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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
24,444
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
22,329
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2024
Reduced 97.72%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
22,143
shares
|
$1.01 Million
0.47% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
21,731
shares
|
$990,933
0.23% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
21,522
shares
|
$981,403
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
20,742
shares
|
$945,835
0.3% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
20,644
shares
|
$941,366
0.07% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
20,589
shares
|
$938,858
0.08% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
20,482
shares
|
$933,979
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
20,435
shares
|
$931,836
0.47% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
19,461
shares
|
$887,421
0.16% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
18,984
shares
|
$865,670
0.2% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
18,066
shares
|
$823,809
0.03% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,997
shares
|
$820,663
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,703
shares
|
$807,256
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
17,618
shares
|
$803,380
0.02% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
17,288
shares
|
$788,332
0.02% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,823
shares
|
$767,128
0.15% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
16,658
shares
|
$759,604
0.21% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
16,467
shares
|
$750,895
0.05% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
16,186
shares
|
$738,081
0.27% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
15,629
shares
|
$712,682
0.01% of portfolio
|
Q4 2024
Added 42.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
15,543
shares
|
$708,760
0.02% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,540
shares
|
$708,624
0.33% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,442
shares
|
$704,155
0.0% of portfolio
|
Q3 2024
New holding
|