Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
6,551,018
shares
|
$290 Million
0.02% of portfolio
|
Q2 2024
Added 27.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
5,329,410
shares
|
$236 Million
0.12% of portfolio
|
Q2 2024
Added 47.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,252,585
shares
|
$144 Million
0.01% of portfolio
|
Q2 2024
Added 7.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
2,339,724
shares
|
$103 Million
0.03% of portfolio
|
Q2 2024
Added 8.38%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,363,789
shares
|
$60.3 Million
0.02% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
1,331,414
shares
|
$58.9 Million
2.71% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,325,040
shares
|
$58.6 Million
0.08% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,163,859
shares
|
$51.5 Million
0.02% of portfolio
|
Q2 2024
Added 59.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,002,600
shares
|
$44.3 Million
0.29% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
979,054
shares
|
$43.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
978,584
shares
|
$43.3 Million
0.01% of portfolio
|
Q2 2024
Added 4432.58%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
775,152
shares
|
$34.3 Million
0.2% of portfolio
|
Q2 2024
Added 20.19%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
706,764
shares
|
$31.2 Million
4.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
671,684
shares
|
$29.7 Million
0.04% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
633,631
shares
|
$28 Million
13.47% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
607,798
shares
|
$26.9 Million
0.01% of portfolio
|
Q2 2024
Added 57.51%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
583,145
shares
|
$25.8 Million
4.84% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
582,690
shares
|
$25.8 Million
7.67% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
555,585
shares
|
$24.6 Million
0.1% of portfolio
|
Q2 2024
Added 22.84%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
513,752
shares
|
$22.7 Million
3.63% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
469,910
shares
|
$20.8 Million
0.05% of portfolio
|
Q2 2024
Added 89.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
462,902
shares
|
$20.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
447,699
shares
|
$19.8 Million
0.02% of portfolio
|
Q2 2024
Added 10.74%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
434,326
shares
|
$19.2 Million
0.22% of portfolio
|
Q2 2024
Added 5.34%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
422,497
shares
|
$18.7 Million
2.28% of portfolio
|
Q2 2024
Added 4.48%
|