Skip to content
Disclosery

IQDG WISDOMTREE TR

Follow

INTL QULTY DIV (fund)

133 managers (133 13F filers) reported a position in IQDG shares at 2024-12-31, 21,647,129 shares in all. 11 filers opened a position and 16 filers sold out during the quarter.

Managers
133
13F filers
133
New
11
Added
57
Reduced
33
Sold out
16
Shares held by filers
21,647,129

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,415,516$117M0.01%-140,74313F-HR/ATimelineGroup
One Capital Management, LLC2,525,684$86.4M2.86%+39,82513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,313,942$79.2M0.01%-89,22613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,328,958$45.5M2.06%-3,15013F-HRTimeline
Trilogy Capital Inc.1,185,133$40.5M2.08%+33,69113F-HRTimeline
SPC Financial, Inc.1,005,526$34.4M3%+50,60713F-HRTimeline
CGN Advisors LLC905,584$31M3.01%+51,97013F-HRTimeline
LPL Financial LLC838,702$28.7M0.01%+22,21913F-HRTimeline
Cetera Investment Advisers617,155$21.1M0.04%+226,85013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC572,669$19.6M0.73%+35,22413F-HRTimeline
UBS Group AGin group UBS Group AG551,067$18.9M<0.01%+18,58013F-HRTimelineGroup
HighTower Advisors, LLC486,005$16.6M0.02%-16,17213F-HRTimeline
Revolve Wealth Partners, LLC373,261$12.8M1.9%+13,55513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO316,311$10.8M<0.01%+77,85213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC286,085$9.79M0.01%+22,54813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC284,594$9.74M0.02%+262,19413F-HRTimelineGroup
Security Financial Services, INC.283,522$9.7M1.97%+83,09713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC276,973$9.48M<0.01%-34,90313F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC262,918$8.99M3.77%-11,31013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC258,552$8.85M3.28%+10,42113F-HRTimeline
Venturi Wealth Management, LLC187,616$6.42M0.32%+25713F-HRTimeline
Prime Capital Investment Advisors, LLC185,555$6.35M0.09%-3,69013F-HRTimeline
TSFG, LLC168,031$5.75M1.18%+4,87913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,249$5.58M<0.01%+13,10213F-HRTimelineGroup
Premier Path Wealth Partners, LLC138,632$4.74M0.72%+3,11513F-HRTimeline
Financial Advocates Investment Manageme…131,474$4.5M0.26%+3,73113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,755$4.4M<0.01%13F-HR/ATimelineGroup
Kathmere Capital Management, LLC115,942$3.97M0.36%+2813F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC115,163$3.94M0.12%+63713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,171$3.73M0.01%-37213F-HR/ATimeline
Strive Asset Management, LLC104,893$3.59M2.69%13F-HRTimeline
Atria Investments, Inc95,597$3.27M0.04%+5,39613F-HRTimeline
Sharkey, Howes & Javer90,288$3.09M0.43%+16,65713F-HRTimeline
Fourth Dimension Wealth, LLC84,595$2.89M1.51%13F-HRTimeline
D.A. DAVIDSON & CO.84,398$2.89M0.02%+2,51713F-HRTimeline
Occidental Asset Management, LLC79,810$2.73M0.43%+11,00913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP74,705$2.56M<0.01%-6,23113F-HRTimelineGroup
Impact Capital Partners LLC74,412$2.55M0.91%13F-HRTimeline
Golden State Wealth Management, LLC73,253$2.51M0.38%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…72,318$2.47M0.47%-162,51313F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC70,807$2.42M0.31%-97013F-HRTimeline
IFP Advisors, Inc66,844$2.29M0.07%-12,42313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,025$2.19M<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC58,676$2.01M0.08%+6,31313F-HRTimelineGroup
FLOW TRADERS U.S. LLC58,278$1.99M0.08%+15,54313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,921$1.47M<0.01%new13F-HRTimelineGroup
Hobbs Group Advisors, LLC40,955$1.4M0.53%-6,82613F-HRTimeline
Resonant Capital Advisors, LLC39,360$1.35M0.1%+3,46913F-HRTimeline
Avestar Capital, LLC38,322$1.31M0.12%+10,39513F-HRTimeline
Priebe Wealth Holdings LLC37,850$1.29M0.88%+13,90013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,293$1.21M<0.01%-26,45713F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.31,952$1.09M0.09%-67913F-HRTimeline
AssuredPartners Investment Advisors, LLC31,014$1.06M0.21%13F-HRTimeline
FSA Advisors, Inc.29,797$1.02M1.25%+3,09313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,781$985K0.01%+11,69613F-HRTimelineGroup
Per Stirling Capital Management, LLC.27,799$951K0.13%-4,84113F-HRTimeline
Janney Montgomery Scott LLC25,085$858K<0.01%+22213F-HRTimeline
Mutual Advisors, LLC24,404$851K0.02%+35013F-HRTimeline
Financial Enhancement Group LLC22,140$756K0.12%+4,51013F-HRTimeline
Princeton Global Asset Management LLC20,742$710K0.13%+5213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,580$670K0.01%+4,12013F-HRTimelineGroup
Bison Wealth, LLC19,089$653K0.08%13F-HRTimeline
Mendel Money Management18,607$637K0.28%-55013F-HRTimeline
D'Orazio & Associates, Inc.17,693$605K0.09%+1,20113F-HRTimeline
Axis Wealth Partners, LLC16,601$568K0.48%13F-HRTimeline
Private Advisor Group, LLC16,352$559K<0.01%-26,50613F-HRTimeline
Sanctuary Advisors, LLC14,956$547K<0.01%-22313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,662$536K0.04%-1,35313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,293$523K0.01%-3,26213F-HRTimelineGroup
Sovran Advisors, LLC15,215$520K0.07%13F-HRTimeline
CIBC WORLD MARKET INC.15,096$516K<0.01%+1,20713F-HRTimeline
Kondo Wealth Advisors, Inc.13,588$465K0.24%13F-HRTimeline
My Legacy Advisors, LLC12,068$418K0.16%+54013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,810$404K0.01%-1,79313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,368$389K<0.01%-1,35313F-HRTimelineGroup
AE Wealth Management LLC11,241$385K<0.01%-2213F-HRTimeline
Western Wealth Management, LLC11,151$381K0.02%+13313F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,616$329K0.02%+1613F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC9,196$315K0.04%+1,55313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC8,944$306K0.23%+4913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,625$295K0.08%new13F-HRTimeline
Gateway Wealth Partners, LLC8,363$286K0.07%+40013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,339$285K<0.01%-2,73013F-HRTimeline
Clearstead Advisors, LLC8,043$275K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning7,923$271K<0.01%-1,18113F-HRTimelineGroup
IHT Wealth Management, LLC7,903$270K0.01%+2,39413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,889$270K0.02%+67413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,754$265K<0.01%-24,10513F-HRTimelineGroup
Mason Investment Advisory Services, Inc.7,748$265K0.02%013F-HRTimeline
Vantage Point Financial LLC7,256$248K0.13%13F-HRTimeline
Astoria Portfolio Advisors LLC.7,075$242K0.09%-1,94113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,038$241K0.01%new13F-HRTimeline
Foster Group, Inc.6,926$237K0.01%+55713F-HRTimeline
Key Financial Inc6,745$231K0.05%+1,80913F-HRTimeline
Quartz Partners, LLC6,429$220K0.13%+35413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,325$216K<0.01%new13F-HRTimelineGroup
Emprise Bank6,325$216K0.12%new13F-HRTimeline
United Advisor Group, LLC6,216$213K0.04%-29813F-HRTimeline
FFG RETIREMENT ADVISORS LLC6,139$210K0.14%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,151$210K<0.01%+13013F-HRTimeline
OPTIMA CAPITAL LLC6,123$209K0.14%13F-HRTimeline
KM Capital Management Ltd.6,017$206K0.11%new13F-HRTimeline
Smartleaf Asset Management LLC5,816$200K0.02%+37113F-HRTimeline
Transce3nd, LLC4,630$158K0.05%13F-HRTimeline
FMR LLCin group FMR LLC4,508$154K<0.01%+51713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,486$153K0.02%+68413F-HRTimeline
REAP Financial Group, LLC4,313$148K0.04%-92613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,977$136K<0.01%+24113F-HRTimelineGroup
TD Waterhouse Canada Inc.2,895$99K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,670$91.3K<0.01%+13513F-HRTimeline
Element Wealth, LLC2,038$69.7K0.04%-14313F-HRTimeline
Beaird Harris Wealth Management, LLC1,440$49.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,129$38.7K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,036$35.4K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC1,037$35K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC793$27.1K0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC658$23K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.534$18.3K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC495$17K0.01%013F-HRTimeline
ORG Partners LLC468$16K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.421$15.3K0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.429$14.7K<0.01%013F-HRTimelineGroup
FLP Wealth Management, LLC412$14.1K0.04%13F-HRTimeline
Quest 10 Wealth Builders, Inc.356$12.2K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC304$10.4K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN208$7.1K<0.01%+10013F-HRTimelineGroup
Global Retirement Partners, LLC193$6.59K<0.01%-15,12113F-HRTimeline
Caitlin John, LLC108$3.69K<0.01%013F-HRTimeline
Continuum Advisory, LLC86$2.94K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…76$2.61K<0.01%new13F-HRTimeline
Roxbury Financial LLC54$1.97K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.22$7630.07%-22,40913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.