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Disclosery

IHDG WISDOMTREE TR

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ITL HDG QTLY DIV (fund)

253 managers (254 13F filers) reported a position in IHDG shares at 2025-06-30, 39,712,236 shares in all. 19 filers opened a position and 31 filers sold out during the quarter.

Managers
253
13F filers
254
New
19
Added
91
Reduced
104
Sold out
31
Shares held by filers
39,712,236

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC5,231,344$236M0.08%-752,61513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,303,988$194M0.01%-2,350,53213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,926,911$132M0.01%-647,40713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,633,010$73.6M0.03%-79,59313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,323,308$59.6M-168,065Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,181,139$53.2M2.77%-521,96113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,104,242$49.7M0.01%-107,06613F-HRTimelineGroup
Creative Planningin group Creative Planning1,041,105$46.9M0.04%-51,57213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC925,655$41.7M0.01%-823,27613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP790,123$35.6M0.03%-17,77713F-HRTimelineGroup
Falcon Wealth Planning743,594$33.5M3.39%+34,76613F-HRTimeline
Eagle Strategies LLC729,543$32.9M5.01%+43,97413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…681,121$30.7M0.02%+25,39613F-HRTimelineGroup
Trilogy Capital Inc.631,646$28.5M1.38%-4,57513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA588,855$26.5M0.01%+42,21713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN525,469$23.7M0.01%-115,48113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding521,402$23.5M-23,793Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…494,862$22.3M3.3%-9,04013F-HRTimeline
Prism Advisors, Inc.474,363$21.4M6.09%-81,11613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC400,563$18M0.03%+141,45313F-HRTimelineGroup
WESCAP Management Group, Inc.396,591$17.9M4.07%-19,80413F-HRTimeline
Summit Asset Management, LLC381,721$17.2M2.8%+1,90913F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.371,370$16.7M5.71%+6,98513F-HRTimeline
Berkeley, Inc368,075$16.6M5.95%+69,73113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC639,256$15.9M0.06%+285,47513F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC351,001$15.8M4.59%-4,15513F-HRTimeline
Marietta Wealth Management, LLC349,541$15.7M2.05%+14,03913F-HRTimeline
Choice Wealth Advisors LLC345,172$15.5M7.03%+36113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.336,349$15.2M0.03%-6,93113F-HR/ATimelineGroup
AE Wealth Management LLC326,238$14.7M0.11%+40,92113F-HRTimeline
Melone Private Wealth, LLC304,769$13.8M7.05%+9,77913F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC293,028$13.2M4.92%+21,61213F-HRTimeline
Trinity Wealth Management, LLC286,083$12.9M5.12%+23,25713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …263,672$11.9M0.73%+8,59313F-HRTimelineGroup
Mason & Associates Inc259,948$11.7M2.7%+3,72313F-HRTimeline
Curi Capital, LLC254,997$11.5M0.22%+22,00013F-HRTimeline
Cambridge Investment Research Advisors,…253,388$11.4M0.03%-244,72713F-HRTimeline
Mariner, LLCin group Mariner, LLC245,492$11.1M0.02%-40,40413F-HRTimelineGroup
Dynamic Advisor Solutions LLC237,234$10.7M0.33%+4,89813F-HRTimeline
Prepared Retirement Institute LLC236,769$10.7M6.28%+8,89513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC216,882$9.77M0.01%-124,00313F-HRTimeline
Integrated Capital Management, LLC214,211$9.67M4.64%+13,57113F-HRTimeline
Solano Wealth Investment Advisors LLC208,700$9.4M4.83%+91,69213F-HRTimeline
Private Advisor Group, LLC200,521$9.03M0.05%-668,20413F-HRTimeline
Cetera Investment Advisers195,286$8.8M0.01%-30,92713F-HRTimeline
AssuredPartners Investment Advisors, LLC188,030$8.47M2.07%+7,08513F-HRTimeline
CW Advisors, LLC173,847$7.83M0.08%-5,61013F-HRTimeline
Wealthspire Retirement, LLC169,033$7.61M0.5%new13F-HRTimeline
VestGen Advisors, LLC165,722$7.47M0.3%+9,84313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…163,416$7.36M0.14%-39,96113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.160,223$7.22M0.01%-301,15913F-HRTimelineGroup
Steward Partners Investment Advisory, L…157,184$7.08M0.06%-2,38413F-HRTimeline
Hobbs Group Advisors, LLC144,872$6.53M2.23%-58,11613F-HRTimeline
GPS Wealth Strategies Group, LLC138,769$6.25M0.72%+23,81213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.127,288$5.73M0.08%+10,54613F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.123,594$5.57M2.67%-19,34813F-HRTimeline
Sculati Wealth Management, LLC122,228$5.51M2.07%-117,88013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…119,506$5.38M0.04%-21,24613F-HRTimelineGroup
Americana Partners, LLC119,253$5.37M0.19%-57,25113F-HRTimeline
MML INVESTORS SERVICES, LLC116,113$5.23M0.02%-167,16513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP107,892$4.87M<0.01%+30,93813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…105,397$4.75M0.01%+90,50013F-HRTimelineGroup
PFG Advisors101,515$4.57M0.21%+4,05713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC100,254$4.52M<0.01%-332,83113F-HRTimelineGroup
NewEdge Advisors, LLC98,015$4.42M0.02%+1,46013F-HRTimeline
Financial Advocates Investment Manageme…95,785$4.32M0.35%-16,12213F-HRTimeline
Redhawk Wealth Advisors, Inc.88,453$3.98M0.5%-36,28713F-HRTimeline
Sachetta, LLC86,892$3.91M1.55%-4,58713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC83,038$3.74M1.36%-7,31013F-HRTimeline
Exchange Capital Management, Inc.77,675$3.5M0.52%+9,94213F-HRTimeline
&PARTNERS77,463$3.49M0.03%+54,63313F-HRTimeline
World Investment Advisors71,416$3.22M0.07%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67,859$3.06M0.06%+4,58513F-HRTimelineGroup
Fortis Capital Management LLC66,233$2.98M0.46%-2,33413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO65,986$2.97M<0.01%-44,81013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…63,699$2.87M0.06%+18,69813F-HRTimelineGroup
Merit Financial Group, LLC62,239$2.8M0.03%-46,17013F-HRTimeline
D.A. DAVIDSON & CO.61,380$2.77M0.02%+1,95213F-HRTimeline
United Advisor Group, LLC59,787$2.69M0.47%+1,02813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …56,141$2.53M0.03%+6,00813F-HRTimelineGroup
Mutual Advisors, LLC53,155$2.44M0.06%+14213F-HRTimeline
DHJJ Financial Advisors, Ltd.53,025$2.39M0.86%-14213F-HRTimeline
SigFig Wealth Management, LLC47,832$2.16M0.07%+5,00113F-HRTimeline
OLD NATIONAL BANCORP /IN/47,479$2.14M0.04%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC49,004$2.13M0.41%-43013F-HRTimeline
Focus Financial Network, Inc.45,572$2.05M0.08%+4,12313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV45,350$2.04M<0.01%-4,83413F-HRTimeline
CONDOR CAPITAL MANAGEMENT41,718$1.88M0.16%+98313F-HRTimeline
GTS SECURITIES LLC41,293$1.86M0.08%+18,22713F-HRTimeline
Visionary Wealth Advisors41,290$1.86M0.1%+26,47213F-HRTimeline
PCG Wealth Advisors, LLC40,681$1.83M0.94%+2,30513F-HRTimeline
Western Wealth Management, LLC40,534$1.83M0.11%+7,80813F-HRTimeline
IFP Advisors, Inc39,589$1.78M0.05%+37013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,001$1.67M<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC36,356$1.64M0.04%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT35,907$1.62M0.19%-9,05013F-HRTimeline
Stonebridge Wealth Management, LLC34,896$1.57M1.48%13F-HRTimeline
LANARK FINANCIAL, INC.34,416$1.55M0.13%+91613F-HRTimeline
Rehmann Capital Advisory Group33,500$1.51M0.09%+1,13113F-HRTimeline
Southland Equity Partners LLC33,038$1.49M0.33%+1,09113F-HRTimeline
VALLEY NATIONAL ADVISERS INC30,601$1.38M0.22%+61913F-HRTimeline
Sanctuary Advisors, LLC29,896$1.35M0.01%-4,19613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,657$1.34M0.09%+9,85013F-HRTimeline
J.W. COLE ADVISORS, INC.28,900$1.3M0.03%+10613F-HRTimeline
Platform Technology Partners28,807$1.3M0.34%+1,52713F-HRTimeline
Provident Wealth Management, LLC25,518$1.15M0.38%+84713F-HRTimeline
COZAD ASSET MANAGEMENT INC25,228$1.14M0.1%+313F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC24,351$1.1M0.24%-2,19913F-HRTimeline
Strategic Financial Concepts, LLC23,297$1.05M0.15%+5613F-HRTimeline
Core Wealth Advisors, Inc.21,830$983K0.28%+2,24513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC21,691$977K0.07%+1,05313F-HRTimeline
AIFG Consultants Ltd.21,167$954K1.86%-84613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…21,144$953K0.18%+5613F-HRTimelineGroup
First Heartland Consultants, Inc.20,958$944K0.08%+3,01513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.20,882$941K0.39%-1,20513F-HRTimeline
Jacobi Capital Management LLC20,844$939K0.06%+2,70213F-HRTimeline
Geneos Wealth Management Inc.20,795$937K0.02%-25,13813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,598$928K<0.01%+57313F-HR/ATimelineGroup
Sloy Dahl & Holst, LLC20,460$922K0.13%+31613F-HRTimeline
Prospera Financial Services Inc19,934$898K0.02%-47913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,760$890K0.09%-12,92013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,912$852K0.01%-8,12713F-HRTimelineGroup
Sowell Financial Services LLC18,618$839K0.03%+2,20313F-HRTimeline
Cardinal Point Capital Management ULC18,356$827K0.07%-374,12813F-HRTimeline
NWAM LLC18,438$822K0.05%-2,38713F-HR/ATimeline
LexAurum Advisors, LLC18,240$822K0.13%+93013F-HRTimeline
Atria Investments, Inc18,185$819K0.01%-13813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,625$749K0.01%+2,57813F-HRTimelineGroup
Cordatus Wealth Management LLC15,925$717K0.18%-48813F-HRTimeline
Capital Advisors, Ltd. LLC15,744$709K0.09%-1,38813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,632$704K0.04%+7,30313F-HRTimelineGroup
Colorado Capital Management, Inc.15,540$700K0.3%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,730$619K<0.01%-43513F-HRTimeline
INSIGHT 2811, INC.13,219$596K0.28%013F-HRTimeline
Qube Research & Technologies Ltd12,725$573K<0.01%-1,30813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,637$569K0.01%-11613F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO12,434$560K0.14%13F-HRTimeline
Family Investment Center, Inc.12,220$551K0.12%-117,01913F-HRTimeline
Ifrah Financial Services, Inc.12,006$541K0.15%-14013F-HRTimeline
Parallel Advisors, LLC11,615$523K0.01%+5,76913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,434$515K0.01%-4,42113F-HRTimelineGroup
BFSG, LLC11,415$514K0.06%-101,11713F-HRTimeline
Avestar Capital, LLC11,135$502K0.04%-3,62713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,786$486K0.01%+33013F-HRTimelineGroup
IHT Wealth Management, LLC10,664$480K0.01%-1,18613F-HRTimeline
SMITH, MOORE & CO.10,487$472K0.04%-107,96513F-HRTimeline
Astoria Portfolio Advisors LLC.9,964$456K0.13%-115,45813F-HRTimeline
Centerpoint Advisory Group10,076$454K0.39%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,000$450K0.15%013F-HRTimeline
Montis Financial, LLC9,750$439K0.12%-7,07013F-HRTimeline
Patten Group, Inc.9,114$411K0.09%-7,32813F-HRTimeline
Clark Asset Management, LLC9,088$409K0.06%013F-HRTimeline
Cascade Financial Partners, LLC9,050$408K0.05%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,960$404K0.12%+913F-HRTimeline
WORLD EQUITY GROUP, INC.8,911$401K0.11%+3,20013F-HRTimeline
COMERICA BANK8,684$391K<0.01%-25,16913F-HRTimeline
YANKCOM Partnership8,400$378K0.19%013F-HRTimeline
HighTower Advisors, LLC8,279$373K<0.01%+1,60013F-HRTimeline
Insight Advisors, LLC/ PA8,234$371K0.06%-124,86713F-HRTimeline
QTR Family Wealth, LLC8,200$369K0.23%-11513F-HRTimeline
MTM Investment Management, LLC8,005$361K0.12%-5,72413F-HRTimeline
FMR LLCin group FMR LLC7,976$359K<0.01%-2,11513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,750$349K0.01%+1,00013F-HRTimeline
WILLNER & HELLER, LLC7,741$349K0.29%+3113F-HRTimeline
FORONJY FINANCIAL LLC7,695$347K0.16%13F-HRTimeline
LongView Wealth Management7,500$338K0.1%013F-HRTimeline
Garden State Investment Advisory Servic…7,448$336K0.09%+513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,360$332K<0.01%-1,07913F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC7,256$327K<0.01%new13F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC7,032$317K0.01%new13F-HRTimeline
Bison Wealth, LLC7,023$316K0.03%-1,78313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC6,995$315K0.52%-11,42613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,926$312K0.01%-24,32413F-HRTimeline
L.M. KOHN & COMPANY6,924$312K0.08%-17413F-HRTimeline
PFG Investments, LLC6,740$304K0.02%+9613F-HRTimeline
CoreCap Advisors, LLC6,654$300K0.01%-216,56013F-HRTimeline
Allworth Financial LP6,580$296K<0.01%+7313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,589$296K0.02%-9,37513F-HRTimeline
Trademark Financial Management, LLC6,432$290K0.18%-10,19713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,396$288K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC6,379$287K0.01%-20313F-HRTimeline
Herold Advisors, Inc.6,220$280K0.06%-1,96513F-HRTimeline
Amplius Wealth Advisors, LLC6,132$276K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,014$271K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,986$270K<0.01%+6613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,860$264K<0.01%+313F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,847$263K0.03%new13F-HRTimeline
Aspen Investment Management Inc5,650$255K0.11%013F-HRTimeline
Laurel Wealth Planning LLC5,551$250K0.14%-94,06713F-HRTimeline
MAYPORT, LLC5,361$242K0.06%-91613F-HRTimeline
Koshinski Asset Management, Inc.5,187$234K0.02%-2113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,019$226K<0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,000$225K0.01%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.5,000$225K0.03%013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,994$225K0.13%-53,96613F-HRTimeline
Venture Visionary Partners LLC4,941$223K0.01%-5,87513F-HRTimeline
Csenge Advisory Group4,919$222K0.01%-72613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,859$219K0.02%-2,76313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP4,847$219K<0.01%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC4,823$217K0.1%+6413F-HRTimeline