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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11,615
shares
|
$541,491
0.01% of portfolio
|
Q2 2025
Added 98.68%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
11,415
shares
|
$532,167
0.06% of portfolio
|
Q2 2025
Reduced 89.86%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
11,135
shares
|
$519,113
0.04% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,786
shares
|
$502,843
0.01% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,664
shares
|
$497,155
0.01% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
10,487
shares
|
$488,903
0.04% of portfolio
|
Q2 2025
Reduced 91.15%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
10,476
shares
|
$488,391
0.11% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
10,076
shares
|
$469,743
0.39% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,750
shares
|
$454,545
0.12% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
9,114
shares
|
$424,894
0.09% of portfolio
|
Q2 2025
Reduced 44.57%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
9,111
shares
|
$424,754
0.1% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
8,960
shares
|
$417,715
0.12% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,684
shares
|
$404,848
0.0% of portfolio
|
Q2 2025
Reduced 74.35%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,476
shares
|
$395,151
0.1% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
8,461
shares
|
$394,451
0.05% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
8,400
shares
|
$391,608
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,279
shares
|
$385,966
0.0% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
8,234
shares
|
$383,869
0.1% of portfolio
|
Q2 2025
Reduced 93.81%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
8,200
shares
|
$382,284
0.23% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,194
shares
|
$382,004
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
8,005
shares
|
$373,193
0.13% of portfolio
|
Q2 2025
Reduced 41.69%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
7,890
shares
|
$367,831
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,750
shares
|
$361,305
0.01% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
7,654
shares
|
$356,829
0.28% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
7,518
shares
|
$350,489
0.15% of portfolio
|
Q3 2025
Reduced 2.3%
|