Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 280 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 $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
58,439
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
54,062
shares
|
$2.22 Million
1.29% of portfolio
|
Q1 2025
Added 267.14%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
53,964
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 82.56%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
53,811
shares
|
$2.21 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
53,167
shares
|
$2.18 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
52,982
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
52,972
shares
|
$2.17 Million
0.43% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
49,434
shares
|
$2.03 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
49,370
shares
|
$2.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
47,479
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
42,831
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
42,585
shares
|
$1.75 Million
0.08% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
41,449
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,125
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
40,020
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
39,407
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
35,239
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
33,914
shares
|
$1.39 Million
0.17% of portfolio
|
Q4 2024
Reduced 75.22%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,500
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2025
Added 139483.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
33,282
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
33,020
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,953
shares
|
$1.35 Million
0.56% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
31,947
shares
|
$1.31 Million
0.32% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
31,250
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
30,624
shares
|
$1.26 Million
0.64% of portfolio
|
Q4 2024
New holding
|