Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
422,501
shares
|
$17.3 Million
4.54% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
388,586
shares
|
$16 Million
2.69% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
379,246
shares
|
$15.6 Million
1.83% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
359,387
shares
|
$14.8 Million
5.76% of portfolio
|
Q4 2024
Added 29.92%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
355,156
shares
|
$14.6 Million
5.1% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$14.6 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
354,175
shares
|
$14.5 Million
0.07% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
344,811
shares
|
$14.2 Million
7.99% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
342,907
shares
|
$14.1 Million
0.14% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
340,659
shares
|
$14 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
318,962
shares
|
$13.1 Million
0.13% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$13 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
315,953
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Reduced 33.56%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
314,933
shares
|
$12.9 Million
2.02% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
314,603
shares
|
$12.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
294,990
shares
|
$12.1 Million
6.78% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 28, 2025 Q4 2024 |
294,208
shares
|
$12.1 Million
6.62% of portfolio
|
Q4 2024
Reduced 42.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
288,403
shares
|
$11.8 Million
0.04% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
276,498
shares
|
$11.4 Million
6.86% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
271,416
shares
|
$11.1 Million
4.94% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
262,826
shares
|
$10.8 Million
5.27% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
256,225
shares
|
$10.5 Million
2.92% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
241,939
shares
|
$9.93 Million
4.24% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$9.75 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
232,336
shares
|
$9.54 Million
0.34% of portfolio
|
Q1 2025
New holding
|