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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,654,520
shares
|
$299 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,983,959
shares
|
$269 Million
0.11% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,574,318
shares
|
$161 Million
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,748,931
shares
|
$78.7 Million
0.02% of portfolio
|
Q1 2025
Added 24.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,712,603
shares
|
$77 Million
0.03% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,703,100
shares
|
$76.6 Million
3.13% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,359,636
shares
|
$61.2 Million
0.02% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,211,308
shares
|
$54.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,092,677
shares
|
$49.1 Million
0.04% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
868,725
shares
|
$39.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
807,900
shares
|
$36.3 Million
0.04% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
743,594
shares
|
$33.4 Million
3.77% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
685,569
shares
|
$30.8 Million
5.18% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
655,725
shares
|
$29.5 Million
0.02% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
640,950
shares
|
$28.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
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 |
May 15, 2025 Q1 2025 |
546,638
shares
|
$24.6 Million
0.01% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
503,902
shares
|
$22.7 Million
3.37% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
498,115
shares
|
$22.4 Million
0.07% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
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
|
May 14, 2025 Q1 2025 |
467,783
shares
|
$21 Million
0.1% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
461,382
shares
|
$20.8 Million
0.04% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
433,085
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2025
Added 2060.56%
|