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 |
---|---|---|---|---|---|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
75,198
shares
|
$3.42 Million
0.74% of portfolio
|
Q2 2022
Reduced 57.83%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
73,293
shares
|
$3.34 Million
0.03% of portfolio
|
Q1 2024
Added 1367.62%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
72,810
shares
|
$3.31 Million
2.67% of portfolio
|
Q1 2024
Reduced 19.56%
|
|
Royal Fund Management, LLC
|
Apr 11, 2024 Q1 2024 |
72,420
shares
|
$3.3 Million
0.34% of portfolio
|
Q1 2024
Reduced 7.35%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
71,420
shares
|
$3.25 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.13%
|
|
Zimmermann Investment Management & Planning LLC
|
Apr 22, 2024 Q1 2024 |
70,059
shares
|
$3.19 Million
1.22% of portfolio
|
Q1 2024
Added 21.73%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
68,015
shares
|
$3.1 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,317
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2023
Reduced 39.78%
|
|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
67,148
shares
|
$3.06 Million
1.83% of portfolio
|
Q1 2024
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
64,654
shares
|
$2.94 Million
0.05% of portfolio
|
Q1 2024
Added 0.02%
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
May 15, 2024 Q1 2024 |
59,821
shares
|
$2.72 Million
2.11% of portfolio
|
Q1 2024
Added 13.09%
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 10, 2024 Q1 2024 |
59,080
shares
|
$2.69 Million
2.3% of portfolio
|
Q1 2024
Added 0.48%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
58,726
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2024
Added 1.75%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
55,778
shares
|
$2.54 Million
0.02% of portfolio
|
Q1 2024
Added 1.72%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
51,960
shares
|
$2.37 Million
0.13% of portfolio
|
Q1 2024
Added 4.78%
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 16, 2024 Q1 2024 |
51,834
shares
|
$2.36 Million
1.84% of portfolio
|
Q1 2024
Added 6.09%
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 30, 2024 Q1 2024 |
51,834
shares
|
$2.36 Million
1.81% of portfolio
|
Q1 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
50,814
shares
|
$2.31 Million
0.08% of portfolio
|
Q1 2024
Added 2.03%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
49,988
shares
|
$2.28 Million
1.12% of portfolio
|
Q1 2024
Added 4.63%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
48,102
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 23.87%
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
46,978
shares
|
$2.14 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
44,500
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2024
Added 114.98%
|
|
Exchange Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
43,653
shares
|
$1.99 Million
0.34% of portfolio
|
Q1 2024
Added 31.01%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
41,795
shares
|
$1.9 Million
0.76% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
41,026
shares
|
$1.87 Million
0.09% of portfolio
|
Q1 2024
New holding
|