IHDG Institutional Ownership & Shareholders
WISDOMTREE INTERNATIONAL HED (IHDG) is currently held by 230 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IHDG tracked by InsiderSet, reporting ownership valued at approximately $176.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $174.26M, representing an estimated loss of -1.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IHDG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in WISDOMTREE INTERNATIONAL HED (IHDG).
This page ranks the largest institutional IHDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
230
Total Reported Value
$1.46B
Largest Holder
Morgan Stanley
Largest Position
$176.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,364,175 | $176,215,551 | $174,264,265 | -$1,951,286 | -1.11% | |
| Lpl Financial Llc | 0.04% | 3,182,488 | $166,698,719 | $164,852,878 | -$1,845,841 | -1.11% | |
| Bank Of America Corp | 0.01% | 2,294,923 | $120,208,060 | $118,877,011 | -$1,331,049 | -1.11% | |
| Ameritas Advisory Services, Llc | 1.48% | 1,401,573 | $73,414,378 | $72,601,481 | -$812,897 | -1.11% | |
| Raymond James Financial Inc | 0.02% | 1,238,170 | $64,855,328 | $64,137,206 | -$718,122 | -1.11% | |
| Falcon Wealth Planning | 3.31% | 998,941 | $52,324,550 | $51,745,144 | -$579,406 | -1.11% | |
| Creative Planning | 0.03% | 954,690 | $49,548,422 | $49,452,942 | -$95,480 | -0.19% | |
| Stifel Financial Corp | 0.04% | 814,323 | $42,653,547 | $42,181,931 | -$471,616 | -1.11% | |
| Trilogy Capital Inc. | 1.58% | 791,286 | $41,067,725 | $40,988,615 | -$79,110 | -0.19% | |
| Envestnet Asset Management Inc | 0.01% | 773,171 | $40,498,688 | $40,050,258 | -$448,430 | -1.11% | |
| Ubs Group Ag | 0.01% | 724,245 | $37,935,953 | $37,515,891 | -$420,062 | -1.11% | |
| Ameriprise Financial Inc | 0.01% | 586,023 | $30,673,741 | $30,355,991 | -$317,750 | -1.04% | |
| Osaic Holdings, Inc. | 0.03% | 485,942 | $25,461,392 | $25,171,796 | -$289,596 | -1.14% | |
| Capital Wealth Management, Llc | 5.51% | 465,892 | $24,179,807 | $24,133,206 | -$46,601 | -0.19% | |
| Summit Asset Management, Llc | 2.58% | 384,135 | $20,121,005 | $19,898,193 | -$222,812 | -1.11% | |
| Marietta Wealth Management, Llc | 2.11% | 385,730 | $19,976,957 | $19,980,814 | +$3,857 | +0.02% | |
| Wescap Management Group, Inc. | 3.70% | 378,708 | $19,836,726 | $19,617,074 | -$219,652 | -1.11% | |
| Wealth Management Resources, Inc. | 5.39% | 336,169 | $17,447,172 | $17,413,554 | -$33,618 | -0.19% | |
| Wells Fargo & Company/Mn | 0.00% | 287,565 | $15,062,624 | $14,895,867 | -$166,757 | -1.11% | |
| Prepared Retirement Institute Llc | 5.87% | 263,132 | $13,782,878 | $13,630,238 | -$152,640 | -1.11% | |
| Dynamic Advisor Solutions Llc | 0.39% | 264,173 | $13,710,587 | $13,684,161 | -$26,426 | -0.19% | |
| Curi Capital, Llc | 0.20% | 244,859 | $12,825,688 | $12,683,696 | -$141,992 | -1.11% | |
| Pathstone Holdings, Llc | 0.05% | 251,861 | $12,127,098 | $13,046,400 | +$919,302 | +7.58% | |
| Solano Wealth Investment Advisors Llc | 5.41% | 226,834 | $11,881,597 | $11,750,001 | -$131,596 | -1.11% | |
| Mariner, Llc | 0.01% | 221,217 | $11,587,343 | $11,459,041 | -$128,302 | -1.11% | |
| Cetera Investment Advisers | 0.01% | 219,111 | $11,477,042 | $11,349,950 | -$127,092 | -1.11% | |
| Melone Private Wealth, Llc | 4.34% | 213,102 | $11,059,983 | $11,038,684 | -$21,299 | -0.19% | |
| Eagle Strategies Llc | 1.05% | 208,449 | $10,818,476 | $10,797,658 | -$20,818 | -0.19% | |
| Assuredpartners Investment Advisors, Llc | 1.04% | 205,876 | $10,783,793 | $10,664,377 | -$119,416 | -1.11% | |
| Vestgen Advisors, Llc | 0.31% | 194,404 | $10,089,558 | $10,070,127 | -$19,431 | -0.19% | |
| Wealthspire Retirement, Llc | 0.53% | 184,303 | $9,653,766 | $9,546,895 | -$106,871 | -1.11% | |
| Argo Wealth Advisory, Llc | 5.31% | 183,696 | $9,622,017 | $9,515,453 | -$106,564 | -1.11% | |
| Lido Advisors, Llc | 0.03% | 180,438 | $9,451,408 | $9,346,688 | -$104,720 | -1.11% | |
| Royal Bank Of Canada | 0.00% | 176,265 | $9,233,000 | $9,130,527 | -$102,473 | -1.11% | |
| Berkeley, Inc | 2.85% | 177,829 | $9,229,332 | $9,211,542 | -$17,790 | -0.19% | |
| Concurrent Investment Advisors, Llc | 0.06% | 176,163 | $9,142,854 | $9,125,243 | -$17,611 | -0.19% | |
| Farther Finance Advisors, Llc | 0.06% | 166,263 | $8,629,052 | $8,612,423 | -$16,629 | -0.19% | |
| Jones Financial Companies Lllp | 0.00% | 133,393 | $6,929,745 | $6,909,757 | -$19,988 | -0.29% | |
| Mml Investors Services, Llc | 0.01% | 129,860 | $6,802,067 | $6,726,748 | -$75,319 | -1.11% | |
| United Capital Financial Advisors, Llc | 0.04% | 128,507 | $6,712,952 | $6,656,663 | -$56,289 | -0.84% | |
| Private Advisor Group, Llc | 0.03% | 109,239 | $5,721,950 | $5,658,580 | -$63,370 | -1.11% | |
| Americana Partners, Llc | 0.12% | 103,896 | $5,392,192 | $5,381,813 | -$10,379 | -0.19% | |
| Kestra Advisory Services, Llc | 0.02% | 102,688 | $5,329,501 | $5,319,238 | -$10,263 | -0.19% | |
| Newedge Advisors, Llc | 0.02% | 101,745 | $5,329,392 | $5,270,391 | -$59,001 | -1.11% | |
| Commonwealth Equity Services, Llc | 0.01% | 101,280 | $5,256,411 | $5,246,304 | -$10,107 | -0.19% | |
| Laurel Oak Wealth Management, Llc | 0.69% | 94,638 | $4,911,732 | $4,902,248 | -$9,484 | -0.19% | |
| Sachetta, Llc | 2.39% | 93,733 | $4,909,716 | $4,855,369 | -$54,347 | -1.11% | |
| Adamsbrown Wealth Consultants Llc | 0.83% | 87,561 | $4,544,391 | $4,535,660 | -$8,731 | -0.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 80,046 | $4,126,375 | $4,146,383 | +$20,008 | +0.48% | |
| &Partners | 0.02% | 77,982 | $4,088,617 | $4,039,468 | -$49,149 | -1.20% |
Frequently asked questions about IHDG
Who are the largest institutional holders of IHDG?
The largest institutional holders of IHDG reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Ameritas Advisory Services, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported IHDG position.
What is IHDG institutional ownership?
This page tracks IHDG positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INTERNATIONAL HED (IHDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IHDG?
InsiderSet currently tracks 230 institutional managers reporting IHDG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IHDG shareholders.
How much IHDG stock do institutions own?
Institutional investment managers disclosed approximately $1.46B in IHDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IHDG institutional ownership last updated?
The latest IHDG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IHDG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IHDG position after the reporting date.
Are institutions buying or selling IHDG?
Institutional buying and selling can be analyzed by comparing IHDG positions across consecutive 13F reporting periods. InsiderSet's IHDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IHDG ownership changes.
How has IHDG institutional ownership changed over time?
InsiderSet tracks IHDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.