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 |
---|---|---|---|---|---|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
6,892
shares
|
$313,723
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
6,500
shares
|
$295,880
0.05% of portfolio
|
Q2 2023
New holding
|
|
Amplius Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
6,482
shares
|
$295,060
0.04% of portfolio
|
Q1 2024
Reduced 56.96%
|
|
Centennial Wealth Advisory LLC
|
Apr 22, 2024 Q1 2024 |
6,414
shares
|
$291,965
0.14% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
Mayport, LLC
|
Apr 22, 2024 Q1 2024 |
6,277
shares
|
$285,729
0.11% of portfolio
|
Q1 2023
Reduced 3.39%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Apr 26, 2024 Q1 2024 |
5,800
shares
|
$264,016
0.14% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
5,556
shares
|
$252,909
0.0% of portfolio
|
Q1 2024
Added 28.49%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,446
shares
|
$247,901
0.69% of portfolio
|
Q2 2022
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
5,409
shares
|
$246,217
0.0% of portfolio
|
Q1 2024
Reduced 19.28%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
5,408
shares
|
$246,172
0.02% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,330
shares
|
$242,621
0.01% of portfolio
|
Q2 2020
Added 11.33%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
5,328
shares
|
$242,530
0.01% of portfolio
|
Q1 2024
Added 1.14%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
5,207
shares
|
$237,022
0.03% of portfolio
|
Q1 2024
Reduced 48.31%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
5,172
shares
|
$235,429
0.01% of portfolio
|
Q1 2024
Added 30.47%
|
|
Townsend Asset Management Corp
|
Apr 29, 2024 Q1 2024 |
4,814
shares
|
$219,133
0.09% of portfolio
|
Q4 2023
Reduced 32.1%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
4,626
shares
|
$210,575
0.0% of portfolio
|
Q1 2024
New holding
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
4,470
shares
|
$203,474
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
4,376
shares
|
$199,195
0.01% of portfolio
|
Q1 2024
New holding
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
May 15, 2024 Q1 2024 |
4,375
shares
|
$199,150
0.06% of portfolio
|
Q1 2024
New holding
|
|
First Financial Corp
|
Apr 12, 2024 Q1 2024 |
3,250
shares
|
$147,940
0.08% of portfolio
|
Q2 2022
Added 14.04%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
3,245
shares
|
$147,712
0.01% of portfolio
|
Q4 2023
Added 4.21%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
2,176
shares
|
$99,051
0.0% of portfolio
|
Q1 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,933
shares
|
$87,990
0.0% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
1,871
shares
|
$85,167
0.02% of portfolio
|
Q1 2023
Reduced 11.79%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
1,640
shares
|
$74,652
0.02% of portfolio
|
Q3 2021
Added 2209.86%
|