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 |
---|---|---|---|---|---|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
40,948
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,125
shares
|
$1.83 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
34,347
shares
|
$1.56 Million
0.16% of portfolio
|
Q1 2024
Added 3.46%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
32,596
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2024
Added 20.46%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
30,262
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
29,567
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2024
Reduced 53.54%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
29,189
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2024
Added 4.47%
|
|
Patten Group, Inc.
|
Apr 17, 2024 Q1 2024 |
28,618
shares
|
$1.3 Million
0.33% of portfolio
|
Q1 2024
Added 11.14%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
28,269
shares
|
$1.29 Million
0.07% of portfolio
|
Q1 2024
Added 36.83%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
26,098
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2022
Added 6.77%
|
|
Fortis Capital Management LLC
|
Apr 30, 2024 Q1 2024 |
25,871
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2024
Added 25.92%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
25,467
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
May 07, 2024 Q1 2024 |
25,390
shares
|
$1.16 Million
0.97% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
24,924
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
22,096
shares
|
$1.01 Million
0.56% of portfolio
|
Q1 2024
Added 18.59%
|
|
O'Dell Group, LLC
Cincinnati, OH |
May 07, 2024 Q1 2024 |
21,751
shares
|
$990,105
0.26% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
21,590
shares
|
$982,776
0.24% of portfolio
|
Q1 2024
New holding
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
21,334
shares
|
$971,123
0.09% of portfolio
|
Q1 2024
Added 0.44%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jun 28, 2024 Q1 2024 |
20,534
shares
|
$934,707
0.51% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
20,320
shares
|
$924,966
0.0% of portfolio
|
Q1 2024
Reduced 35.44%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
20,246
shares
|
$921,597
0.02% of portfolio
|
Q1 2024
Added 19.16%
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
19,823
shares
|
$902,342
0.09% of portfolio
|
Q1 2024
Added 0.45%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
19,159
shares
|
$872,117
0.03% of portfolio
|
Q4 2023
Added 3.12%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
18,979
shares
|
$863,924
0.25% of portfolio
|
Q1 2024
Added 17.96%
|
|
Hbw Advisory Services LLC
|
Apr 19, 2024 Q1 2024 |
18,707
shares
|
$851,542
0.15% of portfolio
|
Q4 2023
Added 0.79%
|