Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$15.7 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
353,771
shares
|
$15.7 Million
0.07% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
353,162
shares
|
$15.6 Million
5.61% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
351,047
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
349,549
shares
|
$15.5 Million
2.66% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
338,220
shares
|
$15 Million
0.16% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
335,011
shares
|
$14.8 Million
7.75% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
326,590
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$14 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
312,558
shares
|
$13.8 Million
0.13% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
306,158
shares
|
$13.6 Million
2.1% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
303,660
shares
|
$13.5 Million
7.37% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
294,791
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
276,618
shares
|
$12.3 Million
5.05% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
271,009
shares
|
$12 Million
0.05% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
252,417
shares
|
$11.2 Million
4.94% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
248,675
shares
|
$11 Million
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
247,661
shares
|
$11 Million
5.19% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
243,607
shares
|
$10.8 Million
4.46% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
238,528
shares
|
$10.6 Million
2.74% of portfolio
|
Q3 2024
Added 63.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
233,770
shares
|
$10.4 Million
2.95% of portfolio
|
Q3 2024
Reduced 31.63%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
231,319
shares
|
$10.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
216,423
shares
|
$9.59 Million
2.51% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
204,061
shares
|
$9.04 Million
3.34% of portfolio
|
Q3 2024
Reduced 10.72%
|