Vault-13

WISDOMTREE TR IQDG

INTL QULTY DIV · ETP · CUSIP 97717X131

147 institutional holders +8 vs Q4 2025
13,862,75913.9m shares reported held*
$557.0mreported value*
17 new 47 added 62 reduced 7 sold out net sold ≈ $14.1m (-351.4k 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 ($712.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.18.

Trends to Q1 2026

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: 137Q3 25: 138Q4 25: 139Q1 26: 147147Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025138
Q4 2025139
Q1 2026147

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 63 bought or addedQ2 25: 73 cut or sold outQ3 25: 68 bought or addedQ3 25: 62 cut or sold outQ3 25Q4 25: 77 bought or addedQ4 25: 59 cut or sold outQ1 26: 64 bought or addedQ1 26: 69 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246839
Q3 20246940
Q4 20246750
Q1 20255482
Q2 20256373
Q3 20256862
Q4 20257759
Q1 20266469

Biggest buyers

HighTower Advisors, LLC Added +137,287+137.3k
CAPTRUST FINANCIAL ADVISORS Added +130,186+130.2k
Savvy Advisors, Inc. New +61,754+61.8k
JANE STREET GROUP, LLC Added +57,605+57.6k
Summit Financial, LLC New +52,798+52.8k
Independent Advisor Alliance New +40,250+40.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +38,492+38.5k
ENVESTNET ASSET MANAGEMENT INC Added +36,080+36.1k
BANK OF AMERICA CORP /DE/ Added +34,804+34.8k
UBS Group AG Added +32,297+32.3k

Biggest sellers

CITADEL ADVISORS LLC Reduced -245,586-245.6k
MORGAN STANLEY Reduced -229,955-230.0k
LPL Financial LLC Reduced -142,143-142.1k
Corient Private Wealth LP Reduced -106,500-106.5k
One Capital Management, LLC Reduced -65,904-65.9k
Golden State Wealth Management, LLC Reduced -64,608-64.6k
Revolve Wealth Partners, LLC Reduced -34,185-34.2k
INVENIO WEALTH PARTNERS LLC Sold out -33,944-33.9k
Catalyst Investment Management LLC Reduced -33,576-33.6k
ROYAL BANK OF CANADA Reduced -25,928-25.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,298,8702.3m $92.3m $92.3m 0.01% Added +34.8k +34,804
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,672,5451.7m $67.1m $67.1m 0.00% Reduced -230.0k -229,955
3 AlphaCore Capital LLC 1.03% of their portfolio LA JOLLA, CA 1,080,8431.1m $43.4m $43.4m 1.03% Reduced -16.9k -16,891
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 888,093888.1k $35.6m $35.6m 0.01% Reduced -142.1k -142,143
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 776,239776.2k $31.2m $31.2m 0.01% Added +36.1k +36,080
6 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 691,457691.5k $27.8m $27.8m 0.03% Added +137.3k +137,287
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 636,676636.7k $25.6m $25.6m 0.00% Added +32.3k +32,297
8 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 599,309599.3k $24.1m $24.1m 0.03% Added +5.3k +5,311
9 Revolve Wealth Partners, LLC 2.26% of their portfolio Hackensack, NJ 432,796432.8k $17.4m $17.4m 2.26% Reduced -34.2k -34,185
10 CGN Advisors LLC 1.37% of their portfolio MANHATTAN, KS 431,835431.8k $17.3m $17.3m 1.37% Reduced -15.6k -15,616
11 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 311,902311.9k $12.5m $12.5m 0.02% Added +130.2k +130,186
12 One Capital Management, LLC 0.34% of their portfolio WESTLAKE VILLAGE, CA 305,304305.3k $12.3m $12.3m 0.34% Reduced -65.9k -65,904
13 Prime Capital Investment Advisors, LLC 0.10% of their portfolio OVERLAND PARK, KS 224,821224.8k $9.0m $9.0m 0.10% Added +318 +318
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 205,732205.7k $8.3m $8.3m 0.01% Added +38.5k +38,492
15 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 200,818200.8k $8.1m $8.1m 0.06% Reduced -12.6k -12,568
16 Venturi Wealth Management, LLC 0.31% of their portfolio AUSTIN, TX 169,234169.2k $6.8m $6.8m 0.31% Added +4.0k +4,018
17 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 142,769142.8k $5.7m $5.7m 0.01% Added +3.7k +3,691
18 Premier Path Wealth Partners, LLC 0.67% of their portfolio MADISON, NJ 127,826127.8k $5.1m $5.1m 0.67% Reduced -21.1k -21,139
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 121,094121.1k $4.9m $4.9m 0.01% Added +7.9k +7,852
20 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 117,006117.0k $4.7m $4.7m 0.01% Reduced -106.5k -106,500
21 JOURNEY STRATEGIC WEALTH LLC 0.12% of their portfolio SUMMIT, NJ 115,693115.7k $4.6m $4.6m 0.12% Reduced -1.9k -1,885
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 112,880112.9k $4.5m $4.5m 0.00% Reduced -25.9k -25,928
23 Fourth Dimension Wealth, LLC 1.67% of their portfolio MIDDLEBURG HEIGHTS, OH 109,538109.5k $4.4m $4.4m 1.67% Added +8.1k +8,088
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 109,372109.4k $4.4m $4.4m 0.00% Added +19.9k +19,937
25 Kathmere Capital Management, LLC 0.27% of their portfolio WAYNE, PA 107,138107.1k $4.3m $4.3m 0.27% Reduced -466 -466
26 Catalyst Investment Management LLC 5.10% of their portfolio WINDHAM, NH 105,441105.4k $4.6m $4.6m 5.10% Reduced -33.6k -33,576
27 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 83,97284.0k $3.4m $3.4m 0.04% Reduced -6.0k -6,027
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 82,09582.1k $3.3m $3.3m 0.00% Added +57.6k +57,605
29 Impact Capital Partners LLC 0.90% of their portfolio GREENWOOD VILLAGE, CO 73,85073.8k $3.0m $3.0m 0.90% Added +10.7k +10,699
30 SigFig Wealth Management, LLC 0.09% of their portfolio SAN FRANCISCO, CA 73,68173.7k $3.0m $3.0m 0.09% Added +5.1k +5,105
31 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 61,75461.8k $2.5m $2.5m 0.07% New
32 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 60,95061.0k $2.4m $2.4m 0.01% Reduced -4.6k -4,588
33 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 52,79852.8k $2.1m $2.1m 0.03% New
34 SIGNET FINANCIAL MANAGEMENT, LLC 0.24% of their portfolio PARSIPPANY, NJ 52,57552.6k $2.1m $2.1m 0.24% Added +4.4k +4,401
35 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 51,98452.0k $2.1m $2.1m 0.04% Reduced -918 -918
36 Resonant Capital Advisors, LLC 0.10% of their portfolio Madison, WI 49,13449.1k $2.0m $2.0m 0.10% Added +6.5k +6,485
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,58646.6k $1.9m $1.9m 0.00% Added +337 +337
38 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 45,22945.2k $1.8m $1.8m 0.02% Added +2.7k +2,698
39 Western Wealth Management, LLC 0.07% of their portfolio GOLDEN, CO 43,15343.2k $1.7m $1.7m 0.07% Reduced -5.0k -5,021
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 42,64042.6k $1.7m $1.7m 0.00% Added +772 +772
41 Independent Advisor Alliance 0.02% of their portfolio CHARLOTTE, NC 40,25040.2k $1.6m $1.6m 0.02% New
42 Hobbs Group Advisors, LLC 0.47% of their portfolio COLUMBIA, SC 39,17439.2k $1.6m $1.6m 0.47% Reduced -186 -186
43 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 38,79138.8k $1.6m $1.6m 0.06% Added +22.9k +22,921
44 Financial Enhancement Group LLC 0.18% of their portfolio ANDERSON, IN 33,61433.6k $1.5m $1.5m 0.18% Added +558 +558
45 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 32,43032.4k $1.3m $1.3m 0.01% Added +26 +26
46 Mendel Money Management 0.51% of their portfolio NORTHBROOK, IL 30,13430.1k $1.2m $1.2m 0.51% Added +3.3k +3,349
47 Ausdal Financial Partners, Inc. 0.05% of their portfolio Davenport, IA 26,63226.6k $1.1m $1.1m 0.05% Reduced -7.1k -7,068
48 Per Stirling Capital Management, LLC. 0.10% of their portfolio AUSTIN, TX 23,24723.2k $933.1k $933.1k 0.10% Added +140 +140
49 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 22,68922.7k $957.7k $957.7k 0.03% Added +5.8k +5,761
50 Avestar Capital, LLC 0.06% of their portfolio New York, NY 20,28020.3k $814.0k $814.0k 0.06% Added +231 +231
51 Ascentis Independent Advisors 0.05% of their portfolio DALLAS, TX 17,88917.9k $718.1k $718.1k 0.05% Reduced -6.7k -6,737
52 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,65817.7k $708.8k $708.8k 0.00% Reduced -296 -296
53 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 16,99317.0k $682.1k $682.1k 0.01% Reduced -1.3k -1,321
54 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 16,41516.4k $658.9k $658.9k 0.00% New
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,97816.0k $641.4k $641.4k 0.00% Reduced -8.1k -8,141
56 City Center Advisors, LLC 0.58% of their portfolio TROY, MI 15,69215.7k $629.9k $629.9k 0.58% Added +121 +121
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,25215.3k $612.4k $612.4k 0.00% Reduced -751 -751
58 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,13715.1k $607.6k $607.6k 0.00% Reduced -422 -422
59 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 14,83114.8k $595.3k $595.3k 0.02% Reduced -287 -287
60 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 14,72414.7k $591.0k $591.0k 0.00% Reduced -423 -423
61 Rossby Financial, LCC 0.13% of their portfolio MELBOURNE, FL 14,66614.7k $600.7k $600.7k 0.13% Reduced -710 -710
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,49214.5k $581.7k $581.7k 0.00% Reduced -245.6k -245,586
63 TSFG, LLC 0.09% of their portfolio LAKE FOREST, IL 14,33914.3k $576.0k $576.0k 0.09% Reduced -52 -52
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,64813.6k $531.5k $531.5k 0.00% Reduced -805 -805
65 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 13,55213.6k $544.0k $544.0k 0.00% Added +100 +100
66 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,16012.2k $488.1k $488.1k 0.00% Reduced -701 -701
67 Sharkey, Howes & Javer 0.06% of their portfolio DENVER, CO 11,98112.0k $480.9k $480.9k 0.06% Reduced -2.2k -2,183
68 HOWARD BAILEY SECURITIES, LLC 0.19% of their portfolio FORT WAYNE, IN 11,62711.6k $466.7k $466.7k 0.19% Reduced -89 -89
69 D'Orazio & Associates, Inc. 0.06% of their portfolio VIENNA, VA 11,51611.5k $462.2k $462.2k 0.06% Reduced -3.5k -3,532
70 Key Financial Inc 0.08% of their portfolio WEST CHESTER, PA 10,81110.8k $434.0k $434.0k 0.08% Reduced -26 -26
71 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 10,36510.4k $416.1k $416.1k 0.00% Added +929 +929
72 WORLD EQUITY GROUP, INC. 0.11% of their portfolio SCHAUMBURG, IL 10,30210.3k $413.5k $413.5k 0.11% Added +777 +777
73 FMR LLC 0.00% of their portfolio BOSTON, MA 10,25710.3k $411.7k $411.7k 0.00% Added +207 +207
74 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 10,24110.2k $411.1k $411.1k 0.02% Unchanged
75 THRYVE WEALTH MANAGEMENT LLC 0.27% of their portfolio IRVING, TX 10,04510.0k $403.2k $403.2k 0.27% Reduced -5.7k -5,710
76 Princeton Global Asset Management LLC 0.07% of their portfolio PRINCETON, NJ 10,03110.0k $402.6k $402.6k 0.07% Reduced -12.7k -12,748
77 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 9,9449.9k $399.2k $399.2k 0.01% Added +361 +361
78 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,8609.9k $395.8k $395.8k 0.03% Reduced -605 -605
79 Investor's Fiduciary Advisor Network, LLC 0.12% of their portfolio SNOQUALMIE, WA 9,6929.7k $389.0k $389.0k 0.12% Unchanged
80 CAHILL FINANCIAL ADVISORS INC 0.04% of their portfolio EDINA, MN 9,5169.5k $382.0k $382.0k 0.04% Added +5 +5
81 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 9,4489.4k $379.2k $379.2k 0.01% Added +777 +777
82 Kondo Wealth Advisors, Inc. 0.14% of their portfolio PASADENA, CA 9,3229.3k $374.2k $374.2k 0.14% Reduced -2.6k -2,595
83 UHLMANN PRICE SECURITIES, LLC 0.02% of their portfolio SKOKIE, IL 9,1889.2k $368.8k $368.8k 0.02% Added +9 +9
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 9,1129.1k $365.8k $365.8k 0.00% New
85 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 8,5148.5k $341.8k $341.8k 0.00% Reduced -1.3k -1,344
86 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 8,3248.3k $334.1k $334.1k 0.01% New
87 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 7,9067.9k $317.3k $317.3k 0.01% New
88 Mason Investment Advisory Services, Inc. 0.01% of their portfolio RESTON, VA 7,7487.7k $311.0k $311.0k 0.01% Unchanged
89 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,5767.6k $304.1k $304.1k 0.00% Added +278 +278
90 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 7,4437.4k $298.8k $298.8k 0.01% Reduced -1.5k -1,526
91 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 7,4087.4k $297.0k $297.0k 0.00% Added +548 +548
92 Oxinas Partners, LLC 0.13% of their portfolio JEFFERSONVILLE, IN 7,0007.0k $281.0k $281.0k 0.13% Reduced -468 -468
93 EVOLUTION WEALTH MANAGEMENT INC. 0.20% of their portfolio FORT MYERS, FL 6,8996.9k $276.9k $276.9k 0.20% Reduced -436 -436
94 CIDEL ASSET MANAGEMENT INC 0.01% of their portfolio TORONTO, A6 6,6986.7k $268.9k $268.9k 0.01% Unchanged
95 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 6,6606.7k $267.4k $267.4k 0.01% Reduced -692 -692
96 Vantage Point Financial LLC 0.09% of their portfolio LISLE, IL 6,6456.6k $266.7k $266.7k 0.09% Unchanged
97 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,3986.4k $257.0k $257.0k 0.00% Added +939 +939
98 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,3566.4k $255.1k $255.1k 0.00% Reduced -410 -410
99 Emprise Bank 0.10% of their portfolio WICHITA, KS 6,3256.3k $253.9k $253.9k 0.10% Unchanged
100 Breakwater Capital Group 0.03% of their portfolio PARAMUS, NJ 6,2096.2k $249.2k $249.2k 0.03% Reduced -134 -134