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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
7,500
shares
|
$349,650
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
7,448
shares
|
$347,225
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,360
shares
|
$343,123
0.0% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
7,261
shares
|
$338,507
0.12% of portfolio
|
Q3 2025
Reduced 27.13%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
7,256
shares
|
$338,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,032
shares
|
$327,831
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,023
shares
|
$327,412
0.03% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
6,926
shares
|
$322,890
0.01% of portfolio
|
Q2 2025
Reduced 77.84%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
6,924
shares
|
$322,796
0.09% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,740
shares
|
$314,218
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
6,705
shares
|
$312,587
0.08% of portfolio
|
Q3 2025
Reduced 44.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,589
shares
|
$307,179
0.02% of portfolio
|
Q2 2025
Reduced 58.73%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,580
shares
|
$306,759
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,396
shares
|
$298,181
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
6,379
shares
|
$297,388
0.01% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
6,220
shares
|
$289,976
0.06% of portfolio
|
Q2 2025
Reduced 24.01%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,986
shares
|
$279,067
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
5,860
shares
|
$273,193
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,847
shares
|
$272,587
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
5,650
shares
|
$263,403
0.11% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,446
shares
|
$253,892
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
5,361
shares
|
$249,929
0.06% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,330
shares
|
$248,484
0.01% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,187
shares
|
$241,817
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,180
shares
|
$241,491
0.03% of portfolio
|
Q3 2025
Reduced 15.53%
|