Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 254 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 $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant
|
Oct 15, 2024 Q3 2024 |
8,826
shares
|
$391,080
0.2% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
8,656
shares
|
$383,547
0.07% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,409
shares
|
$372,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
8,301
shares
|
$367,817
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,194
shares
|
$363,076
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
7,890
shares
|
$349,605
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,622
shares
|
$337,730
0.03% of portfolio
|
Q1 2023
Reduced 6.16%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
7,500
shares
|
$332,325
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
7,397
shares
|
$327,761
0.08% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,345
shares
|
$325,456
0.0% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,248
shares
|
$321,158
0.02% of portfolio
|
Q3 2024
Reduced 87.74%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
6,835
shares
|
$302,858
0.07% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,807
shares
|
$301,618
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,750
shares
|
$299,092
0.01% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
6,746
shares
|
$298,915
0.08% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,596
shares
|
$292,268
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
6,534
shares
|
$289,521
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
6,500
shares
|
$288,015
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,482
shares
|
$287,217
0.04% of portfolio
|
Q1 2024
Reduced 56.96%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,346
shares
|
$281,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,345
shares
|
$281,146
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
6,277
shares
|
$278,133
0.09% of portfolio
|
Q1 2023
Reduced 3.39%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
6,192
shares
|
$274,367
0.0% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
5,650
shares
|
$250,351
0.12% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,616
shares
|
$248,844
0.02% of portfolio
|
Q3 2024
Reduced 45.76%
|