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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
53,013
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
50,184
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
50,133
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
49,004
shares
|
$2.2 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
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
47,479
shares
|
$2.14 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
45,572
shares
|
$2.05 Million
0.08% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
45,001
shares
|
$2.02 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
43,700
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
40,735
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,125
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
39,219
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
38,376
shares
|
$1.73 Million
0.61% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
35,907
shares
|
$1.62 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,416
shares
|
$1.55 Million
0.13% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
33,853
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
33,038
shares
|
$1.49 Million
0.33% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
32,726
shares
|
$1.47 Million
0.1% of portfolio
|
Q1 2025
Added 62.78%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
32,680
shares
|
$1.47 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
31,250
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
29,982
shares
|
$1.35 Million
0.23% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
29,826
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
28,794
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
28,305
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Added 56.68%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
27,280
shares
|
$1.23 Million
0.37% of portfolio
|
Q1 2025
Added 4.4%
|