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 |
---|---|---|---|---|---|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
1,556
shares
|
$70,829
0.01% of portfolio
|
Q1 2023
New holding
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
1,380
shares
|
$62,817
0.06% of portfolio
|
Q4 2023
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
1,343
shares
|
$61,133
0.01% of portfolio
|
Q1 2024
Added 7.61%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
1,294
shares
|
$58,902
0.03% of portfolio
|
Q1 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,257
shares
|
$57,218
0.0% of portfolio
|
Q1 2024
Added 10.75%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,107
shares
|
$50,390
0.01% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
832
shares
|
$37,872
0.0% of portfolio
|
Q1 2024
Added 0.48%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
818
shares
|
$37,235
0.0% of portfolio
|
Q1 2024
Added 718.0%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
748
shares
|
$34,048
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
706
shares
|
$32,137
0.0% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
650
shares
|
$29,588
0.0% of portfolio
|
Q4 2023
Added 62.5%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
639
shares
|
$29,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
622
shares
|
$28,313
0.02% of portfolio
|
Q1 2024
Reduced 99.49%
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
503
shares
|
$22,896
0.01% of portfolio
|
Q1 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
450
shares
|
$20,484
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
344
shares
|
$15,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
278
shares
|
$12,654
0.0% of portfolio
|
Q1 2024
Added 826.67%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
251
shares
|
$11,425
0.0% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
246
shares
|
$11,197
0.0% of portfolio
|
Q1 2024
Reduced 87.22%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
211
shares
|
$9,604
0.0% of portfolio
|
Q1 2024
Added 0.48%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
169
shares
|
$7,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
169
shares
|
$7,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
150
shares
|
$6,828
0.0% of portfolio
|
Q3 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
130
shares
|
$5,917
0.0% of portfolio
|
Q1 2024
Reduced 92.86%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
125
shares
|
$5,690
0.0% of portfolio
|
Q3 2023
Reduced 99.55%
|