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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
7,098
shares
|
$319,268
0.08% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,062
shares
|
$317,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,023
shares
|
$315,894
0.03% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,740
shares
|
$303,165
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,679
shares
|
$300,421
0.0% of portfolio
|
Q1 2025
Reduced 77.52%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6,582
shares
|
$296,058
0.01% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,507
shares
|
$292,684
0.0% of portfolio
|
Q1 2025
Added 42.04%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,451
shares
|
$290,165
0.0% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,396
shares
|
$287,692
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
6,277
shares
|
$282,339
0.08% of portfolio
|
Q1 2023
Reduced 3.39%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,132
shares
|
$275,817
0.03% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,920
shares
|
$266,281
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
5,860
shares
|
$263,582
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
5,650
shares
|
$254,136
0.11% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,645
shares
|
$253,912
0.01% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,446
shares
|
$244,961
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,330
shares
|
$239,743
0.01% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,208
shares
|
$234,255
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
5,019
shares
|
$225,754
0.0% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
5,000
shares
|
$224,899
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$224,899
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
5,000
shares
|
$224,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,000
shares
|
$224,899
0.03% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,941
shares
|
$222,246
0.01% of portfolio
|
Q2 2025
Reduced 54.32%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,853
shares
|
$218,287
0.01% of portfolio
|
Q1 2025
New holding
|