Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
217,961
shares
|
$10 Million
2.65% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
204,061
shares
|
$9.38 Million
3.34% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
196,152
shares
|
$9.02 Million
4.54% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
193,408
shares
|
$8.89 Million
0.36% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
180,734
shares
|
$8.31 Million
0.4% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
165,966
shares
|
$7.63 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
160,583
shares
|
$7.38 Million
0.03% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
155,462
shares
|
$7.15 Million
0.54% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
142,867
shares
|
$6.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
136,875
shares
|
$6.29 Million
0.9% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
130,045
shares
|
$5.98 Million
3.41% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
129,270
shares
|
$5.94 Million
0.08% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
126,658
shares
|
$5.82 Million
3.09% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
125,883
shares
|
$5.79 Million
3.53% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
125,082
shares
|
$5.75 Million
0.39% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
124,821
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2024
Added 32.72%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
119,506
shares
|
$5.49 Million
1.37% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
114,157
shares
|
$5.25 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
110,792
shares
|
$5.09 Million
0.57% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
110,493
shares
|
$5.08 Million
2.0% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
108,763
shares
|
$5 Million
0.7% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
107,022
shares
|
$4.92 Million
0.27% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
97,468
shares
|
$4.48 Million
0.27% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
96,247
shares
|
$4.43 Million
0.56% of portfolio
|
Q4 2024
Added 75.98%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
94,944
shares
|
$4.37 Million
0.08% of portfolio
|
Q4 2024
Added 620.91%
|