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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
MORGAN STANLEYin group MORGAN STANLEY6,654,520$289M0.02%-121,98013F-HRTimelineGroup
LPL Financial LLC5,983,959$260M0.1%+160,20313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,574,318$155M0.01%+216,49713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,748,931$75.9M0.02%+347,45113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,712,603$74.3M0.03%+206,11713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,703,100$73.9M2.98%+20,69113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,491,373$64.7M+73,185Timeline
UBS Group AGin group UBS Group AG1,211,308$52.6M0.01%-231,20313F-HRTimelineGroup
Creative Planningin group Creative Planning1,092,677$47.4M0.04%+29,59413F-HRTimelineGroup
Private Advisor Group, LLC868,725$37.7M0.23%-27,56413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP807,900$35.1M0.04%+102,25613F-HRTimelineGroup
Falcon Wealth Planning708,828$30.8M3.42%-36,65213F-HRTimeline
Eagle Strategies LLC685,569$29.8M5.17%+64,19013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…655,725$28.5M0.02%+111,30213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN640,950$27.8M0.01%+13,10813F-HRTimelineGroup
Trilogy Capital Inc.636,221$27.6M1.45%new13F-HRTimeline
Prism Advisors, Inc.555,479$24.1M7.42%-10,13213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA546,638$23.7M0.01%+43,05513F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding545,195$23.7M-188,695Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…503,902$21.9M3.37%-46,38613F-HRTimeline
Cambridge Investment Research Advisors,…498,115$21.6M0.07%+31,03013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.461,382$20M0.04%+20,02513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC433,085$18.8M0.02%+413,04013F-HRTimelineGroup
WESCAP Management Group, Inc.416,395$18.1M4.41%-6,10613F-HRTimeline
Cardinal Point Capital Management ULC392,484$17M1.57%+3,89813F-HRTimeline
Summit Asset Management, LLC379,812$16.5M2.85%+56613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.364,385$15.8M5.74%+4,99813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC355,156$15.4M4.84%-16,90913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC353,781$15.4M0.07%-39413F-HRTimelineGroup
Choice Wealth Advisors LLC344,811$15M7.8%-4213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.343,280$14.9M0.03%+12,11013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC340,885$14.8M0.02%+22613F-HRTimeline
Marietta Wealth Management, LLC335,502$14.6M2.14%+20,56913F-HRTimeline
Berkeley, Inc298,344$12.9M6.08%+4,13613F-HRTimeline
Melone Private Wealth, LLC294,990$12.8M6.7%+3,62813F-HRTimeline
Mariner, LLCin group Mariner, LLC285,896$12.4M0.02%-327,57113F-HRTimelineGroup
AE Wealth Management LLC285,317$12.4M0.1%-57,59013F-HRTimeline
MML INVESTORS SERVICES, LLC283,278$12.3M0.04%-5,12513F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC271,416$11.8M4.89%+10,20313F-HRTimeline
WCG Wealth Advisors LLC267,055$11.6M0.88%+51,17713F-HR/ATimeline
Trinity Wealth Management, LLC262,826$11.4M5.21%+2,72213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC259,110$11.2M0.02%+87,44313F-HR/ATimelineGroup
Mason & Associates Inc256,225$11.1M2.76%+5,05213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …255,079$11M0.82%+99,61713F-HRTimelineGroup
Sculati Wealth Management, LLC240,108$10.4M4.21%-1,83113F-HRTimeline
Curi Capital, LLC232,997$10.1M0.25%+1,47013F-HRTimeline
Dynamic Advisor Solutions LLC232,336$10.1M0.33%new13F-HRTimeline
Prepared Retirement Institute LLC227,874$9.89M6.31%-48,62413F-HRTimeline
Cetera Investment Advisers226,213$9.82M0.02%-88,39013F-HRTimeline
CoreCap Advisors, LLC223,214$9.69M0.43%+22,36213F-HRTimeline
IAM Advisory, LLC219,275$9.52M2.47%-12413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…203,377$8.83M0.21%new13F-HRTimelineGroup
Hobbs Group Advisors, LLC202,988$8.81M3.35%+11,00913F-HRTimeline
Integrated Capital Management, LLC200,640$8.71M4.79%+4,48813F-HRTimeline
AssuredPartners Investment Advisors, LLC180,945$7.85M1.52%+15,16213F-HRTimeline
CW Advisors, LLC179,457$7.79M0.09%+115,07113F-HRTimeline
Americana Partners, LLC176,504$7.66M0.3%-16,90413F-HRTimeline
Steward Partners Investment Advisory, L…159,568$6.93M0.06%-159,39413F-HRTimeline
VestGen Advisors, LLC155,879$6.77M0.31%13F-HRTimeline
Greykasell Wealth Strategies, Inc.142,942$6.2M3.31%-8,68413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…140,752$6.11M0.05%-1,50513F-HRTimelineGroup
Insight Advisors, LLC/ PA133,101$5.78M1.01%+13,59513F-HRTimeline
Family Investment Center, Inc.129,239$5.61M1.37%-88,72213F-HRTimeline
Redhawk Wealth Advisors, Inc.124,740$5.41M0.73%+15,97713F-HRTimeline
Astoria Portfolio Advisors LLC.125,422$5.26M1.79%+14,92913F-HRTimeline
SMITH, MOORE & CO.118,452$5.14M0.48%+14,20913F-HRTimeline
Solano Wealth Investment Advisors LLC117,008$5.08M3.14%-1,93713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.116,742$5.07M0.08%-12,52813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC114,957$4.99M0.67%+18,71013F-HRTimeline
BFSG, LLC112,532$4.88M0.59%+1,74013F-HRTimeline
Financial Advocates Investment Manageme…111,907$4.86M0.34%+4,88513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO110,796$4.81M<0.01%-5,48713F-HRTimelineGroup
Merit Financial Group, LLC108,409$4.7M0.07%+13,46513F-HRTimeline
Richmond Investment Services, LLC105,115$4.56M2.48%+51,30413F-HRTimeline
Laurel Wealth Planning LLC99,618$4.32M2.87%-26,26513F-HRTimeline
PFG Advisors97,458$4.23M0.24%-1013F-HRTimeline
NewEdge Advisors, LLC96,555$4.19M0.02%+3,93913F-HRTimeline
Sachetta, LLC91,479$3.97M1.63%+3,05413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC90,348$3.92M1.54%-9113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76,954$3.37M<0.01%+22,99013F-HR/ATimelineGroup
Fortis Capital Management LLC68,567$2.98M0.58%+15,59513F-HRTimeline
Exchange Capital Management, Inc.67,733$2.94M0.48%+5,79613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED62,833$2.75M0.26%+48,15213F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC63,274$2.75M0.06%+4613F-HRTimelineGroup
D.A. DAVIDSON & CO.59,428$2.58M0.02%-5,19313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC58,960$2.56M1.65%-16313F-HRTimeline
United Advisor Group, LLC58,759$2.55M0.52%+3,84113F-HRTimeline
Smartleaf Asset Management LLC57,417$2.51M0.24%-7,73513F-HRTimeline
Lifestyle Asset Management, Inc.54,062$2.35M1.29%+39,33713F-HRTimeline
DHJJ Financial Advisors, Ltd.53,167$2.31M0.93%-65013F-HRTimeline
Mutual Advisors, LLC53,013$2.28M0.07%+3113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV50,184$2.18M<0.01%-19,24113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,133$2.18M0.03%+76313F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC49,434$2.15M0.4%13F-HRTimeline
OLD NATIONAL BANCORP /IN/47,479$2.06M0.05%013F-HRTimeline
Geneos Wealth Management Inc.45,933$1.99M0.03%+30,39013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…45,001$1.95M0.04%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT44,957$1.95M0.24%-19,07513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC43,700$1.9M<0.01%new13F-HRTimeline
SigFig Wealth Management, LLC42,831$1.88M0.07%+2,59313F-HRTimeline
Focus Financial Network, Inc.41,449$1.8M0.07%-1,81513F-HRTimeline
CONDOR CAPITAL MANAGEMENT40,735$1.77M0.16%+1,32813F-HRTimeline
IFP Advisors, Inc39,219$1.7M0.05%+3,98013F-HRTimeline
PCG Wealth Advisors, LLC38,376$1.67M0.58%+5,42313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,001$1.61M<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC34,092$1.48M0.01%+10,49613F-HRTimeline
COMERICA BANK33,853$1.47M0.01%+83313F-HRTimeline
LANARK FINANCIAL, INC.33,500$1.45M0.12%+33,47613F-HRTimeline
Western Wealth Management, LLC32,726$1.42M0.09%+12,62213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC32,680$1.42M0.16%-1,23413F-HRTimeline
Rehmann Capital Advisory Group32,369$1.4M0.09%+74113F-HRTimeline
Southland Equity Partners LLC31,947$1.39M0.32%+75313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP31,250$1.36M0.03%+64213F-HRTimeline
VALLEY NATIONAL ADVISERS INC29,982$1.3M0.23%+2,73413F-HRTimeline
Integrated Wealth Concepts LLC29,826$1.29M0.02%+1,26313F-HRTimeline
J.W. COLE ADVISORS, INC.28,794$1.25M0.04%-13,79113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT28,305$1.23M0.05%+10,23913F-HRTimeline
Burns Matteson Capital Management, LLC27,565$1.2M0.64%+2,66013F-HRTimeline
Platform Technology Partners27,280$1.18M0.34%+1,14913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,039$1.17M0.01%+3,07813F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC26,550$1.15M0.27%-3,16013F-HRTimeline
COZAD ASSET MANAGEMENT INC25,225$1.09M0.11%+1513F-HRTimeline
Provident Wealth Management, LLC24,671$1.07M0.37%new13F-HRTimeline
O'Dell Group, LLC24,529$1.06M0.28%+5,61013F-HRTimeline
Strategic Financial Concepts, LLC23,241$1.01M0.19%+40613F-HRTimeline
GTS SECURITIES LLC23,066$1M0.04%new13F-HRTimeline
&PARTNERS22,830$1000K0.01%+3,15813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.22,087$959K0.44%-5613F-HRTimeline
AIFG Consultants Ltd.22,013$955K1.57%-67313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…21,088$915K0.18%+15,44213F-HRTimelineGroup
NWAM LLC20,825$904K0.08%+3,34313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC20,638$896K0.07%+4913F-HRTimeline
Prospera Financial Services Inc20,413$886K0.02%-36313F-HRTimeline
Sloy Dahl & Holst, LLC20,144$874K0.15%+35313F-HRTimeline
TOWNSQUARE CAPITAL LLC20,135$874K0.01%-1,36613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,025$869K<0.01%+1,44513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,807$860K0.07%-2,91113F-HRTimeline
Core Wealth Advisors, Inc.19,585$850K0.27%+3,67913F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC18,421$799K1.41%+2,61313F-HRTimeline
Atria Investments, Inc18,323$795K0.01%-47,89913F-HRTimeline
Jacobi Capital Management LLC18,142$787K0.06%-1,12613F-HRTimeline
First Heartland Consultants, Inc.17,943$779K0.08%+1,10913F-HRTimeline
LexAurum Advisors, LLC17,310$751K0.14%+48713F-HRTimeline
Atria Wealth Solutions, Inc.17,269$749K0.01%-16,01313F-HRTimeline
Capital Advisors, Ltd. LLC17,132$744K0.1%-3,91513F-HRTimeline
Montis Financial, LLC16,820$730K0.21%-2,92413F-HRTimeline
Trademark Financial Management, LLC16,629$722K0.55%-32813F-HRTimeline
RFG Advisory, LLC16,605$721K0.02%-68313F-HRTimeline
Patten Group, Inc.16,442$714K0.16%-2,08113F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…16,432$713K0.13%+10,64413F-HRTimelineGroup
Sowell Financial Services LLC16,415$712K0.03%+5,00613F-HRTimeline
Cordatus Wealth Management LLC16,413$712K0.2%-6313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC15,964$692K0.04%+67913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,855$688K0.02%-1,94313F-HRTimelineGroup
Colorado Capital Management, Inc.15,540$674K0.31%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,897$647K<0.01%-7,31613F-HRTimelineGroup
Visionary Wealth Advisors14,818$643K0.04%+10,16313F-HRTimeline
Avestar Capital, LLC14,762$641K0.06%-3,39113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,165$615K<0.01%-3,28613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,047$610K0.01%-1,58213F-HRTimelineGroup
Qube Research & Technologies Ltd14,033$609K<0.01%+13,74613F-HRTimeline
Janney Montgomery Scott LLC13,885$603K<0.01%+30313F-HRTimeline
MTM Investment Management, LLC13,729$597K0.23%+77613F-HRTimeline
INSIGHT 2811, INC.13,219$574K0.29%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,753$553K0.01%-78613F-HRTimelineGroup
Ifrah Financial Services, Inc.12,146$527K0.15%-4,88313F-HRTimeline
IHT Wealth Management, LLC11,850$514K0.02%+1,97013F-HRTimeline
Venture Visionary Partners LLC10,816$469K0.02%-73,58213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,456$454K0.01%-28313F-HRTimelineGroup
MGO ONE SEVEN LLC10,444$453K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC10,091$438K<0.01%+21713F-HRTimelineGroup
Centerpoint Advisory Group10,076$437K0.43%-3813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,000$434K0.16%013F-HRTimeline
WIN ADVISORS, INC9,739$423K0.22%new13F-HRTimeline
Quantum Portfolio Management LLC9,396$408K0.21%new13F-HRTimeline
Clark Asset Management, LLC9,088$394K0.07%new13F-HRTimeline
Cascade Financial Partners, LLC9,050$393K0.05%-2,29513F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,951$388K0.13%-3413F-HRTimeline
Bison Wealth, LLC8,806$382K0.04%+2,10013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,439$366K<0.01%+3,50713F-HRTimelineGroup
YANKCOM Partnership8,400$365K0.2%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC8,329$361K0.02%new13F-HRTimelineGroup
QTR Family Wealth, LLC8,315$361K0.27%13F-HRTimeline
Herold Advisors, Inc.8,185$355K0.08%+78813F-HRTimeline
WILLNER & HELLER, LLC7,710$335K0.31%-3,50813F-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…7,443$323K0.1%+113F-HRTimeline
L.M. KOHN & COMPANY7,098$308K0.08%+28413F-HRTimeline
HRT FINANCIAL LP7,062$306K<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,750$293K0.01%013F-HRTimeline
HighTower Advisors, LLC6,679$290K<0.01%-23,03613F-HRTimeline
PFG Investments, LLC6,644$288K0.02%+79813F-HRTimeline
Bogart Wealth, LLC6,582$286K0.01%+20613F-HRTimeline
Hidden Cove Wealth Management, LLC6,509$282K0.22%-14613F-HRTimeline
CWM, LLCin group CWM, LLC6,451$280K<0.01%+3,10613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,396$278K<0.01%013F-HRTimelineGroup
Allworth Financial LP6,507$277K<0.01%+1,92613F-HRTimeline
MAYPORT, LLC6,277$272K0.08%013F-HRTimeline
Amplius Wealth Advisors, LLC6,132$266K0.03%-35013F-HRTimeline