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 |
|---|---|---|---|---|---|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
20,225
shares
|
$959,474
0.21% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
19,728
shares
|
$935,896
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
19,620
shares
|
$930,772
1.59% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
18,834
shares
|
$893,484
0.08% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
18,799
shares
|
$891,824
0.14% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,686
shares
|
$886,463
0.05% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
18,203
shares
|
$863,550
0.06% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
18,069
shares
|
$857,193
0.01% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,039
shares
|
$808,330
0.01% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jan 23, 2026 Q4 2025 |
16,906
shares
|
$802,020
0.19% of portfolio
|
Q4 2025
Added 7.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,912
shares
|
$754,865
0.01% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Capital Developers, LLC
Greenville, NC |
Jan 30, 2026 Q4 2025 |
15,871
shares
|
$752,920
0.69% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
15,750
shares
|
$747,180
0.09% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
15,094
shares
|
$716,059
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
14,967
shares
|
$710,034
0.27% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Capital Performance Advisors LLP
|
Jan 27, 2026 Q4 2025 |
14,334
shares
|
$680,004
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
13,814
shares
|
$655,336
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,730
shares
|
$651,351
0.0% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,633
shares
|
$646,749
0.01% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
13,219
shares
|
$627,109
0.27% of portfolio
|
Q2 2024
Reduced 17.6%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
12,236
shares
|
$580,475
0.01% of portfolio
|
Q4 2025
Added 2.75%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,162
shares
|
$576,965
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,638
shares
|
$552,106
0.01% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
11,408
shares
|
$541,195
0.01% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,024
shares
|
$522,978
0.01% of portfolio
|
Q3 2025
Added 3.38%
|
|