556
shares
|
$72,540
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
1,380
shares
|
$64,335
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,001
shares
|
$46,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$46,620
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
952
shares
|
$44,382
0.0% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
945
shares
|
$44,055
0.03% of portfolio
|
Q2 2025
Reduced 21.18%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
924
shares
|
$43,076
0.0% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
910
shares
|
$42,424
0.0% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
861
shares
|
$40,139
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
855
shares
|
$39,860
0.02% of portfolio
|
Q2 2024
Added 14.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
832
shares
|
$38,787
0.0% of portfolio
|
Q3 2025
Reduced 70.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
639
shares
|
$29,790
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
598
shares
|
$27,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
568
shares
|
$26,480
0.0% of portfolio
|
Q2 2025
Reduced 38.53%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
567
shares
|
$26,433
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
472
shares
|
$22,004
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
456
shares
|
$21,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
388
shares
|
$18,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
347
shares
|
$16,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
344
shares
|
$16,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
342
shares
|
$15,944
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
251
shares
|
$11,701
0.0% of portfolio
|
Q2 2025
Reduced 93.07%
|