Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 271 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,231,344
shares
|
$235 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,303,988
shares
|
$194 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,926,911
shares
|
$132 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,633,010
shares
|
$73.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,325,040
shares
|
$59.6 Million
0.08% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,323,308
shares
|
$59.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,181,139
shares
|
$53.2 Million
2.87% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,104,242
shares
|
$49.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,041,105
shares
|
$46.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
925,655
shares
|
$41.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
790,123
shares
|
$35.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
743,594
shares
|
$33.5 Million
3.77% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
729,543
shares
|
$32.8 Million
5.05% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
681,121
shares
|
$30.7 Million
0.02% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
639,256
shares
|
$28.8 Million
0.11% of portfolio
|
Q2 2025
Added 80.69%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
633,631
shares
|
$28.5 Million
13.47% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
631,646
shares
|
$28.4 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
588,855
shares
|
$26.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
525,469
shares
|
$23.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
494,862
shares
|
$22.3 Million
3.3% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
474,363
shares
|
$21.3 Million
6.27% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
418,467
shares
|
$18.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
400,563
shares
|
$18 Million
0.0% of portfolio
|
Q2 2025
Added 54.59%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
396,591
shares
|
$17.8 Million
4.15% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
381,721
shares
|
$17.2 Million
2.84% of portfolio
|
Q2 2025
Added 0.5%
|