Vault-13

WISDOMTREE TR IQDG

INTL QULTY DIV · ETP · CUSIP 97717X131

137 institutional holders +7 vs Q1 2025
15,852,91315.9m shares reported held*
$628.4mreported value*
17 new 46 added 60 reduced 13 sold out net sold ≈ $52.5m (-1.3m 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 ($114.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.64.

Trends to Q2 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: 130Q2 25: 137137Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025137

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 60 bought or addedQ3 23: 30 cut or sold outQ4 23: 71 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 65 bought or addedQ1 24: 46 cut or sold outQ2 24: 68 bought or addedQ2 24: 39 cut or sold outQ2 24Q3 24: 69 bought or addedQ3 24: 40 cut or sold outQ4 24: 67 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 82 cut or sold outQ2 25: 63 bought or addedQ2 25: 73 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236030
Q4 20237133
Q1 20246546
Q2 20246839
Q3 20246940
Q4 20246750
Q1 20255482
Q2 20256373

Biggest buyers

ROYAL BANK OF CANADA Added +179,383+179.4k
Future Fund LLC New +101,507+101.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +89,853+89.9k
Financial Advocates Investment Management Added +80,995+81.0k
Rockefeller Capital Management L.P. Added +54,093+54.1k
CITADEL ADVISORS LLC Added +47,728+47.7k
Vestmark Advisory Solutions, Inc. Added +42,835+42.8k
STIFEL FINANCIAL CORP New +37,111+37.1k
LPL Financial LLC Added +25,388+25.4k
Prime Capital Investment Advisors, LLC Added +24,254+24.3k

Biggest sellers

MORGAN STANLEY Reduced -1,359,750-1.4m
One Capital Management, LLC Reduced -305,906-305.9k
FLOW TRADERS U.S. LLC Reduced -124,533-124.5k
Strive Asset Management, LLC Reduced -60,163-60.2k
BANK OF AMERICA CORP /DE/ Reduced -39,980-40.0k
GOLDMAN SACHS GROUP INC Sold out -39,893-39.9k
JANE STREET GROUP, LLC Reduced -39,138-39.1k
Concurrent Investment Advisors, LLC Sold out -30,373-30.4k
JOURNEY STRATEGIC WEALTH LLC Reduced -29,007-29.0k
HOWARD BAILEY SECURITIES, LLC Reduced -26,343-26.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,302,1872.3m $91.3m $91.3m 0.01% Reduced -40.0k -39,980
2 One Capital Management, LLC 2.66% of their portfolio WESTLAKE VILLAGE, CA 1,936,1261.9m $76.7m $76.7m 2.66% Reduced -305.9k -305,906
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,810,5141.8m $71.8m $71.8m 0.00% Reduced -1.4m -1,359,750
4 SPC Financial, Inc. 3.50% of their portfolio ROCKVILLE, MD 1,054,3161.1m $41.8m $41.8m 3.50% Added +14.0k +13,969
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 941,688941.7k $37.3m $37.3m 0.01% Added +25.4k +25,388
6 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 579,120579.1k $23.0m $23.0m 0.04% Reduced -10.0k -10,045
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 569,045569.0k $22.6m $22.6m 0.00% Added +5.5k +5,457
8 CGN Advisors LLC 1.88% of their portfolio MANHATTAN, KS 529,967530.0k $21.0m $21.0m 1.88% Added +21.0k +20,994
9 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 500,177500.2k $19.8m $19.8m 0.02% Added +24.2k +24,247
10 Revolve Wealth Partners, LLC 2.21% of their portfolio Hackensack, NJ 425,956426.0k $16.9m $16.9m 2.21% Added +14.3k +14,268
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 323,894323.9k $12.8m $12.8m 0.00% Added +179.4k +179,383
12 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 294,025294.0k $11.7m $11.7m 0.02% Added +151 +151
13 INVENIO WEALTH PARTNERS LLC 3.68% of their portfolio CORAL GABLES, FL 233,181233.2k $9.2m $9.2m 3.68% Reduced -18.2k -18,229
14 HOWARD BAILEY SECURITIES, LLC 2.81% of their portfolio FORT WAYNE, IN 230,033230.0k $9.1m $9.1m 2.81% Reduced -26.3k -26,343
15 Prime Capital Investment Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 219,574219.6k $8.7m $8.7m 0.12% Added +24.3k +24,254
16 Financial Advocates Investment Management 0.70% of their portfolio OLYMPIA, WA 215,621215.6k $8.5m $8.5m 0.70% Added +81.0k +80,995
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 173,123173.1k $6.9m $6.9m 0.00% Added +6.3k +6,306
18 Venturi Wealth Management, LLC 0.32% of their portfolio AUSTIN, TX 163,076163.1k $6.5m $6.5m 0.32% Reduced -7.1k -7,138
19 JOURNEY STRATEGIC WEALTH LLC 0.21% of their portfolio SUMMIT, NJ 161,306161.3k $6.4m $6.4m 0.21% Reduced -29.0k -29,007
20 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 150,437150.4k $6.0m $6.0m 0.01% Added +20.2k +20,172
21 Premier Path Wealth Partners, LLC 0.83% of their portfolio MADISON, NJ 149,617149.6k $5.9m $5.9m 0.83% Added +1.1k +1,079
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 141,315141.3k $5.6m $5.6m 0.01% Reduced -39.1k -39,138
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 136,713136.7k $5.4m $5.4m 0.00% Reduced -9.9k -9,894
24 Security Financial Services, INC. 0.84% of their portfolio Fort Wayne, IN 120,315120.3k $4.8m $4.8m 0.84% Added +15.8k +15,772
25 Kathmere Capital Management, LLC 0.34% of their portfolio WAYNE, PA 110,456110.5k $4.4m $4.4m 0.34% Reduced -4.4k -4,387
26 Future Fund LLC 1.80% of their portfolio CHICAGO, IL 101,507101.5k $4.0m $4.0m 1.80% New
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 97,80497.8k $3.9m $3.9m 0.00% Added +47.7k +47,728
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 94,11494.1k $3.7m $3.7m 0.00% Added +89.9k +89,853
29 TSFG, LLC 0.67% of their portfolio LAKE FOREST, IL 93,97594.0k $3.7m $3.7m 0.67% Reduced -9.2k -9,190
30 Fourth Dimension Wealth, LLC 1.55% of their portfolio MIDDLEBURG HEIGHTS, OH 92,85092.8k $3.7m $3.7m 1.55% Added +14.0k +14,049
31 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 86,52486.5k $3.4m $3.4m 0.00% Added +54.1k +54,093
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 86,19386.2k $3.4m $3.4m 0.01% Reduced -21.1k -21,094
33 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 79,35579.4k $3.1m $3.1m 0.02% Reduced -3.5k -3,526
34 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 76,38176.4k $3.0m $3.0m 0.09% Reduced -1.5k -1,543
35 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 75,94775.9k $3.0m $3.0m 0.04% Added +1.1k +1,114
36 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 75,73975.7k $3.0m $3.0m 0.00% Reduced -438 -438
37 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 71,15071.2k $2.8m $2.8m 0.04% Added +42.8k +42,835
38 Golden State Wealth Management, LLC 0.31% of their portfolio SANTA ANA, CA 63,61063.6k $2.5m $2.5m 0.31% Added +15.9k +15,938
39 Impact Capital Partners LLC 0.74% of their portfolio GREENWOOD VILLAGE, CO 57,23657.2k $2.3m $2.3m 0.74% Added +826 +826
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,53555.5k $2.2m $2.2m 0.00% Reduced -1.4k -1,361
41 Ascentis Independent Advisors 0.40% of their portfolio DALLAS, TX 54,23354.2k $2.1m $2.1m 0.40% Added +23.4k +23,446
42 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 53,91053.9k $2.1m $2.1m 0.07% Reduced -3.9k -3,855
43 Ausdal Financial Partners, Inc. 0.13% of their portfolio Davenport, IA 50,33350.3k $2.0m $2.0m 0.13% Added +7.2k +7,188
44 Sharkey, Howes & Javer 0.26% of their portfolio DENVER, CO 49,04449.0k $1.9m $1.9m 0.26% Reduced -7.0k -6,978
45 SIGNET FINANCIAL MANAGEMENT, LLC 0.23% of their portfolio PARSIPPANY, NJ 46,88446.9k $1.9m $1.9m 0.23% Reduced -5.9k -5,938
46 Resonant Capital Advisors, LLC 0.11% of their portfolio Madison, WI 42,83542.8k $1.7m $1.7m 0.11% Reduced -1.7k -1,721
47 Hobbs Group Advisors, LLC 0.54% of their portfolio COLUMBIA, SC 40,00040.0k $1.6m $1.6m 0.54% Reduced -183 -183
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,47337.5k $1.5m $1.5m 0.00% Reduced -590 -590
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 37,11137.1k $1.5m $1.5m 0.00% New
50 Priebe Wealth Holdings LLC 1.25% of their portfolio MAPLE GROVE, MN 36,30036.3k $1.4m $1.4m 1.25% Reduced -6.2k -6,250
51 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 31,13931.1k $1.2m $1.2m 0.00% Added +23.0k +23,031
52 Financial Enhancement Group LLC 0.17% of their portfolio ANDERSON, IN 29,36429.4k $1.2m $1.2m 0.17% Reduced -14 -14
53 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 29,06829.1k $1.2m $1.2m 0.02% Reduced -3.0k -2,967
54 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 28,21128.2k $1.1m $1.1m 0.01% Added +14.7k +14,703
55 Per Stirling Capital Management, LLC. 0.12% of their portfolio AUSTIN, TX 24,13824.1k $956.8k $956.8k 0.12% Added +1.6k +1,571
56 Princeton Global Asset Management LLC 0.16% of their portfolio PRINCETON, NJ 22,71022.7k $900.2k $900.2k 0.16% Added +997 +997
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,35921.4k $846.9k $846.9k 0.00% Reduced -9.9k -9,866
58 Avestar Capital, LLC 0.06% of their portfolio New York, NY 20,69320.7k $820.3k $820.3k 0.06% Reduced -11.4k -11,423
59 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 20,65520.7k $819.0k $819.0k 0.03% Reduced -124.5k -124,533
60 Strive Asset Management, LLC 0.46% of their portfolio DALLAS, TX 19,17819.2k $760.2k $760.2k 0.46% Reduced -60.2k -60,163
61 Mendel Money Management 0.30% of their portfolio NORTHBROOK, IL 17,31117.3k $686.2k $686.2k 0.30% Reduced -410 -410
62 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 16,23516.2k $645.0k $645.0k 0.02% Reduced -2.7k -2,705
63 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,92215.9k $631.1k $631.1k 0.00% Added +610 +610
64 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 15,19215.2k $602.0k $602.0k 0.05% Reduced -1.1k -1,106
65 D'Orazio & Associates, Inc. 0.08% of their portfolio VIENNA, VA 15,04815.0k $596.5k $596.5k 0.08% Reduced -2.7k -2,662
66 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 15,00915.0k $595.0k $595.0k 0.00% Added +244 +244
67 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,34914.3k $568.8k $568.8k 0.00% Reduced -644 -644
68 City Center Advisors, LLC 0.57% of their portfolio TROY, MI 13,41113.4k $531.6k $531.6k 0.57% Reduced -609 -609
69 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 12,88212.9k $510.6k $510.6k 0.01% Added +264 +264
70 Kondo Wealth Advisors, Inc. 0.22% of their portfolio PASADENA, CA 12,55212.6k $494.2k $494.2k 0.22% Added +132 +132
71 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,04612.0k $477.5k $477.5k 0.00% Added +4.7k +4,661
72 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 11,71611.7k $464.4k $464.4k 0.03% Reduced -7.1k -7,142
73 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 11,33011.3k $449.1k $449.1k 0.03% Added +2.5k +2,503
74 UHLMANN PRICE SECURITIES, LLC 0.30% of their portfolio SKOKIE, IL 10,58910.6k $419.7k $419.7k 0.30% Added +1.6k +1,608
75 FMR LLC 0.00% of their portfolio BOSTON, MA 10,29310.3k $408.0k $408.0k 0.00% Reduced -345 -345
76 Trilogy Capital Inc. 0.02% of their portfolio IRVINE, CA 10,01110.0k $396.8k $396.8k 0.02% Reduced -3.9k -3,896
77 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,1779.2k $363.8k $363.8k 0.01% Reduced -306 -306
78 CAHILL FINANCIAL ADVISORS INC 0.05% of their portfolio EDINA, MN 9,1539.2k $362.8k $362.8k 0.05% Added +576 +576
79 Key Financial Inc 0.07% of their portfolio WEST CHESTER, PA 9,0359.0k $358.1k $358.1k 0.07% Added +2.2k +2,171
80 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,4608.5k $335.3k $335.3k 0.00% New
81 EVOLUTION WEALTH MANAGEMENT INC. 0.41% of their portfolio FORT MYERS, FL 8,3688.4k $331.7k $331.7k 0.41% First filing
82 FSA Advisors, Inc. 0.26% of their portfolio TROY, MI 8,1978.2k $324.9k $324.9k 0.26% Reduced -11.9k -11,870
83 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 8,1628.2k $324.0k $324.0k 0.02% Reduced -196 -196
84 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 8,1588.2k $323.4k $323.4k 0.01% New
85 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 7,8097.8k $309.5k $309.5k 0.01% Reduced -826 -826
86 Mason Investment Advisory Services, Inc. 0.02% of their portfolio RESTON, VA 7,7487.7k $307.1k $307.1k 0.02% Unchanged
87 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 7,7327.7k $306.5k $306.5k 0.00% Reduced -2.1k -2,084
88 Investor's Fiduciary Advisor Network, LLC 0.11% of their portfolio SNOQUALMIE, WA 7,4327.4k $294.0k $294.0k 0.11% Reduced -720 -720
89 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,1357.1k $282.9k $282.9k 0.00% Added +198 +198
90 Sovran Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 7,0657.1k $279.1k $279.1k 0.03% Reduced -4.7k -4,651
91 WORLD EQUITY GROUP, INC. 0.08% of their portfolio SCHAUMBURG, IL 7,0237.0k $278.4k $278.4k 0.08% Added +1.2k +1,205
92 Vantage Point Financial LLC 0.12% of their portfolio LISLE, IL 6,7896.8k $269.1k $269.1k 0.12% Reduced -580 -580
93 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 6,4926.5k $257.3k $257.3k 0.02% Reduced -1.0k -1,025
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,3816.4k $253.0k $253.0k 0.00% Reduced -2.3k -2,252
95 Virtu Financial LLC 0.01% of their portfolio New York, NY 6,3506.3k $252.0k $252.0k 0.01% New
96 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,3316.3k $251.0k $251.0k 0.00% New
97 Emprise Bank 0.12% of their portfolio WICHITA, KS 6,3256.3k $250.7k $250.7k 0.12% Unchanged
98 United Advisor Group, LLC 0.04% of their portfolio CINCINNATI, OH 6,2806.3k $248.9k $248.9k 0.04% Added +297 +297
99 B.O.S.S. Retirement Advisors, LLC 0.06% of their portfolio Lehi, UT 5,9926.0k $237.5k $237.5k 0.06% Reduced -1.4k -1,363
100 Breakwater Capital Group 0.04% of their portfolio PARAMUS, NJ 5,8775.9k $233.0k $233.0k 0.04% New