Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
9,236
shares
|
$438,155
0.03% of portfolio
|
Q3 2025
Reduced 49.68%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
9,111
shares
|
$432,225
0.1% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
9,094
shares
|
$431,419
0.11% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
8,540
shares
|
$405,137
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,476
shares
|
$402,101
0.1% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
8,461
shares
|
$401,389
0.05% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
8,400
shares
|
$398,496
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
8,375
shares
|
$397,310
0.09% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,194
shares
|
$388,723
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
8,098
shares
|
$384,169
0.09% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
8,052
shares
|
$381,986
0.18% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
8,005
shares
|
$379,757
0.13% of portfolio
|
Q2 2025
Reduced 41.69%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,990
shares
|
$379,045
0.0% of portfolio
|
Q3 2025
Added 36.35%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
7,890
shares
|
$374,301
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
7,816
shares
|
$370,791
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
7,750
shares
|
$367,660
0.01% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
7,681
shares
|
$364,386
0.0% of portfolio
|
Q3 2025
Reduced 39.64%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
7,654
shares
|
$363,105
0.28% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
7,518
shares
|
$356,653
0.15% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
7,500
shares
|
$355,800
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
7,451
shares
|
$353,475
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
7,261
shares
|
$344,461
0.12% of portfolio
|
Q3 2025
Reduced 27.13%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
7,028
shares
|
$333,408
0.02% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,885
shares
|
$326,624
0.0% of portfolio
|
Q3 2025
Added 81.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
6,861
shares
|
$325,485
0.0% of portfolio
|
Q3 2025
Added 41.55%
|
|