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 |
---|---|---|---|---|---|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
176,071
shares
|
$8.01 Million
0.28% of portfolio
|
Q1 2024
Added 5.93%
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 22, 2024 Q1 2024 |
172,458
shares
|
$7.85 Million
5.26% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
Americana Partners, LLC
Houston, TX |
May 07, 2024 Q1 2024 |
168,499
shares
|
$7.67 Million
0.7% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
147,061
shares
|
$6.69 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
140,478
shares
|
$6.39 Million
0.03% of portfolio
|
Q1 2024
Added 11.13%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
133,525
shares
|
$6.08 Million
3.89% of portfolio
|
Q1 2024
Added 2.05%
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
126,658
shares
|
$5.77 Million
3.09% of portfolio
|
Q1 2024
Added 5.72%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2024 Q1 2024 |
124,931
shares
|
$5.69 Million
1.01% of portfolio
|
Q1 2024
Added 3.53%
|
|
Mason & Associates Inc
|
Apr 23, 2024 Q1 2024 |
121,536
shares
|
$5.53 Million
1.52% of portfolio
|
Q1 2024
New holding
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
111,217
shares
|
$5.06 Million
0.55% of portfolio
|
Q1 2024
Added 7.01%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
94,819
shares
|
$4.32 Million
0.15% of portfolio
|
Q3 2022
Reduced 6.75%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
93,747
shares
|
$4.27 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
92,442
shares
|
$4.21 Million
2.51% of portfolio
|
Q2 2023
New holding
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
May 14, 2024 Q1 2024 |
91,425
shares
|
$4.16 Million
0.72% of portfolio
|
Q1 2024
Added 21.31%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
90,577
shares
|
$4.12 Million
0.56% of portfolio
|
Q1 2024
Added 3.38%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
87,857
shares
|
$4 Million
1.75% of portfolio
|
Q4 2023
New holding
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
83,145
shares
|
$3.78 Million
0.11% of portfolio
|
Q1 2024
Added 2.29%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
82,490
shares
|
$3.75 Million
0.06% of portfolio
|
Q1 2024
Added 1.25%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
81,615
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2024
Reduced 38.88%
|
|
Sheets Smith Wealth Management
|
May 08, 2024 Q1 2024 |
80,765
shares
|
$3.68 Million
0.42% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
80,532
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.24%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
80,490
shares
|
$3.66 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
79,164
shares
|
$3.6 Million
0.27% of portfolio
|
Q1 2024
Added 3.02%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
78,500
shares
|
$3.57 Million
0.17% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,196
shares
|
$3.56 Million
0.65% of portfolio
|
Q4 2022
Added 23.38%
|