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Disclosery

IQDG WISDOMTREE TR

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INTL QULTY DIV (fund)

136 managers (137 13F filers) reported a position in IQDG shares at 2025-06-30, 15,650,614 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
136
13F filers
137
New
17
Added
46
Reduced
60
Sold out
13
Shares held by filers
15,650,614

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/2,302,187$91.3M0.01%-39,98013F-HRTimelineGroup
One Capital Management, LLC1,936,126$76.7M2.66%-305,90613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,810,514$71.8M<0.01%-1,359,75013F-HRTimelineGroup
SPC Financial, Inc.1,054,316$41.8M3.5%+13,96913F-HRTimeline
LPL Financial LLC941,688$37.3M0.01%+25,38813F-HRTimeline
Cetera Investment Advisers579,120$23M0.04%-10,04513F-HRTimeline
UBS Group AGin group UBS Group AG569,045$22.6M<0.01%+5,45713F-HRTimelineGroup
CGN Advisors LLC529,967$21M1.88%+20,99413F-HRTimeline
HighTower Advisors, LLC500,177$19.8M0.02%+24,24713F-HRTimeline
Revolve Wealth Partners, LLC425,956$16.9M2.21%+14,26813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC294,025$11.7M0.02%+15113F-HRTimeline
INVENIO WEALTH PARTNERS LLC233,181$9.24M3.68%-18,22913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC230,033$9.12M2.81%-26,34313F-HR/ATimeline
Prime Capital Investment Advisors, LLC219,574$8.7M0.12%+24,25413F-HRTimeline
Financial Advocates Investment Manageme…215,621$8.55M0.7%+80,99513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC173,123$6.86M<0.01%+6,30613F-HRTimelineGroup
Venturi Wealth Management, LLC163,076$6.46M0.32%-7,13813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,947$6.42M<0.01%+17,43613F-HR/ATimelineGroup
JOURNEY STRATEGIC WEALTH LLC161,306$6.39M0.21%-29,00713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS150,437$5.96M0.01%+20,17213F-HRTimeline
Premier Path Wealth Partners, LLC149,617$5.93M0.83%+1,07913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC141,315$5.6M0.01%-39,13813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136,713$5.42M<0.01%-9,89413F-HRTimelineGroup
Security Financial Services, INC.120,315$4.77M0.84%+15,77213F-HRTimeline
Kathmere Capital Management, LLC110,456$4.38M0.34%-4,38713F-HRTimeline
Future Fund LLC101,507$4.02M1.8%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC97,804$3.88M<0.01%+47,72813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…94,114$3.73M<0.01%+89,85313F-HRTimelineGroup
TSFG, LLC93,975$3.73M0.67%-9,19013F-HRTimeline
Fourth Dimension Wealth, LLC92,850$3.68M1.55%+14,04913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,193$3.41M0.01%-21,09413F-HRTimeline
D.A. DAVIDSON & CO.79,355$3.15M0.02%-3,52613F-HRTimeline
IFP Advisors, Inc76,381$3.03M0.09%-1,54313F-HRTimeline
Atria Investments, Inc75,947$3.01M0.04%+1,11413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP75,739$3M<0.01%-43813F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.71,150$2.82M0.04%+42,83513F-HRTimeline
Golden State Wealth Management, LLC63,610$2.52M0.31%+15,93813F-HRTimeline
Impact Capital Partners LLC57,236$2.27M0.74%+82613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,535$2.2M<0.01%-1,36113F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…54,233$2.15M0.4%+23,44613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC53,910$2.14M0.07%-3,85513F-HRTimelineGroup
Ausdal Financial Partners, Inc.50,333$2M0.13%+7,18813F-HRTimeline
Sharkey, Howes & Javer49,044$1.94M0.26%-6,97813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC46,884$1.86M0.23%-5,93813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,262$1.71M<0.01%+10,83113F-HR/ATimelineGroup
Resonant Capital Advisors, LLC42,835$1.7M0.11%-1,72113F-HRTimeline
Hobbs Group Advisors, LLC40,000$1.59M0.54%-18313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,473$1.49M<0.01%-59013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,111$1.47M<0.01%new13F-HRTimelineGroup
Priebe Wealth Holdings LLC36,300$1.44M1.25%-6,25013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,066$1.35M+14,658Timeline
Creative Planningin group Creative Planning31,139$1.23M<0.01%+23,03113F-HRTimelineGroup
Financial Enhancement Group LLC29,364$1.16M0.17%-1413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,068$1.15M0.02%-2,96713F-HRTimelineGroup
Per Stirling Capital Management, LLC.24,138$957K0.12%+1,57113F-HRTimeline
Princeton Global Asset Management LLC22,710$900K0.16%+99713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,359$847K<0.01%-9,86613F-HR/ATimelineGroup
Avestar Capital, LLC20,693$820K0.06%-11,42313F-HRTimeline
FLOW TRADERS U.S. LLC20,655$819K0.03%-124,53313F-HRTimeline
Strive Asset Management, LLC19,178$760K0.46%-60,16313F-HRTimeline
Mendel Money Management17,311$686K0.3%-41013F-HRTimeline
Mutual Advisors, LLC16,235$645K0.02%-2,70513F-HRTimeline
Sanctuary Advisors, LLC15,922$631K<0.01%+61013F-HRTimeline
LANARK FINANCIAL, INC.15,192$602K0.05%-1,10613F-HRTimeline
D'Orazio & Associates, Inc.15,048$596K0.08%-2,66213F-HRTimeline
CIBC WORLD MARKET INC.15,009$595K<0.01%+24413F-HRTimeline
Private Advisor Group, LLC14,349$569K<0.01%-64413F-HRTimeline
City Center Advisors, LLC13,411$532K0.57%-60913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,882$511K0.01%+26413F-HRTimeline
Kondo Wealth Advisors, Inc.12,552$494K0.22%+13213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,046$478K<0.01%+4,66113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,716$464K0.03%-7,14213F-HRTimeline
Western Wealth Management, LLC11,330$449K0.03%+2,50313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,589$420K0.3%+1,60813F-HRTimeline
FMR LLCin group FMR LLC10,293$408K<0.01%-34513F-HRTimelineGroup
Trilogy Capital Inc.10,011$397K0.02%-3,89613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,177$364K0.01%-30613F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC9,153$363K0.05%+57613F-HRTimeline
Key Financial Inc9,035$358K0.07%+2,17113F-HRTimeline
Mariner, LLCin group Mariner, LLC8,460$335K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.8,368$332K0.41%13F-HRTimeline
FSA Advisors, Inc.8,197$325K0.26%-11,87013F-HRTimeline
Arete Wealth Advisors, LLC8,162$324K0.02%-19613F-HRTimeline
Gladstone Institutional Advisory LLC8,158$323K0.01%new13F-HRTimeline
IHT Wealth Management, LLC7,809$310K0.01%-82613F-HRTimeline
Mason Investment Advisory Services, Inc.7,748$307K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,732$306K<0.01%-2,08413F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,432$294K0.11%-72013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,135$283K<0.01%+19813F-HRTimelineGroup
Sovran Advisors, LLC7,065$279K0.03%-4,65113F-HRTimeline
WORLD EQUITY GROUP, INC.7,023$278K0.08%+1,20513F-HRTimeline
Vantage Point Financial LLC6,789$269K0.12%-58013F-HRTimeline
Bison Wealth, LLC6,492$257K0.02%-1,02513F-HRTimeline
AE Wealth Management LLC6,381$253K<0.01%-2,25213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,350$252K0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,331$251K<0.01%new13F-HRTimelineGroup
Emprise Bank6,325$251K0.12%013F-HRTimeline
United Advisor Group, LLC6,280$249K0.04%+29713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,992$238K0.06%-1,36313F-HRTimeline
Breakwater Capital Group5,877$233K0.04%new13F-HRTimeline
GTS SECURITIES LLC5,872$233K0.01%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,862$232K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,593$222K0.02%-50913F-HRTimeline
My Legacy Advisors, LLC5,527$220K0.08%-6,37513F-HRTimeline
Axis Wealth Partners, LLC5,539$220K0.14%-3,78313F-HRTimeline
MML INVESTORS SERVICES, LLC5,507$218K<0.01%-45813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,433$215K0.02%new13F-HRTimeline
Saiph Capital, LLC5,342$212K0.08%new13F-HRTimeline
GPS Wealth Strategies Group, LLC4,912$195K0.02%+313F-HRTimeline
Qube Research & Technologies Ltd4,485$178K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.4,391$173K0.03%new13F-HRTimeline
COMERICA BANK2,862$113K<0.01%+1813F-HRTimeline
Transce3nd, LLC2,831$112K0.05%-22413F-HRTimeline
REAP Financial Group, LLC2,723$108K0.03%-22613F-HRTimeline
CoreCap Advisors, LLC2,678$106K<0.01%-47513F-HRTimeline
PRIVATE TRUST CO NA2,309$91.5K0.01%+50013F-HRTimeline
Team Financial Group, LLC2,260$89.6K0.04%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,440$57.1K<0.01%013F-HRTimeline
Bulwark Capital Corp1,233$48.9K0.04%13F-HRTimeline
Aptus Capital Advisors, LLC1,129$44.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,049$42K<0.01%+713F-HRTimelineGroup
Integrity Financial Corp /WA1,012$40.1K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…794$31.5K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC658$26K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC585$23K0.01%-20813F-HRTimeline
Frazier Financial Advisors, LLC495$19.6K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.338$13.4K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC309$12.3K<0.01%+513F-HRTimelineGroup
AdvisorNet Financial, Inc267$10.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC245$9.72K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC208$8.24K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC195$7.73K<0.01%013F-HRTimeline
AlphaCore Capital LLC100$3.96K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…77$3.08K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$41<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.