Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 36.7 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,530,817
shares
|
$215 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,468,098
shares
|
$165 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,683,343
shares
|
$127 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,573,092
shares
|
$74.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,325,040
shares
|
$62.9 Million
0.08% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,004,772
shares
|
$47.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
850,452
shares
|
$40.3 Million
0.01% of portfolio
|
Q4 2025
Reduced 11.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
844,525
shares
|
$40.1 Million
0.04% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
824,619
shares
|
$39.1 Million
3.79% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
769,227
shares
|
$36.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 41.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
675,319
shares
|
$32 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.04%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
644,697
shares
|
$30.6 Million
0.21% of portfolio
|
Q4 2025
Added 61.91%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
633,631
shares
|
$30.1 Million
13.47% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
623,384
shares
|
$29.6 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
592,648
shares
|
$28.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
587,576
shares
|
$27.9 Million
3.62% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
503,460
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2025
Added 49.68%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 21, 2026 Q4 2025 |
488,774
shares
|
$23.2 Million
3.18% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
414,503
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
412,963
shares
|
$19.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
389,856
shares
|
$18.5 Million
3.88% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
379,709
shares
|
$18 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Marietta Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
372,292
shares
|
$17.7 Million
2.17% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 08, 2026 Q4 2025 |
358,135
shares
|
$17 Million
7.32% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$16.8 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|