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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
237,234
shares
|
$10.7 Million
0.34% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
236,769
shares
|
$10.6 Million
6.28% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
232,997
shares
|
$10.5 Million
0.26% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
226,213
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
223,214
shares
|
$10 Million
0.45% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
203,377
shares
|
$9.15 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
202,988
shares
|
$9.13 Million
3.35% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
200,640
shares
|
$9.02 Million
4.79% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
180,945
shares
|
$8.14 Million
1.52% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
179,457
shares
|
$8.07 Million
0.1% of portfolio
|
Q1 2025
Added 178.72%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
176,504
shares
|
$7.94 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
159,568
shares
|
$7.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
155,879
shares
|
$7.01 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
142,942
shares
|
$6.43 Million
3.31% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
140,752
shares
|
$6.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
133,101
shares
|
$5.99 Million
1.62% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
131,737
shares
|
$5.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
130,045
shares
|
$5.85 Million
3.41% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
126,658
shares
|
$5.7 Million
3.09% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
125,422
shares
|
$5.64 Million
2.1% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
118,452
shares
|
$5.33 Million
0.5% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
117,008
shares
|
$5.26 Million
3.14% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
116,742
shares
|
$5.25 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
114,957
shares
|
$5.17 Million
0.71% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
111,907
shares
|
$5.03 Million
0.35% of portfolio
|
Q1 2025
Added 4.56%
|