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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
50,173
shares
|
$2.25 Million
0.04% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
48,182
shares
|
$2.16 Million
0.44% of portfolio
|
Q3 2024
Added 43.56%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
46,978
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
42,499
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
42,204
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,125
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
37,293
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
35,384
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
Reduced 50.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
34,336
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
34,158
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Added 27.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,990
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Added 35.92%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
31,868
shares
|
$1.43 Million
1.16% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
31,504
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
30,865
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 51.96%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
30,323
shares
|
$1.36 Million
0.34% of portfolio
|
Q3 2024
Added 45.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
29,559
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 184.6%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
29,356
shares
|
$1.32 Million
0.54% of portfolio
|
Q3 2024
Added 460.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,263
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 172.26%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
28,055
shares
|
$1.26 Million
0.34% of portfolio
|
Q3 2024
Added 33.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
27,707
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
27,435
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2024
Reduced 60.76%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
27,311
shares
|
$1.23 Million
0.23% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
27,141
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
26,732
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
25,303
shares
|
$1.14 Million
0.65% of portfolio
|
Q3 2024
Added 27.14%
|