Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,776,500
shares
|
$293 Million
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,983,959
shares
|
$259 Million
0.11% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,357,821
shares
|
$145 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,703,100
shares
|
$73.7 Million
3.13% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,506,486
shares
|
$65.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,442,511
shares
|
$62.5 Million
0.01% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,401,480
shares
|
$60.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,359,636
shares
|
$58.9 Million
0.02% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,325,040
shares
|
$57.4 Million
0.08% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,063,083
shares
|
$46 Million
0.05% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
868,725
shares
|
$37.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
708,828
shares
|
$30.7 Million
3.81% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
705,644
shares
|
$30.6 Million
0.03% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
693,870
shares
|
$30 Million
0.18% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
685,569
shares
|
$29.7 Million
5.18% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
636,221
shares
|
$27.5 Million
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
633,631
shares
|
$27.4 Million
13.47% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
627,842
shares
|
$27.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
613,467
shares
|
$26.6 Million
0.05% of portfolio
|
Q4 2024
Added 146.69%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
555,479
shares
|
$24.1 Million
7.47% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
544,423
shares
|
$23.6 Million
0.02% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
503,902
shares
|
$21.8 Million
3.37% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
503,583
shares
|
$21.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
498,115
shares
|
$21.6 Million
0.07% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
441,357
shares
|
$19.1 Million
0.04% of portfolio
|
Q4 2024
Added 12.05%
|