Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,710,784
shares
|
$309 Million
0.02% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,067,153
shares
|
$233 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,353,486
shares
|
$154 Million
0.01% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,509,347
shares
|
$115 Million
0.03% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,682,409
shares
|
$77.4 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
|
$69.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,411,521
shares
|
$64.9 Million
0.02% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,391,618
shares
|
$64 Million
0.01% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,325,040
shares
|
$60.9 Million
0.08% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
992,653
shares
|
$45.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 97.7%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
979,054
shares
|
$45 Million
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
896,289
shares
|
$41.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
745,480
shares
|
$34.3 Million
4.0% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
693,870
shares
|
$31.9 Million
0.18% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
684,264
shares
|
$31.5 Million
0.03% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
647,190
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
633,631
shares
|
$29.1 Million
13.47% of portfolio
|
Q2 2022
Reduced 5.78%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
583,145
shares
|
$26.8 Million
4.84% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
565,611
shares
|
$26 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
|
$25.3 Million
3.64% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
488,005
shares
|
$22.4 Million
0.0% of portfolio
|
Q3 2024
Added 21.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
483,511
shares
|
$22.2 Million
0.02% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
462,902
shares
|
$21.3 Million
0.07% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
404,730
shares
|
$18.6 Million
4.68% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
393,895
shares
|
$18.1 Million
0.04% of portfolio
|
Q3 2024
Added 13.96%
|