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 |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
416,395
shares
|
$18.7 Million
4.48% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
392,484
shares
|
$17.7 Million
1.57% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
379,812
shares
|
$17.1 Million
2.88% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
364,385
shares
|
$16.4 Million
5.74% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$16 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
353,781
shares
|
$15.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
351,001
shares
|
$15.8 Million
4.81% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
345,172
shares
|
$15.5 Million
7.66% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
343,280
shares
|
$15.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
340,885
shares
|
$15.3 Million
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
335,502
shares
|
$15.1 Million
2.25% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$14.2 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
304,769
shares
|
$13.7 Million
7.0% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
298,344
shares
|
$13.4 Million
6.08% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
293,028
shares
|
$13.2 Million
4.93% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
286,083
shares
|
$12.9 Million
5.2% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
285,896
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.4%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
285,317
shares
|
$12.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
283,278
shares
|
$12.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
267,055
shares
|
$12 Million
0.96% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
259,110
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Added 50.94%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
256,225
shares
|
$11.5 Million
2.92% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
255,079
shares
|
$11.5 Million
0.82% of portfolio
|
Q1 2025
Added 64.08%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
240,108
shares
|
$10.8 Million
4.29% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|