Institutional Ownership Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
422,501
shares
|
$19 Million
4.54% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
388,586
shares
|
$17.4 Million
2.69% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
379,246
shares
|
$17 Million
1.83% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
372,065
shares
|
$16.7 Million
5.54% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
359,387
shares
|
$16.1 Million
5.76% of portfolio
|
Q4 2024
Added 29.92%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
354,908
shares
|
$15.9 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
354,175
shares
|
$15.9 Million
0.07% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
344,853
shares
|
$15.5 Million
7.75% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
342,907
shares
|
$15.4 Million
0.14% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
340,659
shares
|
$15.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
318,962
shares
|
$14.3 Million
0.13% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
316,779
shares
|
$14.2 Million
3.81% of portfolio
|
Q1 2023
Added 10.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
315,953
shares
|
$14.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 33.56%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
314,933
shares
|
$14.1 Million
2.02% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
314,603
shares
|
$14.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 05, 2025 Q4 2024 |
294,208
shares
|
$13.2 Million
6.62% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
291,362
shares
|
$13.1 Million
6.56% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
288,403
shares
|
$12.9 Million
0.04% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
276,498
shares
|
$12.4 Million
6.86% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
261,213
shares
|
$11.7 Million
4.87% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
260,104
shares
|
$11.7 Million
5.12% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
251,173
shares
|
$11.3 Million
2.68% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
241,939
shares
|
$10.9 Million
4.24% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,477
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
231,527
shares
|
$10.4 Million
0.24% of portfolio
|
Q4 2024
Added 0.09%
|