Vault-13

WISDOMTREE TR IQDG

INTL QULTY DIV · ETP · CUSIP 97717X131

63 institutional holders
8,064,6978.1m shares reported held*
$212.2mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.31.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,945,4331.9m $51.2m $51.2m 0.01% —
2 One Capital Management, LLC 2.63% of their portfolio WESTLAKE VILLAGE, CA 1,695,7441.7m $44.6m $44.6m 2.63% —
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,080,0181.1m $28.4m $28.4m 0.00% —
4 Cornerstone Wealth Management, LLC 1.44% of their portfolio ST. PETERS, MO 491,964492.0k $12.9m $12.9m 1.44% —
5 CGN Advisors LLC 2.11% of their portfolio MANHATTAN, KS 320,389320.4k $8.4m $8.4m 2.11% —
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 298,134298.1k $7.8m $7.8m 0.01% —
7 JOURNEY STRATEGIC WEALTH LLC 0.84% of their portfolio SUMMIT, NJ 238,013238.0k $6.3m $6.3m 0.84% —
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 231,150231.2k $6.1m $6.1m 0.00% —
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 230,164230.2k $6.1m $6.1m 0.00% —
10 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 205,669205.7k $5.4m $5.4m 0.01% —
11 Coulter & Justus Financial Services, LLC 3.89% of their portfolio KNOXVILLE, TN 190,224190.2k $5.0m $5.0m 3.89% —
12 Kathmere Capital Management, LLC 0.80% of their portfolio WAYNE, PA 152,444152.4k $4.0m $4.0m 0.80% —
13 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 119,538119.5k $3.1m $3.1m 0.00% —
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 87,49987.5k $2.3m $2.3m 0.01% —
15 Trilogy Capital Inc. 0.15% of their portfolio IRVINE, CA 64,17564.2k $1.7m $1.7m 0.15% —
16 Capital Analysts, LLC 0.09% of their portfolio FORT WASHINGTON, PA 51,66551.7k $1.4m $1.4m 0.09% —
17 FLAGSHIP HARBOR ADVISORS, LLC 0.15% of their portfolio BOSTON, MA 50,57150.6k $1.3m $1.3m 0.15% —
18 Revolve Wealth Partners, LLC 0.42% of their portfolio Hackensack, NJ 47,87247.9k $1.3m $1.3m 0.42% —
19 STRINGER ASSET MANAGEMENT, LLC 1.62% of their portfolio MEMPHIS, TN 39,56339.6k $1.0m $1.0m 1.62% —
20 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 36,34136.3k $956.0k $956.0k 0.04% —
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 33,37133.4k $878.0k $878.0k 0.00% —
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 31,12231.1k $819.0k $819.0k 0.00% —
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,10230.1k $792.0k $792.0k 0.00% —
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,84629.8k $785.0k $785.0k 0.00% —
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 27,50927.5k $721.0k $721.0k 0.00% —
26 SIGNET FINANCIAL MANAGEMENT, LLC 0.14% of their portfolio PARSIPPANY, NJ 26,90226.9k $708.0k $708.0k 0.14% —
27 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 25,37125.4k $668.0k $668.0k 0.00% —
28 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 21,01221.0k $553.0k $553.0k 0.01% —
29 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 20,63420.6k $543.0k $543.0k 0.00% —
30 55I, LLC 0.01% of their portfolio BOSTON, MA 20,32320.3k $535.0k $535.0k 0.01% —
31 Empirical Asset Management, LLC 0.58% of their portfolio WELLESLEY, MA 20,09720.1k $529.0k $529.0k 0.58% —
32 Financial Enhancement Group LLC 0.11% of their portfolio ANDERSON, IN 18,16618.2k $478.0k $478.0k 0.11% —
33 My Legacy Advisors, LLC 0.23% of their portfolio BEND, OR 17,10617.1k $448.0k $448.0k 0.23% —
34 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 16,01116.0k $421.0k $421.0k 0.02% —
35 Mendel Money Management 0.26% of their portfolio NORTHBROOK, IL 15,78715.8k $415.0k $415.0k 0.26% —
36 Princeton Global Asset Management LLC 0.14% of their portfolio PRINCETON, NJ 15,45915.5k $407.0k $407.0k 0.14% —
37 AJ WEALTH STRATEGIES, LLC 0.02% of their portfolio NEW YORK, NY 15,23915.2k $401.0k $401.0k 0.02% —
38 Sharkey, Howes & Javer 0.08% of their portfolio DENVER, CO 14,58214.6k $384.0k $384.0k 0.08% —
39 Mason Investment Advisory Services, Inc. 0.03% of their portfolio RESTON, VA 11,41811.4k $300.4k $300.4k 0.03% —
40 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 10,70010.7k $282.0k $282.0k 0.01% —
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,62810.6k $280.0k $280.0k 0.00% —
42 Astoria Portfolio Advisors LLC. 0.18% of their portfolio NEW YORK, NY 10,31610.3k $271.0k $271.0k 0.18% —
43 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 9,1849.2k $242.0k $242.0k 0.01% —
44 Lansing Street Advisors 0.17% of their portfolio AMBLER, PA 8,5708.6k $225.0k $225.0k 0.17% —
45 GOFEN & GLOSSBERG LLC /IL/ 0.01% of their portfolio CHICAGO, IL 7,7257.7k $203.0k $203.0k 0.01% —
46 Element Wealth, LLC 0.13% of their portfolio RIDGELAND, MS 5,5085.5k $145.0k $145.0k 0.13% —
47 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,9894.0k $104.0k $104.0k 0.00% —
48 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.01% of their portfolio KALAMAZOO, MI 1,7941.8k $47.0k $47.0k 0.01% —
49 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,4751.5k $39.0k $39.0k 0.00% —
50 GUARDIAN WEALTH ADVISORS, LLC / NC 0.01% of their portfolio RALEIGH, NC 1,4751.5k $39.0k $39.0k 0.01% —
51 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,2411.2k $38.0k $38.0k 0.00% —
52 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 998998 $26.9k $26.9k 0.00% —
53 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 926926 $24.0k $24.0k 0.00% —
54 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 914914 $25.0k $25.0k 0.01% —
55 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 905905 $24.0k $24.0k 0.00% —
56 UBS Group AG 0.00% of their portfolio ZURICH, V8 644644 $17.0k $17.0k 0.00% —
57 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 357357 $9.0k $9.0k 0.00% —
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 242242 $6.0k $6.0k 0.00% —
59 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 242242 $6.0k $6.0k 0.00% —
60 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 105105 $2.0k $2.0k 0.00% —
61 Savior LLC 0.00% of their portfolio WELLESLEY HILLS, MA 7070 $2.0k $2.0k 0.00% —
62 FMR LLC 0.00% of their portfolio BOSTON, MA 6161 $2.0k $2.0k 0.00% —
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $0 $0 0.00% —