# WISDOMTREE TR (IQDG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IQDG/

- Reporting holders: 8
- Reported value: $6.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.3M | 77,084 | 0.1% | 5 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $1.2M | 29,073 | 0.1% | 27 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $750.0K | 17,621 | 0.6% | 7 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $285.4K | 6,707 | 0.0% | 4 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $269.2K | 6,325 | 0.1% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $268.4K | 6,307 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $125.4K | 2,947 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $85.1K | 2,000 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $6.3M |
| Q2 2026 | 139 | $603.3M |
| Q1 2026 | 146 | $557.7M |
| Q4 2025 | 140 | $586.4M |
| Q3 2025 | 138 | $584.8M |
| Q2 2025 | 136 | $628.5M |
| Q1 2025 | 129 | $612.6M |
| Q4 2024 | 132 | $740.6M |
| Q3 2024 | 120 | $818.9M |
| Q2 2024 | 107 | $750.8M |
| Q1 2024 | 105 | $1.1B |
| Q4 2023 | 111 | $970.0M |

