Wisdomtree Intl QLTY DVD GRWIQDGETF
13F holders, Q1 2024 (March 31)104holders
1famous investor
$38.06avg. 13F price*
At the end of Q1 2024, 104 institutions reported holding Wisdomtree Intl QLTY DVD GRW (IQDG) in their 13F filings. The largest holders were Morgan Stanley ($136.5M), One Capital Management, LLC ($91.5M) and Bank of America Corp. ($90.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Intl QLTY DVD GRW
- CUSIP
- 97717X131
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $35.6M |
| Exits | 14 | $24.7M |
Ownership 104 holders
| Morgan Stanley | 0.01% | Reduce -7.4% | 3,587,152 | $136.5M |
| One Capital Management, LLC | 3.32% | Add +2.9% | 2,404,591 | $91.5M |
| Bank of America Corp. | 0.01% | Add +3.8% | 2,371,829 | $90.3M |
| Prime Capital Investment Advisors, LLC | 0.70% | Reduce -20.9% | 1,309,587 | $49.8M |
| Hennion & Walsh Asset Management, Inc. | 2.57% | Add +9.0% | 1,265,044 | $48.1M |
| Trilogy Capital Inc. | 2.34% | Reduce -51.8% | 1,067,762 | $40.6M |
| SPC Financial, Inc. | 3.44% | Add +2.1% | 961,455 | $36.6M |
| LPL Financial LLC | 0.02% | Reduce -12.8% | 854,316 | $32.5M |
| CGN Advisors LLC | 3.58% | Add +11.0% | 740,826 | $28.2M |
| Stifel Financial Corp. | 0.03% | New | 590,342 | $22.5M |
| UBS Group AG | 0.01% | Add +43.6% | 508,351 | $19.3M |
| Journey Strategic Wealth LLC | 0.81% | Reduce -34.6% | 481,343 | $18.3M |
| Cetera Investment Advisers | 0.03% | Add +272.8% | 358,117 | $13.6M |
| Revolve Wealth Partners, LLC | 2.07% | Add +22.0% | 318,721 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 313,323 | $11.9M |
| Invenio Wealth Partners LLC | 4.91% | Add +29.6% | 239,478 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.8% | 225,019 | $8.6M |
| Old Mission Capital LLC | 0.20% | Add +40.4% | 209,680 | $8.0M |
| Venturi Wealth Management, LLC | 0.44% | New | 178,163 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.5% | 173,766 | $6.6M |
| Raymond James & Associates | 0.00% | Reduce -9.9% | 162,230 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Add +53.7% | 150,638 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -33.0% | 135,051 | $5.1M |
| Premier Path Wealth Partners, LLC | 0.88% | Add +26.1% | 122,425 | $4.7M |
| Kathmere Capital Management, LLC | 0.52% | Reduce -0.5% | 119,225 | $4.5M |
| Financial Advocates Investment Management | 0.26% | Add +7.3% | 117,852 | $4.5M |
| Security Financial Services, INC. | 1.00% | Reduce -15.0% | 115,908 | $4.4M |
| Boston Financial Mangement LLC | 0.12% | Add +8.1% | 99,377 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.0% | 86,490 | $3.3M |
| FFG Retirement Advisors LLC | 2.21% | Add +2.0% | 82,420 | $3.1M |
| Tsfg, LLC | 0.79% | Add +1701.5% | 82,221 | $3.1M |
| D.A. Davidson & Co. | 0.03% | Add +10.2% | 81,193 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +40.2% | 77,449 | $2.9M |
| Signet Financial Management, LLC | 0.36% | Reduce -0.2% | 68,740 | $2.6M |
| Occidental Asset Management, LLC | 0.46% | Add +2.1% | 65,297 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 63,913 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +63.4% | 59,219 | $2.3M |
| Sharkey, Howes & Javer | 0.34% | Add +24.5% | 54,858 | $2.1M |
| Capital Analysts, LLC | 0.09% | Add +5.6% | 52,716 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -75.3% | 50,868 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -25.7% | 38,983 | $1.5M |
| Resonant Capital Advisors, LLC | 0.12% | No change | 38,158 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 36,866 | $1.4M |
| IFP Advisors, Inc | 0.06% | New | 36,093 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +11.1% | 35,734 | $1.4M |
| My Legacy Advisors, LLC | 0.42% | Reduce -12.3% | 33,129 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -39.2% | 32,853 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 31,726 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +0.1% | 31,392 | $1.2M |
| FSA Advisors, Inc. | 1.21% | Add +47.3% | 29,664 | $1.1M |
| KLR Investment Advisors, LLC | 0.81% | Reduce -25.5% | 31,134 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +90.3% | 28,636 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -30.2% | 28,380 | $1.1M |
| Prudential Financial Inc. | 0.00% | New | 26,754 | $1.0M |
| Princeton Global Asset Management LLC | 0.19% | Add +9.8% | 21,316 | $811K |
| Financial Enhancement Group LLC | 0.13% | Add +2.0% | 21,749 | $793K |
| Wealthcare Advisory Partners LLC | 0.03% | New | 20,308 | $773K |
| Mutual Advisors, LLC | 0.02% | Add +1.9% | 20,302 | $773K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.9% | 20,299 | $773K |
| Citadel Advisors | 0.00% | Add +140.5% | 19,816 | $754K |
| Kestra Advisory Services, LLC | 0.00% | Add +91.7% | 19,031 | $724K |
| Lanark Financial, Inc. | 0.06% | Add +33.7% | 17,297 | $658K |
| Mendel Money Management | 0.30% | Add +6.0% | 16,963 | $646K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 16,494 | $628K |
| D'Orazio & Associates, Inc. | 0.10% | Add +0.1% | 16,486 | $627K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.4% | 16,147 | $615K |
| Cibc World Market Inc. | 0.00% | Reduce -8.3% | 14,731 | $561K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.3% | 14,061 | $535K |
| Claro Advisors Inc. | 0.09% | Add +1.7% | 13,329 | $507K |
| Sowell Financial Services LLC | 0.02% | Reduce -10.0% | 12,120 | $461K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +26.9% | 11,984 | $456K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.1% | 11,341 | $432K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.1% | 10,368 | $395K |
| AE Wealth Management LLC | 0.00% | Reduce -97.1% | 9,460 | $360K |
| Priebe Wealth Holdings LLC | 0.26% | Add +48.7% | 8,850 | $337K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.0% | 8,197 | $312K |
| REAP Financial Group, LLC | 0.08% | Reduce -29.5% | 7,955 | $303K |
| Hunter Associates Investment Management LLC | 0.05% | Reduce -42.1% | 7,900 | $300K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -60.6% | 7,682 | $292K |
| Signal Advisors Wealth, LLC | 0.07% | New | 7,349 | $280K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -14.3% | 7,343 | $279K |
| Creative Financial Designs Inc. | 0.03% | Reduce -2.6% | 7,288 | $277K |
| Smartleaf Asset Management LLC | 0.05% | Add +3.5% | 7,242 | $276K |
| Maripau Wealth Management LLC | 0.20% | New | 7,107 | $270K |
| Foster Group, Inc. | 0.01% | New | 6,292 | $239K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.6% | 5,862 | $223K |
| Waterloo Capital, L.P. | 0.03% | No change | 5,700 | $217K |
| Saiph Capital, LLC | 0.09% | New | 5,346 | $203K |
| Element Wealth, LLC | 0.11% | Add +0.3% | 5,096 | $194K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +2.3% | 3,656 | $139K |
| Key Financial Inc | 0.03% | Add +23.1% | 3,481 | $132K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,895 | $109K |
| FMR LLC | 0.00% | Add +0.6% | 2,715 | $103K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 2,530 | $96K |
| CoreCap Advisors, LLC | 0.00% | New | 1,568 | $60K |
| ICA Group Wealth Management, LLC | 0.01% | Add +31.7% | 952 | $36K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 926 | $35K |
| Valley National Advisers Inc. | 0.01% | No change | 914 | $34K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 495 | $19K |
| Tucker Asset Management LLC | 0.00% | No change | 148 | $6K |
"% of holder's portfolio" is IQDG's weight in each manager's 13F, not the share of Wisdomtree Intl QLTY DVD GRW the manager owns.