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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
110,796
shares
|
$4.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
108,409
shares
|
$4.88 Million
0.07% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
105,115
shares
|
$4.73 Million
2.48% of portfolio
|
Q1 2025
Added 95.34%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
99,618
shares
|
$4.48 Million
2.98% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
97,458
shares
|
$4.38 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
96,555
shares
|
$4.34 Million
0.03% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
94,819
shares
|
$4.26 Million
0.15% of portfolio
|
Q3 2022
Reduced 6.75%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
92,442
shares
|
$4.16 Million
2.51% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
91,479
shares
|
$4.11 Million
1.63% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
90,348
shares
|
$4.06 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
88,453
shares
|
$3.98 Million
0.54% of portfolio
|
Q2 2025
Reduced 29.09%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,196
shares
|
$3.52 Million
0.65% of portfolio
|
Q4 2022
Added 23.38%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
77,412
shares
|
$3.48 Million
0.06% of portfolio
|
Q1 2025
Added 93.43%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
76,954
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Added 961825.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
75,198
shares
|
$3.38 Million
0.74% of portfolio
|
Q2 2022
Reduced 57.83%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
68,567
shares
|
$3.08 Million
0.59% of portfolio
|
Q1 2025
Added 29.44%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
67,733
shares
|
$3.05 Million
0.53% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,317
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2023
Reduced 39.78%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
66,988
shares
|
$3.01 Million
1.79% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
63,274
shares
|
$2.85 Million
0.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
59,428
shares
|
$2.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
58,960
shares
|
$2.65 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
58,759
shares
|
$2.64 Million
0.56% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
57,417
shares
|
$2.58 Million
0.24% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
53,167
shares
|
$2.39 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.21%
|