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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
192,414
shares
|
$8.63 Million
0.65% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
189,528
shares
|
$8.5 Million
4.59% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
188,934
shares
|
$8.48 Million
0.26% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
180,734
shares
|
$8.11 Million
0.4% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
165,966
shares
|
$7.45 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
160,583
shares
|
$7.2 Million
0.03% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
156,080
shares
|
$7 Million
2.55% of portfolio
|
Q3 2024
Reduced 38.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
145,961
shares
|
$6.55 Million
0.63% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
142,867
shares
|
$6.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
136,875
shares
|
$6.14 Million
0.9% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
130,045
shares
|
$5.83 Million
3.41% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
126,658
shares
|
$5.68 Million
3.09% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
125,082
shares
|
$5.61 Million
0.39% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
124,821
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2024
Added 32.72%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
123,804
shares
|
$5.55 Million
3.7% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
114,157
shares
|
$5.12 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
114,079
shares
|
$5.12 Million
0.08% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
108,653
shares
|
$4.87 Million
0.59% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
100,250
shares
|
$4.5 Million
1.23% of portfolio
|
Q3 2024
Added 681.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
99,518
shares
|
$4.46 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
94,898
shares
|
$4.26 Million
0.03% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
94,819
shares
|
$4.25 Million
0.15% of portfolio
|
Q3 2022
Reduced 6.75%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
94,357
shares
|
$4.23 Million
0.28% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
92,442
shares
|
$4.15 Million
2.51% of portfolio
|
Q2 2023
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
89,927
shares
|
$4.03 Million
0.64% of portfolio
|
Q3 2024
Reduced 21.04%
|