Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 266 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
41,290
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2025
Added 178.65%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
40,681
shares
|
$1.9 Million
0.94% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
40,534
shares
|
$1.89 Million
0.11% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,125
shares
|
$1.87 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
39,589
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
38,288
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,416
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
34,132
shares
|
$1.59 Million
1.35% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
33,765
shares
|
$1.57 Million
0.31% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
33,165
shares
|
$1.55 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
32,219
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
30,514
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
29,657
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Added 49.73%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
29,178
shares
|
$1.36 Million
0.42% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,900
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
28,807
shares
|
$1.34 Million
0.37% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
25,228
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
24,351
shares
|
$1.14 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,596
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
23,297
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
23,122
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Added 24.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
22,264
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
22,205
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
21,830
shares
|
$1.02 Million
0.3% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,660
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 4.16%
|