Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 47.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,446
shares
|
$237,173
0.69% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,330
shares
|
$232,121
0.01% of portfolio
|
Q2 2020
Added 11.33%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,207
shares
|
$226,764
0.02% of portfolio
|
Q1 2024
Reduced 48.31%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,000
shares
|
$217,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,932
shares
|
$214,788
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,828
shares
|
$210,259
0.09% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,777
shares
|
$208,038
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,626
shares
|
$201,462
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
4,014
shares
|
$174,809
0.07% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
3,590
shares
|
$156,344
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,300
shares
|
$143,715
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,275
shares
|
$142,626
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
3,250
shares
|
$141,537
0.07% of portfolio
|
Q2 2022
Added 14.04%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,990
shares
|
$130,214
0.0% of portfolio
|
Q3 2024
Added 65.28%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$87,100
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,973
shares
|
$85,924
0.02% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,889
shares
|
$82,265
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,836
shares
|
$79,957
0.01% of portfolio
|
Q3 2024
Added 34.41%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,825
shares
|
$79,478
0.0% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,774
shares
|
$77,257
0.0% of portfolio
|
Q3 2024
Added 135.28%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,556
shares
|
$67,763
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,380
shares
|
$60,098
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,242
shares
|
$54,089
0.01% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
888
shares
|
$38,672
0.0% of portfolio
|
Q2 2024
Reduced 59.19%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
860
shares
|
$37,453
0.01% of portfolio
|
Q3 2024
Reduced 47.56%
|