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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
89,232
shares
|
$4 Million
2.15% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
87,871
shares
|
$3.94 Million
1.4% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
87,812
shares
|
$3.94 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
82,331
shares
|
$3.69 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
80,462
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
79,741
shares
|
$3.58 Million
2.37% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
78,196
shares
|
$3.51 Million
0.65% of portfolio
|
Q4 2022
Added 23.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
77,223
shares
|
$3.46 Million
0.17% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
75,730
shares
|
$3.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.41%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
75,198
shares
|
$3.37 Million
0.74% of portfolio
|
Q2 2022
Reduced 57.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,317
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2023
Reduced 39.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
64,431
shares
|
$2.89 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
63,926
shares
|
$2.87 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
63,271
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
63,270
shares
|
$2.84 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
61,759
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,381
shares
|
$2.75 Million
0.16% of portfolio
|
Q3 2024
Added 257.51%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
60,495
shares
|
$2.71 Million
2.04% of portfolio
|
Q3 2024
Reduced 39.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
59,254
shares
|
$2.66 Million
0.07% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
58,908
shares
|
$2.64 Million
0.64% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
58,021
shares
|
$2.6 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
55,087
shares
|
$2.47 Million
0.42% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
54,691
shares
|
$2.45 Million
0.34% of portfolio
|
Q3 2024
Added 18130.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
53,443
shares
|
$2.4 Million
1.08% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
52,766
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2024
Added 1.14%
|