Vault-13

WISDOMTREE TR IQDG

INTL QULTY DIV · ETP · CUSIP 97717X131

130 institutional holders -3 vs Q4 2024
17,166,14917.2m shares reported held*
$612.5mreported value*
17 new 37 added 64 reduced 18 sold out net sold ≈ $155.6m (-4.4m shares)

* 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 ($122.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.68.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 63Q4 22: 66Q1 23: 74Q2 23: 89Q3 23: 95Q4 23: 112Q1 24: 106Q2 24: 108Q3 24: 121Q4 24: 133Q1 25: 130130Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202263
Q4 202266
Q1 202374
Q2 202389
Q3 202395
Q4 2023112
Q1 2024106
Q2 2024108
Q3 2024121
Q4 2024133
Q1 2025130

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 65 bought or addedQ2 23: 17 cut or sold outQ3 23: 60 bought or addedQ3 23: 30 cut or sold outQ3 23Q4 23: 71 bought or addedQ4 23: 33 cut or sold outQ1 24: 65 bought or addedQ1 24: 46 cut or sold outQ1 24Q2 24: 68 bought or addedQ2 24: 39 cut or sold outQ3 24: 69 bought or addedQ3 24: 40 cut or sold outQ3 24Q4 24: 67 bought or addedQ4 24: 50 cut or sold outQ1 25: 54 bought or addedQ1 25: 82 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236517
Q3 20236030
Q4 20237133
Q1 20246546
Q2 20246839
Q3 20246940
Q4 20246750
Q1 20255482

Biggest buyers

CAPTRUST FINANCIAL ADVISORS New +130,265+130.3k
FLOW TRADERS U.S. LLC Added +86,910+86.9k
LPL Financial LLC Added +77,598+77.6k
Revolve Wealth Partners, LLC Added +38,427+38.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +38,063+38.1k
SPC Financial, Inc. Added +34,821+34.8k
Rockefeller Capital Management L.P. New +32,431+32.4k
Concurrent Investment Advisors, LLC New +30,373+30.4k
Vestmark Advisory Solutions, Inc. New +28,315+28.3k
BANK OF AMERICA CORP /DE/ Added +28,225+28.2k

Biggest sellers

Hennion & Walsh Asset Management, Inc. Sold out -1,328,958-1.3m
Trilogy Capital Inc. Reduced -1,171,226-1.2m
CGN Advisors LLC Reduced -396,611-396.6k
JOURNEY STRATEGIC WEALTH LLC Reduced -382,356-382.4k
One Capital Management, LLC Reduced -283,652-283.7k
MORGAN STANLEY Reduced -245,252-245.3k
Security Financial Services, INC. Reduced -178,979-179.0k
JPMORGAN CHASE & CO Reduced -169,704-169.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -110,156-110.2k
JANE STREET GROUP, LLC Reduced -104,141-104.1k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,170,2643.2m $113.1m $113.1m 0.01% Reduced -245.3k -245,252
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,342,1672.3m $83.6m $83.6m 0.01% Added +28.2k +28,225
3 One Capital Management, LLC 2.70% of their portfolio WESTLAKE VILLAGE, CA 2,242,0322.2m $80.0m $80.0m 2.70% Reduced -283.7k -283,652
4 SPC Financial, Inc. 3.26% of their portfolio ROCKVILLE, MD 1,040,3471.0m $37.1m $37.1m 3.26% Added +34.8k +34,821
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 916,300916.3k $32.7m $32.7m 0.01% Added +77.6k +77,598
6 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 589,165589.2k $21.0m $21.0m 0.04% Reduced -28.0k -27,990
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 563,588563.6k $20.1m $20.1m 0.00% Added +12.5k +12,521
8 CGN Advisors LLC 1.78% of their portfolio MANHATTAN, KS 508,973509.0k $18.2m $18.2m 1.78% Reduced -396.6k -396,611
9 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 475,930475.9k $17.0m $17.0m 0.02% Reduced -10.1k -10,075
10 Revolve Wealth Partners, LLC 2.12% of their portfolio Hackensack, NJ 411,688411.7k $14.7m $14.7m 2.12% Added +38.4k +38,427
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 293,874293.9k $10.5m $10.5m 0.01% Added +7.8k +7,789
12 HOWARD BAILEY SECURITIES, LLC 3.05% of their portfolio FORT WAYNE, IN 256,376256.4k $9.1m $9.1m 3.05% Reduced -2.2k -2,176
13 INVENIO WEALTH PARTNERS LLC 3.77% of their portfolio CORAL GABLES, FL 251,410251.4k $9.0m $9.0m 3.77% Reduced -11.5k -11,508
14 Prime Capital Investment Advisors, LLC 0.08% of their portfolio OVERLAND PARK, KS 195,320195.3k $7.0m $7.0m 0.08% Added +9.8k +9,765
15 JOURNEY STRATEGIC WEALTH LLC 0.24% of their portfolio SUMMIT, NJ 190,313190.3k $6.8m $6.8m 0.24% Reduced -382.4k -382,356
16 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 180,453180.5k $6.4m $6.4m 0.01% Reduced -104.1k -104,141
17 Venturi Wealth Management, LLC 0.32% of their portfolio AUSTIN, TX 170,214170.2k $6.1m $6.1m 0.32% Reduced -17.4k -17,402
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 166,817166.8k $6.0m $6.0m 0.00% Reduced -110.2k -110,156
19 Premier Path Wealth Partners, LLC 0.82% of their portfolio MADISON, NJ 148,538148.5k $5.3m $5.3m 0.82% Added +9.9k +9,906
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 146,607146.6k $5.2m $5.2m 0.00% Reduced -169.7k -169,704
21 FLOW TRADERS U.S. LLC 0.22% of their portfolio NEW YORK, NY 145,188145.2k $5.2m $5.2m 0.22% Added +86.9k +86,910
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 144,511144.5k $5.2m $5.2m 0.00% Reduced -18.7k -18,738
23 Financial Advocates Investment Management 0.34% of their portfolio OLYMPIA, WA 134,626134.6k $4.8m $4.8m 0.34% Added +3.2k +3,152
24 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 130,265130.3k $4.6m $4.6m 0.01% New
25 Kathmere Capital Management, LLC 0.35% of their portfolio WAYNE, PA 114,843114.8k $4.1m $4.1m 0.35% Reduced -1.1k -1,099
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 107,287107.3k $3.8m $3.8m 0.01% Reduced -1.9k -1,884
27 Security Financial Services, INC. 0.74% of their portfolio Fort Wayne, IN 104,543104.5k $3.7m $3.7m 0.74% Reduced -179.0k -178,979
28 TSFG, LLC 0.75% of their portfolio LAKE FOREST, IL 103,165103.2k $3.7m $3.7m 0.75% Reduced -64.9k -64,866
29 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 82,88182.9k $3.0m $3.0m 0.02% Reduced -1.5k -1,517
30 Strive Asset Management, LLC 1.97% of their portfolio DALLAS, TX 79,34179.3k $2.8m $2.8m 1.97% Reduced -25.6k -25,552
31 Fourth Dimension Wealth, LLC 1.36% of their portfolio MIDDLEBURG HEIGHTS, OH 78,80178.8k $2.8m $2.8m 1.36% Reduced -5.8k -5,794
32 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 77,92477.9k $2.8m $2.8m 0.09% Added +11.1k +11,080
33 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 76,17776.2k $2.7m $2.7m 0.00% Added +1.5k +1,472
34 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 74,83374.8k $2.7m $2.7m 0.03% Reduced -20.8k -20,764
35 Capital Analysts, LLC 0.08% of their portfolio FORT WASHINGTON, PA 57,76557.8k $2.1m $2.1m 0.08% Reduced -911 -911
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 56,89656.9k $2.0m $2.0m 0.00% Reduced -71.9k -71,859
37 Impact Capital Partners LLC 0.73% of their portfolio GREENWOOD VILLAGE, CO 56,41056.4k $2.0m $2.0m 0.73% Reduced -18.0k -18,002
38 Sharkey, Howes & Javer 0.29% of their portfolio DENVER, CO 56,02256.0k $2.0m $2.0m 0.29% Reduced -34.3k -34,266
39 SIGNET FINANCIAL MANAGEMENT, LLC 0.25% of their portfolio PARSIPPANY, NJ 52,82252.8k $1.9m $1.9m 0.25% Reduced -18.0k -17,985
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 50,07650.1k $1.8m $1.8m 0.00% Added +7.2k +7,155
41 Golden State Wealth Management, LLC 0.25% of their portfolio SANTA ANA, CA 47,67247.7k $1.7m $1.7m 0.25% Reduced -25.6k -25,581
42 Resonant Capital Advisors, LLC 0.11% of their portfolio Madison, WI 44,55644.6k $1.6m $1.6m 0.11% Added +5.2k +5,196
43 Ausdal Financial Partners, Inc. 0.12% of their portfolio Davenport, IA 43,14543.1k $1.5m $1.5m 0.12% Added +11.2k +11,193
44 Priebe Wealth Holdings LLC 0.95% of their portfolio MAPLE GROVE, MN 42,55042.5k $1.5m $1.5m 0.95% Added +4.7k +4,700
45 Hobbs Group Advisors, LLC 0.54% of their portfolio COLUMBIA, SC 40,18340.2k $1.4m $1.4m 0.54% Reduced -772 -772
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 39,89339.9k $1.4m $1.4m 0.00% Reduced -24.1k -24,132
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,06338.1k $1.4m $1.4m 0.00% New
48 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 32,43132.4k $1.2m $1.2m 0.00% New
49 Avestar Capital, LLC 0.11% of their portfolio New York, NY 32,11632.1k $1.1m $1.1m 0.11% Reduced -6.2k -6,206
50 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 32,03532.0k $1.1m $1.1m 0.02% Added +16.7k +16,742
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,22531.2k $1.1m $1.1m 0.00% Reduced -4.1k -4,068
52 Ascentis Independent Advisors 0.22% of their portfolio DALLAS, TX 30,78730.8k $1.1m $1.1m 0.22% Reduced -41.5k -41,531
53 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 30,37330.4k $1.1m $1.1m 0.03% New
54 Financial Enhancement Group LLC 0.16% of their portfolio ANDERSON, IN 29,37829.4k $1.0m $1.0m 0.16% Added +7.2k +7,238
55 Vestmark Advisory Solutions, Inc. 0.03% of their portfolio Wakefield, MA 28,31528.3k $1.0m $1.0m 0.03% New
56 Per Stirling Capital Management, LLC. 0.12% of their portfolio AUSTIN, TX 22,56722.6k $805.2k $805.2k 0.12% Reduced -5.2k -5,232
57 Princeton Global Asset Management LLC 0.15% of their portfolio PRINCETON, NJ 21,71321.7k $774.7k $774.7k 0.15% Added +971 +971
58 FSA Advisors, Inc. 0.57% of their portfolio TROY, MI 20,06720.1k $716.0k $716.0k 0.57% Reduced -9.7k -9,730
59 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 18,94018.9k $696.8k $696.8k 0.02% Reduced -5.5k -5,464
60 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 18,85818.9k $672.9k $672.9k 0.05% Added +3.2k +3,196
61 AssuredPartners Investment Advisors, LLC 0.13% of their portfolio Tampa, FL 18,81218.8k $671.2k $671.2k 0.13% Reduced -12.2k -12,202
62 Mendel Money Management 0.30% of their portfolio NORTHBROOK, IL 17,72117.7k $632.3k $632.3k 0.30% Reduced -886 -886
63 D'Orazio & Associates, Inc. 0.10% of their portfolio VIENNA, VA 17,71017.7k $631.9k $631.9k 0.10% Added +17 +17
64 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 16,29816.3k $581.0k $581.0k 0.05% Added +16.3k +16,276
65 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,31215.3k $546.3k $546.3k 0.00% Added +356 +356
66 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,99315.0k $535.0k $535.0k 0.00% Reduced -1.4k -1,359
67 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 14,76514.8k $526.8k $526.8k 0.00% Reduced -331 -331
68 City Center Advisors, LLC 0.58% of their portfolio TROY, MI 14,02014.0k $500.2k $500.2k 0.58% New
69 Trilogy Capital Inc. 0.03% of their portfolio IRVINE, CA 13,90713.9k $496.2k $496.2k 0.03% Reduced -1.2m -1,171,226
70 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,50813.5k $482.0k $482.0k 0.00% Reduced -15.3k -15,273
71 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 12,61812.6k $450.2k $450.2k 0.01% Added +5.6k +5,580
72 Kondo Wealth Advisors, Inc. 0.22% of their portfolio PASADENA, CA 12,42012.4k $443.1k $443.1k 0.22% Reduced -1.2k -1,168
73 My Legacy Advisors, LLC 0.16% of their portfolio BEND, OR 11,90211.9k $424.6k $424.6k 0.16% Reduced -166 -166
74 Sovran Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 11,71611.7k $413.2k $413.2k 0.05% Reduced -3.5k -3,499
75 FMR LLC 0.00% of their portfolio BOSTON, MA 10,63810.6k $379.5k $379.5k 0.00% Added +6.1k +6,130
76 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 9,8169.8k $350.2k $350.2k 0.00% Added +1.5k +1,477
77 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,4839.5k $338.3k $338.3k 0.01% Reduced -2.3k -2,327
78 Axis Wealth Partners, LLC 0.25% of their portfolio EAST PROVIDENCE, RI 9,3229.3k $332.6k $332.6k 0.25% Reduced -7.3k -7,279
79 UHLMANN PRICE SECURITIES, LLC 0.24% of their portfolio SKOKIE, IL 8,9819.0k $320.4k $320.4k 0.24% Added +37 +37
80 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 8,8278.8k $315.0k $315.0k 0.02% Reduced -2.3k -2,324
81 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 8,6358.6k $308.1k $308.1k 0.01% Added +732 +732
82 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,6338.6k $308.0k $308.0k 0.00% Reduced -2.6k -2,608
83 CAHILL FINANCIAL ADVISORS INC 0.04% of their portfolio EDINA, MN 8,5778.6k $306.0k $306.0k 0.04% Reduced -619 -619
84 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 8,3588.4k $298.0k $298.0k 0.02% New
85 Investor's Fiduciary Advisor Network, LLC 0.14% of their portfolio SNOQUALMIE, WA 8,1528.2k $290.0k $290.0k 0.14% New
86 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,1088.1k $289.3k $289.3k 0.00% Added +185 +185
87 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 7,8347.8k $279.5k $279.5k 0.06% Reduced -529 -529
88 Mason Investment Advisory Services, Inc. 0.02% of their portfolio RESTON, VA 7,7487.7k $276.5k $276.5k 0.02% Unchanged
89 Bison Wealth, LLC 0.03% of their portfolio ATLANTA, GA 7,5177.5k $268.2k $268.2k 0.03% Reduced -11.6k -11,572
90 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 7,3857.4k $263.5k $263.5k 0.00% Reduced -4.0k -3,983
91 Vantage Point Financial LLC 0.13% of their portfolio LISLE, IL 7,3697.4k $262.9k $262.9k 0.13% Added +113 +113
92 B.O.S.S. Retirement Advisors, LLC 0.08% of their portfolio Lehi, UT 7,3557.4k $262.4k $262.4k 0.08% Reduced -1.3k -1,270
93 Astoria Portfolio Advisors LLC. 0.09% of their portfolio NEW YORK, NY 6,9476.9k $249.6k $249.6k 0.09% Reduced -128 -128
94 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,9376.9k $247.5k $247.5k 0.00% Reduced -817 -817
95 Foster Group, Inc. 0.01% of their portfolio WEST DES MOINES, IA 6,8766.9k $245.3k $245.3k 0.01% Reduced -50 -50
96 Key Financial Inc 0.05% of their portfolio WEST CHESTER, PA 6,8646.9k $244.9k $244.9k 0.05% Added +119 +119
97 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 6,6216.6k $236.2k $236.2k 0.01% New
98 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 6,5546.6k $233.8k $233.8k 0.00% Added +229 +229
99 Quartz Partners, LLC 0.14% of their portfolio SARATOGA SPRINGS, NY 6,4856.5k $231.4k $231.4k 0.14% Added +56 +56
100 Emprise Bank 0.12% of their portfolio WICHITA, KS 6,3256.3k $225.7k $225.7k 0.12% Unchanged