WISDOMTREE TR (IHDG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
228
Reporting holders
$1.6B
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $176.2M | 3,364,175 | 0.01% | 35q | -1.6%-$2.9M |
| LPL Financial LLC | $166.7M | 3,182,488 | 0.04% | 31q | -15.7%-$31.0M |
| BANK OF AMERICA CORP /DE/ | $120.2M | 2,294,923 | 0.01% | 31q | -2.1%-$2.5M |
| Ameritas Advisory Services, LLC | $73.4M | 1,401,573 | 1.48% | 12q | +44.0%+$22.4M |
| RAYMOND JAMES FINANCIAL INC | $64.9M | 1,238,170 | 0.02% | 7q | -28.6%-$26.0M |
| Falcon Wealth Planning | $52.3M | 998,941 | 3.30% | 8q | +6.5%+$3.2M |
| AE Wealth Management LLC | $51.8M | 988,454 | 0.24% | 28q | +13.7%+$6.2M |
| Creative Planning | $49.3M | 941,951 | 0.03% | 18q | +2.2%+$1.0M |
| STIFEL FINANCIAL CORP | $42.7M | 814,323 | 0.04% | 26q | +5.1%+$2.1M |
| Trilogy Capital Inc. | $41.1M | 784,789 | 1.60% | 6q | +1.5%+$618.8K |
| ENVESTNET ASSET MANAGEMENT INC | $40.5M | 773,171 | 0.01% | 31q | +1.2%+$477.5K |
| UBS Group AG | $37.9M | 724,245 | 0.00% | 31q | -10.1%-$4.3M |
| AMERIPRISE FINANCIAL INC | $30.7M | 586,023 | 0.01% | 24q | -54.6%-$36.9M |
| OSAIC HOLDINGS, INC. | $25.5M | 485,942 | 0.03% | 26q | +29.5%+$5.8M |
| CAPITAL WEALTH MANAGEMENT, LLC | $23.7M | 451,633 | 5.69% | 19q | +2.1%+$483.4K |
| Marietta Wealth Management, LLC | $20.4M | 389,425 | 2.10% | 13q | +3.6%+$716.2K |
| Summit Asset Management, LLC | $20.1M | 384,135 | 2.58% | 31q | HELD |
| WESCAP Management Group, Inc. | $19.8M | 378,708 | 3.70% | 31q | -0.9%-$174.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.8M | 357,978 | 0.01% | 31q | -27.0%-$6.9M |
| Gaddis Premier Wealth Advisors LLC | $17.3M | 330,551 | 10.52% | 3q | +6.4%+$1.0M |
| WEALTH MANAGEMENT RESOURCES, INC. | $17.2M | 329,179 | 5.32% | 19q | +4.1%+$677.6K |
| WELLS FARGO & COMPANY/MN | $15.1M | 287,565 | 0.00% | 31q | -53.5%-$17.3M |
| Prepared Retirement Institute LLC | $13.8M | 263,132 | 5.87% | 11q | -2.1%-$290.2K |
| Dynamic Advisor Solutions LLC | $13.6M | 259,307 | 0.38% | 6q | +8.1%+$1.0M |
| Pathstone Holdings, LLC | $13.1M | 249,413 | 0.04% | 11q | -1.0%-$128.2K |
| Eagle Strategies LLC | $13.0M | 247,960 | 1.29% | 9q | -57.7%-$17.8M |
| Curi Capital, LLC | $12.8M | 244,859 | 0.20% | 31q | -1.0%-$126.8K |
| Trinity Wealth Management, LLC | $12.5M | 239,282 | 3.98% | 26q | HELD |
| VestGen Advisors, LLC | $11.9M | 228,114 | 0.35% | 6q | HELD |
| Solano Wealth Investment Advisors LLC | $11.9M | 226,834 | 5.41% | 7q | +0.6%+$74.7K |
| Mariner, LLC | $11.6M | 221,217 | 0.01% | 16q | +0.8%+$96.0K |
| Cetera Investment Advisers | $11.5M | 219,111 | 0.01% | 16q | +7.0%+$755.8K |
| AssuredPartners Investment Advisors, LLC | $10.8M | 205,876 | 1.04% | 7q | +1.2%+$122.6K |
| Melone Private Wealth, LLC | $10.8M | 205,264 | 4.10% | 19q | HELD |
| Wealthspire Retirement, LLC | $9.7M | 184,303 | 0.53% | 5q | -3.5%-$355.0K |
| Argo Wealth Advisory, LLC | $9.6M | 183,696 | 5.31% | 3q | +2.9%+$270.1K |
| Concurrent Investment Advisors, LLC | $9.5M | 180,821 | 0.08% | 6q | HELD |
| Lido Advisors, LLC | $9.5M | 180,438 | 0.03% | 4q | +2.0%+$188.4K |
| Berkeley, Inc | $9.3M | 177,474 | 2.92% | 23q | HELD |
| ROYAL BANK OF CANADA | $9.2M | 176,265 | 0.00% | 31q | +8.1%+$694.4K |
| Farther Finance Advisors, LLC | $8.3M | 158,083 | 0.06% | 7q | -2.6%-$223.3K |
| JONES FINANCIAL COMPANIES LLLP | $6.9M | 133,393 | 0.00% | 9q | +4.7%+$311.9K |
| MML INVESTORS SERVICES, LLC | $6.8M | 129,860 | 0.01% | 31q | +28.3%+$1.5M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.7M | 128,507 | 0.04% | 31q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 119,686 | 0.07% | 12q | -14.5%-$1.1M |
| Private Advisor Group, LLC | $5.7M | 109,239 | 0.03% | 16q | -13.9%-$926.3K |
| Americana Partners, LLC | $5.7M | 108,750 | 0.13% | 27q | +14.0%+$699.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 104,773 | 0.01% | 31q | -4.1%-$236.2K |
| NewEdge Advisors, LLC | $5.3M | 101,745 | 0.02% | 12q | +3.9%+$197.9K |
| Kestra Advisory Services, LLC | $5.3M | 100,671 | 0.02% | 24q | -29.6%-$2.2M |
| Sachetta, LLC | $4.9M | 93,733 | 2.39% | 11q | +8.4%+$378.7K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $4.9M | 93,706 | 0.71% | 3q | -12.2%-$685.1K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $4.7M | 88,838 | 0.88% | 14q | -1.3%-$60.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 87,882 | 0.00% | 24q | +89.5%+$2.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 82,849 | 0.01% | 4q | -7.8%-$367.0K |
| &PARTNERS | $4.1M | 77,982 | 0.02% | 8q | +2.5%+$98.9K |
| Nvest Wealth Strategies, Inc. | $4.1M | 78,033 | 2.55% | 3q | HELD |
| PRINCIPAL SECURITIES, INC. | $3.9M | 75,403 | 0.05% | 11q | HELD |
| Prism Advisors, Inc. | $3.8M | 72,524 | 0.92% | 12q | -1.2%-$47.7K |
| Western Wealth Management, LLC | $3.8M | 71,931 | 0.12% | 15q | -25.1%-$1.3M |
| Rockefeller Capital Management L.P. | $3.8M | 71,740 | 0.01% | 27q | -10.0%-$417.0K |
| OPPENHEIMER & CO INC | $3.8M | 71,692 | 0.04% | 10q | +6.3%+$223.6K |
| R2 Capital Strategies, LLC | $3.6M | 67,839 | 1.61% | new | FIRST |
| IFP Advisors, Inc | $3.5M | 66,869 | 0.06% | 26q | +12.9%+$401.1K |
| Merit Financial Group, LLC | $3.5M | 66,018 | 0.01% | 18q | +85.7%+$1.6M |
| JPMORGAN CHASE & CO | $3.3M | 63,368 | 0.00% | 13q | -7.0%-$248.3K |
| Fortis Capital Management LLC | $3.3M | 62,160 | 0.36% | 13q | -13.3%-$497.6K |
| Baird Financial Group, Inc. | $3.2M | 60,789 | 0.00% | 15q | -4.4%-$146.1K |
| D.A. DAVIDSON & CO. | $3.2M | 60,243 | 0.02% | 12q | +1.1%+$34.9K |
| Sculati Wealth Management, LLC | $3.1M | 58,802 | 1.02% | 25q | -3.1%-$97.1K |
| Hobbs Group Advisors, LLC | $2.9M | 55,675 | 0.77% | 10q | -3.0%-$90.4K |
| Mutual Advisors, LLC | $2.7M | 51,713 | 0.05% | 28q | -1.0%-$27.0K |
| Platform Technology Partners | $2.6M | 50,230 | 0.43% | 12q | +14.7%+$337.4K |
| OLD NATIONAL BANCORP /IN/ | $2.4M | 46,578 | 0.05% | 13q | -1.5%-$37.5K |
| Global Retirement Partners, LLC | $2.3M | 43,585 | 0.03% | 16q | +12.0%+$244.6K |
| DHJJ Financial Advisors, Ltd. | $2.3M | 43,028 | 0.65% | 23q | -3.1%-$72.7K |
| Choice Wealth Advisors LLC | $2.2M | 42,460 | 0.78% | 16q | -16.5%-$441.0K |
| Provident Wealth Management, LLC | $2.1M | 40,406 | 0.54% | 6q | +10.5%+$201.8K |
| Mach-1 Financial Group, LLC | $2.1M | 40,403 | 0.82% | 3q | +11.4%+$216.7K |
| Focus Financial Network, Inc. | $2.0M | 38,720 | 0.06% | 17q | -3.8%-$79.2K |
| Bank of New York Mellon Corp | $2.0M | 38,502 | 0.00% | 13q | +4.1%+$78.6K |
| Greykasell Wealth Strategies, Inc. | $1.9M | 37,052 | 0.70% | 7q | -0.7%-$14.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.9M | 36,642 | 0.03% | 6q | +2.0%+$38.3K |
| Southland Equity Partners LLC | $1.8M | 34,765 | 0.32% | 15q | +3.9%+$67.5K |
| CITADEL ADVISORS LLC | $1.8M | 34,026 | 0.00% | new | NEW |
| VALLEY NATIONAL ADVISERS INC | $1.8M | 33,635 | 0.20% | 31q | +7.0%+$115.5K |
| Core Wealth Advisors, Inc. | $1.7M | 33,232 | 0.35% | 14q | HELD |
| World Investment Advisors | $1.7M | 36,049 | 0.03% | 5q | HELD |
| SHEETS SMITH WEALTH MANAGEMENT | $1.7M | 32,235 | 0.17% | 27q | -0.5%-$8.8K |
| Sowell Financial Services LLC | $1.6M | 31,491 | 0.05% | 13q | HELD |
| XY Planning Network, Inc. | $1.6M | 30,335 | 0.20% | 3q | -8.7%-$152.3K |
| Rehmann Capital Advisory Group | $1.5M | 28,603 | 0.07% | 26q | HELD |
| PERSPECTIVE WEALTH ADVISORS LLC | $1.5M | 28,890 | 0.83% | 3q | -12.8%-$222.8K |
| Diversify Advisory Services, LLC | $1.5M | 27,647 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.5M | 27,647 | 0.02% | 9q | -5.9%-$91.5K |
| Stonebridge Wealth Management, LLC | $1.5M | 27,755 | 1.30% | 5q | -5.6%-$85.9K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $1.4M | 26,211 | 0.53% | 3q | -13.9%-$221.9K |
| GOLDMAN SACHS GROUP INC | $1.3M | 25,649 | 0.00% | new | NEW |
| United Advisor Group, LLC | $1.3M | 24,993 | 0.14% | 10q | -5.3%-$72.5K |
| Stratos Wealth Partners, LTD. | $1.3M | 24,897 | 0.01% | 10q | -2.5%-$33.2K |
Showing the largest 100 of 237 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 228 | $1.6B | 30,085,542 | 18 | 66 | 77 | 0.0% |
| Q1 2026 | 235 | $1.6B | 32,827,008 | 19 | 62 | 95 | 0.0% |
| Q4 2025 | 239 | $1.6B | 32,577,183 | 19 | 64 | 89 | 0.0% |
| Q3 2025 | 222 | $1.5B | 31,829,976 | 14 | 71 | 90 | 0.0% |
| Q2 2025 | 235 | $1.7B | 38,860,231 | 18 | 76 | 94 | 0.0% |
| Q1 2025 | 244 | $2.0B | 46,766,804 | 26 | 96 | 67 | 0.0% |
| Q4 2024 | 245 | $1.9B | 44,562,774 | 20 | 100 | 56 | 0.0% |
| Q3 2024 | 218 | $2.0B | 43,952,969 | 20 | 105 | 51 | 0.0% |
| Q2 2024 | 214 | $1.9B | 41,789,751 | 25 | 105 | 35 | 0.0% |
| Q1 2024 | 205 | $2.1B | 45,701,425 | 27 | 79 | 59 | 0.0% |
| Q4 2023 | 188 | $1.6B | 37,292,698 | 16 | 81 | 39 | 0.0% |
| Q3 2023 | 179 | $1.1B | 28,848,333 | 27 | 81 | 34 | 0.0% |
| Q2 2023 | 161 | $1.0B | 25,479,783 | 32 | 78 | 28 | 0.0% |
| Q1 2023 | 132 | $853.0M | 21,620,608 | 16 | 61 | 30 | 0.0% |
| Q4 2022 | 123 | $694.8M | 19,485,914 | 19 | 48 | 37 | 0.0% |
| Q3 2022 | 141 | $768.4M | 21,396,276 | 18 | 56 | 34 | 0.0% |
| Q2 2022 | 138 | $762.3M | 20,359,460 | 12 | 57 | 44 | 0.0% |
| Q1 2022 | 142 | $815.1M | 18,963,282 | 18 | 60 | 33 | 0.0% |
| Q4 2021 | 136 | $918.4M | 23,009,533 | 7 | 46 | 28 | 0.0% |
| Q3 2021 | 127 | $688.1M | 15,934,401 | 9 | 59 | 19 | 0.0% |
| Q2 2021 | 122 | $645.4M | 14,625,733 | 14 | 50 | 27 | 0.0% |
| Q1 2021 | 117 | $559.4M | 13,545,486 | 11 | 42 | 36 | 0.0% |
| Q4 2020 | 110 | $521.2M | 13,254,240 | 5 | 38 | 30 | 0.0% |
| Q3 2020 | 103 | $463.1M | 12,659,226 | 11 | 35 | 27 | 0.0% |
| Q2 2020 | 104 | $415.6M | 11,844,164 | 14 | 38 | 28 | 0.0% |
| Q1 2020 | 98 | $325.3M | 10,756,338 | 20 | 35 | 24 | 0.0% |
| Q4 2019 | 88 | $314.1M | 8,643,749 | 14 | 35 | 11 | 0.0% |
| Q3 2019 | 75 | $237.3M | 7,075,010 | 12 | 18 | 27 | 0.0% |
| Q2 2019 | 72 | $218.2M | 6,668,747 | 6 | 20 | 24 | 0.0% |
| Q1 2019 | 73 | $220.0M | 6,831,513 | 6 | 15 | 25 | 0.0% |
| Q4 2018 | 77 | $221.0M | 7,932,608 | 2 | 3 | 1 | 0.0% |