Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11,615
shares
|
$522,442
0.01% of portfolio
|
Q2 2025
Added 98.68%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
11,415
shares
|
$513,446
0.06% of portfolio
|
Q2 2025
Reduced 89.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,456
shares
|
$470,310
0.01% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,444
shares
|
$469,771
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
10,076
shares
|
$453,218
0.43% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,750
shares
|
$438,554
0.12% of portfolio
|
Q2 2025
Reduced 42.03%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
9,739
shares
|
$438,060
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,396
shares
|
$422,632
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
9,088
shares
|
$408,778
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
9,050
shares
|
$407,069
0.05% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
8,951
shares
|
$402,615
0.13% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
8,911
shares
|
$400,816
0.11% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,476
shares
|
$381,250
0.1% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
8,439
shares
|
$379,586
0.0% of portfolio
|
Q1 2025
Added 71.11%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
8,400
shares
|
$377,832
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,329
shares
|
$374,638
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
8,200
shares
|
$368,836
0.23% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,194
shares
|
$368,566
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
8,185
shares
|
$368,161
0.08% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
7,890
shares
|
$354,892
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,750
shares
|
$348,595
0.01% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
7,710
shares
|
$346,795
0.32% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
7,622
shares
|
$342,837
0.03% of portfolio
|
Q1 2023
Reduced 6.16%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
7,500
shares
|
$337,350
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
7,443
shares
|
$334,786
0.1% of portfolio
|
Q1 2025
Added 0.01%
|