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 |
---|---|---|---|---|---|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
11,345
shares
|
$516,424
0.07% of portfolio
|
Q1 2024
New holding
|
|
Allie Family Office LLC
|
May 14, 2024 Q1 2024 |
11,340
shares
|
$516,196
0.29% of portfolio
|
Q1 2024
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2024 Q1 2024 |
11,201
shares
|
$509,869
0.18% of portfolio
|
Q1 2024
Added 1.36%
|
|
Willner & Heller, LLC
|
Mar 06, 2024 Q4 2023 |
10,736
shares
|
$488,702
0.51% of portfolio
|
Q4 2023
Added 78.78%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
10,359
shares
|
$471,541
0.01% of portfolio
|
Q1 2024
Added 0.5%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
9,973
shares
|
$453,970
0.08% of portfolio
|
Q1 2024
Reduced 15.65%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
9,421
shares
|
$428,843
0.16% of portfolio
|
Q3 2023
Added 0.02%
|
|
Advisors Preferred, LLC
Rockville, MD |
May 08, 2024 Q1 2024 |
9,197
shares
|
$418,647
0.07% of portfolio
|
Q1 2024
Added 46.78%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
9,154
shares
|
$416,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 14, 2024 Q1 2024 |
8,975
shares
|
$408,542
0.16% of portfolio
|
Q1 2024
Added 0.02%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
8,825
shares
|
$401,714
0.02% of portfolio
|
Q2 2023
Added 15.74%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
8,675
shares
|
$394,886
0.0% of portfolio
|
Q4 2023
Reduced 7.29%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,194
shares
|
$372,990
0.03% of portfolio
|
Q3 2023
New holding
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
May 15, 2024 Q1 2024 |
8,060
shares
|
$366,891
0.21% of portfolio
|
Q1 2024
Reduced 5.52%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
8,028
shares
|
$365,434
0.04% of portfolio
|
Q1 2024
New holding
|
|
Prosperity Consulting Group, LLC
|
May 01, 2024 Q1 2024 |
7,890
shares
|
$359,152
0.04% of portfolio
|
Q1 2024
New holding
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
7,890
shares
|
$359,152
0.12% of portfolio
|
Q2 2022
New holding
|
|
Herold Advisors, Inc.
|
May 10, 2024 Q1 2024 |
7,718
shares
|
$351,323
0.09% of portfolio
|
Q1 2024
Reduced 38.07%
|
|
Angeles Wealth Management, LLC
|
May 08, 2024 Q1 2024 |
7,622
shares
|
$346,953
0.04% of portfolio
|
Q1 2023
Reduced 6.16%
|
|
Long View Wealth Management
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
7,500
shares
|
$341,400
0.14% of portfolio
|
Q4 2023
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
7,409
shares
|
$337,257
0.0% of portfolio
|
Q1 2024
Added 40.53%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
7,347
shares
|
$334,435
0.0% of portfolio
|
Q1 2024
Reduced 17.69%
|
|
L.M. Kohn & Company
|
Apr 25, 2024 Q1 2024 |
7,322
shares
|
$333,297
0.1% of portfolio
|
Q1 2024
Reduced 57.59%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
7,005
shares
|
$318,867
0.0% of portfolio
|
Q1 2024
Added 41.95%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
6,999
shares
|
$318,594
0.0% of portfolio
|
Q1 2024
Reduced 0.23%
|