Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
27,039
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
26,550
shares
|
$1.19 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
25,518
shares
|
$1.15 Million
0.38% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
25,225
shares
|
$1.13 Million
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
24,529
shares
|
$1.1 Million
0.28% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,596
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
23,241
shares
|
$1.05 Million
0.19% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,066
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,830
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
22,087
shares
|
$993,473
0.47% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
22,013
shares
|
$990,144
1.57% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
21,934
shares
|
$986,591
0.03% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
21,691
shares
|
$975,661
0.07% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
21,144
shares
|
$951,057
0.18% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
20,825
shares
|
$936,708
0.08% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
20,413
shares
|
$918,176
0.02% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
20,144
shares
|
$906,077
0.17% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
20,135
shares
|
$905,672
0.01% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
20,025
shares
|
$900,724
0.0% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
19,807
shares
|
$890,918
0.07% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
19,585
shares
|
$880,933
0.29% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
18,618
shares
|
$837,437
0.04% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
18,421
shares
|
$828,576
0.75% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
18,323
shares
|
$824,168
0.01% of portfolio
|
Q1 2025
Reduced 72.33%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,240
shares
|
$820,435
0.14% of portfolio
|
Q2 2025
Added 5.37%
|