Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
19,585
shares
|
$870,553
0.29% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
18,421
shares
|
$818,813
0.75% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
18,323
shares
|
$814,457
0.01% of portfolio
|
Q1 2025
Reduced 72.33%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
18,142
shares
|
$806,411
0.06% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
17,943
shares
|
$797,566
0.09% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,310
shares
|
$769,429
0.15% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,269
shares
|
$767,607
0.01% of portfolio
|
Q1 2025
Reduced 48.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17,132
shares
|
$761,517
0.1% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
16,820
shares
|
$747,649
0.22% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
16,629
shares
|
$739,159
0.55% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
16,605
shares
|
$738,092
0.02% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
16,442
shares
|
$730,846
0.17% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
16,432
shares
|
$730,402
0.15% of portfolio
|
Q1 2025
Added 183.9%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
16,415
shares
|
$729,646
0.03% of portfolio
|
Q1 2025
Added 43.88%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
16,413
shares
|
$729,557
0.2% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
15,964
shares
|
$709,599
0.04% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,855
shares
|
$704,754
0.02% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
15,540
shares
|
$690,753
0.31% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,897
shares
|
$662,171
0.0% of portfolio
|
Q1 2025
Reduced 32.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
14,818
shares
|
$658,660
0.04% of portfolio
|
Q1 2025
Added 218.32%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
14,762
shares
|
$656,170
0.06% of portfolio
|
Q1 2025
Reduced 18.68%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,165
shares
|
$629,634
0.0% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
14,047
shares
|
$624,389
0.01% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
14,033
shares
|
$623,766
0.0% of portfolio
|
Q1 2025
Added 4789.55%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
13,885
shares
|
$617,188
0.0% of portfolio
|
Q1 2025
Added 2.23%
|