Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
108,409
shares
|
$4.75 Million
0.07% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
107,022
shares
|
$4.69 Million
0.27% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
104,243
shares
|
$4.56 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
97,468
shares
|
$4.27 Million
0.27% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
94,819
shares
|
$4.15 Million
0.15% of portfolio
|
Q3 2022
Reduced 6.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
92,616
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
92,442
shares
|
$4.05 Million
2.51% of portfolio
|
Q2 2023
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
90,439
shares
|
$3.96 Million
2.15% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
88,425
shares
|
$3.87 Million
1.52% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
84,373
shares
|
$3.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,196
shares
|
$3.42 Million
0.65% of portfolio
|
Q4 2022
Added 23.38%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
75,198
shares
|
$3.29 Million
0.74% of portfolio
|
Q2 2022
Reduced 57.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
69,425
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,317
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2023
Reduced 39.78%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
66,988
shares
|
$2.93 Million
1.79% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
66,222
shares
|
$2.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
65,152
shares
|
$2.85 Million
0.29% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
64,621
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
64,386
shares
|
$2.82 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
64,032
shares
|
$2.8 Million
0.35% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
63,228
shares
|
$2.77 Million
0.06% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
61,937
shares
|
$2.71 Million
0.46% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
60,918
shares
|
$2.67 Million
1.95% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
59,123
shares
|
$2.59 Million
1.47% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
58,439
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
New holding
|