Wisdomtree International HedIHDGETF

13F holders, Q1 2024 (March 31)
226holders
2famous investors
$45.91avg. 13F price*

At the end of Q1 2024, 226 institutions reported holding Wisdomtree International Hed (IHDG) in their 13F filings. The largest holders were Morgan Stanley ($236.2M), LPL Financial LLC ($166.3M) and Bank of America Corp. ($139.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Wisdomtree International Hed
CUSIP
97717X594
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 226Q1 2024Q2 2024: 233Q2 2024Q3 2024: 239Q3 2024Q4 2024: 263Q4 2024Q1 2025: 263Q1 2025Q2 2025: 253Q2 2025Q3 2025: 235Q3 2025Q4 2025: 250Q4 2025Q1 2026: 249Q1 2026Q2 2026: 237Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions32$43.0M
Exits10$15.9M

Ownership 226 holders

Morgan Stanley 0.02% Add +14.8% 5,142,354 $236.2M
LPL Financial LLC 0.09% Add +20.8% 3,619,601 $166.3M
Bank of America Corp. 0.01% Add +10.8% 3,025,700 $139.0M
Ameriprise Financial Inc. 0.03% Reduce -0.3% 2,158,899 $99.2M
UBS Group AG 0.02% Reduce -4.9% 1,296,640 $59.6M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -29.0% 1,055,383 $48.5M
Ameritas Advisory Services, LLC 1.99% Add +46.8% 1,050,319 $48.3M
Creative Planning 0.05% Add +11.1% 951,337 $43.7M
Private Advisor Group, LLC 0.28% Add +26.3% 844,373 $38.8M
Envestnet Asset Management Inc. 0.01% Reduce -7.2% 729,939 $33.5M
Stifel Financial Corp. 0.03% Add +38.1% 660,421 $30.3M
Kestra Advisory Services, LLC 0.20% Add +51.0% 644,965 $29.6M
Prism Advisors, Inc. 7.91% Add +9.4% 573,287 $26.3M
MML Investors Services, LLC 0.09% Add +136.2% 452,300 $20.8M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -6.9% 426,456 $19.6M
AE Wealth Management LLC 0.21% Reduce -15.8% 412,310 $18.9M
Hunter Associates Investment Management LLC 3.13% Add +12.5% 405,482 $18.6M
Summit Asset Management, LLC 2.20% Add +5.2% 404,388 $18.6M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -20.0% 404,268 $18.6M
WESCAP Management Group, Inc. 5.32% Reduce -0.1% 399,724 $18.4M
Wells Fargo & Company 0.00% Reduce -8.9% 385,878 $17.7M
Royal Bank of Canada 0.00% Add +16.4% 384,196 $17.6M
Commonwealth Equity Services, LLC 0.03% Add +2.1% 383,533 $17.6M
Employees' Retirement Fund of the City of Fort Worth 3.20% No change 374,000 $17.2M
Pathstone Holdings, LLC 0.08% Add +0.5% 356,848 $16.4M
Adamsbrown Wealth Consultants LLC 6.16% Add +328.9% 331,331 $15.2M
Cardinal Point Capital Management ULC 2.89% Add +5.5% 330,609 $15.2M
Baird Financial Group, Inc. 0.03% Add +3.6% 330,383 $15.2M
Choice Wealth Advisors LLC 8.95% Reduce -1.1% 321,562 $14.8M
Family Investment Center, Inc. 4.71% New 318,311 $14.6M
Melone Private Wealth, LLC 7.87% Add +1.0% 285,234 $13.1M
Marietta Wealth Management, LLC 2.11% Add +4.4% 278,452 $12.8M
Cetera Investment Advisers 0.03% Add +165.8% 277,950 $12.8M
Wealth Management Resources, Inc. 3.47% Add +4.8% 269,613 $12.4M
Curi Capital, LLC 0.28% Reduce -0.7% 261,378 $12.0M
Capital Wealth Management, LLC 5.47% Reduce -1.2% 248,670 $11.4M
Osaic Holdings, Inc. 0.03% Add +31.2% 247,779 $11.4M
Sculati Wealth Management, LLC 4.85% Add +2.2% 243,607 $11.2M
Prepared Retirement Institute LLC 8.25% Reduce -10.7% 240,550 $11.1M
Mission Wealth Management, LP 0.29% Add +1650.7% 237,966 $10.9M
Mariner, LLC 0.02% Reduce -6.2% 237,820 $10.9M
Trinity Wealth Management, LLC 5.60% Add +1.4% 236,204 $10.9M
Berkeley, Inc 5.65% Reduce -1.0% 203,129 $9.3M
Steward Partners Investment Advisory, LLC 0.10% Reduce -6.8% 192,613 $8.8M
Jane Street Group, LLC 0.01% Reduce -48.4% 186,943 $8.6M
Raymond James & Associates 0.01% Add +25.1% 184,139 $8.5M
Astoria Portfolio Advisors LLC. 3.19% Add +4.0% 184,791 $8.2M
Dynamic Advisor Solutions LLC 0.27% Add +5.9% 176,071 $8.1M
Laurel Wealth Planning LLC 5.26% Reduce -1.1% 172,458 $7.9M
Americana Partners, LLC 0.65% Reduce -4.0% 168,499 $7.7M
CoreCap Advisors, LLC 0.38% Reduce -30.3% 156,184 $7.2M
United Capital Financial Advisors, LLC 0.06% Reduce -0.1% 147,061 $6.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +11.1% 140,478 $6.5M
Aspire Wealth Management Corp 3.70% Add +2.0% 133,525 $6.1M
Caliber Wealth Management, LLC 3.09% Add +5.7% 126,658 $5.8M
Titleist Asset Management, LLC 1.01% Add +3.5% 124,931 $5.7M
Mason & Associates Inc 1.49% New 121,536 $5.6M
Smith, Moore & Co. 0.54% Add +7.0% 111,217 $5.1M
Financial Advocates Investment Management 0.25% New 93,747 $4.3M
Redhawk Wealth Advisors, Inc. 0.68% Add +21.3% 91,425 $4.2M
Bfsg, LLC 0.55% Add +3.4% 90,577 $4.2M
Foundations Investment Advisors, LLC 0.10% Add +2.3% 83,145 $3.8M
Lincoln National Corp. 0.06% Add +1.3% 82,490 $3.8M
Prudential Financial Inc. 0.01% Reduce -38.9% 81,615 $3.7M
Sheets Smith Wealth Management 0.42% Reduce -4.3% 80,765 $3.7M
Mercer Global Advisors Inc. 0.01% Reduce -10.2% 80,532 $3.7M
Stratos Wealth Partners, LTD. 0.06% New 80,490 $3.7M
Sachetta, LLC 1.75% No change 87,857 $3.7M
PFG Advisors 0.27% Add +3.0% 79,164 $3.6M
Sowell Financial Services LLC 0.17% Reduce -6.1% 78,500 $3.6M
NewEdge Advisors, LLC 0.03% Add +1367.6% 73,293 $3.4M
Vermillion & White Wealth Management Group, LLC 2.67% Reduce -19.6% 72,810 $3.3M
Royal Fund Management, LLC 0.38% Reduce -7.3% 72,420 $3.3M
Zimmermann Investment Management & Planning LLC 1.16% Add +21.7% 70,059 $3.2M
IFP Advisors, Inc 0.14% Reduce -2.1% 69,916 $3.2M
Oppenheimer & Co. Inc. 0.05% New 68,015 $3.1M
Castle Wealth Management LLC 1.61% New 67,148 $3.1M
CW Advisors, LLC 0.05% Add +0.0% 64,654 $3.0M
Kolinsky Wealth Management, LLC 2.10% Add +13.1% 59,821 $2.7M
Secured Retirement Advisors, LLC 2.30% Add +0.5% 59,080 $2.7M
Principal Securities, Inc. 0.08% Add +1.8% 58,726 $2.7M
D.A. Davidson & Co. 0.02% Add +1.7% 55,778 $2.6M
Foresight Capital Management Advisors, Inc. 1.82% Add +6.1% 51,834 $2.4M
Mason & Associates, LLC 1.82% — 51,834 $2.4M
Mutual Advisors, LLC 0.07% Add +2.0% 50,814 $2.3M
DHJJ Financial Advisors, Ltd. 1.02% Add +4.6% 49,988 $2.3M
JPMorgan Chase & Co. 0.00% Reduce -23.9% 48,102 $2.2M
Level Four Advisory Services, LLC 0.12% Add +4.8% 51,960 $2.2M
Old National Bancorp 0.05% No change 46,978 $2.2M
Renaissance Technologies 0.00% Add +115.0% 44,500 $2.0M
Exchange Capital Management, Inc. 0.33% Add +31.0% 43,653 $2.0M
United Advisor Group, LLC 0.72% New 41,795 $1.9M
Citadel Advisors 0.00% New 40,948 $1.9M
Focus Financial Network, Inc. 0.09% — 41,026 $1.8M
Bank of New York Mellon Corp 0.00% Reduce -9.3% 37,002 $1.7M
Condor Capital Management 0.15% Add +3.5% 34,347 $1.6M
Rehmann Capital Advisory Group 0.11% Add +16.3% 33,179 $1.5M
Valley National Advisers Inc. 0.23% Add +20.5% 32,596 $1.5M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -4.5% 30,262 $1.4M
Old Mission Capital LLC 0.03% Reduce -53.5% 29,567 $1.4M

"% of holder's portfolio" is IHDG's weight in each manager's 13F, not the share of Wisdomtree International Hed the manager owns.

Show all 226 holders