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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
151,131
shares
|
$7.17 Million
0.79% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
130,045
shares
|
$6.17 Million
3.41% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
126,658
shares
|
$6.01 Million
3.09% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
125,929
shares
|
$5.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 69.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
122,518
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
118,281
shares
|
$5.61 Million
2.3% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
118,107
shares
|
$5.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
117,757
shares
|
$5.59 Million
0.08% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
114,640
shares
|
$5.44 Million
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
114,177
shares
|
$5.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
109,161
shares
|
$5.18 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
107,359
shares
|
$5.09 Million
1.57% of portfolio
|
Q3 2025
Reduced 69.41%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
103,422
shares
|
$4.91 Million
0.21% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
100,648
shares
|
$4.77 Million
0.26% of portfolio
|
Q3 2025
Added 148.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
96,326
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
94,819
shares
|
$4.5 Million
0.15% of portfolio
|
Q3 2022
Reduced 6.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
94,684
shares
|
$4.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
92,442
shares
|
$4.39 Million
2.51% of portfolio
|
Q2 2023
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
86,654
shares
|
$4.11 Million
1.18% of portfolio
|
Q3 2025
Reduced 81.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
85,921
shares
|
$4.08 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
83,871
shares
|
$3.98 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
82,273
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
80,715
shares
|
$3.83 Million
1.32% of portfolio
|
Q3 2025
Reduced 33.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
79,417
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
79,360
shares
|
$3.76 Million
0.02% of portfolio
|
Q3 2025
Added 2.45%
|
|