Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
388,586
shares
|
$17.7 Million
2.69% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
372,065
shares
|
$17 Million
5.54% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
359,387
shares
|
$16.4 Million
5.76% of portfolio
|
Q4 2024
Added 29.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$16.2 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
353,771
shares
|
$16.1 Million
0.07% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
351,047
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
344,853
shares
|
$15.7 Million
7.75% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
338,220
shares
|
$15.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
326,590
shares
|
$14.9 Million
0.03% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$14.4 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
314,933
shares
|
$14.4 Million
2.02% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
312,558
shares
|
$14.3 Million
0.13% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
294,791
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
291,362
shares
|
$13.3 Million
6.56% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
271,009
shares
|
$12.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 51.22%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
261,213
shares
|
$11.9 Million
4.87% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
260,104
shares
|
$11.9 Million
5.12% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
251,173
shares
|
$11.5 Million
2.68% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
248,675
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
243,607
shares
|
$11.1 Million
4.46% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
231,319
shares
|
$10.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
219,399
shares
|
$10 Million
2.43% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
217,961
shares
|
$9.94 Million
2.65% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
204,061
shares
|
$9.31 Million
3.34% of portfolio
|
Q3 2024
Reduced 10.72%
|