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 |
|---|---|---|---|---|---|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
368,205
shares
|
$17.2 Million
2.23% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
368,075
shares
|
$17.2 Million
5.95% of portfolio
|
Q2 2025
Added 23.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$16.5 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
351,001
shares
|
$16.4 Million
4.81% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
345,172
shares
|
$16.1 Million
7.66% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
345,054
shares
|
$16.1 Million
7.22% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
336,349
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2025
Added 106.48%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
326,238
shares
|
$15.2 Million
0.13% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$14.8 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
299,374
shares
|
$14 Million
4.81% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
291,627
shares
|
$13.6 Million
5.26% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
270,876
shares
|
$12.6 Million
6.51% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
263,672
shares
|
$12.3 Million
0.73% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
259,948
shares
|
$12.1 Million
2.83% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
254,997
shares
|
$11.9 Million
0.22% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
253,388
shares
|
$11.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 49.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
245,531
shares
|
$11.4 Million
0.34% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
245,492
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
214,211
shares
|
$9.99 Million
4.64% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
208,700
shares
|
$9.73 Million
4.83% of portfolio
|
Q2 2025
Added 78.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
200,521
shares
|
$9.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
195,569
shares
|
$9.12 Million
2.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
195,286
shares
|
$9.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
173,847
shares
|
$8.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.13%
|