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 |
|---|---|---|---|---|---|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
4,837
shares
|
$229,467
0.09% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,723
shares
|
$224,059
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,458
shares
|
$211,487
0.0% of portfolio
|
Q3 2025
Reduced 38.56%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,388
shares
|
$208,166
0.0% of portfolio
|
Q3 2025
Reduced 49.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,293
shares
|
$203,659
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,274
shares
|
$202,758
0.0% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,142
shares
|
$196,496
0.01% of portfolio
|
Q3 2025
Reduced 37.75%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
4,014
shares
|
$190,424
0.07% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,665
shares
|
$173,867
0.0% of portfolio
|
Q3 2025
Reduced 26.98%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,300
shares
|
$156,552
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
3,250
shares
|
$154,180
0.06% of portfolio
|
Q2 2022
Added 14.04%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
3,090
shares
|
$146,589
0.02% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,000
shares
|
$142,320
0.04% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
2,961
shares
|
$140,469
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,851
shares
|
$135,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,444
shares
|
$115,943
0.0% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,209
shares
|
$104,794
0.0% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,152
shares
|
$102,090
0.0% of portfolio
|
Q3 2025
Reduced 45.79%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,973
shares
|
$93,599
0.01% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,556
shares
|
$73,816
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,488
shares
|
$70,590
0.0% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
1,380
shares
|
$65,467
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,105
shares
|
$52,421
0.0% of portfolio
|
Q3 2025
Reduced 99.91%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,075
shares
|
$50,998
0.0% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,003
shares
|
$47,582
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|