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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
20,958
shares
|
$977,061
0.09% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
20,909
shares
|
$974,777
0.12% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
20,882
shares
|
$973,518
0.42% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
20,844
shares
|
$971,747
0.06% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,598
shares
|
$960,278
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
19,934
shares
|
$929,323
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
19,760
shares
|
$921,211
0.09% of portfolio
|
Q2 2025
Reduced 39.53%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
19,620
shares
|
$914,684
1.59% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
18,912
shares
|
$881,677
0.01% of portfolio
|
Q2 2025
Reduced 30.06%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
18,438
shares
|
$859,579
0.07% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
18,356
shares
|
$855,756
0.07% of portfolio
|
Q2 2025
Reduced 95.32%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,240
shares
|
$850,348
0.14% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
18,185
shares
|
$847,784
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
17,899
shares
|
$834,451
0.01% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
15,748
shares
|
$734,171
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
15,718
shares
|
$732,773
0.17% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
15,632
shares
|
$728,763
0.04% of portfolio
|
Q2 2025
Added 87.68%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
15,540
shares
|
$724,474
0.28% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,730
shares
|
$640,092
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,219
shares
|
$616,269
0.28% of portfolio
|
Q2 2024
Reduced 17.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
12,725
shares
|
$593,239
0.0% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
12,434
shares
|
$579,673
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,162
shares
|
$566,992
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
11,909
shares
|
$555,197
0.0% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,638
shares
|
$542,563
0.01% of portfolio
|
Q3 2025
Added 1.78%
|