Vault-13

WISDOMTREE TR IHDG

ITL HDG QTLY DIV · ETP · CUSIP 97717X594

237 institutional holders -12 vs Q1 2026
30,973,17631.0m shares reported held*
$1.6bnreported value*
17 new 77 added 101 reduced 28 sold out net sold ≈ $107.4m (-2.1m 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 ($281.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.37.

Trends to Q2 2026

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: 253Q3 25: 236Q4 25: 252Q1 26: 249Q2 26: 237237Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025236
Q4 2025252
Q1 2026249
Q2 2026237

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 101 bought or addedQ3 25: 124 cut or sold outQ4 25: 96 bought or addedQ4 25: 117 cut or sold outQ4 25Q1 26: 96 bought or addedQ1 26: 131 cut or sold outQ2 26: 94 bought or addedQ2 26: 129 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202414481
Q4 202413879
Q1 2025142109
Q2 2025110135
Q3 2025101124
Q4 202596117
Q1 202696131
Q2 202694129

Biggest buyers

Ameritas Advisory Services, LLC Added +428,552+428.6k
Cambridge Investment Research Advisors, Inc. Added +238,900+238.9k
AE Wealth Management LLC Added +119,180+119.2k
OSAIC HOLDINGS, INC. Added +110,670+110.7k
Falcon Wealth Planning Added +60,650+60.6k
STIFEL FINANCIAL CORP Added +39,204+39.2k
CITADEL ADVISORS LLC New +34,026+34.0k
MML INVESTORS SERVICES, LLC Added +28,675+28.7k
Diversify Advisory Services, LLC New +27,647+27.6k
GOLDMAN SACHS GROUP INC New +25,649+25.6k

Biggest sellers

LPL Financial LLC Reduced -592,060-592.1k
RAYMOND JAMES FINANCIAL INC Reduced -495,712-495.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -396,167-396.2k
Eagle Strategies LLC Reduced -338,907-338.9k
JANE STREET GROUP, LLC Sold out -208,933-208.9k
FLOW TRADERS U.S. LLC Sold out -194,185-194.2k
Steward Partners Investment Advisory, LLC Reduced -164,054-164.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -132,164-132.2k
UBS Group AG Reduced -81,672-81.7k
RHUMBLINE ADVISERS Sold out -74,471-74.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,364,1753.4m $176.2m $176.2m 0.01% Reduced -55.5k -55,495
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,182,4883.2m $166.7m $166.7m 0.04% Reduced -592.1k -592,060
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,294,9232.3m $120.2m $120.2m 0.01% Reduced -48.1k -48,140
4 Ameritas Advisory Services, LLC 1.48% of their portfolio Lincoln, NE 1,401,5731.4m $73.4m $73.4m 1.48% Added +428.6k +428,552
5 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,238,1701.2m $64.9m $64.9m 0.02% Reduced -495.7k -495,712
6 Falcon Wealth Planning 3.31% of their portfolio Ontario, CA 998,941998.9k $52.3m $52.3m 3.31% Added +60.6k +60,650
7 AE Wealth Management LLC 0.24% of their portfolio TOPEKA, KS 988,454988.5k $51.8m $51.8m 0.24% Added +119.2k +119,180
8 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 941,951942.0k $49.3m $49.3m 0.03% Added +19.8k +19,828
9 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 814,323814.3k $42.7m $42.7m 0.04% Added +39.2k +39,204
10 Trilogy Capital Inc. 1.60% of their portfolio IRVINE, CA 784,789784.8k $41.1m $41.1m 1.60% Added +11.8k +11,813
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 773,171773.2k $40.5m $40.5m 0.01% Added +9.1k +9,116
12 UBS Group AG 0.01% of their portfolio ZURICH, V8 724,245724.2k $37.9m $37.9m 0.01% Reduced -81.7k -81,672
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 586,023586.0k $30.7m $30.7m 0.01% Reduced -59.8k -59,827
14 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 494,300494.3k $25.9m $25.9m 0.03% Added +238.9k +238,900
15 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 485,942485.9k $25.5m $25.5m 0.03% Added +110.7k +110,670
16 CAPITAL WEALTH MANAGEMENT, LLC 5.69% of their portfolio W. WARWICK, RI 451,633451.6k $23.7m $23.7m 5.69% Added +9.2k +9,228
17 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.50% of their portfolio PITTSBURGH, PA 414,813414.8k $21.7m $21.7m 2.50% Reduced -8.6k -8,622
18 Marietta Wealth Management, LLC 2.10% of their portfolio MARIETTA, GA 389,425389.4k $20.4m $20.4m 2.10% Added +13.7k +13,673
19 Summit Asset Management, LLC 2.58% of their portfolio MEMPHIS, TN 384,135384.1k $20.1m $20.1m 2.58% Reduced -814 -814
20 WESCAP Management Group, Inc. 3.70% of their portfolio Glendale, CA 378,708378.7k $19.8m $19.8m 3.70% Reduced -3.3k -3,329
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 357,978358.0k $18.8m $18.8m 0.01% Reduced -132.2k -132,164
22 Gaddis Premier Wealth Advisors LLC 10.55% of their portfolio DURANT, OK 330,551330.6k $17.3m $17.3m 10.55% Added +19.7k +19,744
23 WEALTH MANAGEMENT RESOURCES, INC. 5.32% of their portfolio SMITHFIELD, RI 329,179329.2k $17.2m $17.2m 5.32% Added +12.9k +12,937
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 287,565287.6k $15.1m $15.1m 0.00% Reduced -21.4k -21,402
25 Prepared Retirement Institute LLC 5.87% of their portfolio LANSDALE, PA 263,132263.1k $13.8m $13.8m 5.87% Reduced -5.5k -5,540
26 Dynamic Advisor Solutions LLC 0.39% of their portfolio PHOENIX, AZ 259,307259.3k $13.6m $13.6m 0.39% Added +19.3k +19,339
27 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 249,413249.4k $13.1m $13.1m 0.04% Reduced -2.4k -2,448
28 Eagle Strategies LLC 1.29% of their portfolio NEW YORK, NY 247,960248.0k $13.0m $13.0m 1.29% Reduced -338.9k -338,907
29 Curi Capital, LLC 0.20% of their portfolio CHICAGO, IL 244,859244.9k $12.8m $12.8m 0.20% Reduced -2.4k -2,420
30 Trinity Wealth Management, LLC 3.98% of their portfolio BERWYN, PA 239,282239.3k $12.5m $12.5m 3.98% Reduced -272 -272
31 VestGen Advisors, LLC 0.35% of their portfolio CHICAGO, IL 228,114228.1k $11.9m $11.9m 0.35% Reduced -1.1k -1,133
32 Solano Wealth Investment Advisors LLC 5.41% of their portfolio Fairfield, CA 226,834226.8k $11.9m $11.9m 5.41% Added +1.4k +1,427
33 Mariner, LLC 0.01% of their portfolio Overland Park, KS 221,217221.2k $11.6m $11.6m 0.01% Added +1.8k +1,832
34 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 219,111219.1k $11.5m $11.5m 0.01% Added +14.4k +14,430
35 AssuredPartners Investment Advisors, LLC 1.04% of their portfolio Tampa, FL 205,876205.9k $10.8m $10.8m 1.04% Added +2.3k +2,341
36 Melone Private Wealth, LLC 4.10% of their portfolio AUBURN HILLS, MI 205,264205.3k $10.8m $10.8m 4.10% Added +304 +304
37 Wealthspire Retirement, LLC 0.53% of their portfolio ALISO VIEJO, CA 184,303184.3k $9.7m $9.7m 0.53% Reduced -6.8k -6,777
38 Argo Wealth Advisory, LLC 5.31% of their portfolio MCLEAN, VA 183,696183.7k $9.6m $9.6m 5.31% Added +5.2k +5,156
39 Concurrent Investment Advisors, LLC 0.08% of their portfolio Tampa, FL 180,821180.8k $9.5m $9.5m 0.08% Reduced -242 -242
40 Lido Advisors, LLC 0.03% of their portfolio Los Angeles, CA 180,438180.4k $9.5m $9.5m 0.03% Added +3.6k +3,596
41 Berkeley, Inc 2.92% of their portfolio Boise, ID 177,474177.5k $9.3m $9.3m 2.92% Reduced -378 -378
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 176,265176.3k $9.2m $9.2m 0.00% Added +13.3k +13,256
43 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 158,083158.1k $8.3m $8.3m 0.06% Reduced -4.3k -4,264
44 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 133,393133.4k $6.9m $6.9m 0.00% Added +6.0k +6,003
45 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 129,860129.9k $6.8m $6.8m 0.01% Added +28.7k +28,675
46 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 128,507128.5k $6.7m $6.7m 0.04% Added +144 +144
47 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 119,686119.7k $6.3m $6.3m 0.07% Reduced -20.3k -20,341
48 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 109,239109.2k $5.7m $5.7m 0.03% Reduced -17.7k -17,685
49 Americana Partners, LLC 0.13% of their portfolio Houston, TX 108,750108.8k $5.7m $5.7m 0.13% Added +13.4k +13,356
50 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 104,773104.8k $5.5m $5.5m 0.01% Reduced -4.5k -4,509
51 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 101,745101.7k $5.3m $5.3m 0.02% Added +3.8k +3,779
52 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 100,671100.7k $5.3m $5.3m 0.02% Reduced -42.3k -42,293
53 Sachetta, LLC 2.39% of their portfolio LYNNFIELD, MA 93,73393.7k $4.9m $4.9m 2.39% Added +7.2k +7,230
54 LAUREL OAK WEALTH MANAGEMENT, LLC 0.72% of their portfolio MARLTON, NJ 93,70693.7k $4.9m $4.9m 0.72% Reduced -13.1k -13,079
55 ADAMSBROWN WEALTH CONSULTANTS LLC 0.88% of their portfolio WICHITA, KS 88,83888.8k $4.7m $4.7m 0.88% Reduced -1.2k -1,152
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 82,84982.8k $4.4m $4.4m 0.01% Reduced -7.0k -6,988
57 Nvest Wealth Strategies, Inc. 2.57% of their portfolio POWELL, OH 78,03378.0k $4.1m $4.1m 2.57% Reduced -240 -240
58 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 77,98278.0k $4.1m $4.1m 0.02% Added +1.9k +1,886
59 PRINCIPAL SECURITIES, INC. 0.05% of their portfolio DES MOINES, IA 75,40375.4k $3.9m $3.9m 0.05% Added +351 +351
60 Prism Advisors, Inc. 0.92% of their portfolio STUDIO CITY, CA 72,52472.5k $3.8m $3.8m 0.92% Reduced -910 -910
61 Western Wealth Management, LLC 0.12% of their portfolio GOLDEN, CO 71,93171.9k $3.8m $3.8m 0.12% Reduced -24.1k -24,072
62 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 71,74071.7k $3.8m $3.8m 0.01% Reduced -8.0k -7,961
63 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 71,69271.7k $3.8m $3.8m 0.04% Added +4.3k +4,269
64 R2 Capital Strategies, LLC 1.61% of their portfolio LINCOLN, NE 67,83967.8k $3.6m $3.6m 1.61% First filing
65 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 66,86966.9k $3.5m $3.5m 0.06% Added +7.7k +7,658
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 63,36863.4k $3.3m $3.3m 0.00% Reduced -4.8k -4,755
67 Fortis Capital Management LLC 0.37% of their portfolio BELLEVUE, WA 62,16062.2k $3.3m $3.3m 0.37% Reduced -9.5k -9,499
68 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 60,78960.8k $3.2m $3.2m 0.00% Reduced -2.8k -2,789
69 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 60,24360.2k $3.2m $3.2m 0.02% Added +667 +667
70 Sculati Wealth Management, LLC 1.02% of their portfolio Bloomfield Hills, MI 58,80258.8k $3.1m $3.1m 1.02% Reduced -1.9k -1,865
71 Hobbs Group Advisors, LLC 0.77% of their portfolio COLUMBIA, SC 55,67555.7k $2.9m $2.9m 0.77% Reduced -1.7k -1,726
72 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 51,71351.7k $2.7m $2.7m 0.05% Reduced -516 -516
73 Platform Technology Partners 0.43% of their portfolio NEW YORK, NY 50,23050.2k $2.6m $2.6m 0.43% Added +6.4k +6,442
74 OLD NATIONAL BANCORP /IN/ 0.05% of their portfolio EVANSVILLE, IN 46,57846.6k $2.4m $2.4m 0.05% Reduced -715 -715
75 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 43,94143.9k $2.3m $2.3m 0.00% Reduced -2.4k -2,427
76 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 43,58543.6k $2.3m $2.3m 0.03% First filing
77 DHJJ Financial Advisors, Ltd. 0.65% of their portfolio NAPERVILLE, IL 43,02843.0k $2.3m $2.3m 0.65% Reduced -1.4k -1,387
78 Choice Wealth Advisors LLC 0.78% of their portfolio WATERVILLE, ME 42,46042.5k $2.2m $2.2m 0.78% Reduced -8.4k -8,420
79 Provident Wealth Management, LLC 0.54% of their portfolio BRENTWOOD, TN 40,40640.4k $2.1m $2.1m 0.54% Added +3.9k +3,853
80 Mach-1 Financial Group, LLC 0.82% of their portfolio Rogers, AR 40,40340.4k $2.1m $2.1m 0.82% Added +4.1k +4,138
81 Focus Financial Network, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 38,72038.7k $2.0m $2.0m 0.06% Reduced -1.5k -1,512
82 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 38,50238.5k $2.0m $2.0m 0.00% Added +1.5k +1,501
83 Greykasell Wealth Strategies, Inc. 0.70% of their portfolio DANVILLE, CA 37,05237.1k $1.9m $1.9m 0.70% Reduced -273 -273
84 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 36,64236.6k $1.9m $1.9m 0.03% Added +732 +732
85 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 36,04936.0k $1.7m $1.7m 0.03% Reduced -107 -107
86 Southland Equity Partners LLC 0.32% of their portfolio WILDWOOD, MO 34,76534.8k $1.8m $1.8m 0.32% Added +1.3k +1,289
87 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,02634.0k $1.8m $1.8m 0.00% New
88 VALLEY NATIONAL ADVISERS INC 0.20% of their portfolio BETHLEHEM, PA 33,63533.6k $1.8m $1.8m 0.20% Added +2.2k +2,205
89 Core Wealth Advisors, Inc. 0.35% of their portfolio LAKELAND, FL 33,23233.2k $1.7m $1.7m 0.35% Reduced -15 -15
90 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 33,00933.0k $1.7m $1.7m 0.01% Reduced -2.5k -2,534
91 SHEETS SMITH WEALTH MANAGEMENT 0.17% of their portfolio WINSTON-SALEM, NC 32,23532.2k $1.7m $1.7m 0.17% Reduced -168 -168
92 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 31,49131.5k $1.6m $1.6m 0.05% Reduced -3 -3
93 XY Planning Network, Inc. 0.20% of their portfolio BOZEMAN, MT 30,33530.3k $1.6m $1.6m 0.20% Reduced -2.9k -2,907
94 PERSPECTIVE WEALTH ADVISORS LLC 0.83% of their portfolio LOVELAND, CO 28,89028.9k $1.5m $1.5m 0.83% Reduced -4.3k -4,253
95 Rehmann Capital Advisory Group 0.07% of their portfolio LANSING, MI 28,60328.6k $1.5m $1.5m 0.07% Added +17 +17
96 Stonebridge Wealth Management, LLC 1.30% of their portfolio OAK BROOK, IL 27,75527.8k $1.5m $1.5m 1.30% Reduced -1.6k -1,640
97 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 27,64727.6k $1.5m $1.5m 0.02% New
98 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 27,64727.6k $1.5m $1.5m 0.02% Reduced -1.7k -1,739
99 NORTHBRIDGE FINANCIAL GROUP, LLC 0.53% of their portfolio TAMPA, FL 26,21126.2k $1.4m $1.4m 0.53% Reduced -4.2k -4,236
100 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 25,64925.6k $1.3m $1.3m 0.00% New