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 |
|---|---|---|---|---|---|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
41,718
shares
|
$1.86 Million
0.17% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
41,293
shares
|
$1.84 Million
0.08% of portfolio
|
Q2 2025
Added 79.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
41,290
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Added 178.65%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
40,681
shares
|
$1.81 Million
0.94% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
40,534
shares
|
$1.8 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
|
$1.78 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
39,589
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
36,356
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 1991.83%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
35,907
shares
|
$1.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Aug 27, 2025 Q2 2025 |
34,896
shares
|
$1.55 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
34,416
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
33,038
shares
|
$1.47 Million
0.33% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
30,601
shares
|
$1.36 Million
0.22% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
29,657
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 49.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,900
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
28,807
shares
|
$1.28 Million
0.37% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
25,518
shares
|
$1.14 Million
0.38% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
25,228
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
24,351
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,596
shares
|
$1.05 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
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
21,830
shares
|
$970,998
0.3% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
21,691
shares
|
$964,815
0.07% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
21,167
shares
|
$941,508
1.86% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
21,144
shares
|
$940,485
0.18% of portfolio
|
Q2 2025
Added 0.27%
|