Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,776,500
shares
|
$280 Million
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,823,756
shares
|
$241 Million
0.11% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,357,821
shares
|
$139 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,682,409
shares
|
$69.6 Million
2.63% of portfolio
|
Q4 2024
Added 26.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,506,486
shares
|
$62.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,442,511
shares
|
$59.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,401,480
shares
|
$58 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,325,040
shares
|
$54.8 Million
0.08% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,254,781
shares
|
$51.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,063,083
shares
|
$44 Million
0.05% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
992,653
shares
|
$41.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 97.7%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
896,289
shares
|
$37.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
708,828
shares
|
$29.3 Million
3.81% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
705,644
shares
|
$29.2 Million
0.03% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
693,870
shares
|
$28.7 Million
0.18% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
685,569
shares
|
$28.4 Million
5.18% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
633,631
shares
|
$26.2 Million
13.47% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
627,842
shares
|
$26 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
613,467
shares
|
$25.4 Million
0.05% of portfolio
|
Q4 2024
Added 146.69%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
565,611
shares
|
$23.4 Million
7.42% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
550,288
shares
|
$22.8 Million
3.64% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
544,423
shares
|
$22.5 Million
0.02% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
503,583
shares
|
$20.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
498,115
shares
|
$20.6 Million
0.07% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
441,357
shares
|
$18.3 Million
0.04% of portfolio
|
Q4 2024
Added 12.05%
|