WisdomTree Trust - IHDG

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$1.611B

QoQ value delta ($000)

+$23.85M (+1.5%)

Implied price effect (QoQ)

+8.71%

Total shares

30,757,976

QoQ shares delta

-2,184,190 (-6.63%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 237 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.	41,107	784,789	1.6%
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%
Marietta Wealth Management, LLC	20,398	389,425	2.1%
Summit Asset Management, LLC	20,121	384,135	2.58%
WESCAP Management Group, Inc.	19,836	378,708	3.7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	18,750	357,978	0.01%
Gaddis Premier Wealth Advisors LLC	17,314	330,551	10.52%
WEALTH MANAGEMENT RESOURCES, INC.	17,242	329,179	5.32%
WELLS FARGO & COMPANY/MN	15,062	287,565	0.0%
Prepared Retirement Institute LLC	13,782	263,132	5.87%
Dynamic Advisor Solutions LLC	13,582	259,307	0.38%