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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
92,442
shares
|
$4.11 Million
2.51% of portfolio
|
Q2 2023
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
88,453
shares
|
$3.93 Million
0.54% of portfolio
|
Q2 2025
Reduced 29.09%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
86,892
shares
|
$3.86 Million
1.55% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
83,038
shares
|
$3.69 Million
1.94% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,196
shares
|
$3.48 Million
0.65% of portfolio
|
Q4 2022
Added 23.38%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
77,675
shares
|
$3.45 Million
0.59% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
77,463
shares
|
$3.45 Million
0.03% of portfolio
|
Q2 2025
Added 239.3%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
75,198
shares
|
$3.34 Million
0.74% of portfolio
|
Q2 2022
Reduced 57.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
71,416
shares
|
$3.18 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
67,859
shares
|
$3.02 Million
0.06% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,317
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2023
Reduced 39.78%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
66,988
shares
|
$2.98 Million
1.79% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
66,233
shares
|
$2.95 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
63,699
shares
|
$2.83 Million
0.07% of portfolio
|
Q2 2025
Added 41.55%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
62,239
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 42.59%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
61,380
shares
|
$2.73 Million
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
59,787
shares
|
$2.66 Million
0.5% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
56,141
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
53,155
shares
|
$2.36 Million
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
53,025
shares
|
$2.36 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
49,004
shares
|
$2.18 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
47,832
shares
|
$2.13 Million
0.07% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
47,479
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
45,572
shares
|
$2.03 Million
0.08% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
45,350
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.63%
|