Skip to content
Disclosery

IHDG WISDOMTREE TR

Follow

ITL HDG QTLY DIV (fund)

234 managers (237 13F filers) reported a position in IHDG shares at 2026-06-30, 30,731,394 shares in all. 17 filers opened a position and 29 filers sold out during the quarter.

Managers
234
13F filers
237
New
17
Added
76
Reduced
102
Sold out
29
Shares held by filers
30,731,394

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,364,175$176M0.01%-55,49513F-HRTimelineGroup
LPL Financial LLC3,182,488$167M0.04%-592,06013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,294,923$120M0.01%-48,14013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,401,573$73.4M1.48%+428,55213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,238,170$64.9M0.02%-495,71213F-HRTimelineGroup
Falcon Wealth Planning998,941$52.3M3.31%+60,65013F-HRTimeline
AE Wealth Management LLC988,454$51.8M0.24%+119,18013F-HRTimeline
Creative Planningin group Creative Planning941,951$49.3M0.03%+19,82813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP814,323$42.7M0.04%+39,20413F-HRTimelineGroup
Trilogy Capital Inc.784,789$41.1M1.6%+11,81313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC773,171$40.5M0.01%+9,11613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding726,785$38.1M-82,111Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC586,023$30.7M0.01%-59,82713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.485,942$25.5M0.03%+110,67013F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC451,633$23.7M5.69%+9,22813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…414,813$21.7M2.5%-8,62213F-HRTimeline
Marietta Wealth Management, LLC389,425$20.4M2.1%+13,67313F-HRTimeline
Summit Asset Management, LLC384,135$20.1M2.58%-81413F-HRTimeline
WESCAP Management Group, Inc.378,708$19.8M3.7%-3,32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…357,978$18.8M0.01%-132,16413F-HRTimelineGroup
Gaddis Premier Wealth Advisors LLC330,551$17.3M10.55%+19,74413F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.329,179$17.2M5.32%+12,93713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN287,565$15.1M<0.01%-21,40213F-HRTimelineGroup
Prepared Retirement Institute LLC263,132$13.8M5.87%-5,54013F-HRTimeline
Dynamic Advisor Solutions LLC259,307$13.6M0.39%+19,33913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC249,413$13.1M0.04%-2,44813F-HRTimelineGroup
Eagle Strategies LLC247,960$13M1.29%-338,90713F-HRTimeline
Cambridge Investment Research Advisors,…247,150$12.9M0.03%-8,25013F-HR/ATimeline
Curi Capital, LLC244,859$12.8M0.2%-2,42013F-HRTimeline
Trinity Wealth Management, LLC239,282$12.5M3.98%-27213F-HRTimeline
VestGen Advisors, LLC228,114$11.9M0.35%-1,13313F-HRTimeline
Solano Wealth Investment Advisors LLC226,834$11.9M5.41%+1,42713F-HRTimeline
Mariner, LLCin group Mariner, LLC221,217$11.6M0.01%+1,83213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding220,357$11.5M-62,634Timeline
Cetera Investment Advisers219,111$11.5M0.01%+14,43013F-HRTimeline
AssuredPartners Investment Advisors, LLC205,876$10.8M1.04%+2,34113F-HRTimeline
Melone Private Wealth, LLC205,264$10.8M4.1%+30413F-HRTimeline
Wealthspire Retirement, LLC184,303$9.65M0.53%-6,77713F-HRTimeline
Argo Wealth Advisory, LLC183,696$9.62M5.31%+5,15613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…180,821$9.47M0.08%-24213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC180,438$9.45M0.03%+3,59613F-HRTimelineGroup
Berkeley, Inc177,474$9.3M2.92%-37813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,265$9.23M<0.01%+13,25613F-HRTimelineGroup
Farther Finance Advisors, LLC158,083$8.28M0.06%-4,26413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,393$6.93M<0.01%+6,00313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC129,860$6.8M0.01%+28,67513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…128,507$6.71M0.04%+14413F-HRTimelineGroup
Private Advisor Group, LLC109,239$5.72M0.03%-17,68513F-HRTimeline
Americana Partners, LLC108,750$5.7M0.13%+13,35613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC104,773$5.49M0.01%-4,50913F-HRTimeline
NewEdge Advisors, LLC101,745$5.33M0.02%+3,77913F-HRTimeline
Sachetta, LLC93,733$4.91M2.39%+7,23013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC93,706$4.91M0.71%-13,07913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC88,838$4.65M0.88%-1,15213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,849$4.35M0.01%-6,98813F-HRTimeline
&PARTNERS77,982$4.09M0.02%+1,88613F-HRTimeline
Nvest Wealth Strategies, Inc.78,033$4.09M2.57%-24013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75,403$3.95M0.05%+35113F-HRTimelineGroup
Prism Advisors, Inc.72,524$3.8M0.92%-91013F-HRTimeline
Western Wealth Management, LLC71,931$3.77M0.12%-24,07213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…71,740$3.76M0.01%-7,96113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …71,692$3.76M0.04%+4,26913F-HRTimelineGroup
R2 Capital Strategies, LLC67,839$3.55M1.61%13F-HRTimeline
IFP Advisors, Inc66,869$3.5M0.06%+7,65813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO63,368$3.31M<0.01%-4,75513F-HRTimelineGroup
Fortis Capital Management LLC62,160$3.26M0.37%-9,49913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.60,789$3.18M<0.01%-2,78913F-HRTimelineGroup
D.A. DAVIDSON & CO.60,243$3.16M0.02%+66713F-HRTimeline
Sculati Wealth Management, LLC58,802$3.06M1.02%-1,86513F-HRTimeline
Hobbs Group Advisors, LLC55,675$2.92M0.77%-1,72613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,294$2.91M+25,908Timeline
Mutual Advisors, LLC51,713$2.71M0.05%-51613F-HRTimeline
Platform Technology Partners50,230$2.63M0.43%+6,44213F-HRTimeline
OLD NATIONAL BANCORP /IN/46,578$2.44M0.05%-71513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,941$2.3M<0.01%-2,42713F-HR/ATimeline
Global Retirement Partners, LLC43,585$2.28M0.03%13F-HRTimeline
DHJJ Financial Advisors, Ltd.43,028$2.25M0.65%-1,38713F-HRTimeline
Choice Wealth Advisors LLC42,460$2.22M0.78%-8,42013F-HRTimeline
Provident Wealth Management, LLC40,406$2.12M0.54%+3,85313F-HRTimeline
Mach-1 Financial Group, LLC40,403$2.12M0.82%+4,13813F-HRTimeline
Focus Financial Network, Inc.38,720$2.03M0.06%-1,51213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,502$2.02M<0.01%+1,50113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.37,052$1.94M0.7%-27313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.36,642$1.92M0.03%+73213F-HRTimeline
Southland Equity Partners LLC34,765$1.82M0.32%+1,28913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,026$1.78M<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC33,635$1.76M0.2%+2,20513F-HRTimeline
Core Wealth Advisors, Inc.33,232$1.74M0.35%-1513F-HRTimeline
World Investment Advisors36,049$1.74M0.03%-10713F-HRTimeline
Merit Financial Group, LLC33,009$1.73M0.01%-2,53413F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT32,235$1.69M0.17%-16813F-HRTimeline
Sowell Financial Services LLC31,491$1.65M0.05%-313F-HRTimeline
XY Planning Network, Inc.30,335$1.59M0.2%-2,90713F-HRTimeline
Rehmann Capital Advisory Group28,603$1.55M0.07%+1713F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC28,890$1.51M0.83%-4,25313F-HRTimeline
Stonebridge Wealth Management, LLC27,755$1.45M1.3%-1,64013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC26,211$1.37M0.53%-4,23613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,649$1.34M<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC24,993$1.31M0.14%-1,38513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,897$1.3M0.01%-63313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management24,623$1.29M0.01%+4,85313F-HRTimelineGroup
Geneos Wealth Management Inc.24,620$1.29M0.03%+1,32513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO24,541$1.29M0.11%+5,66913F-HRTimeline
Sanctuary Advisors, LLC24,198$1.27M0.01%-1,61313F-HRTimeline
J.W. COLE ADVISORS, INC.24,152$1.27M0.02%+6113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC23,136$1.21M0.22%-3,45213F-HRTimeline
COZAD ASSET MANAGEMENT INC23,073$1.21M0.08%+6113F-HRTimeline
NWAM LLC23,058$1.21M0.06%+17213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,189$1.16M0.01%new13F-HRTimeline
Sloy Dahl & Holst, LLC21,362$1.12M0.14%-5813F-HRTimeline
First Heartland Consultants, Inc.21,214$1.11M0.07%+93613F-HRTimeline
Jacobi Capital Management LLC20,933$1.1M0.05%+27713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co20,855$1.09M0.2%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.20,373$1.07M0.11%-10,55313F-HRTimeline
Prospera Financial Services Inc19,981$1.05M0.02%-8313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.19,913$1.04M0.3%-8313F-HRTimeline
SageView Advisory Group, LLC19,756$1.03M0.03%new13F-HRTimeline
TopTier Wealth Management, LLC18,331$960K0.58%-15713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC17,582$921K0.06%-12013F-HRTimeline
PFG Advisors16,862$883K0.04%-26,54713F-HRTimeline
Cordatus Wealth Management LLC16,822$881K0.19%-8413F-HRTimeline
Integrated Wealth Concepts LLC16,282$853K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC15,327$803K0.08%-42413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,305$802K0.02%+4,04613F-HRTimelineGroup
PURSUIT WEALTH STRATEGIES, LLC14,930$782K1.02%-27,14013F-HRTimeline
Colorado Capital Management, Inc.14,911$781K0.27%-5613F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,365$752K0.05%+18213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS14,201$744K0.08%new13F-HRTimeline
INSIGHT 2811, INC.13,219$692K0.28%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,525$656K<0.01%+44613F-HRTimelineGroup
IHT Wealth Management, LLC11,285$591K0.01%+27113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,997$576K<0.01%-6,95713F-HRTimelineGroup
Avestar Capital, LLC10,808$566K0.03%-12213F-HRTimeline
Steward Partners Investment Advisory, L…10,724$562K<0.01%-164,05413F-HRTimeline
WORLD EQUITY GROUP, INC.10,712$561K0.13%+70113F-HRTimeline
FMR LLCin group FMR LLC10,591$555K<0.01%+72613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,203$534K0.03%-14,47513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,000$524K0.14%013F-HRTimeline
Centerpoint Advisory Group9,929$520K0.33%-2013F-HRTimeline
Parallel Advisors, LLC9,638$505K0.01%-70313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,383$491K<0.01%-396,16713F-HRTimelineGroup
MAI Capital Management8,769$459K<0.01%+2,52013F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,578$449K0.1%+813F-HRTimeline
YANKCOM Partnership8,400$440K0.16%013F-HRTimeline
MTM Investment Management, LLC8,005$419K0.12%013F-HRTimeline
Arax Advisory Partners7,916$415K<0.01%+7,82713F-HRTimeline
HighTower Advisors, LLC7,648$401K<0.01%+1,08713F-HRTimeline
HB Wealth Management, LLC7,500$393K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,274$381K<0.01%-24513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,253$380K<0.01%-16413F-HRTimelineGroup
QTR Family Wealth, LLC7,238$379K0.13%+3013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,072$370K0.02%+20513F-HRTimeline
WILLNER & HELLER, LLC7,051$369K0.23%+10113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,968$365K<0.01%new13F-HRTimelineGroup
FORONJY FINANCIAL LLC6,893$361K0.13%-9113F-HRTimeline
Clark Asset Management, LLC6,682$350K0.03%013F-HRTimeline
PFG Investments, LLC6,574$344K0.01%+8213F-HRTimeline
Astoria Portfolio Advisors LLC.6,559$344K0.06%-17813F-HRTimeline
Insight Advisors, LLC/ PA6,527$342K0.06%-87113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,432$337K<0.01%-27613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,396$335K<0.01%-16813F-HRTimelineGroup
Bogart Wealth, LLC6,383$334K0.01%+313F-HRTimeline
Cardinal Point Capital Management ULC6,350$333K0.02%013F-HRTimeline
Ifrah Financial Services, Inc.6,343$332K0.08%-2313F-HRTimeline
Montis Financial, LLC6,105$320K0.07%-1113F-HRTimeline
OneDigital Investment Advisors LLC5,694$298K<0.01%new13F-HRTimeline
BFSG, LLC5,664$297K0.03%013F-HRTimeline
Facet Wealth, Inc.5,621$294K<0.01%new13F-HRTimeline
Aspen Investment Management Inc5,500$288K0.08%-15013F-HRTimeline
Beacon Pointe Advisors, LLC5,478$287K<0.01%013F-HRTimeline
Atria Investments, Inc5,349$280K<0.01%-2,63713F-HRTimeline
Amplius Wealth Advisors, LLC5,180$271K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,079$262K0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,000$262K0.01%013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,842$254K<0.01%013F-HRTimelineGroup
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA4,771$250K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC4,630$247K0.02%+6013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,626$242K<0.01%013F-HRTimelineGroup
Family Investment Center, Inc.4,604$241K0.04%-47913F-HRTimeline
Koshinski Asset Management, Inc.4,571$239K0.01%-16613F-HRTimeline
Garden State Investment Advisory Servic…4,428$232K0.05%+213F-HRTimeline
Signature Equity Partners, LLC4,134$217K0.1%+38713F-HRTimeline
Clearstead Advisors, LLC4,111$215K<0.01%+213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,014$210K0.07%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,000$210K<0.01%-65013F-HRTimelineGroup
EP Wealth Advisors, LLC3,679$193K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,379$177K<0.01%+7113F-HRTimelineGroup
AlphaCore Capital LLC3,304$173K<0.01%-4213F-HRTimeline
Medallion Wealth Advisors, LLC3,284$172K0.05%013F-HRTimeline
FIRST FINANCIAL CORP /IN/3,250$170K0.06%013F-HRTimeline
DiNuzzo Private Wealth, Inc.3,090$162K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.3,075$161K0.04%013F-HRTimeline
Versant Capital Management, Inc3,063$160K0.01%013F-HRTimeline
Allworth Financial LP2,984$156K<0.01%-58713F-HRTimeline
Key Capital Management, INC2,911$152K0.08%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,777$145K<0.01%-35713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,665$140K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,047$107K0.01%-3013F-HRTimeline
IAG Wealth Partners, LLC1,973$103K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,556$81.5K0.01%013F-HRTimelineGroup