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 |
---|---|---|---|---|---|
Sloy Dahl & Holst, LLC
|
Apr 18, 2024 Q1 2024 |
18,051
shares
|
$821,681
0.2% of portfolio
|
Q1 2024
Added 6.84%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
18,047
shares
|
$821,499
0.23% of portfolio
|
Q1 2024
Added 6.11%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
17,217
shares
|
$783,717
0.06% of portfolio
|
Q1 2024
Reduced 7.94%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
17,107
shares
|
$778,710
0.0% of portfolio
|
Q1 2024
Added 1.44%
|
|
Ifrah Financial Services, Inc.
|
May 06, 2024 Q1 2024 |
17,020
shares
|
$774,750
0.22% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
16,917
shares
|
$770,061
0.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
16,684
shares
|
$759,455
0.23% of portfolio
|
Q1 2024
Reduced 8.92%
|
|
Colorado Capital Management, Inc.
|
Apr 15, 2024 Q1 2024 |
16,275
shares
|
$740,838
0.43% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Apr 30, 2024 Q1 2024 |
16,107
shares
|
$733,190
0.54% of portfolio
|
Q1 2024
Added 0.86%
|
|
Insight 2811, Inc.
Chicago, IL |
May 06, 2024 Q1 2024 |
16,043
shares
|
$730,277
0.37% of portfolio
|
Q1 2024
Reduced 5.59%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
15,804
shares
|
$719,398
0.0% of portfolio
|
Q1 2024
Reduced 36.78%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
15,526
shares
|
$706,743
0.0% of portfolio
|
Q1 2024
Added 15.32%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
15,299
shares
|
$696,410
0.06% of portfolio
|
Q1 2024
Added 2.12%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
15,216
shares
|
$692,632
0.03% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
14,756
shares
|
$671,693
0.02% of portfolio
|
Q1 2024
Added 55.33%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
14,400
shares
|
$655,488
0.01% of portfolio
|
Q1 2024
Added 55.63%
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 13, 2024 Q1 2024 |
14,210
shares
|
$646,839
0.42% of portfolio
|
Q1 2024
Added 172.69%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
14,095
shares
|
$641,604
0.02% of portfolio
|
Q1 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
13,884
shares
|
$631,999
0.01% of portfolio
|
Q1 2024
Added 6.37%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
13,596
shares
|
$618,889
0.02% of portfolio
|
Q1 2024
Added 31.41%
|
|
Lex Aurum Advisors, LLC
|
Apr 10, 2024 Q1 2024 |
13,356
shares
|
$607,965
0.16% of portfolio
|
Q1 2024
Added 15.04%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
13,144
shares
|
$598,314
0.01% of portfolio
|
Q1 2024
Reduced 10.7%
|
|
Platform Technology Partners
|
Feb 13, 2024 Q4 2023 |
12,929
shares
|
$588,528
0.22% of portfolio
|
Q4 2023
Added 9.48%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,162
shares
|
$553,614
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
12,123
shares
|
$551,838
0.24% of portfolio
|
Q3 2023
Added 2.36%
|