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Disclosery

IHDG WISDOMTREE TR

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ITL HDG QTLY DIV (fund)

263 managers (265 13F filers) reported a position in IHDG shares at 2024-12-31, 46,631,515 shares in all. 21 filers opened a position and 12 filers sold out during the quarter.

Managers
263
13F filers
265
New
21
Added
117
Reduced
67
Sold out
12
Shares held by filers
46,631,515

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,000$217K0.02%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.5,000$217K0.03%-1,50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,932$214K<0.01%013F-HRTimelineGroup
Allworth Financial LP4,581$207K<0.01%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC4,748$206K0.15%13F-HRTimeline
Kraft, Davis & Associates, LLC4,380$205K0.06%new13F-HRTimeline
Visionary Wealth Advisors4,655$202K0.01%-96113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,626$201K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,014$174K0.06%013F-HRTimeline
DiNuzzo Private Wealth, Inc.3,590$156K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC3,345$145K<0.01%-4,00013F-HRTimelineGroup
WR Wealth Planners, LLC3,300$143K0.05%013F-HRTimeline
OARSMAN CAPITAL, INC.3,275$142K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/3,250$141K0.07%013F-HRTimeline
Medallion Wealth Advisors, LLC3,147$137K0.07%13F-HRTimeline
Farther Finance Advisors, LLC2,646$115K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,436$106K<0.01%-55413F-HRTimelineGroup
PRIVATE TRUST CO NA2,293$99.7K0.01%+45713F-HRTimeline
Pinnacle Bancorp, Inc.2,000$86.9K0.03%013F-HRTimeline
IAG Wealth Partners, LLC1,973$85.8K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,889$82.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,738$75.6K<0.01%-3613F-HRTimeline
Element Wealth, LLC1,573$68.4K0.04%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,556$67.6K0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,394$60.6K<0.01%new13F-HR/ATimeline
MeadowBrook Investment Advisors LLC1,380$60K0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$52.2K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,074$46.7K<0.01%-75113F-HRTimeline
MAI Capital Management1,001$43.5K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC924$40.2K<0.01%-31813F-HRTimeline
WASHINGTON TRUST Co888$38.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC860$37.4K0.01%013F-HRTimeline
TD Capital Management LLC846$36.8K<0.01%+613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/750$32.6K<0.01%+10013F-HRTimelineGroup
Iron Horse Wealth Management, LLC644$28K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC562$24.4K<0.01%+29813F-HRTimeline
JNBA Financial Advisors559$24.3K<0.01%+413F-HRTimeline
Castleview Partners, LLC541$23.7K0.01%-113F-HR/ATimeline
Nova Wealth Management, Inc.519$22.6K0.02%13F-HRTimeline
Hurley Capital, LLC465$20.4K0.02%13F-HRTimeline
Wingate Wealth Advisors, Inc.386$16.8K0.02%13F-HRTimeline
First Horizon Advisors, Inc.360$15.6K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC347$15.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.344$15K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd287$12.5K<0.01%new13F-HRTimeline
Continuum Advisory, LLC251$10.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.215$9.33K<0.01%+213F-HRTimeline
Fortitude Family Office, LLC204$8.87K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC151$6.56K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC130$5.65K<0.01%013F-HRTimeline
GeoWealth Management, LLC120$5.22K<0.01%+4413F-HRTimeline
Covestor Ltd125$5K<0.01%-413F-HRTimeline
Operose Advisors LLC99$4.3K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC85$3.69K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC56$2.43K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.49$2.13K<0.01%013F-HRTimeline
Denver PWM, LLC38$1.65K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.24$1.06K0.1%-22,46613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP28$1K<0.01%013F-HRTimelineGroup
Financially Speaking Inc12$522<0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$130<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.