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 |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 08, 2025 Q3 2025 |
225
shares
|
$10,489
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
224
shares
|
$10,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
215
shares
|
$10,023
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
156
shares
|
$7,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
116
shares
|
$5,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
99
shares
|
$4,615
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
68
shares
|
$3,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
35
shares
|
$1,631
0.0% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
28
shares
|
$1,305
0.0% of portfolio
|
Q3 2024
Reduced 96.03%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27
shares
|
$1,258
0.0% of portfolio
|
Q4 2022
Added 3.85%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$1,212
0.0% of portfolio
|
Q3 2024
Reduced 82.67%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
25
shares
|
$1,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
12
shares
|
$559
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6
shares
|
$279
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|