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 |
|---|---|---|---|---|---|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
4,759
shares
|
$214,059
0.1% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,274
shares
|
$192,244
0.0% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
4,014
shares
|
$180,549
0.07% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,620
shares
|
$162,827
0.0% of portfolio
|
Q1 2025
Reduced 66.32%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,300
shares
|
$148,434
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
3,250
shares
|
$146,185
0.07% of portfolio
|
Q2 2022
Added 14.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,130
shares
|
$140,787
0.0% of portfolio
|
Q1 2025
Added 2307.69%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
3,090
shares
|
$138,988
0.02% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$134,940
0.04% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,837
shares
|
$127,608
0.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,355
shares
|
$105,927
0.01% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,136
shares
|
$96,077
0.0% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,973
shares
|
$88,745
0.02% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,889
shares
|
$84,967
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,738
shares
|
$78,175
0.0% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,556
shares
|
$69,988
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,485
shares
|
$66,795
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,380
shares
|
$62,072
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,302
shares
|
$58,563
0.0% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,199
shares
|
$53,931
0.04% of portfolio
|
Q1 2025
Reduced 98.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,001
shares
|
$45,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$44,980
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
924
shares
|
$41,561
0.0% of portfolio
|
Q4 2024
Reduced 25.6%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
924
shares
|
$41,561
0.0% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
888
shares
|
$39,942
0.0% of portfolio
|
Q2 2024
Reduced 59.19%
|