Vault-13

WISDOMTREE TR IHDG

ITL HDG QTLY DIV · ETP · CUSIP 97717X594

253 institutional holders -11 vs Q1 2025
40,316,26240.3m shares reported held*
$1.8bnreported value*
19 new 91 added 104 reduced 31 sold out net sold ≈ $397.8m (-8.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($231.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.73.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 142Q4 22: 155Q1 23: 157Q2 23: 183Q3 23: 204Q4 23: 210Q1 24: 229Q2 24: 235Q3 24: 241Q4 24: 265Q1 25: 264Q2 25: 253253Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022142
Q4 2022155
Q1 2023157
Q2 2023183
Q3 2023204
Q4 2023210
Q1 2024229
Q2 2024235
Q3 2024241
Q4 2024265
Q1 2025264
Q2 2025253

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 135 bought or addedQ3 23: 52 cut or sold outQ4 23: 117 bought or addedQ4 23: 69 cut or sold outQ4 23Q1 24: 130 bought or addedQ1 24: 80 cut or sold outQ2 24: 149 bought or addedQ2 24: 69 cut or sold outQ2 24Q3 24: 144 bought or addedQ3 24: 81 cut or sold outQ4 24: 138 bought or addedQ4 24: 79 cut or sold outQ4 24Q1 25: 142 bought or addedQ1 25: 109 cut or sold outQ2 25: 110 bought or addedQ2 25: 135 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202313552
Q4 202311769
Q1 202413080
Q2 202414969
Q3 202414481
Q4 202413879
Q1 2025142109
Q2 2025110135

Biggest buyers

ROYAL BANK OF CANADA Added +631,072+631.1k
Pathstone Holdings, LLC Added +285,475+285.5k
Wealthspire Retirement, LLC New +169,033+169.0k
JANE STREET GROUP, LLC Added +141,453+141.5k
Solano Wealth Investment Advisors LLC Added +91,692+91.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +90,500+90.5k
World Investment Advisors New +71,416+71.4k
Berkeley, Inc Added +69,731+69.7k
&PARTNERS Added +54,633+54.6k
Eagle Strategies LLC Added +43,974+44.0k

Biggest sellers

MORGAN STANLEY Reduced -2,350,532-2.4m
AMERIPRISE FINANCIAL INC Reduced -823,276-823.3k
LPL Financial LLC Reduced -752,615-752.6k
Private Advisor Group, LLC Reduced -668,204-668.2k
BANK OF AMERICA CORP /DE/ Reduced -647,407-647.4k
Ameritas Advisory Services, LLC Reduced -521,961-522.0k
Cardinal Point Capital Management ULC Reduced -374,128-374.1k
CITADEL ADVISORS LLC Reduced -332,831-332.8k
Baird Financial Group, Inc. Reduced -301,159-301.2k
WCG Wealth Advisors LLC Sold out -267,055-267.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 5,231,3445.2m $235.7m $235.7m 0.08% Reduced -752.6k -752,615
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,303,9884.3m $193.9m $193.9m 0.01% Reduced -2.4m -2,350,532
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,926,9112.9m $131.9m $131.9m 0.01% Reduced -647.4k -647,407
4 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,633,0101.6m $73.6m $73.6m 0.03% Reduced -79.6k -79,593
5 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,323,3081.3m $59.6m $59.6m 0.02% Reduced -36.3k -36,328
6 Ameritas Advisory Services, LLC 2.77% of their portfolio Lincoln, NE 1,181,1391.2m $53.2m $53.2m 2.77% Reduced -522.0k -521,961
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,177,7101.2m $53.1m $53.1m 0.01% Added +631.1k +631,072
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,104,2421.1m $49.7m $49.7m 0.01% Reduced -107.1k -107,066
9 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,041,1051.0m $46.9m $46.9m 0.04% Reduced -51.6k -51,572
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 925,655925.7k $41.7m $41.7m 0.01% Reduced -823.3k -823,276
11 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 790,123790.1k $35.6m $35.6m 0.03% Reduced -17.8k -17,777
12 Falcon Wealth Planning 3.39% of their portfolio Ontario, CA 743,594743.6k $33.5m $33.5m 3.39% Added +34.8k +34,766
13 Eagle Strategies LLC 5.01% of their portfolio NEW YORK, NY 729,543729.5k $32.9m $32.9m 5.01% Added +44.0k +43,974
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 681,121681.1k $30.7m $30.7m 0.02% Added +25.4k +25,396
15 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 639,256639.3k $15.9m $15.9m 0.06% Added +285.5k +285,475
16 Trilogy Capital Inc. 1.38% of their portfolio IRVINE, CA 631,646631.6k $28.5m $28.5m 1.38% Reduced -4.6k -4,575
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 525,469525.5k $23.7m $23.7m 0.01% Reduced -115.5k -115,481
18 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3.30% of their portfolio PITTSBURGH, PA 494,862494.9k $22.3m $22.3m 3.30% Reduced -9.0k -9,040
19 Prism Advisors, Inc. 6.09% of their portfolio STUDIO CITY, CA 474,363474.4k $21.4m $21.4m 6.09% Reduced -81.1k -81,116
20 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 418,467418.5k $18.9m $18.9m 0.09% Reduced -49.3k -49,316
21 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 400,563400.6k $18.0m $18.0m 0.03% Added +141.5k +141,453
22 WESCAP Management Group, Inc. 4.07% of their portfolio Glendale, CA 396,591396.6k $17.9m $17.9m 4.07% Reduced -19.8k -19,804
23 Summit Asset Management, LLC 2.80% of their portfolio MEMPHIS, TN 381,721381.7k $17.2m $17.2m 2.80% Added +1.9k +1,909
24 WEALTH MANAGEMENT RESOURCES, INC. 5.71% of their portfolio SMITHFIELD, RI 371,370371.4k $16.7m $16.7m 5.71% Added +7.0k +6,985
25 Berkeley, Inc 5.95% of their portfolio Boise, ID 368,075368.1k $16.6m $16.6m 5.95% Added +69.7k +69,731
26 ADAMSBROWN WEALTH CONSULTANTS LLC 4.59% of their portfolio WICHITA, KS 351,001351.0k $15.8m $15.8m 4.59% Reduced -4.2k -4,155
27 Marietta Wealth Management, LLC 2.05% of their portfolio MARIETTA, GA 349,541349.5k $15.7m $15.7m 2.05% Added +14.0k +14,039
28 Choice Wealth Advisors LLC 7.03% of their portfolio WATERVILLE, ME 345,172345.2k $15.5m $15.5m 7.03% Added +361 +361
29 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 336,349336.3k $15.2m $15.2m 0.03% Reduced -6.9k -6,931
30 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 326,238326.2k $14.7m $14.7m 0.11% Added +40.9k +40,921
31 Melone Private Wealth, LLC 7.05% of their portfolio AUBURN HILLS, MI 304,769304.8k $13.8m $13.8m 7.05% Added +9.8k +9,779
32 CAPITAL WEALTH MANAGEMENT, LLC 4.92% of their portfolio W. WARWICK, RI 293,028293.0k $13.2m $13.2m 4.92% Added +21.6k +21,612
33 Trinity Wealth Management, LLC 5.12% of their portfolio BERWYN, PA 286,083286.1k $12.9m $12.9m 5.12% Added +23.3k +23,257
34 DIVERSIFY WEALTH MANAGEMENT, LLC 0.73% of their portfolio SANDY, UT 263,672263.7k $11.9m $11.9m 0.73% Added +8.6k +8,593
35 Mason & Associates Inc 2.70% of their portfolio LOS ANGELES, CA 259,948259.9k $11.7m $11.7m 2.70% Added +3.7k +3,723
36 Curi Capital, LLC 0.22% of their portfolio CHICAGO, IL 254,997255.0k $11.5m $11.5m 0.22% Added +22.0k +22,000
37 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 253,388253.4k $11.4m $11.4m 0.03% Reduced -244.7k -244,727
38 Mariner, LLC 0.02% of their portfolio Overland Park, KS 245,492245.5k $11.1m $11.1m 0.02% Reduced -40.4k -40,404
39 Dynamic Advisor Solutions LLC 0.33% of their portfolio PHOENIX, AZ 237,234237.2k $10.7m $10.7m 0.33% Added +4.9k +4,898
40 Prepared Retirement Institute LLC 6.28% of their portfolio LANSDALE, PA 236,769236.8k $10.7m $10.7m 6.28% Added +8.9k +8,895
41 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 216,882216.9k $9.8m $9.8m 0.01% Reduced -124.0k -124,003
42 Integrated Capital Management, LLC 4.64% of their portfolio BLOOMFIELD, MI 214,211214.2k $9.7m $9.7m 4.64% Added +13.6k +13,571
43 Solano Wealth Investment Advisors LLC 4.83% of their portfolio Fairfield, CA 208,700208.7k $9.4m $9.4m 4.83% Added +91.7k +91,692
44 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 200,521200.5k $9.0m $9.0m 0.05% Reduced -668.2k -668,204
45 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 195,286195.3k $8.8m $8.8m 0.01% Reduced -30.9k -30,927
46 AssuredPartners Investment Advisors, LLC 2.07% of their portfolio Tampa, FL 188,030188.0k $8.5m $8.5m 2.07% Added +7.1k +7,085
47 CW Advisors, LLC 0.08% of their portfolio BOSTON, MA 173,847173.8k $7.8m $7.8m 0.08% Reduced -5.6k -5,610
48 Wealthspire Retirement, LLC 0.50% of their portfolio ALISO VIEJO, CA 169,033169.0k $7.6m $7.6m 0.50% New
49 VestGen Advisors, LLC 0.30% of their portfolio CHICAGO, IL 165,722165.7k $7.5m $7.5m 0.30% Added +9.8k +9,843
50 Concurrent Investment Advisors, LLC 0.14% of their portfolio Tampa, FL 163,416163.4k $7.4m $7.4m 0.14% Reduced -40.0k -39,961
51 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 160,223160.2k $7.2m $7.2m 0.01% Reduced -301.2k -301,159
52 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 157,184157.2k $7.1m $7.1m 0.06% Reduced -2.4k -2,384
53 Hobbs Group Advisors, LLC 2.23% of their portfolio COLUMBIA, SC 144,872144.9k $6.5m $6.5m 2.23% Reduced -58.1k -58,116
54 GPS Wealth Strategies Group, LLC 0.72% of their portfolio CENTENNIAL, CO 138,769138.8k $6.3m $6.3m 0.72% Added +23.8k +23,812
55 Stratos Wealth Partners, LTD. 0.08% of their portfolio BEACHWOOD, OH 127,288127.3k $5.7m $5.7m 0.08% Added +10.5k +10,546
56 Greykasell Wealth Strategies, Inc. 2.67% of their portfolio DANVILLE, CA 123,594123.6k $5.6m $5.6m 2.67% Reduced -19.3k -19,348
57 Sculati Wealth Management, LLC 2.07% of their portfolio Bloomfield Hills, MI 122,228122.2k $5.5m $5.5m 2.07% Reduced -117.9k -117,880
58 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 119,506119.5k $5.4m $5.4m 0.04% Reduced -21.2k -21,246
59 Americana Partners, LLC 0.19% of their portfolio Houston, TX 119,253119.3k $5.4m $5.4m 0.19% Reduced -57.3k -57,251
60 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 116,113116.1k $5.2m $5.2m 0.02% Reduced -167.2k -167,165
61 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 107,892107.9k $4.9m $4.9m 0.00% Added +30.9k +30,938
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 105,397105.4k $4.7m $4.7m 0.01% Added +90.5k +90,500
63 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 102,935102.9k $4.6m $4.6m 0.07% Added +25.5k +25,523
64 PFG Advisors 0.21% of their portfolio Phoenix, AZ 101,515101.5k $4.6m $4.6m 0.21% Added +4.1k +4,057
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 100,254100.3k $4.5m $4.5m 0.00% Reduced -332.8k -332,831
66 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 98,01598.0k $4.4m $4.4m 0.02% Added +1.5k +1,460
67 Financial Advocates Investment Management 0.35% of their portfolio OLYMPIA, WA 95,78595.8k $4.3m $4.3m 0.35% Reduced -16.1k -16,122
68 Redhawk Wealth Advisors, Inc. 0.50% of their portfolio MINNEAPOLIS, MN 88,45388.5k $4.0m $4.0m 0.50% Reduced -36.3k -36,287
69 Sachetta, LLC 1.55% of their portfolio LYNNFIELD, MA 86,89286.9k $3.9m $3.9m 1.55% Reduced -4.6k -4,587
70 CASTLE WEALTH MANAGEMENT LLC 1.36% of their portfolio BOYNTON BEACH, FL 83,03883.0k $3.7m $3.7m 1.36% Reduced -7.3k -7,310
71 Exchange Capital Management, Inc. 0.52% of their portfolio Ann Arbor, MI 77,67577.7k $3.5m $3.5m 0.52% Added +9.9k +9,942
72 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 77,46377.5k $3.5m $3.5m 0.03% Added +54.6k +54,633
73 World Investment Advisors 0.07% of their portfolio LINCROFT, NJ 71,41671.4k $3.2m $3.2m 0.07% New
74 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 67,85967.9k $3.1m $3.1m 0.06% Added +4.6k +4,585
75 Fortis Capital Management LLC 0.46% of their portfolio BELLEVUE, WA 66,23366.2k $3.0m $3.0m 0.46% Reduced -2.3k -2,334
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 65,98666.0k $3.0m $3.0m 0.00% Reduced -44.8k -44,810
77 GREAT VALLEY ADVISOR GROUP, INC. 0.06% of their portfolio WILMINGTON, DE 63,69963.7k $2.9m $2.9m 0.06% Added +18.7k +18,698
78 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 62,23962.2k $2.8m $2.8m 0.03% Reduced -46.2k -46,170
79 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 61,38061.4k $2.8m $2.8m 0.02% Added +2.0k +1,952
80 United Advisor Group, LLC 0.47% of their portfolio CINCINNATI, OH 59,78759.8k $2.7m $2.7m 0.47% Added +1.0k +1,028
81 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 56,14156.1k $2.5m $2.5m 0.03% Added +6.0k +6,008
82 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 53,15553.2k $2.4m $2.4m 0.06% Added +142 +142
83 DHJJ Financial Advisors, Ltd. 0.86% of their portfolio NAPERVILLE, IL 53,02553.0k $2.4m $2.4m 0.86% Reduced -142 -142
84 TOUNJIAN ADVISORY PARTNERS, LLC 0.41% of their portfolio FORT MYERS, FL 49,00449.0k $2.1m $2.1m 0.41% Reduced -430 -430
85 SigFig Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 47,83247.8k $2.2m $2.2m 0.07% Added +5.0k +5,001
86 OLD NATIONAL BANCORP /IN/ 0.04% of their portfolio EVANSVILLE, IN 47,47947.5k $2.1m $2.1m 0.04% Unchanged
87 Focus Financial Network, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 45,57245.6k $2.1m $2.1m 0.08% Added +4.1k +4,123
88 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 45,35045.4k $2.0m $2.0m 0.00% Reduced -4.8k -4,834
89 CONDOR CAPITAL MANAGEMENT 0.16% of their portfolio MARTINSVILLE, NJ 41,71841.7k $1.9m $1.9m 0.16% Added +983 +983
90 GTS SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 41,29341.3k $1.9m $1.9m 0.08% Added +18.2k +18,227
91 Visionary Wealth Advisors 0.10% of their portfolio O'FALLON, IL 41,29041.3k $1.9m $1.9m 0.10% Added +26.5k +26,472
92 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 41,19641.2k $1.9m $1.9m 0.00% Added +21.2k +21,171
93 PCG Wealth Advisors, LLC 0.94% of their portfolio OVERLAND PARK, KS 40,68140.7k $1.8m $1.8m 0.94% Added +2.3k +2,305
94 Western Wealth Management, LLC 0.11% of their portfolio GOLDEN, CO 40,53440.5k $1.8m $1.8m 0.11% Added +7.8k +7,808
95 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 39,58939.6k $1.8m $1.8m 0.05% Added +370 +370
96 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 37,00137.0k $1.7m $1.7m 0.00% Unchanged
97 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 36,35636.4k $1.6m $1.6m 0.04% First filing
98 SHEETS SMITH WEALTH MANAGEMENT 0.19% of their portfolio WINSTON-SALEM, NC 35,90735.9k $1.6m $1.6m 0.19% Reduced -9.1k -9,050
99 Stonebridge Wealth Management, LLC 1.48% of their portfolio OAK BROOK, IL 34,89634.9k $1.6m $1.6m 1.48% First filing
100 LANARK FINANCIAL, INC. 0.13% of their portfolio BIRMINGHAM, AL 34,41634.4k $1.6m $1.6m 0.13% Added +916 +916