Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
24,852
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
24,444
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
22,490
shares
|
$996,531
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
22,329
shares
|
$989,397
0.33% of portfolio
|
Q3 2024
Reduced 97.72%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
21,731
shares
|
$962,900
0.23% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
21,624
shares
|
$958,159
0.49% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
21,522
shares
|
$953,639
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
20,742
shares
|
$919,078
0.3% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
20,644
shares
|
$914,735
0.07% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
20,482
shares
|
$907,557
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
20,435
shares
|
$905,474
0.47% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
20,002
shares
|
$886,288
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
19,957
shares
|
$884,294
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
19,461
shares
|
$862,316
0.16% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
18,984
shares
|
$841,181
0.2% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
18,066
shares
|
$800,504
0.03% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,997
shares
|
$797,447
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,703
shares
|
$784,419
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
17,618
shares
|
$780,653
0.02% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
16,658
shares
|
$738,115
0.21% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
16,467
shares
|
$729,652
0.05% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
16,186
shares
|
$717,201
0.27% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
16,108
shares
|
$713,745
0.41% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
15,540
shares
|
$688,577
0.35% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,442
shares
|
$684,235
0.0% of portfolio
|
Q3 2024
New holding
|