Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 235 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
356,848
shares
|
$16.2 Million
0.08% of portfolio
|
Q1 2024
Added 0.47%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$16.2 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 30, 2024 Q1 2024 |
331,331
shares
|
$15.1 Million
6.17% of portfolio
|
Q1 2024
Added 328.9%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Apr 24, 2024 Q1 2024 |
330,609
shares
|
$15 Million
2.89% of portfolio
|
Q1 2024
Added 5.47%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
330,383
shares
|
$15 Million
0.03% of portfolio
|
Q1 2024
Added 3.56%
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 18, 2024 Q1 2024 |
321,562
shares
|
$14.6 Million
9.09% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 22, 2024 Q1 2024 |
318,311
shares
|
$14.5 Million
4.82% of portfolio
|
Q1 2024
New holding
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$14.4 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
Melone Private Wealth, LLC
|
May 03, 2024 Q1 2024 |
285,234
shares
|
$13 Million
7.87% of portfolio
|
Q1 2024
Added 0.97%
|
|
Marietta Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
278,452
shares
|
$12.7 Million
2.16% of portfolio
|
Q1 2024
Added 4.42%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
277,950
shares
|
$12.7 Million
0.03% of portfolio
|
Q1 2024
Added 1981.87%
|
|
Wealth Management Resources, Inc.
|
Apr 19, 2024 Q1 2024 |
269,613
shares
|
$12.3 Million
3.47% of portfolio
|
Q1 2024
Added 4.85%
|
|
Rmb Capital Management, LLC
|
May 14, 2024 Q1 2024 |
261,378
shares
|
$11.9 Million
0.29% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 19, 2024 Q1 2024 |
248,670
shares
|
$11.3 Million
5.48% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
247,779
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2024
Added 31.2%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
243,607
shares
|
$11.1 Million
4.85% of portfolio
|
Q1 2024
Added 2.17%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
237,966
shares
|
$10.8 Million
0.29% of portfolio
|
Q1 2024
Added 1650.65%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
237,820
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.17%
|
|
Trinity Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
236,204
shares
|
$10.8 Million
5.6% of portfolio
|
Q1 2024
Added 1.41%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
223,974
shares
|
$10.2 Million
0.62% of portfolio
|
Q4 2023
Added 27.13%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
207,471
shares
|
$9.44 Million
3.88% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
192,613
shares
|
$8.77 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
186,943
shares
|
$8.51 Million
0.01% of portfolio
|
Q1 2024
Reduced 48.42%
|
|
Astoria Portfolio Advisors Llc.
|
Apr 16, 2024 Q1 2024 |
184,791
shares
|
$8.41 Million
3.26% of portfolio
|
Q1 2024
Added 3.95%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
184,139
shares
|
$8.38 Million
0.01% of portfolio
|
Q1 2024
Added 25.13%
|