WisdomTree Trust - IHDG

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.594B
QoQ value delta ($000)
-$15.71M (-0.98%)
Implied price effect (QoQ)
-0.13%
Shares
Total shares
30,470,988
QoQ shares delta
-260,257 (-0.85%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (IHDG)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 70 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 176,215 3,364,175 0.01%
LPL Financial LLC 166,698 3,182,488 0.04%
BANK OF AMERICA CORP /DE/ 120,208 2,294,923 0.01%
Ameritas Advisory Services, LLC 73,414 1,401,573 1.48%
RAYMOND JAMES FINANCIAL INC 64,855 1,238,170 0.02%
Falcon Wealth Planning 52,324 998,941 3.3%
AE Wealth Management LLC 51,775 988,454 0.24%
Creative Planning 49,339 941,951 0.03%
STIFEL FINANCIAL CORP 42,653 814,323 0.04%
Trilogy Capital Inc. 41,067 791,286 1.58%
ENVESTNET ASSET MANAGEMENT INC 40,498 773,171 0.01%
UBS Group AG 37,935 724,245 0.0%
AMERIPRISE FINANCIAL INC 30,673 586,023 0.01%
OSAIC HOLDINGS, INC. 25,461 485,942 0.03%
CAPITAL WEALTH MANAGEMENT, LLC 23,656 451,633 5.69%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 21,718 414,813 2.5%
Summit Asset Management, LLC 20,121 384,135 2.58%
Marietta Wealth Management, LLC 19,976 385,730 2.11%
WESCAP Management Group, Inc. 19,836 378,708 3.7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,750 357,978 0.01%
WEALTH MANAGEMENT RESOURCES, INC. 17,447 336,169 5.39%
Gaddis Premier Wealth Advisors LLC 17,314 330,551 10.52%
WELLS FARGO & COMPANY/MN 15,062 287,565 0.0%
Prepared Retirement Institute LLC 13,782 263,132 5.87%
Dynamic Advisor Solutions LLC 13,710 264,173 0.39%