Wisdomtree International HedIHDGETF

13F holders, Q2 2024 (June 30)
233holders +7
26new positions
24sold out
$44.59avg. 13F price*

At the end of Q2 2024, 233 institutions reported holding Wisdomtree International Hed (IHDG) in their 13F filings, up 7 from Q1 2024. 26 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($298.7M), LPL Financial LLC ($243.0M) and Bank of America Corp. ($148.3M).

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 → Q2 2024

InstitutionsTotal Value
New Positions26$48.1M
Exits24$23.1M

All 13F filers, Q1 2024 → Q2 2024: 8,208,737 shares bought and 994,105 shares sold, net +7,214,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 233 holders

Morgan Stanley 0.02% Add +27.4% 6,551,018 $298.7M
LPL Financial LLC 0.12% Add +47.2% 5,329,410 $243.0M
Bank of America Corp. 0.01% Add +7.5% 3,252,585 $148.3M
Ameriprise Financial Inc. 0.03% Add +8.4% 2,339,724 $106.7M
UBS Group AG 0.02% Add +5.2% 1,363,789 $62.2M
Ameritas Advisory Services, LLC 2.03% Add +12.3% 1,179,321 $53.8M
Envestnet Asset Management Inc. 0.02% Add +59.5% 1,163,859 $53.1M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -0.3% 1,052,466 $48.0M
Creative Planning 0.05% Add +2.4% 973,930 $44.4M
Private Advisor Group, LLC 0.28% Add +7.3% 906,255 $41.3M
Kestra Advisory Services, LLC 0.20% Add +20.2% 775,152 $35.3M
Stifel Financial Corp. 0.03% Add +1.7% 671,684 $30.6M
Wells Fargo & Company 0.01% Add +57.5% 607,798 $27.7M
Prism Advisors, Inc. 7.92% Reduce -0.0% 573,201 $26.1M
MML Investors Services, LLC 0.10% Add +22.8% 555,585 $25.3M
Eagle Strategies LLC 4.68% New 536,261 $24.4M
Hunter Associates Investment Management LLC 3.61% Add +16.2% 471,035 $21.5M
Osaic Holdings, Inc. 0.05% Add +89.7% 469,910 $21.4M
Cambridge Investment Research Advisors, Inc. 0.08% Add +5.0% 447,909 $20.4M
Northwestern Mutual Wealth Management Co. 0.02% Add +10.7% 447,699 $20.4M
AE Wealth Management LLC 0.20% Add +5.3% 434,326 $19.8M
Summit Asset Management, LLC 2.27% Add +4.5% 422,497 $19.3M
Royal Bank of Canada 0.00% Add +4.8% 402,524 $18.4M
WESCAP Management Group, Inc. 5.19% Add +0.6% 402,107 $18.3M
Employees' Retirement Fund of the City of Fort Worth 7.40% No change 374,000 $17.1M
Adamsbrown Wealth Consultants LLC 6.39% Add +8.7% 360,253 $16.4M
Commonwealth Equity Services, LLC 0.03% Reduce -6.1% 360,206 $16.4M
Pathstone Holdings, LLC 0.07% Reduce -1.7% 350,776 $16.0M
Baird Financial Group, Inc. 0.03% Add +4.6% 345,645 $15.8M
Family Investment Center, Inc. 4.65% Add +7.4% 341,932 $15.6M
Cardinal Point Capital Management ULC 2.67% Add +1.8% 336,559 $15.3M
Jane Street Group, LLC 0.02% Add +74.7% 326,534 $14.9M
Choice Wealth Advisors LLC 7.85% Add +1.0% 324,761 $14.8M
Marietta Wealth Management, LLC 2.12% Add +7.0% 297,874 $13.6M
Steward Partners Investment Advisory, LLC 0.14% Add +54.4% 297,465 $13.6M
Cetera Investment Advisers 0.03% Add +5.5% 293,210 $13.4M
Melone Private Wealth, LLC 7.82% Add +1.5% 289,443 $13.2M
Wealth Management Resources, Inc. 5.29% Add +0.2% 270,270 $12.3M
Astoria Portfolio Advisors LLC. 4.17% Add +38.5% 255,838 $11.7M
Berkeley, Inc 7.12% Add +23.7% 251,314 $11.5M
Prepared Retirement Institute LLC 7.58% Add +4.3% 250,779 $11.4M
Capital Wealth Management, LLC 5.19% Reduce -0.0% 248,630 $11.3M
Mariner, LLC 0.02% Add +3.3% 245,706 $11.2M
Trinity Wealth Management, LLC 5.46% Add +1.7% 240,135 $10.9M
Curi Capital, LLC 0.25% Reduce -10.9% 232,803 $10.6M
Sculati Wealth Management, LLC 4.54% Reduce -4.7% 232,187 $10.6M
Hobbs Group Advisors, LLC 3.96% — 228,556 $10.4M
Raymond James & Associates 0.01% Add +19.6% 220,264 $10.0M
IAM Advisory, LLC 2.64% New 213,377 $9.7M
Dynamic Advisor Solutions LLC 0.25% Reduce -0.6% 175,107 $8.0M
Americana Partners, LLC 0.62% Add +3.3% 174,004 $7.9M
CoreCap Advisors, LLC 0.77% Add +3.7% 161,945 $7.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +9.1% 153,261 $7.0M
Mason & Associates Inc 1.77% Add +19.8% 145,564 $6.6M
United Capital Financial Advisors, LLC 0.06% Reduce -2.6% 143,243 $6.5M
Laurel Wealth Planning LLC 4.44% Reduce -18.9% 139,845 $6.4M
Titleist Asset Management, LLC 0.91% Add +6.0% 132,365 $6.0M
Aspire Wealth Management Corp 3.45% Reduce -1.0% 132,237 $6.0M
Diversify Wealth Management, LLC 0.71% — 134,694 $5.7M
Smith, Moore & Co. 0.54% Add +2.7% 114,186 $5.2M
Redhawk Wealth Advisors, Inc. 0.79% Add +24.6% 113,885 $5.2M
Atria Investments, Inc 0.07% Add +283.9% 112,043 $5.1M
Bfsg, LLC 0.62% Add +18.5% 107,356 $4.9M
WCG Wealth Advisors LLC 0.36% New 105,484 $4.8M
Financial Advocates Investment Management 0.29% Add +7.6% 100,849 $4.6M
Vermillion & White Wealth Management Group, LLC 3.45% Add +38.0% 100,478 $4.6M
Stratos Wealth Partners, LTD. 0.07% Add +23.7% 99,565 $4.5M
Prudential Financial Inc. 0.01% Add +15.2% 94,051 $4.3M
NewEdge Advisors, LLC 0.03% Add +24.1% 90,934 $4.1M
PFG Advisors 0.27% Add +12.4% 88,958 $4.1M
Sachetta, LLC 1.68% Reduce -2.5% 85,639 $3.9M
Zimmermann Investment Management & Planning LLC 1.20% Add +12.4% 78,750 $3.6M
Castle Wealth Management LLC 1.68% Add +14.4% 76,847 $3.5M
Mercer Global Advisors Inc. 0.01% Reduce -10.8% 71,849 $3.3M
First Heartland Consultants, Inc. 0.32% Add +787.4% 71,239 $3.2M
Kolinsky Wealth Management, LLC 2.30% Add +17.5% 70,275 $3.2M
Sowell Financial Services LLC 0.15% Reduce -12.7% 68,548 $3.1M
Sheets Smith Wealth Management 0.36% Reduce -19.1% 65,362 $3.0M
CW Advisors, LLC 0.05% Reduce -0.3% 64,431 $2.9M
Kingsview Wealth Management, LLC 0.07% New 62,114 $2.8M
D.A. Davidson & Co. 0.03% Add +10.7% 61,753 $2.8M
JPMorgan Chase & Co. 0.00% Add +25.4% 60,307 $2.7M
Royal Fund Management, LLC 0.36% Reduce -18.3% 59,136 $2.7M
Secured Retirement Advisors, LLC 2.07% Reduce -1.2% 58,385 $2.7M
Principal Securities, Inc. 0.07% Reduce -2.3% 57,373 $2.6M
DHJJ Financial Advisors, Ltd. 1.00% Add +4.2% 52,087 $2.4M
Mutual Advisors, LLC 0.07% Add +2.7% 52,172 $2.4M
United Advisor Group, LLC 0.68% Add +15.6% 48,316 $2.2M
Exchange Capital Management, Inc. 0.35% Add +8.1% 47,188 $2.2M
Old National Bancorp 0.05% No change 46,978 $2.1M
Focus Financial Network, Inc. 0.08% Add +5.3% 43,192 $2.0M
Oppenheimer & Co. Inc. 0.03% Reduce -37.6% 42,471 $1.9M
Bank of New York Mellon Corp 0.00% No change 37,002 $1.7M
Valley National Advisers Inc. 0.25% Add +12.9% 36,794 $1.7M
Trademark Financial Management, LLC 1.34% Add +42.3% 36,138 $1.6M
Rehmann Capital Advisory Group 0.12% Add +8.4% 35,970 $1.6M
Condor Capital Management 0.16% Add +4.5% 35,897 $1.6M
J.W. Cole Advisors, Inc. 0.08% Add +25.1% 35,364 $1.6M
Fortis Capital Management LLC 0.33% Add +29.7% 33,562 $1.5M
Comerica Bank 0.01% Add +449.0% 29,693 $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 233 holders