# WISDOMTREE TR (IHDG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IHDG/

- Reporting holders: 11
- Reported value: $15.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.6M | 166,263 | 0.1% | 8 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $3.4M | 66,743 | 0.9% | 13 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $1.4M | 26,244 | 1.2% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.1M | 20,842 | 0.1% | 11 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $896.6K | 17,275 | 0.1% | 15 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $159.0K | 3,063 | 0.0% | 5 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $80.8K | 1,556 | 0.0% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $53.8K | 1,037 | 0.0% | 15 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $15.7K | 303 | 0.0% | 1 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $11.7K | 225 | 0.0% | 7 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.3K | 24 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $15.7M |
| Q2 2026 | 237 | $1.7B |
| Q1 2026 | 248 | $1.6B |
| Q4 2025 | 252 | $1.6B |
| Q3 2025 | 236 | $1.5B |
| Q2 2025 | 253 | $1.8B |
| Q1 2025 | 263 | $2.1B |
| Q4 2024 | 264 | $2.0B |
| Q3 2024 | 240 | $2.1B |
| Q2 2024 | 234 | $2.0B |
| Q1 2024 | 228 | $2.2B |
| Q4 2023 | 209 | $1.6B |