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Disclosery

IQDG WISDOMTREE TR

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INTL QULTY DIV (fund)

129 managers (130 13F filers) reported a position in IQDG shares at 2025-03-31, 17,169,584 shares in all. 17 filers opened a position and 18 filers sold out during the quarter.

Managers
129
13F filers
130
New
17
Added
37
Reduced
64
Sold out
18
Shares held by filers
17,169,584

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY3,170,264$113M0.01%-245,25213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,342,167$83.6M0.01%+28,22513F-HRTimelineGroup
One Capital Management, LLC2,242,032$80M2.7%-283,65213F-HRTimeline
SPC Financial, Inc.1,040,347$37.1M3.26%+34,82113F-HRTimeline
LPL Financial LLC916,300$32.7M0.01%+77,59813F-HRTimeline
Cetera Investment Advisers589,165$21M0.04%-27,99013F-HRTimeline
UBS Group AGin group UBS Group AG563,588$20.1M<0.01%+12,52113F-HRTimelineGroup
CGN Advisors LLC508,973$18.2M1.78%-396,61113F-HRTimeline
HighTower Advisors, LLC475,930$17M0.02%-10,07513F-HRTimeline
Revolve Wealth Partners, LLC411,688$14.7M2.12%+38,42713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC293,874$10.5M0.01%+7,78913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC256,376$9.15M3.05%-2,17613F-HR/ATimeline
INVENIO WEALTH PARTNERS LLC251,410$8.97M3.77%-11,50813F-HRTimeline
Prime Capital Investment Advisors, LLC195,320$6.97M0.08%+9,76513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC190,313$6.79M0.24%-382,35613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC180,453$6.44M0.01%-104,14113F-HR/ATimelineGroup
Venturi Wealth Management, LLC170,214$6.07M0.32%-17,40213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC166,817$5.95M<0.01%-110,15613F-HRTimelineGroup
Premier Path Wealth Partners, LLC148,538$5.3M0.82%+9,90613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO146,607$5.23M<0.01%-169,70413F-HRTimelineGroup
FLOW TRADERS U.S. LLC145,188$5.18M0.22%+86,91013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,511$5.16M<0.01%-18,73813F-HR/ATimelineGroup
Financial Advocates Investment Manageme…134,626$4.8M0.34%+3,15213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS130,265$4.65M0.01%new13F-HRTimeline
Kathmere Capital Management, LLC114,843$4.1M0.35%-1,09913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…107,287$3.83M0.01%-1,88413F-HRTimeline
Security Financial Services, INC.104,543$3.73M0.74%-178,97913F-HRTimeline
TSFG, LLC103,165$3.68M0.75%-64,86613F-HRTimeline
D.A. DAVIDSON & CO.82,881$2.96M0.02%-1,51713F-HRTimeline
Strive Asset Management, LLC79,341$2.83M1.97%-25,55213F-HR/ATimeline
Fourth Dimension Wealth, LLC78,801$2.81M1.36%-5,79413F-HRTimeline
IFP Advisors, Inc77,924$2.78M0.09%+11,08013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP76,177$2.72M<0.01%+1,47213F-HRTimelineGroup
Atria Investments, Inc74,833$2.67M0.03%-20,76413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC57,765$2.06M0.08%-91113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,896$2.03M<0.01%-71,85913F-HRTimelineGroup
Impact Capital Partners LLC56,410$2.01M0.73%-18,00213F-HRTimeline
Sharkey, Howes & Javer56,022$2M0.29%-34,26613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC52,822$1.88M0.25%-17,98513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,076$1.79M<0.01%+7,15513F-HRTimelineGroup
Golden State Wealth Management, LLC47,672$1.7M0.25%-25,58113F-HR/ATimeline
Resonant Capital Advisors, LLC44,556$1.59M0.11%+5,19613F-HRTimeline
Ausdal Financial Partners, Inc.43,145$1.54M0.12%+11,19313F-HRTimeline
Priebe Wealth Holdings LLC42,550$1.52M0.95%+4,70013F-HRTimeline
Hobbs Group Advisors, LLC40,183$1.43M0.54%-77213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,893$1.42M<0.01%-24,13213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,063$1.36M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,431$1.16M<0.01%new13F-HRTimelineGroup
Avestar Capital, LLC32,116$1.15M0.11%-6,20613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,035$1.14M0.02%+16,74213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,225$1.11M<0.01%-4,06813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…30,787$1.1M0.22%-41,53113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,373$1.08M0.03%new13F-HRTimelineGroup
Financial Enhancement Group LLC29,378$1.05M0.16%+7,23813F-HRTimeline
Vestmark Advisory Solutions, Inc.28,315$1.01M0.03%new13F-HRTimeline
Per Stirling Capital Management, LLC.22,567$805K0.12%-5,23213F-HRTimeline
Princeton Global Asset Management LLC21,713$775K0.15%+97113F-HRTimeline
FSA Advisors, Inc.20,067$716K0.57%-9,73013F-HRTimeline
Mutual Advisors, LLC18,940$697K0.02%-5,46413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,408$692K-9,373Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,858$673K0.05%+3,19613F-HRTimeline
AssuredPartners Investment Advisors, LLC18,812$671K0.13%-12,20213F-HRTimeline
Mendel Money Management17,721$632K0.3%-88613F-HRTimeline
D'Orazio & Associates, Inc.17,710$632K0.1%+1713F-HRTimeline
LANARK FINANCIAL, INC.16,298$581K0.05%+16,27613F-HRTimeline
Sanctuary Advisors, LLC15,312$546K<0.01%+35613F-HRTimeline
Private Advisor Group, LLC14,993$535K<0.01%-1,35913F-HRTimeline
CIBC WORLD MARKET INC.14,765$527K<0.01%-33113F-HRTimeline
City Center Advisors, LLC14,020$500K0.58%new13F-HRTimeline
Trilogy Capital Inc.13,907$496K0.03%-1,171,22613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,618$450K0.01%+5,58013F-HRTimeline
Kondo Wealth Advisors, Inc.12,420$443K0.22%-1,16813F-HRTimeline
My Legacy Advisors, LLC11,902$425K0.16%-16613F-HRTimeline
Sovran Advisors, LLC11,716$413K0.05%-3,49913F-HRTimeline
FMR LLCin group FMR LLC10,638$380K<0.01%+6,13013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,816$350K<0.01%+1,47713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,483$338K0.01%-2,32713F-HRTimelineGroup
Axis Wealth Partners, LLC9,322$333K0.25%-7,27913F-HRTimeline
UHLMANN PRICE SECURITIES, LLC8,981$320K0.24%+3713F-HRTimeline
Western Wealth Management, LLC8,827$315K0.02%-2,32413F-HRTimeline
IHT Wealth Management, LLC8,635$308K0.01%+73213F-HRTimeline
AE Wealth Management LLC8,633$308K<0.01%-2,60813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC8,577$306K0.04%-61913F-HRTimeline
Arete Wealth Advisors, LLC8,358$298K0.02%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,152$290K0.14%new13F-HRTimeline
Creative Planningin group Creative Planning8,108$289K<0.01%+18513F-HRTimelineGroup
Gateway Wealth Partners, LLC7,834$280K0.06%-52913F-HRTimeline
Mason Investment Advisory Services, Inc.7,748$276K0.02%013F-HRTimeline
Bison Wealth, LLC7,517$268K0.03%-11,57213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,385$263K<0.01%-3,98313F-HRTimelineGroup
Vantage Point Financial LLC7,369$263K0.13%+11313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,355$262K0.08%-1,27013F-HRTimeline
Astoria Portfolio Advisors LLC.6,947$250K0.09%-12813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,937$247K<0.01%-81713F-HRTimelineGroup
Foster Group, Inc.6,876$245K0.01%-5013F-HRTimeline
Key Financial Inc6,864$245K0.05%+11913F-HRTimeline
Arkadios Wealth Advisors6,621$236K0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,554$234K<0.01%+22913F-HRTimelineGroup
Quartz Partners, LLC6,485$231K0.14%+5613F-HRTimeline
Emprise Bank6,325$226K0.12%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,102$218K0.02%-1,78713F-HRTimeline
United Advisor Group, LLC5,983$213K0.04%-23313F-HRTimeline
MML INVESTORS SERVICES, LLC5,965$213K<0.01%-18613F-HRTimeline
Oregon Pacific Wealth Management, LLC5,884$210K0.21%new13F-HRTimeline
WORLD EQUITY GROUP, INC.5,818$208K0.06%new13F-HRTimeline
GPS Wealth Strategies Group, LLC4,909$175K0.02%+42313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,261$152K<0.01%+28413F-HRTimelineGroup
CoreCap Advisors, LLC3,153$112K<0.01%+48313F-HRTimeline
Transce3nd, LLC3,055$109K0.05%-1,57513F-HRTimeline
REAP Financial Group, LLC2,949$105K0.03%-1,36413F-HRTimeline
COMERICA BANK2,844$101K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,809$64.5K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,440$51.4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,129$40.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,042$37K<0.01%+513F-HRTimelineGroup
Stonebridge Financial Group, LLC1,036$37K<0.01%013F-HRTimeline
Integrity Financial Corp /WA1,012$36.1K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC793$28.3K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC658$23K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC495$17.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.421$15K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.338$12.1K0.01%-1813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC304$10.4K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc267$9.53K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC195$6.96K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC76$2.74K<0.01%-5,74013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…76$2.74K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$64<0.01%-20613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.