Who Owns WISDOMTREE (IHDG)? -- Institutional Holders (2026-06-30)

266 institutions reported holding $1.61B of WISDOMTREE (IHDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($176.2M), LPL Financial LLC ($166.7M), BANK OF AMERICA CORP /DE/ ($120.2M), Ameritas Advisory Services, LLC ($73.4M), RAYMOND JAMES FINANCIAL INC ($64.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$176.2M3.4MTrimmed
2LPL Financial LLC$166.7M3.2MTrimmed
3BANK OF AMERICA CORP /DE/$120.2M2.3MTrimmed
4Ameritas Advisory Services, LLC$73.4M1.4MAdded
5RAYMOND JAMES FINANCIAL INC$64.9M1.2MTrimmed
6Falcon Wealth Planning$52.3M998,941Added
7AE Wealth Management LLC$51.8M988,454Added
8Creative Planning$49.3M941,951Added
9STIFEL FINANCIAL CORP$42.7M814,323Added
10Trilogy Capital Inc.$41.1M784,789Added
11ENVESTNET ASSET MANAGEMENT INC$40.5M773,171Added
12UBS Group AG$37.9M724,245Trimmed
13AMERIPRISE FINANCIAL INC$30.7M586,023Trimmed
14OSAIC HOLDINGS, INC.$25.5M485,942Added
15CAPITAL WEALTH MANAGEMENT, LLC$23.7M451,633Added
16HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$21.7M414,813Trimmed
17Marietta Wealth Management, LLC$20.4M389,425Added
18Summit Asset Management, LLC$20.1M384,135Trimmed
19WESCAP Management Group, Inc.$19.8M378,708Trimmed
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.8M357,978Trimmed
21Gaddis Premier Wealth Advisors LLC$17.3M330,551Added
22WEALTH MANAGEMENT RESOURCES, INC.$17.2M329,179Added
23WELLS FARGO & COMPANY/MN$15.1M287,565Trimmed
24Prepared Retirement Institute LLC$13.8M263,132Trimmed
25Dynamic Advisor Solutions LLC$13.6M259,307Added

来源：SEC 13F 申报文件 · 截至 2026-06-30