Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
855
shares
|
$38,457
0.02% of portfolio
|
Q2 2024
Added 14.3%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
848
shares
|
$38,143
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
639
shares
|
$28,742
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
563
shares
|
$25,323
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
560
shares
|
$25,188
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
465
shares
|
$20,915
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
388
shares
|
$17,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
347
shares
|
$15,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
342
shares
|
$15,383
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
251
shares
|
$11,289
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
225
shares
|
$10,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
215
shares
|
$9,670
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
156
shares
|
$7,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
116
shares
|
$5,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
99
shares
|
$4,453
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
96
shares
|
$4,318
0.0% of portfolio
|
Q1 2025
Reduced 81.5%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
78
shares
|
$3,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
51
shares
|
$2,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
49
shares
|
$2,204
0.0% of portfolio
|
Q2 2023
Reduced 62.02%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
28
shares
|
$1,259
0.0% of portfolio
|
Q3 2024
Reduced 96.03%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27
shares
|
$1,214
0.0% of portfolio
|
Q4 2022
Added 3.85%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$1,169
0.0% of portfolio
|
Q3 2024
Reduced 82.67%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
25
shares
|
$1,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5
shares
|
$224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|