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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,859
shares
|
$230,510
0.01% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,853
shares
|
$230,226
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
4,837
shares
|
$229,467
0.09% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,723
shares
|
$224,059
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
4,526
shares
|
$214,713
0.0% of portfolio
|
Q4 2025
Added 443.99%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,458
shares
|
$211,487
0.0% of portfolio
|
Q3 2025
Reduced 38.56%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
4,444
shares
|
$210,823
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,274
shares
|
$202,758
0.0% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
4,081
shares
|
$193,602
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
4,014
shares
|
$190,424
0.07% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Comerica Bank
|
Jan 29, 2026 Q4 2025 |
3,802
shares
|
$180,366
0.0% of portfolio
|
Q4 2025
Reduced 13.35%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
3,742
shares
|
$177,520
0.0% of portfolio
|
Q4 2025
Reduced 12.83%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,665
shares
|
$173,867
0.0% of portfolio
|
Q3 2025
Reduced 26.98%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,300
shares
|
$156,552
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
3,250
shares
|
$154,180
0.06% of portfolio
|
Q2 2022
Added 14.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,138
shares
|
$148,866
0.01% of portfolio
|
Q4 2025
Reduced 24.24%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
3,129
shares
|
$148,439
0.0% of portfolio
|
Q4 2025
Added 45.4%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
3,090
shares
|
$146,589
0.02% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,000
shares
|
$142,320
0.04% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
2,961
shares
|
$140,469
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,851
shares
|
$135,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,444
shares
|
$115,943
0.0% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,973
shares
|
$93,599
0.01% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
1,971
shares
|
$93,504
0.01% of portfolio
|
Q4 2025
Reduced 94.44%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,556
shares
|
$73,816
0.01% of portfolio
|
Q1 2023
New holding
|
|