Wisdomtree Intl QLTY DVD GRWIQDGETF

13F holders, Q2 2024 (June 30)
106holders +2
13new positions
13sold out
$37.09avg. 13F price*

At the end of Q2 2024, 106 institutions reported holding Wisdomtree Intl QLTY DVD GRW (IQDG) in their 13F filings, up 2 from Q1 2024. 13 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($132.6M), Bank of America Corp. ($90.1M) and One Capital Management, LLC ($87.3M).

Company
Wisdomtree Intl QLTY DVD GRW
CUSIP
97717X131
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 104Q1 2024Q2 2024: 106Q2 2024Q3 2024: 120Q3 2024Q4 2024: 132Q4 2024Q1 2025: 129Q1 2025Q2 2025: 136Q2 2025Q3 2025: 138Q3 2025Q4 2025: 139Q4 2025Q1 2026: 147Q1 2026Q2 2026: 138Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions13$6.1M
Exits13$34.2M

All 13F filers, Q1 2024 → Q2 2024: 1,260,394 shares bought and 2,363,068 shares sold, net −1,102,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

Morgan Stanley 0.01% Reduce -0.3% 3,574,515 $132.6M
Bank of America Corp. 0.01% Add +2.4% 2,428,755 $90.1M
One Capital Management, LLC 2.98% Reduce -2.1% 2,354,759 $87.3M
Hennion & Walsh Asset Management, Inc. 2.48% Add +2.9% 1,302,027 $48.3M
Trilogy Capital Inc. 2.23% Add +3.5% 1,105,509 $41.0M
SPC Financial, Inc. 3.34% Add +1.2% 973,154 $36.1M
CGN Advisors LLC 3.36% Add +5.1% 778,558 $28.9M
LPL Financial LLC 0.01% Reduce -12.4% 748,664 $27.8M
UBS Group AG 0.01% Add +0.5% 511,069 $19.0M
Journey Strategic Wealth LLC 0.78% Add +2.9% 495,195 $18.4M
Cetera Investment Advisers 0.03% Add +2.8% 368,249 $13.7M
Revolve Wealth Partners, LLC 2.13% Add +9.3% 348,461 $12.9M
Envestnet Asset Management Inc. 0.00% Reduce -1.7% 307,972 $11.4M
HighTower Advisors, LLC 0.02% Add +964.1% 301,989 $11.2M
JPMorgan Chase & Co. 0.00% Add +61.7% 280,941 $10.4M
Invenio Wealth Partners LLC 4.73% Add +7.5% 257,374 $9.5M
Commonwealth Equity Services, LLC 0.01% Add +11.4% 250,643 $9.3M
Security Financial Services, INC. 1.98% Add +111.5% 245,196 $9.1M
Prime Capital Investment Advisors, LLC 0.11% Reduce -84.7% 200,636 $7.4M
Venturi Wealth Management, LLC 0.40% Add +1.1% 180,194 $6.7M
Royal Bank of Canada 0.00% Add +23.1% 166,295 $6.2M
Tsfg, LLC 1.37% Add +92.5% 158,298 $5.9M
Private Advisor Group, LLC 0.04% Add +3.8% 156,309 $5.8M
Premier Path Wealth Partners, LLC 0.82% Add +5.7% 129,455 $4.8M
Financial Advocates Investment Management 0.29% Add +5.3% 124,051 $4.6M
Kathmere Capital Management, LLC 0.46% Reduce -2.5% 116,253 $4.3M
Ascentis Independent Advisors 0.84% — 108,190 $4.0M
Boston Financial Mangement LLC 0.13% Add +7.4% 106,726 $4.0M
Raymond James & Associates 0.00% Reduce -34.4% 106,384 $3.9M
Flow Traders U.S. LLC 0.18% New 97,123 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +24.9% 96,770 $3.6M
Jane Street Group, LLC 0.00% Add +89.2% 96,219 $3.6M
Osaic Holdings, Inc. 0.01% Add +3.2% 89,273 $3.3M
D.A. Davidson & Co. 0.03% Add +0.7% 81,784 $3.0M
Sharkey, Howes & Javer 0.49% Add +48.7% 81,583 $3.0M
Signet Financial Management, LLC 0.35% Add +2.1% 70,221 $2.6M
Occidental Asset Management, LLC 0.45% Add +5.3% 68,728 $2.5M
Susquehanna International Group, LLP 0.00% Add +77.2% 65,335 $2.4M
Corient Private Wealth LP 0.00% Add +0.2% 64,016 $2.4M
Capital Analysts, LLC 0.09% Reduce -0.8% 52,293 $1.9M
Hobbs Group Advisors, LLC 0.66% — 46,678 $1.7M
Atria Investments, Inc 0.02% Reduce -26.3% 43,676 $1.6M
Resonant Capital Advisors, LLC 0.11% Reduce -1.6% 37,557 $1.4M
Raymond James Financial Services Advisors, Inc. 0.00% Add +11.2% 36,523 $1.4M
IFP Advisors, Inc 0.05% Reduce -1.0% 35,735 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -3.1% 34,631 $1.3M
Ausdal Financial Partners, Inc. 0.13% Add +15.7% 33,120 $1.2M
Bank of New York Mellon Corp 0.00% Add +0.5% 31,868 $1.2M
Per Stirling Capital Management, LLC. 0.19% Add +1.1% 31,750 $1.2M
FSA Advisors, Inc. 1.18% No change 29,664 $1.1M
My Legacy Advisors, LLC 0.36% Reduce -8.9% 30,170 $1.1M
Avestar Capital, LLC 0.11% New 27,514 $1.0M
Kestra Advisory Services, LLC 0.01% Add +37.6% 26,195 $972K
Mutual Advisors, LLC 0.03% Add +16.4% 23,631 $877K
Sanctuary Advisors, LLC 0.01% — 23,091 $844K
Financial Enhancement Group LLC 0.13% Add +0.3% 21,826 $806K
Princeton Global Asset Management LLC 0.17% Reduce -3.2% 20,633 $765K
Wealthcare Advisory Partners LLC 0.02% Reduce -0.7% 20,177 $748K
Oppenheimer & Co. Inc. 0.01% Reduce -1.7% 19,960 $740K
Stratos Wealth Partners, LTD. 0.01% Add +9.7% 18,091 $671K
Lanark Financial, Inc. 0.06% Add +0.1% 17,323 $642K
Mendel Money Management 0.30% Add +1.9% 17,281 $641K
Nations Financial Group Inc, /Ia/ 0.05% Add +39.5% 16,718 $620K
D'Orazio & Associates, Inc. 0.09% No change 16,486 $611K
Global Retirement Partners, LLC 0.02% Reduce -1.9% 15,841 $588K
Cibc World Market Inc. 0.00% Add +1.1% 14,897 $553K
Park Avenue Securities LLC 0.01% Add +2.9% 14,474 $537K
Sowell Financial Services LLC 0.02% Reduce -1.3% 11,957 $443K
O'shaughnessy Asset Management, LLC 0.00% No change 11,341 $421K
Bank of Montreal 0.00% Add +12474.1% 10,688 $408K
Priebe Wealth Holdings LLC 0.32% Add +23.2% 10,900 $404K
Western Wealth Management, LLC 0.03% Add +3.2% 10,698 $397K
Vanguard Personalized Indexing Management, LLC 0.01% New 10,385 $385K
Prudential Financial Inc. 0.00% Reduce -66.6% 8,938 $332K
AE Wealth Management LLC 0.00% Reduce -5.6% 8,932 $331K
Raymond James Trust N.A. 0.01% No change 8,197 $304K
Hunter Associates Investment Management LLC 0.05% No change 7,900 $294K
Mason Investment Advisory Services, Inc. 0.02% Add +0.9% 7,748 $287K
Smartleaf Asset Management LLC 0.05% Add +2.4% 7,419 $276K
Gateway Wealth Partners, LLC 0.08% Reduce -1.7% 7,221 $268K
Creative Financial Designs Inc. 0.02% Reduce -1.6% 7,168 $266K
United Advisor Group, LLC 0.08% New 6,910 $256K
Foster Group, Inc. 0.01% Add +0.2% 6,304 $234K
FFG Retirement Advisors LLC 0.16% Reduce -92.5% 6,139 $228K
IHT Wealth Management, LLC 0.01% New 6,056 $225K
Waterloo Capital, L.P. 0.03% Reduce -1.1% 5,638 $209K
Cahill Financial Advisors Inc. 0.03% New 5,627 $209K
REAP Financial Group, LLC 0.05% Reduce -30.9% 5,499 $204K
Key Financial Inc 0.03% Add +8.9% 3,791 $141K
FMR LLC 0.00% Add +36.5% 3,707 $138K
GPS Wealth Strategies Group, LLC 0.02% Add +0.0% 3,657 $136K
NewEdge Advisors, LLC 0.00% New 3,050 $113K
TD Waterhouse Canada Inc. 0.00% No change 2,895 $107K
PNC Financial Services Group, Inc. 0.00% New 2,740 $102K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.8% 2,627 $97K
CoreCap Advisors, LLC 0.01% Add +61.7% 2,535 $94K
Element Wealth, LLC 0.05% Reduce -57.2% 2,181 $81K
Beaird Harris Wealth Management, LLC 0.01% New 1,440 $53K
Aptus Capital Advisors, LLC 0.00% New 1,129 $42K
Cwm, LLC 0.00% New 1,043 $39K
Capital Advisors, Ltd. LLC 0.00% No change 926 $34K
Valley National Advisers Inc. 0.00% No change 914 $33K
Frazier Financial Advisors, LLC 0.01% No change 495 $18K
Wells Fargo & Company 0.00% Add +25100.0% 252 $9K
Caitlin John, LLC 0.00% No change 108 $4K
Qube Research & Technologies Ltd 0.00% New 66 $2K

"% 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.