WisdomTree Trust - IHDG

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.628B
QoQ value delta ($000)
+$152.5M (+10.34%)
Implied price effect (QoQ)
+5.61%
Shares
Total shares
33,459,136
QoQ shares delta
+1,431,994 (+4.47%)
Total shares held by funds (by quarter)

Market chart (IHDG)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
LPL Financial LLC 206,543 4,244,637 0.06%
MORGAN STANLEY 165,537 3,401,918 0.01%
BANK OF AMERICA CORP /DE/ 127,295 2,616,012 0.01%
RAYMOND JAMES FINANCIAL INC 81,533 1,675,568 0.03%
Ameritas Advisory Services, LLC 54,744 1,125,048 2.04%
Creative Planning 47,349 973,061 0.03%
Falcon Wealth Planning 41,873 860,524 3.53%
UBS Group AG 41,382 850,452 0.01%
STIFEL FINANCIAL CORP 39,786 817,653 0.04%
ENVESTNET ASSET MANAGEMENT INC 36,196 743,857 0.01%
AMERIPRISE FINANCIAL INC 31,957 656,728 0.01%
AE Wealth Management LLC 31,370 644,697 0.18%
Trilogy Capital Inc. 29,905 614,574 1.34%
Eagle Strategies LLC 28,591 587,576 3.65%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,841 551,608 0.02%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 23,789 488,774 3.18%
OSAIC HOLDINGS, INC. 23,021 472,965 0.03%
WELLS FARGO & COMPANY/MN 18,721 384,732 0.0%
Summit Asset Management, LLC 18,648 383,245 2.64%
WESCAP Management Group, Inc. 18,592 382,100 3.77%
CAPITAL WEALTH MANAGEMENT, LLC 18,271 375,483 5.9%
Marietta Wealth Management, LLC 18,115 372,292 2.1%
Choice Wealth Advisors, LLC 17,426 358,135 6.89%
WEALTH MANAGEMENT RESOURCES, INC. 15,350 315,474 5.4%
Gaddis Premier Wealth Advisors LLC 14,861 305,412 11.28%