IHDG Institutional Ownership
WisdomTree International Hedged Quality Dividend Growth Fund
1W: -0.8%
1M: -1.9%
3M: -2.7%
YTD: +5.5%
1Y: +11.7%
3Y: +40.8%
5Y: +41.1%
$51.97
+0.43 (+0.83%)
Weekly Expected Move ±1.6%
$50
$51
$52
$53
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IHDG
265
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
22
New Positions
75
Increased
131
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (289 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,364,175 | $175M | -55,495 | -1.6% | 47Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,182,488 | $165M | -592,060 | -15.7% | 46Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,294,923 | $119M | -48,140 | -2.1% | 15Q | SEC ↗ |
| 4 | Ameritas Advisory Services, LLC | 1,401,573 | $73M | +428,552 | +44.0% | 12Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,238,170 | $64M | -495,712 | -28.6% | 7Q | SEC ↗ |
| 6 | Falcon Wealth Planning | 998,941 | $52M | +60,650 | +6.5% | 8Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 988,454 | $51M | +119,180 | +13.7% | 28Q | SEC ↗ |
| 8 | Creative Planning | 941,951 | $49M | +19,828 | +2.2% | 18Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 814,323 | $42M | +39,204 | +5.1% | 26Q | SEC ↗ |
| 10 | Trilogy Capital Inc. | 784,789 | $41M | +11,813 | +1.5% | 6Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 773,171 | $40M | +9,116 | +1.2% | 43Q | SEC ↗ |
| 12 | UBS Group AG | 724,245 | $38M | -81,672 | -10.1% | 46Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 586,023 | $30M | -59,827 | -9.3% | 16Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 485,942 | $25M | +110,670 | +29.5% | 26Q | SEC ↗ |
| 15 | CAPITAL WEALTH MANAGEMENT, LLC | 451,633 | $23M | +9,228 | +2.1% | 19Q | SEC ↗ |
| 16 | HUNTER ASSOCIATES INVESTMENT MANAGEMEN | 414,813 | $22M | -8,622 | -2.0% | 17Q | SEC ↗ |
| 17 | Marietta Wealth Management, LLC | 389,425 | $20M | +13,673 | +3.6% | 13Q | SEC ↗ |
| 18 | Summit Asset Management, LLC | 384,135 | $20M | -814 | -0.2% | 46Q | SEC ↗ |
| 19 | WESCAP Management Group, Inc. | 378,708 | $20M | -3,329 | -0.9% | 38Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 357,978 | $19M | -132,164 | -27.0% | 43Q | SEC ↗ |
| 21 | Gaddis Premier Wealth Advisors LLC | 330,551 | $17M | +19,744 | +6.4% | 3Q | SEC ↗ |
| 22 | WEALTH MANAGEMENT RESOURCES, INC. | 329,179 | $17M | +12,937 | +4.1% | 19Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 287,565 | $15M | -21,402 | -6.9% | 43Q | SEC ↗ |
| 24 | Prepared Retirement Institute LLC | 263,132 | $14M | -5,540 | -2.1% | 11Q | SEC ↗ |
| 25 | Dynamic Advisor Solutions LLC | 259,307 | $13M | +19,339 | +8.1% | 6Q | SEC ↗ |
| 26 | Pathstone Holdings, LLC | 249,413 | $13M | -2,448 | -1.0% | 11Q | SEC ↗ |
| 27 | Eagle Strategies LLC | 247,960 | $13M | -338,907 | -57.7% | 9Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 247,150 | $13M | -8,250 | -3.2% | 33Q | SEC ↗ |
| 29 | Curi Capital, LLC | 244,859 | $13M | -2,420 | -1.0% | 33Q | SEC ↗ |
| 30 | Trinity Wealth Management, LLC | 239,282 | $12M | -272 | -0.1% | 23Q | SEC ↗ |
| 31 | VestGen Advisors, LLC | 228,114 | $12M | -1,133 | -0.5% | 6Q | SEC ↗ |
| 32 | Solano Wealth Investment Advisors LLC | 226,834 | $12M | +1,427 | +0.6% | 7Q | SEC ↗ |
| 33 | Mariner, LLC | 221,217 | $11M | +1,832 | +0.8% | 16Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 219,111 | $11M | +14,430 | +7.0% | 16Q | SEC ↗ |
| 35 | AssuredPartners Investment Advisors, L | 205,876 | $11M | +2,341 | +1.2% | 7Q | SEC ↗ |
| 36 | Melone Private Wealth, LLC | 205,264 | $11M | +304 | +0.1% | 19Q | SEC ↗ |
| 37 | Wealthspire Retirement, LLC | 184,303 | $10M | -6,777 | -3.5% | 5Q | SEC ↗ |
| 38 | Argo Wealth Advisory, LLC | 183,696 | $10M | +5,156 | +2.9% | 3Q | SEC ↗ |
| 39 | Concurrent Investment Advisors, LLC | 180,821 | $9M | -242 | -0.1% | 6Q | SEC ↗ |
| 40 | Lido Advisors, LLC | 180,438 | $9M | +3,596 | +2.0% | 4Q | SEC ↗ |
| 41 | Berkeley, Inc | 177,474 | $9M | -378 | -0.2% | 23Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 176,265 | $9M | +13,256 | +8.1% | 46Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 158,083 | $8M | -4,264 | -2.6% | 7Q | SEC ↗ |
| 44 | JONES FINANCIAL COMPANIES LLLP | 133,393 | $7M | +6,003 | +4.7% | 9Q | SEC ↗ |
| 45 | MML INVESTORS SERVICES, LLC | 129,860 | $7M | +28,675 | +28.3% | 34Q | SEC ↗ |
| 46 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 128,507 | $7M | +144 | +0.1% | 31Q | SEC ↗ |
| 47 | KESTRA PRIVATE WEALTH SERVICES, LLC | 119,686 | $6M | -20,341 | -14.5% | 12Q | SEC ↗ |
| 48 | Private Advisor Group, LLC | 109,239 | $6M | -17,685 | -13.9% | 16Q | SEC ↗ |
| 49 | Americana Partners, LLC | 108,750 | $6M | +13,356 | +14.0% | 27Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 104,773 | $5M | -4,509 | -4.1% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| R2 Capital Strategies, LLC | 67,839 | $4M |
| Global Retirement Partners, LLC | 43,585 | $2M |
| CITADEL ADVISORS LLC | 34,026 | $2M |
| Diversify Advisory Services, LLC | 27,647 | $1M |
| GOLDMAN SACHS GROUP INC | 25,649 | $1M |
| MISSION WEALTH MANAGEMENT, LP | 22,189 | $1M |
| NORTHSTAR ASSET MANAGEMENT Co | 20,855 | $1M |
| SageView Advisory Group, LLC | 19,756 | $1M |
| Integrated Wealth Concepts LLC | 16,133 | $838K |
| FIDUCIARY FINANCIAL ADVISORS | 14,201 | $738K |
| HB Wealth Management, LLC | 7,500 | $390K |
| AQR CAPITAL MANAGEMENT LLC | 6,968 | $362K |
| OneDigital Investment Advisors LLC | 5,694 | $296K |
| Facet Wealth, Inc. | 5,621 | $292K |
| StoneX Group Inc. | 5,079 | $264K |
| EP Wealth Advisors, LLC | 3,679 | $191K |
| Key Capital Management, INC | 2,911 | $151K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,338 | $70K |
| Cullen/Frost Bankers, Inc. | 778 | $40K |
| Markowski Investments | 670 | $35K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 208,933 | $11M |
| FLOW TRADERS U.S. LLC | 194,185 | $10M |
| RHUMBLINE ADVISERS | 74,471 | $4M |
| ELEVATION POINT WEALTH PARTNERS, LL | 72,670 | $4M |
| Vestmark Advisory Solutions, Inc. | 72,086 | $4M |
| Independent Advisor Alliance | 65,394 | $3M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 44,578 | $2M |
| CONDOR CAPITAL MANAGEMENT | 44,144 | $2M |
| PLANWISER FINANCIAL, LLC | 34,106 | $2M |
| KMG FIDUCIARY PARTNERS, LLC | 22,992 | $1M |
| Ascentis Independent Advisors | 10,779 | $560K |
| Focus Partners Wealth | 9,762 | $507K |
| PARTNERS WEALTH MANAGEMENT, LLC | 8,167 | $424K |
| LongView Wealth Management | 7,500 | $390K |
| Gateway Wealth Partners, LLC | 7,448 | $387K |
| Alchemi Wealth, LLC | 7,448 | $387K |
| INTEGRITY ALLIANCE, LLC. | 6,599 | $343K |
| HRT FINANCIAL LP | 6,352 | $330K |
| Quantinno Capital Management LP | 5,506 | $286K |
| TWO SIGMA SECURITIES, LLC | 5,307 | $276K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ameritas Advisory Services, LLC | +428,552 | +44.0% | 1,401,573 |
| AE Wealth Management LLC | +119,180 | +13.7% | 988,454 |
| OSAIC HOLDINGS, INC. | +110,670 | +29.5% | 485,942 |
| Falcon Wealth Planning | +60,650 | +6.5% | 998,941 |
| STIFEL FINANCIAL CORP | +39,204 | +5.1% | 814,323 |
| MML INVESTORS SERVICES, LLC | +28,675 | +28.3% | 129,860 |
| Creative Planning | +19,828 | +2.2% | 941,951 |
| Gaddis Premier Wealth Advisors LLC | +19,744 | +6.4% | 330,551 |
| Dynamic Advisor Solutions LLC | +19,339 | +8.1% | 259,307 |
| Cetera Investment Advisers | +14,430 | +7.0% | 219,111 |
| Marietta Wealth Management, LLC | +13,673 | +3.6% | 389,425 |
| Americana Partners, LLC | +13,356 | +14.0% | 108,750 |
| ROYAL BANK OF CANADA | +13,256 | +8.1% | 176,265 |
| WEALTH MANAGEMENT RESOURCES, INC. | +12,937 | +4.1% | 329,179 |
| Trilogy Capital Inc. | +11,813 | +1.5% | 784,789 |
| CAPITAL WEALTH MANAGEMENT, LLC | +9,228 | +2.1% | 451,633 |
| ENVESTNET ASSET MANAGEMENT INC | +9,116 | +1.2% | 773,171 |
| Arax Advisory Partners | +7,827 | +8794.4% | 7,916 |
| IFP Advisors, Inc | +7,658 | +12.9% | 66,869 |
| Sachetta, LLC | +7,230 | +8.4% | 93,733 |