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Disclosery

IHDG WISDOMTREE TR

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ITL HDG QTLY DIV (fund)

262 managers (264 13F filers) reported a position in IHDG shares at 2025-03-31, 48,780,068 shares in all. 28 filers opened a position and 28 filers sold out during the quarter.

Managers
262
13F filers
264
New
28
Added
114
Reduced
82
Sold out
28
Shares held by filers
48,780,068

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CITIGROUP INCin group CITIGROUP INC5,920$257K<0.01%-11013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,857$254K<0.01%-25913F-HRTimelineGroup
Parallel Advisors, LLC5,846$254K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.5,711$251K0.07%-4,35113F-HRTimeline
Aspen Investment Management Inc5,650$245K0.11%013F-HRTimeline
Sovran Advisors, LLC5,845$240K0.03%new13F-HRTimeline
Csenge Advisory Group5,645$232K0.01%-38713F-HRTimeline
Koshinski Asset Management, Inc.5,208$226K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,019$218K<0.01%-3,28213F-HRTimelineGroup
PINNACLE ASSOCIATES LTD5,000$217K<0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,000$217K0.02%013F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…5,000$217K0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.5,000$217K0.03%013F-HRTimeline
Adero Partners, LLC4,853$211K0.01%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC4,759$207K0.1%+1113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,274$185K<0.01%-1,08113F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,014$174K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,620$157K<0.01%-7,12713F-HRTimeline
DiNuzzo Private Wealth, Inc.3,590$156K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/3,250$141K0.07%013F-HRTimeline
Medallion Wealth Advisors, LLC3,147$137K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,130$136K<0.01%+3,00013F-HRTimeline
Farther Finance Advisors, LLC2,931$127K<0.01%+28513F-HRTimeline
PRIVATE TRUST CO NA2,355$102K0.01%+6213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,136$92.7K<0.01%-30013F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,000$86.8K0.03%013F-HRTimeline
IAG Wealth Partners, LLC1,973$85.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,889$82K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,556$67.5K0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,485$64.4K0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC1,380$59.9K0.06%013F-HRTimeline
Aptus Capital Advisors, LLC1,302$56.5K<0.01%+22813F-HRTimeline
Vermillion & White Wealth Management Gr…1,199$52K0.04%-59,71913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,000$43.5K<0.01%+25013F-HRTimelineGroup
MAI Capital Management1,001$43.5K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC924$40.1K<0.01%-47013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC924$40.1K<0.01%013F-HRTimeline
WASHINGTON TRUST Co888$38.5K<0.01%013F-HRTimeline
TD Capital Management LLC848$36.8K<0.01%+213F-HRTimeline
Iron Horse Wealth Management, LLC639$27.7K0.01%-513F-HRTimeline
Glen Eagle Advisors, LLC563$24.4K<0.01%+113F-HRTimeline
JNBA Financial Advisors560$24.3K<0.01%+113F-HRTimeline
Hurley Capital, LLC465$20.2K0.02%013F-HRTimeline
Creekmur Asset Management LLC347$15.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.344$14.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.342$14.8K0.01%new13F-HRTimeline
Continuum Advisory, LLC251$10.9K<0.01%013F-HRTimeline
General Partner, Inc.225$9.77K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.215$9.34K<0.01%013F-HRTimeline
Rossby Financial, LCC156$6.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC151$6.55K<0.01%013F-HRTimeline
Cheviot Value Management, LLC116$5.14K<0.01%new13F-HRTimeline
Operose Advisors LLC99$4.3K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.96$4.17K<0.01%-42313F-HR/ATimeline
Synergy Investment Management, LLC78$3.38K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT76$3.3K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…51$2.21K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.49$2.13K<0.01%013F-HRTimeline
Sandy Spring Bank25$1.08K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP28$1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$217<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.