Vault-13

WISDOMTREE TR IQDG

INTL QULTY DIV · ETP · CUSIP 97717X131

139 institutional holders -8 vs Q1 2026
12,976,27213.0m shares reported held*
$558.1mreported value*
12 new 53 added 51 reduced 20 sold out net sold ≈ $31.5m (-730.7k 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 ($800.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.01.

Trends to Q2 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: 147Q2 26: 139139Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026139

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 68 bought or addedQ3 25: 62 cut or sold outQ4 25: 77 bought or addedQ4 25: 59 cut or sold outQ4 25Q1 26: 64 bought or addedQ1 26: 69 cut or sold outQ2 26: 65 bought or addedQ2 26: 71 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246940
Q4 20246750
Q1 20255482
Q2 20256373
Q3 20256862
Q4 20257759
Q1 20266469
Q2 20266571

Biggest buyers

TSFG, LLC Added +133,757+133.8k
Prime Capital Investment Advisors, LLC Added +99,369+99.4k
HRT FINANCIAL LP New +90,759+90.8k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Added +70,601+70.6k
Premier Path Wealth Partners, LLC Added +42,345+42.3k
CAPTRUST FINANCIAL ADVISORS Added +41,313+41.3k
ENVESTNET ASSET MANAGEMENT INC Added +32,903+32.9k
LPL Financial LLC Added +24,081+24.1k
Revolve Wealth Partners, LLC Added +21,311+21.3k
Venturi Wealth Management, LLC Added +17,820+17.8k

Biggest sellers

CGN Advisors LLC Reduced -289,546-289.5k
UBS Group AG Reduced -216,058-216.1k
BANK OF AMERICA CORP /DE/ Reduced -194,328-194.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -177,071-177.1k
Merit Financial Group, LLC Reduced -117,146-117.1k
JANE STREET GROUP, LLC Sold out -82,095-82.1k
D.A. DAVIDSON & CO. Sold out -60,950-61.0k
MORGAN STANLEY Reduced -47,049-47.0k
Independent Advisor Alliance Sold out -40,250-40.2k
GTS SECURITIES LLC Sold out -38,791-38.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,104,5422.1m $90.7m $90.7m 0.01% Reduced -194.3k -194,328
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,625,4961.6m $70.0m $70.0m 0.00% Reduced -47.0k -47,049
3 AlphaCore Capital LLC 0.85% of their portfolio LA JOLLA, CA 1,064,8711.1m $45.9m $45.9m 0.85% Reduced -16.0k -15,972
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 912,174912.2k $39.3m $39.3m 0.01% Added +24.1k +24,081
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 809,142809.1k $34.9m $34.9m 0.01% Added +32.9k +32,903
6 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 686,681686.7k $29.6m $29.6m 0.03% Reduced -4.8k -4,776
7 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 584,321584.3k $25.2m $25.2m 0.02% Reduced -15.0k -14,988
8 Revolve Wealth Partners, LLC 2.04% of their portfolio Hackensack, NJ 454,107454.1k $19.6m $19.6m 2.04% Added +21.3k +21,311
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 420,618420.6k $18.1m $18.1m 0.00% Reduced -216.1k -216,058
10 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 353,215353.2k $15.2m $15.2m 0.02% Added +41.3k +41,313
11 Prime Capital Investment Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 324,190324.2k $14.0m $14.0m 0.14% Added +99.4k +99,369
12 One Capital Management, LLC 0.34% of their portfolio WESTLAKE VILLAGE, CA 305,304305.3k $12.3m $12.3m 0.34% Unchanged
13 Venturi Wealth Management, LLC 0.31% of their portfolio AUSTIN, TX 187,054187.1k $8.1m $8.1m 0.31% Added +17.8k +17,820
14 Premier Path Wealth Partners, LLC 0.84% of their portfolio MADISON, NJ 170,171170.2k $7.3m $7.3m 0.84% Added +42.3k +42,345
15 TSFG, LLC 0.80% of their portfolio LAKE FOREST, IL 148,096148.1k $6.4m $6.4m 0.80% Added +133.8k +133,757
16 CGN Advisors LLC 0.45% of their portfolio MANHATTAN, KS 142,289142.3k $6.1m $6.1m 0.45% Reduced -289.5k -289,546
17 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 141,396141.4k $6.1m $6.1m 0.01% Reduced -1.4k -1,373
18 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 133,441133.4k $5.7m $5.7m 0.01% Added +16.4k +16,435
19 Catalyst Investment Management LLC 4.75% of their portfolio WINDHAM, NH 121,530121.5k $5.2m $5.2m 4.75% Added +16.1k +16,089
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 117,786117.8k $5.1m $5.1m 0.00% Added +8.4k +8,414
21 Fourth Dimension Wealth, LLC 1.56% of their portfolio MIDDLEBURG HEIGHTS, OH 114,507114.5k $4.9m $4.9m 1.56% Added +5.0k +4,969
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 110,853110.9k $4.8m $4.8m 0.00% Reduced -2.0k -2,027
23 Kathmere Capital Management, LLC 0.24% of their portfolio WAYNE, PA 104,833104.8k $4.5m $4.5m 0.24% Reduced -2.3k -2,305
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 95,36495.4k $4.1m $4.1m 0.00% Reduced -25.7k -25,730
25 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 90,75990.8k $3.9m $3.9m 0.01% New
26 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 84,15384.2k $3.6m $3.6m 0.02% Added +70.6k +70,601
27 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 83,67283.7k $3.6m $3.6m 0.02% Reduced -117.1k -117,146
28 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 83,65283.7k $3.6m $3.6m 0.04% Reduced -320 -320
29 Impact Capital Partners LLC 0.93% of their portfolio GREENWOOD VILLAGE, CO 78,75178.8k $3.4m $3.4m 0.93% Added +4.9k +4,901
30 SigFig Wealth Management, LLC 0.09% of their portfolio SAN FRANCISCO, CA 74,85974.9k $3.2m $3.2m 0.09% Added +1.2k +1,178
31 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 68,36868.4k $2.9m $2.9m 0.06% Added +6.6k +6,614
32 Resonant Capital Advisors, LLC 0.11% of their portfolio Madison, WI 54,71754.7k $2.4m $2.4m 0.11% Added +5.6k +5,583
33 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 52,28952.3k $2.3m $2.3m 0.02% Reduced -509 -509
34 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 51,92351.9k $2.2m $2.2m 0.04% Reduced -61 -61
35 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,31945.3k $2.0m $2.0m 0.00% Added +2.7k +2,679
36 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 45,22945.2k $1.9m $1.9m 0.02% Unchanged
37 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 44,56744.6k $1.9m $1.9m 0.06% Added +1.4k +1,414
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 44,19144.2k $1.9m $1.9m 0.00% Reduced -2.4k -2,395
39 Mendel Money Management 0.63% of their portfolio NORTHBROOK, IL 39,75639.8k $1.7m $1.7m 0.63% Added +9.6k +9,622
40 Hobbs Group Advisors, LLC 0.44% of their portfolio COLUMBIA, SC 39,03439.0k $1.7m $1.7m 0.44% Reduced -140 -140
41 Financial Enhancement Group LLC 0.17% of their portfolio ANDERSON, IN 32,87932.9k $1.4m $1.4m 0.17% Reduced -735 -735
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,66128.7k $1.2m $1.2m 0.00% Reduced -177.1k -177,071
43 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 28,31528.3k $1.2m $1.2m 0.01% Reduced -4.1k -4,115
44 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 27,03627.0k $1.2m $1.2m 0.03% Added +4.3k +4,347
45 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 26,07426.1k $1.1m $1.1m 0.04% Reduced -558 -558
46 Per Stirling Capital Management, LLC. 0.09% of their portfolio AUSTIN, TX 22,56622.6k $972.1k $972.1k 0.09% Reduced -681 -681
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,36222.4k $964.0k $964.0k 0.00% Added +16.5k +16,453
48 Avestar Capital, LLC 0.05% of their portfolio New York, NY 20,05020.1k $863.8k $863.8k 0.05% Reduced -230 -230
49 City Center Advisors, LLC 0.58% of their portfolio TROY, MI 16,68916.7k $719.0k $719.0k 0.58% Added +997 +997
50 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 16,41516.4k $707.2k $707.2k 0.00% Unchanged
51 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,61715.6k $672.8k $672.8k 0.00% Added +480 +480
52 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,21315.2k $655.4k $655.4k 0.00% Reduced -765 -765
53 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 14,82214.8k $638.5k $638.5k 0.00% Added +98 +98
54 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 14,75414.8k $635.6k $635.6k 0.01% Reduced -77 -77
55 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,74814.7k $635.6k $635.6k 0.00% Reduced -504 -504
56 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,58414.6k $628.3k $628.3k 0.00% Reduced -3.1k -3,074
57 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 14,05514.1k $605.5k $605.5k 0.01% Reduced -2.9k -2,938
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,91313.9k $597.6k $597.6k 0.00% Added +265 +265
59 FMR LLC 0.00% of their portfolio BOSTON, MA 12,28612.3k $529.3k $529.3k 0.00% Added +2.0k +2,029
60 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,89511.9k $512.4k $512.4k 0.00% Added +3.4k +3,381
61 D'Orazio & Associates, Inc. 0.06% of their portfolio VIENNA, VA 11,51611.5k $496.1k $496.1k 0.06% Unchanged
62 Sharkey, Howes & Javer 0.06% of their portfolio DENVER, CO 11,32311.3k $487.8k $487.8k 0.06% Reduced -658 -658
63 Key Financial Inc 0.08% of their portfolio WEST CHESTER, PA 10,78210.8k $464.5k $464.5k 0.08% Reduced -29 -29
64 Rossby Financial, LCC 0.08% of their portfolio MELBOURNE, FL 10,75610.8k $463.4k $463.4k 0.08% Reduced -3.9k -3,910
65 WORLD EQUITY GROUP, INC. 0.10% of their portfolio SCHAUMBURG, IL 10,69810.7k $461.2k $461.2k 0.10% Added +396 +396
66 COMPASS FINANCIAL MANAGEMENT LLC 0.05% of their portfolio TAMPA, FL 10,42710.4k $449.2k $449.2k 0.05% First filing
67 HOWARD BAILEY SECURITIES, LLC 0.17% of their portfolio FORT WAYNE, IN 10,35210.4k $446.0k $446.0k 0.17% Reduced -1.3k -1,275
68 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 10,28410.3k $443.0k $443.0k 0.01% Added +836 +836
69 CIDEL ASSET MANAGEMENT INC 0.02% of their portfolio TORONTO, A6 10,22510.2k $440.5k $440.5k 0.02% Added +3.5k +3,527
70 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 10,22410.2k $440.5k $440.5k 0.00% Reduced -141 -141
71 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 10,04410.0k $432.7k $432.7k 0.01% Added +100 +100
72 CAHILL FINANCIAL ADVISORS INC 0.04% of their portfolio EDINA, MN 9,8289.8k $423.4k $423.4k 0.04% Added +312 +312
73 Kondo Wealth Advisors, Inc. 0.13% of their portfolio PASADENA, CA 9,3389.3k $402.3k $402.3k 0.13% Added +16 +16
74 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 9,3199.3k $401.5k $401.5k 0.01% Added +131 +131
75 Investor's Fiduciary Advisor Network, LLC 0.14% of their portfolio SNOQUALMIE, WA 9,2929.3k $400.0k $400.0k 0.14% Reduced -400 -400
76 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 8,9108.9k $383.8k $383.8k 0.00% New
77 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 8,0918.1k $348.6k $348.6k 0.00% Reduced -1.0k -1,021
78 Princeton Global Asset Management LLC 0.05% of their portfolio PRINCETON, NJ 7,8367.8k $337.6k $337.6k 0.05% Reduced -2.2k -2,195
79 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,7777.8k $335.0k $335.0k 0.00% Added +201 +201
80 Mason Investment Advisory Services, Inc. 0.01% of their portfolio RESTON, VA 7,7487.7k $333.8k $333.8k 0.01% Unchanged
81 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 7,6107.6k $328.0k $328.0k 0.00% Added +202 +202
82 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 7,5177.5k $323.8k $323.8k 0.01% Reduced -389 -389
83 EVOLUTION WEALTH MANAGEMENT INC. 0.18% of their portfolio FORT MYERS, FL 7,0487.0k $303.6k $303.6k 0.18% Added +149 +149
84 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,7616.8k $291.3k $291.3k 0.00% Added +754 +754
85 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 6,7026.7k $288.7k $288.7k 0.01% Reduced -741 -741
86 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,6486.6k $286.4k $286.4k 0.02% Reduced -3.2k -3,212
87 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,5636.6k $283.0k $283.0k 0.00% Added +165 +165
88 Axis Wealth Partners, LLC 0.14% of their portfolio EAST PROVIDENCE, RI 6,5516.6k $282.2k $282.2k 0.14% Added +677 +677
89 Emprise Bank 0.10% of their portfolio WICHITA, KS 6,3256.3k $272.5k $272.5k 0.10% Unchanged
90 Breakwater Capital Group 0.03% of their portfolio PARAMUS, NJ 6,2376.2k $268.7k $268.7k 0.03% Added +28 +28
91 PRAIRIE ADVISORY, LLC 0.06% of their portfolio LEAWOOD, KS 6,2176.2k $267.8k $267.8k 0.06% First filing
92 Oxinas Partners, LLC 0.10% of their portfolio JEFFERSONVILLE, IN 5,9355.9k $255.7k $255.7k 0.10% Reduced -1.1k -1,065
93 United Advisor Group, LLC 0.03% of their portfolio CINCINNATI, OH 5,9225.9k $255.1k $255.1k 0.03% Added +25 +25
94 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,8925.9k $253.8k $253.8k 0.00% Reduced -6.3k -6,268
95 WIREGRASS INVESTMENT MANAGEMENT LLC 0.17% of their portfolio THOMASVILLE, GA 5,7705.8k $248.6k $248.6k 0.17% New
96 INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio MIAMI, FL 5,6285.6k $242.5k $242.5k 0.01% Added +343 +343
97 Oregon Pacific Wealth Management, LLC 0.23% of their portfolio Medford, OR 5,5725.6k $240.0k $240.0k 0.23% Reduced -23 -23
98 Saiph Capital, LLC 0.07% of their portfolio WYCKOFF, NJ 5,3425.3k $230.1k $230.1k 0.07% Unchanged
99 Triad Wealth Partners, LLC 0.01% of their portfolio LAWRENCE, KS 5,2705.3k $231.9k $231.9k 0.01% Added +70 +70
100 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,1815.2k $223.2k $223.2k 0.00% Reduced -838 -838