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 $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
860
shares
|
$38,579
0.01% of portfolio
|
Q3 2024
Reduced 47.56%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
855
shares
|
$38,355
0.02% of portfolio
|
Q2 2024
Added 14.3%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
840
shares
|
$37,682
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
650
shares
|
$29,159
0.0% of portfolio
|
Q4 2023
Added 62.5%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
644
shares
|
$28,889
0.01% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
555
shares
|
$24,897
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
542
shares
|
$24,314
0.02% of portfolio
|
Q2 2024
Reduced 12.86%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
347
shares
|
$15,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
344
shares
|
$15,431
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
274
shares
|
$12,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
264
shares
|
$11,843
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
251
shares
|
$11,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
213
shares
|
$9,555
0.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
151
shares
|
$6,773
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
130
shares
|
$5,831
0.0% of portfolio
|
Q3 2024
Reduced 70.45%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
129
shares
|
$5,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$4,486
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
99
shares
|
$4,441
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
85
shares
|
$3,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
76
shares
|
$3,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
67
shares
|
$3,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
49
shares
|
$2,198
0.0% of portfolio
|
Q2 2023
Reduced 62.02%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
28
shares
|
$1,256
0.0% of portfolio
|
Q3 2024
Reduced 96.03%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
27
shares
|
$1,211
0.0% of portfolio
|
Q4 2022
Added 3.85%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$1,166
0.0% of portfolio
|
Q3 2024
Reduced 82.67%
|