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 |
|---|---|---|---|---|---|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
34,132
shares
|
$1.62 Million
1.35% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
33,765
shares
|
$1.6 Million
0.31% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
33,165
shares
|
$1.57 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
32,219
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,981
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 74.88%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
31,583
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
30,514
shares
|
$1.45 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
29,204
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
29,178
shares
|
$1.38 Million
0.42% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
28,303
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2025
Reduced 52.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
26,219
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
25,164
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,596
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
23,122
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 24.19%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
22,718
shares
|
$1.08 Million
0.29% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
22,264
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
22,205
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,660
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
21,183
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
20,980
shares
|
$995,291
0.09% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
20,909
shares
|
$991,922
0.12% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
20,666
shares
|
$980,395
0.37% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,447
shares
|
$970,005
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
20,225
shares
|
$959,474
0.21% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
19,728
shares
|
$935,896
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|