DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (IHDG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
237
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.0%
Puts
-12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -9.3%-$3.1M |
| Cambridge Investment Research Advisors, Inc. | $25.9M | 494,300 | 0.03% | 31q | +93.5%+$12.5M |
| 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 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $21.7M | 414,813 | 2.50% | 17q | -2.0%-$451.4K |
| 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 | -6.9%-$1.1M |
| 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 |
| 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 |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $2.3M | 43,941 | 0.00% | 24q | -5.2%-$127.1K |
| 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 |
| Merit Financial Group, LLC | $1.7M | 33,009 | 0.01% | 18q | -7.1%-$132.7K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 94 | $294.3M | 5,672,276 | 7 | 18 | 35 | 0.0% |
| Q2 2026 | 237 | $1.6B | 30,978,395 | 18 | 67 | 83 | 0.0% |
| Q1 2026 | 249 | $1.6B | 32,942,166 | 21 | 62 | 100 | 0.0% |
| Q4 2025 | 252 | $1.6B | 33,522,982 | 20 | 67 | 95 | 0.0% |
| Q3 2025 | 236 | $1.5B | 32,911,366 | 15 | 73 | 95 | 0.0% |
| Q2 2025 | 253 | $1.8B | 40,321,689 | 19 | 80 | 103 | 0.0% |
| Q1 2025 | 263 | $2.1B | 48,780,587 | 28 | 103 | 72 | 0.0% |
| Q4 2024 | 264 | $2.0B | 46,673,090 | 21 | 108 | 61 | 0.0% |
| Q3 2024 | 240 | $2.1B | 46,355,972 | 23 | 111 | 60 | 0.0% |
| Q2 2024 | 234 | $2.0B | 45,064,110 | 27 | 113 | 39 | 0.0% |
| Q1 2024 | 230 | $2.2B | 48,093,530 | 32 | 90 | 64 | 0.0% |
| Q4 2023 | 209 | $1.6B | 39,113,268 | 17 | 89 | 46 | 0.0% |
| Q3 2023 | 203 | $1.2B | 30,814,951 | 32 | 90 | 40 | 0.0% |
| Q2 2023 | 182 | $1.1B | 27,821,680 | 34 | 88 | 33 | 0.0% |
| Q1 2023 | 158 | $951.3M | 24,129,298 | 17 | 72 | 38 | 0.0% |
| Q4 2022 | 155 | $1.2B | 34,057,282 | 28 | 54 | 46 | 0.0% |
| Q3 2022 | 140 | $15.0B | 417,852,829 | 18 | 55 | 35 | 0.0% |
| Q2 2022 | 137 | $14.8B | 395,642,345 | 12 | 57 | 43 | 0.0% |
| Q1 2022 | 140 | $16.2B | 376,607,294 | 17 | 60 | 32 | 0.0% |
| Q4 2021 | 136 | $14.6B | 322,955,287 | 7 | 46 | 28 | 0.0% |
| Q3 2021 | 127 | $13.8B | 320,637,393 | 9 | 59 | 19 | 0.0% |
| Q2 2021 | 122 | $13.6B | 307,564,501 | 14 | 50 | 27 | 0.0% |
| Q1 2021 | 115 | $14.3B | 346,471,442 | 10 | 41 | 36 | 0.0% |
| Q4 2020 | 110 | $14.3B | 363,050,094 | 5 | 38 | 30 | 0.0% |
| Q3 2020 | 103 | $6.7B | 183,948,765 | 11 | 35 | 27 | 0.0% |
| Q2 2020 | 104 | $6.7B | 191,197,631 | 14 | 38 | 28 | 0.0% |
| Q1 2020 | 98 | $5.9B | 194,535,375 | 20 | 35 | 24 | 0.0% |
| Q4 2019 | 87 | $3.6B | 99,833,360 | 14 | 34 | 11 | 0.0% |
| Q3 2019 | 73 | $1.9B | 55,627,238 | 11 | 18 | 27 | 0.0% |
| Q2 2019 | 71 | $4.1B | 126,424,710 | 6 | 20 | 24 | 0.0% |
| Q1 2019 | 72 | $3.8B | 118,151,920 | 6 | 15 | 25 | 0.0% |
| Q4 2018 | 76 | $318.2M | 11,426,949 | 2 | 3 | 1 | 0.0% |