WISDOMTREE TR (IQDG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
131
Reporting holders
$556.1M
Reported value
0.0%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $90.7M | 2,104,542 | 0.01% | 31q | -8.5%-$8.4M |
| MORGAN STANLEY | $70.0M | 1,625,496 | 0.00% | 24q | -2.8%-$2.0M |
| AlphaCore Capital LLC | $45.9M | 1,064,871 | 0.84% | 5q | -1.5%-$688.1K |
| LPL Financial LLC | $39.3M | 912,174 | 0.01% | 31q | +2.7%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $34.9M | 809,142 | 0.01% | 30q | +4.2%+$1.4M |
| HighTower Advisors, LLC | $29.6M | 686,681 | 0.03% | 21q | -0.7%-$205.7K |
| Cetera Investment Advisers | $25.2M | 584,321 | 0.02% | 15q | -2.5%-$645.7K |
| Revolve Wealth Partners, LLC | $19.6M | 454,107 | 2.03% | 17q | +4.9%+$918.1K |
| UBS Group AG | $18.1M | 420,618 | 0.00% | 13q | -33.9%-$9.3M |
| CAPTRUST FINANCIAL ADVISORS | $15.2M | 353,215 | 0.02% | 6q | +13.2%+$1.8M |
| Prime Capital Investment Advisors, LLC | $14.0M | 324,190 | 0.14% | 13q | +44.2%+$4.3M |
| One Capital Management, LLC | $12.3M | 305,304 | 0.34% | 31q | HELD |
| Corient Private Wealth LP | $11.5M | 266,882 | 0.01% | 15q | +128.1%+$6.5M |
| Venturi Wealth Management, LLC | $8.1M | 187,054 | 0.31% | 10q | +10.5%+$767.7K |
| Premier Path Wealth Partners, LLC | $7.3M | 170,171 | 0.84% | 11q | +33.1%+$1.8M |
| Merit Financial Group, LLC | $7.2M | 167,344 | 0.02% | 3q | -16.7%-$1.4M |
| CGN Advisors LLC | $6.1M | 142,289 | 0.45% | 23q | -67.1%-$12.5M |
| Rockefeller Capital Management L.P. | $6.1M | 141,396 | 0.01% | 6q | -1.0%-$59.1K |
| Catalyst Investment Management LLC | $5.2M | 121,530 | 4.75% | 3q | +15.3%+$693.1K |
| RAYMOND JAMES FINANCIAL INC | $5.1M | 117,786 | 0.00% | 7q | +7.7%+$362.5K |
| Fourth Dimension Wealth, LLC | $4.9M | 114,507 | 1.56% | 7q | +4.5%+$214.1K |
| ROYAL BANK OF CANADA | $4.8M | 110,853 | 0.00% | 31q | -1.8%-$87.3K |
| Kathmere Capital Management, LLC | $4.5M | 104,833 | 0.24% | 16q | -2.2%-$99.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 95,364 | 0.00% | 6q | -21.2%-$1.1M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.6M | 84,153 | 0.02% | 14q | +521.0%+$3.0M |
| Atria Investments, Inc | $3.6M | 83,652 | 0.04% | 11q | HELD |
| Impact Capital Partners LLC | $3.4M | 78,751 | 0.93% | 7q | +6.6%+$211.1K |
| SigFig Wealth Management, LLC | $3.2M | 74,859 | 0.09% | 4q | +1.6%+$50.6K |
| Savvy Advisors, Inc. | $2.9M | 68,368 | 0.06% | 2q | +10.7%+$284.9K |
| Resonant Capital Advisors, LLC | $2.4M | 54,717 | 0.11% | 12q | +11.4%+$240.5K |
| Summit Financial, LLC | $2.3M | 52,289 | 0.02% | 2q | -1.0%-$21.9K |
| IFP Advisors, Inc | $2.2M | 51,923 | 0.04% | 10q | HELD |
| STIFEL FINANCIAL CORP | $2.0M | 45,319 | 0.00% | 5q | +6.3%+$115.4K |
| Vestmark Advisory Solutions, Inc. | $1.9M | 45,229 | 0.02% | 6q | HELD |
| Western Wealth Management, LLC | $1.9M | 44,567 | 0.06% | 11q | +3.3%+$60.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 44,191 | 0.00% | 19q | -5.1%-$103.2K |
| Mendel Money Management | $1.7M | 39,756 | 0.63% | 23q | +31.9%+$414.5K |
| Hobbs Group Advisors, LLC | $1.7M | 39,034 | 0.44% | 10q | HELD |
| Financial Enhancement Group LLC | $1.4M | 32,879 | 0.17% | 26q | -2.2%-$31.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 28,661 | 0.00% | 14q | -86.1%-$7.6M |
| Stratos Wealth Partners, LTD. | $1.2M | 28,315 | 0.01% | 10q | -12.7%-$177.3K |
| VestGen Advisors, LLC | $1.2M | 27,036 | 0.03% | 3q | +19.2%+$187.3K |
| Ausdal Financial Partners, Inc. | $1.1M | 26,074 | 0.04% | 13q | -2.1%-$24.0K |
| Per Stirling Capital Management, LLC. | $972.1K | 22,566 | 0.09% | 13q | -2.9%-$29.3K |
| Avestar Capital, LLC | $863.8K | 20,050 | 0.05% | 9q | -1.1%-$9.9K |
| City Center Advisors, LLC | $719.0K | 16,689 | 0.58% | 6q | +6.4%+$43.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $707.2K | 16,415 | 0.00% | 2q | HELD |
| Sanctuary Advisors, LLC | $672.8K | 15,617 | 0.00% | 9q | +3.2%+$20.7K |
| Creative Planning | $655.4K | 15,213 | 0.00% | 8q | -4.8%-$33.0K |
| CIBC WORLD MARKET INC. | $638.5K | 14,822 | 0.00% | 27q | +0.7%+$4.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $635.6K | 14,754 | 0.01% | 7q | -0.5%-$3.3K |
| OSAIC HOLDINGS, INC. | $635.6K | 14,748 | 0.00% | 26q | -3.3%-$21.7K |
| Kestra Advisory Services, LLC | $628.3K | 14,584 | 0.00% | 15q | -17.4%-$132.4K |
| Arkadios Wealth Advisors | $605.5K | 14,055 | 0.01% | 4q | -17.3%-$126.6K |
| JPMORGAN CHASE & CO | $597.6K | 13,913 | 0.00% | 16q | +1.9%+$11.4K |
| FMR LLC | $529.3K | 12,286 | 0.00% | 16q | +19.8%+$87.4K |
| BANK OF MONTREAL /CAN/ | $512.4K | 11,895 | 0.00% | 10q | +39.7%+$145.7K |
| D'Orazio & Associates, Inc. | $496.1K | 11,516 | 0.06% | 11q | HELD |
| Sharkey, Howes & Javer | $487.8K | 11,323 | 0.06% | 14q | -5.5%-$28.3K |
| Key Financial Inc | $464.5K | 10,782 | 0.08% | 16q | HELD |
| Rossby Financial, LCC | $463.4K | 10,756 | 0.08% | 3q | -26.7%-$168.4K |
| WORLD EQUITY GROUP, INC. | $461.2K | 10,698 | 0.10% | 6q | +3.8%+$17.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $449.2K | 10,427 | 0.05% | new | FIRST |
| HOWARD BAILEY SECURITIES, LLC | $446.0K | 10,352 | 0.17% | 8q | -11.0%-$54.9K |
| Gladstone Institutional Advisory LLC | $443.0K | 10,284 | 0.01% | 5q | +8.8%+$36.0K |
| CIDEL ASSET MANAGEMENT INC | $440.5K | 10,225 | 0.02% | 5q | +52.7%+$151.9K |
| Quantinno Capital Management LP | $440.5K | 10,224 | 0.00% | 3q | -1.4%-$6.1K |
| IHT Wealth Management, LLC | $432.7K | 10,044 | 0.01% | 9q | +1.0%+$4.3K |
| CAHILL FINANCIAL ADVISORS INC | $423.4K | 9,828 | 0.04% | 9q | +3.3%+$13.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $413.2K | 9,592 | 0.00% | new | NEW |
| Kondo Wealth Advisors, Inc. | $402.3K | 9,338 | 0.13% | 7q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $401.5K | 9,319 | 0.01% | 8q | +1.4%+$5.6K |
| Focus Partners Advisor Solutions, LLC | $383.8K | 8,910 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $348.6K | 8,091 | 0.00% | 2q | -11.2%-$44.0K |
| Princeton Global Asset Management LLC | $337.6K | 7,836 | 0.05% | 31q | -21.9%-$94.6K |
| Bank of New York Mellon Corp | $335.0K | 7,777 | 0.00% | 31q | +2.7%+$8.7K |
| Mason Investment Advisory Services, Inc. | $333.8K | 7,748 | 0.01% | 16q | HELD |
| Belpointe Asset Management LLC | $323.8K | 7,517 | 0.01% | 2q | -4.9%-$16.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | $303.6K | 7,048 | 0.18% | 5q | +2.2%+$6.4K |
| OneDigital Investment Advisors LLC | $291.3K | 6,761 | 0.00% | 2q | +12.6%+$32.5K |
| Trilogy Capital Inc. | $288.7K | 6,702 | 0.01% | 22q | -10.0%-$31.9K |
| LANARK FINANCIAL, INC. | $286.4K | 6,648 | 0.02% | 12q | -32.6%-$138.4K |
| Axis Wealth Partners, LLC | $282.2K | 6,551 | 0.14% | 7q | +11.5%+$29.2K |
| Emprise Bank | $272.5K | 6,325 | 0.10% | 7q | HELD |
| Breakwater Capital Group | $268.7K | 6,237 | 0.03% | 5q | HELD |
| PRAIRIE ADVISORY, LLC | $267.8K | 6,217 | 0.06% | new | FIRST |
| Oxinas Partners, LLC | $255.7K | 5,935 | 0.10% | 4q | -15.2%-$45.9K |
| United Advisor Group, LLC | $255.1K | 5,922 | 0.03% | 9q | HELD |
| Private Advisor Group, LLC | $253.8K | 5,892 | 0.00% | 18q | -51.5%-$270.0K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | $248.6K | 5,770 | 0.17% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $242.5K | 5,628 | 0.01% | 2q | +6.5%+$14.8K |
| Oregon Pacific Wealth Management, LLC | $240.0K | 5,572 | 0.23% | 2q | HELD |
| Triad Wealth Partners, LLC | $231.9K | 5,270 | 0.01% | 4q | +1.3%+$3.1K |
| Saiph Capital, LLC | $230.1K | 5,342 | 0.07% | 5q | HELD |
| AE Wealth Management LLC | $223.2K | 5,181 | 0.00% | 14q | -13.9%-$36.1K |
| Trust Co | $221.7K | 5,146 | 0.02% | 3q | +6.5%+$13.5K |
| Mutual Advisors, LLC | $217.9K | 5,059 | 0.00% | 16q | -2.3%-$5.1K |
| MML INVESTORS SERVICES, LLC | $212.3K | 4,927 | 0.00% | new | NEW |
| New England Private Wealth Advisors LLC | $209.7K | 4,927 | 0.02% | new | NEW |
| Foster Group, Inc. | $202.7K | 4,706 | 0.01% | new | NEW |
Showing the largest 100 of 139 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 131 | $556.1M | 12,929,386 | 12 | 46 | 45 | 0.0% |
| Q1 2026 | 139 | $555.8M | 13,834,347 | 16 | 39 | 55 | 0.0% |
| Q4 2025 | 131 | $583.9M | 14,186,684 | 14 | 49 | 41 | 0.0% |
| Q3 2025 | 128 | $559.7M | 14,035,683 | 12 | 46 | 46 | 0.0% |
| Q2 2025 | 124 | $608.2M | 15,342,577 | 15 | 44 | 51 | 0.0% |
| Q1 2025 | 119 | $589.8M | 16,529,119 | 15 | 31 | 61 | 0.0% |
| Q4 2024 | 122 | $718.8M | 21,008,452 | 12 | 44 | 31 | 0.0% |
| Q3 2024 | 106 | $794.7M | 20,304,155 | 12 | 44 | 28 | 0.0% |
| Q2 2024 | 95 | $726.6M | 19,590,373 | 11 | 45 | 25 | 0.0% |
| Q1 2024 | 95 | $1.1B | 27,812,297 | 14 | 43 | 25 | 0.0% |
| Q4 2023 | 100 | $954.8M | 26,324,023 | 18 | 46 | 20 | 0.0% |
| Q3 2023 | 85 | $712.5M | 22,251,484 | 12 | 42 | 18 | 0.0% |
| Q2 2023 | 77 | $640.9M | 18,593,756 | 16 | 41 | 11 | 0.0% |
| Q1 2023 | 63 | $515.1M | 15,212,037 | 12 | 31 | 10 | 0.0% |
| Q4 2022 | 52 | $338.9M | 11,070,696 | 9 | 20 | 17 | 0.0% |
| Q3 2022 | 62 | $212.2M | 8,064,694 | 13 | 22 | 18 | 0.0% |
| Q2 2022 | 53 | $215.5M | 7,275,099 | 8 | 19 | 21 | 0.0% |
| Q1 2022 | 58 | $276.0M | 7,559,839 | 10 | 28 | 13 | 0.0% |
| Q4 2021 | 57 | $281.8M | 7,065,358 | 11 | 20 | 10 | 0.0% |
| Q3 2021 | 52 | $231.7M | 6,082,446 | 4 | 25 | 8 | 0.0% |
| Q2 2021 | 52 | $194.6M | 4,889,778 | 7 | 25 | 6 | 0.0% |
| Q1 2021 | 49 | $144.4M | 3,893,376 | 15 | 15 | 9 | 0.0% |
| Q4 2020 | 33 | $114.6M | 3,137,923 | 6 | 3 | 15 | 0.0% |
| Q3 2020 | 33 | $108.8M | 3,335,604 | 7 | 11 | 9 | 0.0% |
| Q2 2020 | 29 | $95.0M | 3,149,500 | 8 | 10 | 8 | 0.0% |
| Q1 2020 | 26 | $47.7M | 1,862,740 | 7 | 12 | 4 | 0.0% |
| Q4 2019 | 22 | $96.1M | 3,007,490 | 5 | 10 | 4 | 0.0% |
| Q3 2019 | 20 | $79.0M | 2,745,157 | 4 | 11 | 4 | 0.0% |
| Q2 2019 | 22 | $73.8M | 2,527,595 | 5 | 7 | 6 | 0.0% |
| Q1 2019 | 20 | $58.7M | 2,043,190 | 5 | 7 | 4 | 0.0% |
| Q4 2018 | 18 | $42.9M | 1,709,853 | 1 | 0 | 0 | 0.0% |