WisdomTree Trust - IHDG

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.59B

QoQ value delta ($000)

-$39.74M (-2.44%)

Implied price effect (QoQ)

-1.02%

Total shares

33,013,531

QoQ shares delta

-480,928 (-1.44%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 248 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	181,744	3,774,548	0.05%
MORGAN STANLEY	164,657	3,419,670	0.01%
BANK OF AMERICA CORP /DE/	112,818	2,343,063	0.01%
RAYMOND JAMES FINANCIAL INC	83,486	1,733,882	0.03%
Ameritas Advisory Services, LLC	46,850	973,021	1.82%
Falcon Wealth Planning	45,178	938,291	3.08%
Creative Planning	44,400	922,123	0.03%
AE Wealth Management LLC	41,855	869,274	0.23%
UBS Group AG	38,804	805,917	0.01%
STIFEL FINANCIAL CORP	37,321	775,119	0.03%
Trilogy Capital Inc.	37,218	772,976	1.64%
ENVESTNET ASSET MANAGEMENT INC	36,789	764,055	0.01%
AMERIPRISE FINANCIAL INC	31,115	645,850	0.01%
Eagle Strategies LLC	28,257	586,867	3.38%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23,600	490,142	0.01%
CAPITAL WEALTH MANAGEMENT, LLC	21,301	442,405	5.76%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	20,395	423,435	2.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	19,527	405,550	0.0%
Summit Asset Management, LLC	18,535	384,949	2.58%
WESCAP Management Group, Inc.	18,395	382,037	3.62%
Marietta Wealth Management, LLC	18,092	375,752	2.15%
OSAIC HOLDINGS, INC.	18,071	375,272	0.03%
WEALTH MANAGEMENT RESOURCES, INC.	15,227	316,242	5.3%
Gaddis Premier Wealth Advisors LLC	14,965	310,807	11.04%
WELLS FARGO & COMPANY/MN	14,876	308,967	0.0%