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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
11,345
shares
|
$508,936
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
11,218
shares
|
$503,239
0.44% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,747
shares
|
$482,110
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,739
shares
|
$481,751
0.01% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
10,114
shares
|
$453,714
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
10,062
shares
|
$451,381
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,880
shares
|
$443,216
0.01% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,985
shares
|
$403,067
0.13% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
8,566
shares
|
$384,270
0.21% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,476
shares
|
$380,233
0.1% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
8,400
shares
|
$376,824
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,301
shares
|
$372,382
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,194
shares
|
$367,582
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
7,890
shares
|
$353,945
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,634
shares
|
$342,461
0.0% of portfolio
|
Q4 2024
Reduced 44.65%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,622
shares
|
$341,922
0.03% of portfolio
|
Q1 2023
Reduced 6.16%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
7,500
shares
|
$336,450
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
7,442
shares
|
$333,848
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,397
shares
|
$331,829
0.07% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
7,062
shares
|
$316,801
0.07% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,814
shares
|
$305,676
0.08% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,750
shares
|
$302,805
0.01% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
6,706
shares
|
$300,831
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
6,655
shares
|
$298,543
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,604
shares
|
$296,255
0.03% of portfolio
|
Q4 2024
Reduced 8.89%
|