Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,912
shares
|
$649,417
0.07% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,548
shares
|
$633,565
0.15% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
14,205
shares
|
$618,627
0.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
14,169
shares
|
$617,059
0.6% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
14,161
shares
|
$616,711
0.21% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,891
shares
|
$604,953
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
13,863
shares
|
$603,733
0.02% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
13,792
shares
|
$600,641
0.01% of portfolio
|
Q3 2024
Added 100.03%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
13,219
shares
|
$575,687
0.3% of portfolio
|
Q2 2024
Reduced 17.6%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
13,170
shares
|
$573,553
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
12,953
shares
|
$564,103
0.24% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
12,900
shares
|
$561,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,846
shares
|
$559,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,820
shares
|
$558,311
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,820
shares
|
$558,311
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,162
shares
|
$529,655
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
11,889
shares
|
$517,765
0.01% of portfolio
|
Q3 2024
Added 39.17%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
11,345
shares
|
$494,074
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
10,990
shares
|
$478,614
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,854
shares
|
$472,691
0.02% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,272
shares
|
$447,345
0.01% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
9,392
shares
|
$409,021
0.15% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
9,337
shares
|
$406,626
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
9,093
shares
|
$396,000
0.11% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
8,826
shares
|
$384,372
0.2% of portfolio
|
Q3 2024
Added 19.9%
|