Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 43.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
188,030
shares
|
$8.36 Million
2.07% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
173,847
shares
|
$7.73 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
165,722
shares
|
$7.37 Million
0.3% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
163,416
shares
|
$7.27 Million
0.14% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
160,223
shares
|
$7.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
157,184
shares
|
$6.99 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
144,872
shares
|
$6.44 Million
2.23% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
138,769
shares
|
$6.17 Million
0.76% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
130,045
shares
|
$5.78 Million
3.41% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
127,288
shares
|
$5.66 Million
0.08% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
126,658
shares
|
$5.63 Million
3.09% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
123,594
shares
|
$5.5 Million
2.67% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
122,228
shares
|
$5.44 Million
2.09% of portfolio
|
Q2 2025
Reduced 49.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
119,506
shares
|
$5.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
119,253
shares
|
$5.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
116,113
shares
|
$5.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
110,796
shares
|
$4.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
107,892
shares
|
$4.8 Million
0.0% of portfolio
|
Q2 2025
Added 40.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
105,397
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2025
Added 607.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
102,935
shares
|
$4.58 Million
0.07% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
101,515
shares
|
$4.52 Million
0.15% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
100,254
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
98,015
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
95,785
shares
|
$4.26 Million
0.37% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
94,819
shares
|
$4.22 Million
0.15% of portfolio
|
Q3 2022
Reduced 6.75%
|