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 |
|---|---|---|---|---|---|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
219,399
shares
|
$9.84 Million
2.43% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
217,961
shares
|
$9.78 Million
2.65% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
215,878
shares
|
$9.68 Million
0.66% of portfolio
|
Q4 2024
Added 72.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
200,852
shares
|
$9.01 Million
0.41% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
196,152
shares
|
$8.8 Million
4.54% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
193,408
shares
|
$8.68 Million
0.36% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
191,979
shares
|
$8.61 Million
3.14% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
171,667
shares
|
$7.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.77%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
165,783
shares
|
$7.44 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
163,407
shares
|
$7.33 Million
0.03% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
155,462
shares
|
$6.97 Million
0.54% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
151,626
shares
|
$6.8 Million
3.66% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
142,257
shares
|
$6.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
130,045
shares
|
$5.83 Million
3.41% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
129,270
shares
|
$5.8 Million
0.08% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
126,658
shares
|
$5.68 Million
3.09% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
125,883
shares
|
$5.65 Million
3.53% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
119,506
shares
|
$5.36 Million
1.37% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
118,945
shares
|
$5.34 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
116,283
shares
|
$5.22 Million
0.0% of portfolio
|
Q4 2024
Added 44.52%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
110,792
shares
|
$4.97 Million
0.57% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
110,493
shares
|
$4.96 Million
2.0% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
108,763
shares
|
$4.88 Million
0.7% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
107,022
shares
|
$4.8 Million
0.27% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
104,243
shares
|
$4.68 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.68%
|