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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
17,839
shares
|
$800,257
0.06% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
17,798
shares
|
$798,418
0.02% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
17,482
shares
|
$784,242
0.05% of portfolio
|
Q4 2024
Added 36.37%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
17,451
shares
|
$782,851
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
17,288
shares
|
$775,539
0.02% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
17,029
shares
|
$763,920
0.21% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
16,957
shares
|
$760,691
0.59% of portfolio
|
Q4 2024
Reduced 46.79%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
16,834
shares
|
$755,173
0.08% of portfolio
|
Q4 2024
Reduced 52.42%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,823
shares
|
$754,679
0.15% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
16,476
shares
|
$739,113
0.19% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
15,906
shares
|
$713,543
0.23% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
15,808
shares
|
$709,146
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
15,629
shares
|
$701,116
0.01% of portfolio
|
Q4 2024
Added 42.21%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
15,543
shares
|
$697,258
0.02% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,540
shares
|
$697,124
0.33% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
15,285
shares
|
$685,685
0.04% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
14,725
shares
|
$660,563
0.35% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,681
shares
|
$658,589
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
13,693
shares
|
$614,267
0.05% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
13,582
shares
|
$609,288
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,539
shares
|
$607,359
0.01% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
13,219
shares
|
$593,004
0.29% of portfolio
|
Q2 2024
Reduced 17.6%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
12,953
shares
|
$581,071
0.23% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,162
shares
|
$545,587
0.01% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,409
shares
|
$511,807
0.03% of portfolio
|
Q4 2024
Reduced 85.23%
|