Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,396
shares
|
$280,080
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,376
shares
|
$279,205
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
6,277
shares
|
$274,869
0.08% of portfolio
|
Q1 2023
Reduced 3.39%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,132
shares
|
$268,520
0.03% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
6,116
shares
|
$267,819
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,032
shares
|
$264,141
0.01% of portfolio
|
Q4 2024
Added 26.27%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
6,030
shares
|
$264,053
0.0% of portfolio
|
Q4 2024
Reduced 35.42%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,846
shares
|
$255,996
0.02% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,846
shares
|
$255,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
5,788
shares
|
$253,456
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
5,650
shares
|
$247,413
0.11% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
5,646
shares
|
$247,238
0.05% of portfolio
|
Q4 2024
Added 70475.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,446
shares
|
$238,480
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
5,355
shares
|
$234,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,330
shares
|
$233,400
0.01% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,208
shares
|
$228,058
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
5,019
shares
|
$219,782
0.0% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$218,950
0.03% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
5,000
shares
|
$218,950
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,932
shares
|
$215,972
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,853
shares
|
$212,512
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
4,748
shares
|
$207,914
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
4,655
shares
|
$203,842
0.01% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
4,626
shares
|
$202,572
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,581
shares
|
$200,601
0.0% of portfolio
|
Q4 2024
New holding
|