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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
MORGAN STANLEYin group MORGAN STANLEY6,776,500$295M0.02%+65,71613F-HR/ATimelineGroup
LPL Financial LLC5,823,756$253M0.1%+756,60313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,357,821$146M0.01%+4,33513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,682,409$73.1M2.52%+350,99513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,506,486$65.5M0.02%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,442,511$62.7M0.01%+50,89313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,418,188$61.6M-153,916Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,401,480$60.9M0.02%-1,107,86713F-HRTimelineGroup
Creative Planningin group Creative Planning1,063,083$46.2M0.04%+84,02913F-HRTimelineGroup
Private Advisor Group, LLC896,289$39M0.22%-106,31113F-HRTimeline
Falcon Wealth Planning745,480$32.4M3.61%+38,71613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding733,890$31.9M+58,184Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP705,644$30.7M0.03%+21,38013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN627,842$27.3M0.01%-19,34813F-HRTimelineGroup
Eagle Strategies LLC621,379$27M4.67%+38,23413F-HRTimeline
Mariner, LLCin group Mariner, LLC613,467$26.7M0.04%+364,79213F-HRTimelineGroup
Prism Advisors, Inc.565,611$24.6M7.37%-17,07913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…550,288$23.9M3.64%+36,53613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…544,423$23.7M0.02%+60,91213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA503,583$21.9M<0.01%+15,57813F-HRTimelineGroup
Cambridge Investment Research Advisors,…467,085$20.3M0.07%+4,18313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.441,357$19.2M0.04%+47,46213F-HRTimelineGroup
WESCAP Management Group, Inc.422,501$18.4M4.46%+17,77113F-HRTimeline
Cardinal Point Capital Management ULC388,586$16.9M2.69%+39,03713F-HRTimeline
Summit Asset Management, LLC379,246$16.5M2.9%-61,25313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC372,065$16.2M5.51%+18,90313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.359,387$15.6M5.76%+82,76913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC354,175$15.4M0.07%+40413F-HRTimelineGroup
Choice Wealth Advisors LLC344,853$15M7.66%+9,84213F-HRTimeline
AE Wealth Management LLC342,907$14.9M0.13%+4,68713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC340,659$14.8M0.02%-10,38813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.331,170$14.4M0.03%-144,37513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…318,962$13.9M0.12%+6,40413F-HRTimeline
Marietta Wealth Management, LLC314,933$13.7M1.96%+8,77513F-HRTimeline
Cetera Investment Advisers314,603$13.7M0.03%-11,98713F-HRTimeline
Berkeley, Inc294,208$12.8M6.62%-218,97213F-HR/ATimeline
Melone Private Wealth, LLC291,362$12.7M6.56%-12,29813F-HRTimeline
MML INVESTORS SERVICES, LLC288,403$12.5M0.04%+17,39413F-HRTimeline
Prepared Retirement Institute LLC276,498$12M6.86%+21,54413F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC261,213$11.4M4.87%+8,79613F-HRTimeline
Trinity Wealth Management, LLC260,104$11.3M5.12%+12,44313F-HRTimeline
Mason & Associates Inc251,173$10.9M2.57%+12,64513F-HRTimeline
Sculati Wealth Management, LLC241,939$10.5M4.16%+5,05913F-HR/ATimeline
Curi Capital, LLC231,527$10.1M0.23%+20813F-HRTimeline
IAM Advisory, LLC219,399$9.54M2.42%+2,97613F-HRTimeline
Family Investment Center, Inc.217,961$9.47M2.4%-15,80913F-HRTimeline
WCG Wealth Advisors LLC215,878$9.38M0.62%+90,79613F-HRTimeline
CoreCap Advisors, LLC200,852$8.73M0.4%+20,11813F-HRTimeline
Integrated Capital Management, LLC196,152$8.53M4.54%+6,62413F-HRTimeline
Americana Partners, LLC193,408$8.41M0.34%+99413F-HRTimeline
Hobbs Group Advisors, LLC191,979$8.35M3.14%-12,08213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC171,667$7.46M0.01%-123,12413F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC165,783$7.21M1.4%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …155,462$6.87M0.54%+9,50113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.151,626$6.59M3.66%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…142,257$6.18M0.05%-61013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.129,270$5.62M0.08%+15,19113F-HRTimelineGroup
Laurel Wealth Planning LLC125,883$5.47M3.53%+2,07913F-HRTimeline
Insight Advisors, LLC/ PA119,506$5.19M0.89%+19,25613F-HRTimeline
Solano Wealth Investment Advisors LLC118,945$5.17M3.11%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO116,283$5.05M<0.01%+35,82113F-HRTimelineGroup
Astoria Portfolio Advisors LLC.110,493$4.83M1.72%-45,58713F-HRTimeline
BFSG, LLC110,792$4.82M0.56%+2,13913F-HRTimeline
Redhawk Wealth Advisors, Inc.108,763$4.73M0.64%+18,83613F-HRTimeline
Financial Advocates Investment Manageme…107,022$4.65M0.27%+7,50413F-HRTimeline
SMITH, MOORE & CO.104,243$4.53M0.41%-9,91413F-HRTimeline
PFG Advisors97,468$4.24M0.26%+3,11113F-HRTimeline
GPS Wealth Strategies Group, LLC96,247$4.18M0.54%+41,55613F-HRTimeline
Merit Financial Group, LLC94,944$4.13M0.07%+81,77413F-HRTimeline
NewEdge Advisors, LLC92,616$4.03M0.02%-2,28213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC90,439$3.94M1.55%+1,20713F-HRTimeline
Sachetta, LLC88,425$3.84M1.52%+6,09413F-HRTimeline
Venture Visionary Partners LLC84,398$3.67M0.16%-3,41413F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV69,425$3.02M0.01%+6,15413F-HRTimeline
Kolinsky Wealth Management, LLC66,988$2.91M1.78%-12,75313F-HRTimeline
Atria Investments, Inc66,222$2.88M0.04%-9,50813F-HRTimeline
Smartleaf Asset Management LLC65,152$2.83M0.29%+1,88213F-HRTimeline
D.A. DAVIDSON & CO.64,621$2.81M0.02%+2,86213F-HRTimeline
CW Advisors, LLC64,386$2.8M0.04%-4513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT64,032$2.78M0.34%+10613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC63,228$2.75M0.06%+3,97413F-HRTimelineGroup
Exchange Capital Management, Inc.61,937$2.69M0.43%+6,85013F-HRTimeline
Vermillion & White Wealth Management Gr…60,918$2.65M1.95%+42313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC59,123$2.57M1.47%+1,10213F-HRTimeline
Independent Advisor Alliance58,439$2.54M0.03%new13F-HRTimeline
United Advisor Group, LLC54,918$2.39M0.47%-3,99013F-HRTimeline
Mutual Advisors, LLC52,982$2.35M0.07%+21613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,964$2.35M<0.01%+24,40513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.53,817$2.34M0.91%+37413F-HRTimeline
Richmond Investment Services, LLC53,811$2.34M1.31%13F-HRTimeline
Fortis Capital Management LLC52,972$2.3M0.43%+4,79013F-HRTimeline
Defined Financial Planning LLC50,915$2.21M2.36%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …49,370$2.15M0.03%-80313F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/47,479$2.06M0.05%+50113F-HRTimeline
Focus Financial Network, Inc.43,264$1.89M0.07%+76513F-HRTimeline
J.W. COLE ADVISORS, INC.42,585$1.85M0.07%+38113F-HRTimeline
SigFig Wealth Management, LLC40,238$1.75M0.06%+6,08013F-HRTimeline
CONDOR CAPITAL MANAGEMENT39,407$1.71M0.15%+2,11413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,001$1.61M<0.01%-11213F-HRTimelineGroup
IFP Advisors, Inc35,239$1.53M0.05%+3,66313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,914$1.47M0.17%-102,96113F-HRTimeline
Atria Wealth Solutions, Inc.33,282$1.45M0.02%+6,14113F-HRTimeline
COMERICA BANK33,020$1.44M0.01%+1,51613F-HR/ATimeline
PCG Wealth Advisors, LLC32,953$1.43M0.53%+3,59713F-HRTimeline
Rehmann Capital Advisory Group31,628$1.38M0.09%-4,59213F-HRTimeline
Southland Equity Partners LLC31,194$1.36M0.32%+87113F-HRTimeline
Uniting Wealth Partners, LLC30,624$1.33M0.64%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP30,608$1.33M0.03%-25713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC29,710$1.29M0.32%+1,65513F-HRTimeline
HighTower Advisors, LLC29,715$1.29M<0.01%+22,90813F-HRTimeline
Integrated Wealth Concepts LLC28,563$1.24M0.01%+85613F-HRTimeline
VALLEY NATIONAL ADVISERS INC27,248$1.18M0.21%-6313F-HRTimeline
Platform Technology Partners26,131$1.14M0.34%+5,38913F-HRTimeline
COZAD ASSET MANAGEMENT INC25,210$1.1M0.1%+35813F-HRTimeline
Sanctuary Advisors, LLC23,596$1.09M0.01%-10,74013F-HRTimeline
Burns Matteson Capital Management, LLC24,905$1.08M0.61%-39813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,961$1.04M0.01%-4,30213F-HRTimelineGroup
Strategic Financial Concepts, LLC22,835$993K0.19%+50613F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,718$988K0.07%-4,01413F-HRTimeline
AIFG Consultants Ltd.22,686$986K1.61%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,213$966K<0.01%new13F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.22,143$963K0.43%+51913F-HRTimeline
TOWNSQUARE CAPITAL LLC21,501$935K0.01%-2113F-HRTimeline
Capital Advisors, Ltd. LLC21,047$915K0.12%-3,39713F-HRTimeline
Prospera Financial Services Inc20,776$903K0.02%+29413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC20,589$895K0.07%+58713F-HRTimeline
Western Wealth Management, LLC20,104$874K0.06%-41,27713F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,045$871K<0.01%+4,60313F-HRTimelineGroup
&PARTNERS19,672$861K0.01%+6,82613F-HRTimeline
Sloy Dahl & Holst, LLC19,791$860K0.11%+33013F-HRTimeline
Montis Financial, LLC19,744$858K0.27%new13F-HRTimeline
Jacobi Capital Management LLC19,268$838K0.06%-1,37613F-HRTimeline
O'Dell Group, LLC18,919$822K0.19%-2,81213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,580$808K<0.01%+58313F-HRTimelineGroup
Patten Group, Inc.18,523$805K0.18%-46113F-HRTimeline
Avestar Capital, LLC18,153$791K0.07%+3,94813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT18,066$785K0.03%013F-HRTimeline
Regal Investment Advisors LLC17,839$775K0.06%+1,37213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,798$774K0.02%+18013F-HRTimelineGroup
NWAM LLC17,482$760K0.05%+4,66213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,451$759K<0.01%-25213F-HRTimeline
RFG Advisory, LLC17,288$752K0.02%-2,66913F-HRTimeline
Ifrah Financial Services, Inc.17,029$740K0.2%+37113F-HRTimeline
Trademark Financial Management, LLC16,957$737K0.59%-14,91113F-HRTimeline
First Heartland Consultants, Inc.16,834$732K0.08%-18,55013F-HRTimeline
LexAurum Advisors, LLC16,823$731K0.14%+2,27513F-HRTimeline
Cordatus Wealth Management LLC16,476$716K0.19%+29013F-HRTimeline
Core Wealth Advisors, Inc.15,906$691K0.23%+1,74513F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC15,808$687K1.2%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,629$679K0.01%+4,63913F-HRTimelineGroup
Colorado Capital Management, Inc.15,540$676K0.33%013F-HRTimeline
Geneos Wealth Management Inc.15,543$676K0.02%+1,68013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC15,285$664K0.04%+28513F-HRTimeline
Lifestyle Asset Management, Inc.14,725$640K0.35%-1,38313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,681$638K0.06%new13F-HRTimeline
Wealthspire Retirement, LLC13,693$595K0.05%013F-HRTimeline
Janney Montgomery Scott LLC13,582$590K<0.01%-30913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,539$589K0.01%+1,65013F-HRTimelineGroup
INSIGHT 2811, INC.13,219$575K0.3%013F-HRTimeline
MTM Investment Management, LLC12,953$563K0.22%013F-HRTimeline
Sowell Financial Services LLC11,409$496K0.03%-65,81413F-HRTimeline
Cascade Financial Partners, LLC11,345$493K0.06%013F-HRTimeline
WILLNER & HELLER, LLC11,218$488K0.43%-2,95113F-HRTimeline
HARBOUR INVESTMENTS, INC.10,747$467K0.01%-10713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,739$467K0.01%+46713F-HRTimelineGroup
Centerpoint Advisory Group10,114$440K0.43%13F-HRTimeline
WORLD EQUITY GROUP, INC.10,062$437K0.09%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,000$435K0.17%new13F-HRTimeline
IHT Wealth Management, LLC9,880$429K0.01%+1,47113F-HRTimeline
FMR LLCin group FMR LLC9,874$429K<0.01%+1,14313F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…8,985$391K0.13%-40713F-HRTimeline
Grant/GrossMendelsohn, LLC8,566$373K0.2%-26013F-HRTimeline
Bison Wealth, LLC8,476$368K0.08%-18013F-HRTimeline
YANKCOM Partnership8,400$365K0.2%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,301$361K<0.01%013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP7,634$332K<0.01%-6,15813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,622$331K0.03%013F-HRTimelineGroup
LongView Wealth Management7,500$326K0.1%013F-HRTimeline
Garden State Investment Advisory Servic…7,442$324K0.1%+213F-HRTimeline
Herold Advisors, Inc.7,397$322K0.07%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,062$307K0.07%+22713F-HRTimeline
L.M. KOHN & COMPANY6,814$296K0.08%+6813F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,750$293K0.01%013F-HRTimeline
Bison Wealth, LLC6,706$292K0.04%13F-HRTimeline
Hidden Cove Wealth Management, LLC6,655$289K0.23%13F-HRTimeline
Royal Fund Management, LLC6,604$287K0.03%-64413F-HRTimeline
Amplius Wealth Advisors, LLC6,482$282K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,396$279K<0.01%-20013F-HRTimelineGroup
Bogart Wealth, LLC6,376$277K0.01%+3113F-HRTimeline
MAYPORT, LLC6,277$273K0.08%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,116$266K<0.01%-7613F-HRTimelineGroup
Csenge Advisory Group6,032$262K0.01%+1,25513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,030$262K<0.01%-3,30713F-HRTimelineGroup
PFG Investments, LLC5,846$254K0.02%+39013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…5,788$252K0.04%new13F-HRTimelineGroup
Simplicity Wealth,LLC5,788$252K0.05%-9,12413F-HRTimeline
Aspen Investment Management Inc5,650$246K0.11%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,646$245K0.05%+16913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC5,355$233K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.5,208$226K0.02%+113F-HRTimeline