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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
5,019
shares
|
$233,985
0.0% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$233,100
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$233,100
0.03% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
4,932
shares
|
$229,929
0.13% of portfolio
|
Q3 2025
Reduced 23.32%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,931
shares
|
$229,883
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,919
shares
|
$229,323
0.01% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,859
shares
|
$226,526
0.02% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,853
shares
|
$226,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,847
shares
|
$225,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
4,823
shares
|
$224,848
0.1% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
4,626
shares
|
$215,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,466
shares
|
$208,204
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,293
shares
|
$200,139
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,274
shares
|
$199,253
0.0% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,142
shares
|
$193,100
0.01% of portfolio
|
Q3 2025
Reduced 37.75%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
4,014
shares
|
$187,132
0.07% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,970
shares
|
$185,081
0.0% of portfolio
|
Q2 2025
Added 85.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,799
shares
|
$177,109
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,300
shares
|
$153,846
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
3,250
shares
|
$151,515
0.06% of portfolio
|
Q2 2022
Added 14.04%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
3,090
shares
|
$144,055
0.02% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,000
shares
|
$139,860
0.04% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
2,961
shares
|
$138,041
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,528
shares
|
$117,855
0.0% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,973
shares
|
$91,981
0.01% of portfolio
|
Q3 2024
Added 5.45%
|