Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 43.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,847
shares
|
$260,074
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
5,650
shares
|
$251,311
0.11% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
5,551
shares
|
$246,908
0.15% of portfolio
|
Q2 2025
Reduced 94.43%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,446
shares
|
$242,238
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
5,361
shares
|
$238,457
0.06% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,330
shares
|
$237,078
0.01% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,187
shares
|
$230,717
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
5,019
shares
|
$223,245
0.0% of portfolio
|
Q1 2025
Reduced 39.54%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$222,399
0.03% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$222,399
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
4,994
shares
|
$222,133
0.13% of portfolio
|
Q2 2025
Reduced 91.53%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,941
shares
|
$219,775
0.01% of portfolio
|
Q2 2025
Reduced 54.32%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,919
shares
|
$218,797
0.01% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,859
shares
|
$216,128
0.02% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,853
shares
|
$215,861
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,847
shares
|
$215,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
4,823
shares
|
$214,527
0.1% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
4,626
shares
|
$205,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,466
shares
|
$198,647
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,340
shares
|
$193,043
0.0% of portfolio
|
Q2 2025
Reduced 32.72%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,274
shares
|
$190,107
0.0% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
4,014
shares
|
$178,542
0.07% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,970
shares
|
$176,585
0.0% of portfolio
|
Q2 2025
Added 85.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,799
shares
|
$168,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,300
shares
|
$146,784
0.05% of portfolio
|
Q1 2024
New holding
|