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Disclosery

IQDG WISDOMTREE TR

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INTL QULTY DIV (fund)

138 managers (139 13F filers) reported a position in IQDG shares at 2026-06-30, 12,983,678 shares in all. 12 filers opened a position and 20 filers sold out during the quarter.

Managers
138
13F filers
139
New
12
Added
53
Reduced
51
Sold out
20
Shares held by filers
12,983,678

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,104,542$90.7M0.01%-194,32813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,625,496$70M<0.01%-47,04913F-HRTimelineGroup
AlphaCore Capital LLC1,064,871$45.9M0.84%-15,97213F-HRTimeline
LPL Financial LLC912,174$39.3M0.01%+24,08113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC809,142$34.9M0.01%+32,90313F-HRTimelineGroup
HighTower Advisors, LLC686,681$29.6M0.03%-4,77613F-HRTimeline
Cetera Investment Advisers584,321$25.2M0.02%-14,98813F-HRTimeline
Revolve Wealth Partners, LLC454,107$19.6M2.04%+21,31113F-HRTimeline
UBS Group AGgroup of 2 filers holding437,033$18.8M-216,058Timeline
CAPTRUST FINANCIAL ADVISORS353,215$15.2M0.02%+41,31313F-HRTimeline
Prime Capital Investment Advisors, LLC324,190$14M0.14%+99,36913F-HRTimeline
One Capital Management, LLC305,304$12.3M0.34%013F-HRTimeline
Venturi Wealth Management, LLC187,054$8.06M0.31%+17,82013F-HRTimeline
Premier Path Wealth Partners, LLC170,171$7.33M0.84%+42,34513F-HRTimeline
TSFG, LLC148,096$6.38M0.8%+133,75713F-HRTimeline
CGN Advisors LLC142,289$6.13M0.45%-289,54613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…141,396$6.09M0.01%-1,37313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP133,441$5.75M0.01%+16,43513F-HR/ATimelineGroup
Catalyst Investment Management LLC121,530$5.24M4.75%+16,08913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,786$5.07M<0.01%+8,41413F-HRTimelineGroup
Fourth Dimension Wealth, LLC114,507$4.93M1.56%+4,96913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,853$4.78M<0.01%-2,02713F-HRTimelineGroup
Kathmere Capital Management, LLC104,833$4.52M0.24%-2,30513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…95,364$4.11M<0.01%-25,73013F-HRTimelineGroup
HRT FINANCIAL LP90,759$3.91M0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC84,153$3.63M0.02%+70,60113F-HRTimeline
Merit Financial Group, LLC83,672$3.6M0.02%-117,14613F-HR/ATimeline
Atria Investments, Inc83,652$3.6M0.04%-32013F-HRTimeline
Impact Capital Partners LLC78,751$3.39M0.93%+4,90113F-HRTimeline
SigFig Wealth Management, LLC74,859$3.22M0.09%+1,17813F-HRTimeline
Savvy Advisors, Inc.68,368$2.95M0.06%+6,61413F-HRTimeline
Resonant Capital Advisors, LLC54,717$2.36M0.11%+5,58313F-HRTimeline
Summit Financial, LLC52,289$2.25M0.02%-50913F-HRTimeline
IFP Advisors, Inc51,923$2.24M0.04%-6113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,319$1.95M<0.01%+2,67913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.45,229$1.95M0.02%013F-HRTimeline
Western Wealth Management, LLC44,567$1.92M0.06%+1,41413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,191$1.9M<0.01%-2,39513F-HRTimeline
Mendel Money Management39,756$1.71M0.63%+9,62213F-HRTimeline
Hobbs Group Advisors, LLC39,034$1.68M0.44%-14013F-HRTimeline
Financial Enhancement Group LLC32,879$1.42M0.17%-73513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,661$1.23M<0.01%-177,07113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,315$1.22M0.01%-4,11513F-HRTimelineGroup
VestGen Advisors, LLC27,036$1.16M0.03%+4,34713F-HRTimeline
Ausdal Financial Partners, Inc.26,074$1.12M0.04%-55813F-HRTimeline
Per Stirling Capital Management, LLC.22,566$972K0.09%-68113F-HRTimeline
Avestar Capital, LLC20,050$864K0.05%-23013F-HRTimeline
City Center Advisors, LLC16,689$719K0.58%+99713F-HRTimeline
Sanctuary Advisors, LLC15,617$673K<0.01%+48013F-HRTimeline
Creative Planningin group Creative Planning15,213$655K<0.01%-76513F-HRTimelineGroup
CIBC WORLD MARKET INC.14,822$639K<0.01%+9813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,754$636K0.01%-7713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,748$636K<0.01%-50413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding14,584$628K-9,430Timeline
Arkadios Wealth Advisors14,055$605K0.01%-2,93813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,913$598K<0.01%+26513F-HRTimelineGroup
FMR LLCin group FMR LLC12,286$529K<0.01%+2,02913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,895$512K<0.01%+3,38113F-HRTimelineGroup
D'Orazio & Associates, Inc.11,516$496K0.06%013F-HRTimeline
Sharkey, Howes & Javer11,323$488K0.06%-65813F-HRTimeline
Cambridge Investment Research Advisors,…11,181$482K<0.01%+5,27213F-HR/ATimeline
Key Financial Inc10,782$464K0.08%-2913F-HRTimeline
Rossby Financial, LCC10,756$463K0.08%-3,91013F-HRTimeline
WORLD EQUITY GROUP, INC.10,698$461K0.1%+39613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC10,427$449K0.05%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC10,352$446K0.17%-1,27513F-HRTimeline
Gladstone Institutional Advisory LLC10,284$443K0.01%+83613F-HRTimeline
CIDEL ASSET MANAGEMENT INC10,225$440K0.02%+3,52713F-HRTimeline
Quantinno Capital Management LP10,224$440K<0.01%-14113F-HRTimeline
IHT Wealth Management, LLC10,044$433K0.01%+10013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,828$423K0.04%+31213F-HRTimeline
Kondo Wealth Advisors, Inc.9,338$402K0.13%+1613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC9,319$401K0.01%+13113F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,292$400K0.14%-40013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,910$384K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,091$349K<0.01%-1,02113F-HRTimelineGroup
Princeton Global Asset Management LLC7,836$338K0.05%-2,19513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,777$335K<0.01%+20113F-HRTimelineGroup
Mason Investment Advisory Services, Inc.7,748$334K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,610$328K<0.01%+20213F-HRTimelineGroup
Belpointe Asset Management LLC7,517$324K0.01%-38913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,048$304K0.18%+14913F-HRTimeline
OneDigital Investment Advisors LLC6,761$291K<0.01%+75413F-HRTimeline
Trilogy Capital Inc.6,702$289K0.01%-74113F-HRTimeline
LANARK FINANCIAL, INC.6,648$286K0.02%-3,21213F-HRTimeline
Janney Montgomery Scott LLC6,563$283K<0.01%+16513F-HRTimeline
Axis Wealth Partners, LLC6,551$282K0.14%+67713F-HRTimeline
Emprise Bank6,325$272K0.1%013F-HRTimeline
Breakwater Capital Group6,237$269K0.03%+2813F-HRTimeline
PRAIRIE ADVISORY, LLC6,217$268K0.06%13F-HRTimeline
Oxinas Partners, LLC5,935$256K0.1%-1,06513F-HRTimeline
United Advisor Group, LLC5,922$255K0.03%+2513F-HRTimeline
Private Advisor Group, LLC5,892$254K<0.01%-6,26813F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC5,770$249K0.17%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,628$242K0.01%+34313F-HRTimeline
Oregon Pacific Wealth Management, LLC5,572$240K0.23%-2313F-HRTimeline
Triad Wealth Partners, LLC5,270$232K0.01%+7013F-HRTimeline
Saiph Capital, LLC5,342$230K0.07%013F-HRTimeline
AE Wealth Management LLC5,181$223K<0.01%-83813F-HRTimeline
Trust Co5,146$222K0.02%+31313F-HRTimeline
Mutual Advisors, LLC5,059$218K<0.01%-11813F-HRTimeline
MML INVESTORS SERVICES, LLC4,927$212K<0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC4,927$210K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,796$207K<0.01%new13F-HR/ATimeline
Foster Group, Inc.4,706$203K0.01%new13F-HRTimeline
Westside Investment Management, Inc.4,391$189K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,871$167K<0.01%+3,51113F-HRTimelineGroup
Farther Finance Advisors, LLC3,767$162K<0.01%+3,61613F-HRTimeline
TD Waterhouse Canada Inc.3,385$146K<0.01%-2,58513F-HRTimeline
PRIVATE TRUST CO NA3,311$143K0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,984$129K<0.01%+2,28113F-HRTimelineGroup
CoreCap Advisors, LLC2,612$113K<0.01%-6613F-HRTimeline
EP Wealth Advisors, LLC2,410$104K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,402$103K<0.01%-6613F-HRTimeline
Frazier Financial Advisors, LLC2,207$95.1K0.05%013F-HRTimeline
Golden State Wealth Management, LLC2,122$91.4K0.01%+7713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,042$88K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,020$87K<0.01%-1,48313F-HRTimelineGroup
REAP Financial Group, LLC1,481$63.8K0.01%-54013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,477$63.6K0.03%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,440$62K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,389$59.8K<0.01%-18113F-HRTimeline
Integrated Wealth Concepts LLC1,350$58.2K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,129$48.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC889$38.3K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC658$28K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.485$20.9K<0.01%new13F-HRTimeline
Brooklyn FI, LLC448$19.2K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC302$13K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP301$12.8K<0.01%+15613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC208$8.96K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc198$8.53K<0.01%013F-HRTimeline
Caitlin John, LLC108$4.65K<0.01%013F-HRTimeline
NewEdge Advisors, LLC82$3.53K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…79$3.43K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC74$3.18K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.44$1.88K<0.01%-3,71613F-HRTimeline
SHP Wealth Management17$732<0.01%013F-HRTimeline