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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
15,000
shares
|
$684,000
0.04% of portfolio
|
Q3 2024
Added 60.44%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,912
shares
|
$679,987
0.07% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
14,725
shares
|
$671,460
0.35% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
14,205
shares
|
$647,748
0.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
14,161
shares
|
$645,741
0.21% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
13,792
shares
|
$628,915
0.01% of portfolio
|
Q3 2024
Added 100.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,582
shares
|
$619,339
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,539
shares
|
$617,378
0.01% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
13,219
shares
|
$602,786
0.3% of portfolio
|
Q2 2024
Reduced 17.6%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
12,953
shares
|
$590,656
0.24% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
12,900
shares
|
$588,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,846
shares
|
$585,777
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,820
shares
|
$584,592
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,820
shares
|
$584,592
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,162
shares
|
$554,587
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
11,345
shares
|
$517,332
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
11,218
shares
|
$511,540
0.44% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,854
shares
|
$494,942
0.02% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,739
shares
|
$489,698
0.01% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
9,392
shares
|
$428,275
0.15% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
9,337
shares
|
$425,767
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
9,093
shares
|
$414,640
0.11% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
8,656
shares
|
$394,713
0.07% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
8,566
shares
|
$390,609
0.21% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,409
shares
|
$383,450
0.01% of portfolio
|
Q3 2024
New holding
|