Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 268 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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$15 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Wealth Management Resources, Inc.
|
Jan 30, 2026 Q4 2025 |
315,474
shares
|
$15 Million
5.31% of portfolio
|
Q4 2025
Reduced 16.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
313,433
shares
|
$14.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 50.97%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
299,374
shares
|
$14.2 Million
4.81% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
294,876
shares
|
$14 Million
5.11% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jan 28, 2026 Q4 2025 |
271,443
shares
|
$12.9 Million
6.65% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
270,968
shares
|
$12.9 Million
0.74% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
249,620
shares
|
$11.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
248,336
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
239,010
shares
|
$11.3 Million
0.38% of portfolio
|
Q4 2025
Reduced 2.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
230,423
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
219,125
shares
|
$10.4 Million
4.87% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
207,002
shares
|
$9.82 Million
4.21% of portfolio
|
Q4 2025
Reduced 40.01%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
195,569
shares
|
$9.28 Million
2.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
195,536
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Berkeley, Inc
Boise, ID |
Jan 26, 2026 Q4 2025 |
189,416
shares
|
$8.99 Million
2.93% of portfolio
|
Q4 2025
Reduced 49.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
185,552
shares
|
$8.8 Million
0.1% of portfolio
|
Q4 2025
Added 12.57%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
181,753
shares
|
$8.62 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
173,847
shares
|
$8.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Argo Wealth Advisory, LLC
Mclean, VA |
Jan 26, 2026 Q4 2025 |
172,117
shares
|
$8.17 Million
5.01% of portfolio
|
Q4 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
170,414
shares
|
$8.08 Million
0.26% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
169,033
shares
|
$8.02 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
166,798
shares
|
$7.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
164,190
shares
|
$7.79 Million
0.05% of portfolio
|
Q3 2025
Added 4.46%
|
|