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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,162
shares
|
$540,965
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
12,006
shares
|
$534,026
0.15% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11,615
shares
|
$516,635
0.01% of portfolio
|
Q2 2025
Added 98.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,434
shares
|
$508,584
0.01% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
11,415
shares
|
$507,739
0.06% of portfolio
|
Q2 2025
Reduced 89.86%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
11,135
shares
|
$495,284
0.04% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,786
shares
|
$479,761
0.01% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,664
shares
|
$474,334
0.01% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
10,487
shares
|
$466,461
0.04% of portfolio
|
Q2 2025
Reduced 91.15%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
10,076
shares
|
$448,180
0.39% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
9,964
shares
|
$443,198
0.17% of portfolio
|
Q2 2025
Reduced 92.06%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,750
shares
|
$433,679
0.12% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
9,114
shares
|
$405,390
0.09% of portfolio
|
Q2 2025
Reduced 44.57%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
9,088
shares
|
$404,234
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
9,050
shares
|
$402,544
0.05% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
8,960
shares
|
$398,540
0.12% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
8,911
shares
|
$396,361
0.11% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,684
shares
|
$386,264
0.0% of portfolio
|
Q2 2025
Reduced 74.35%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,476
shares
|
$377,012
0.1% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
8,400
shares
|
$373,632
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,279
shares
|
$368,249
0.0% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
8,234
shares
|
$366,248
0.1% of portfolio
|
Q2 2025
Reduced 93.81%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
8,200
shares
|
$364,736
0.23% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,194
shares
|
$364,469
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
8,005
shares
|
$356,062
0.13% of portfolio
|
Q2 2025
Reduced 41.69%
|