Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 36.6 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 |
|---|---|---|---|---|---|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
357,731
shares
|
$17 Million
7.68% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$16.8 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
345,054
shares
|
$16.4 Million
7.22% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$15 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
313,433
shares
|
$14.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 50.97%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
299,374
shares
|
$14.2 Million
4.81% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
291,627
shares
|
$13.8 Million
5.26% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
270,968
shares
|
$12.9 Million
0.74% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
270,876
shares
|
$12.9 Million
6.51% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
249,620
shares
|
$11.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
248,336
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
245,531
shares
|
$11.6 Million
0.34% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
230,423
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
219,125
shares
|
$10.4 Million
4.87% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
195,569
shares
|
$9.28 Million
2.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
195,536
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
181,753
shares
|
$8.62 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
173,847
shares
|
$8.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
170,414
shares
|
$8.08 Million
0.26% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
169,033
shares
|
$8.02 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
166,798
shares
|
$7.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
164,834
shares
|
$7.82 Million
0.13% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
164,190
shares
|
$7.79 Million
0.05% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
161,061
shares
|
$7.64 Million
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|