Wisdomtree Intl QLTY DVD GRWIQDGETF

13F holders, Q3 2024 (September 30)
120holders +14
14new positions
4sold out
$39.14avg. 13F price*

At the end of Q3 2024, 120 institutions reported holding Wisdomtree Intl QLTY DVD GRW (IQDG) in their 13F filings, up 14 from Q2 2024. 14 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($139.2M), One Capital Management, LLC ($97.3M) and Bank of America Corp. ($94.1M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$3.6M
Exits4$3.0M

All 13F filers, Q2 2024 → Q3 2024: 1,094,777 shares bought and 633,603 shares sold, net +461,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 120 holders

Morgan Stanley 0.01% Reduce -0.5% 3,556,259 $139.2M
One Capital Management, LLC 3.11% Add +5.6% 2,485,859 $97.3M
Bank of America Corp. 0.01% Reduce -1.1% 2,403,168 $94.1M
Hennion & Walsh Asset Management, Inc. 2.44% Add +2.3% 1,332,108 $52.2M
Trilogy Capital Inc. 2.27% Add +4.2% 1,151,442 $45.1M
SPC Financial, Inc. 3.29% Reduce -1.9% 954,919 $37.4M
CGN Advisors LLC 3.36% Add +9.6% 853,614 $33.4M
LPL Financial LLC 0.01% Add +9.1% 816,483 $32.0M
Journey Strategic Wealth LLC 0.77% Add +8.5% 537,445 $21.0M
UBS Group AG 0.01% Add +4.2% 532,487 $20.8M
HighTower Advisors, LLC 0.03% Add +66.3% 502,177 $19.7M
Cetera Investment Advisers 0.03% Add +6.0% 390,305 $15.3M
Revolve Wealth Partners, LLC 2.15% Add +3.2% 359,706 $14.1M
Envestnet Asset Management Inc. 0.00% Add +1.3% 311,876 $12.2M
Invenio Wealth Partners LLC 4.64% Add +6.5% 274,228 $10.7M
Commonwealth Equity Services, LLC 0.02% Add +5.1% 263,537 $10.3M
Howard Bailey Securities, LLC 3.68% — 248,131 $9.7M
JPMorgan Chase & Co. 0.00% Reduce -15.1% 238,459 $9.3M
Ascentis Independent Advisors 1.44% Add +117.0% 234,831 $9.2M
Security Financial Services, INC. 1.60% Reduce -18.3% 200,425 $7.8M
Prime Capital Investment Advisors, LLC 0.11% Reduce -5.7% 189,245 $7.4M
Venturi Wealth Management, LLC 0.38% Add +4.0% 187,359 $7.3M
Tsfg, LLC 1.39% Add +3.1% 163,152 $6.4M
Royal Bank of Canada 0.00% Reduce -9.7% 150,147 $5.9M
Premier Path Wealth Partners, LLC 0.84% Add +4.7% 135,517 $5.3M
Financial Advocates Investment Management 0.28% Add +3.0% 127,743 $5.0M
Kathmere Capital Management, LLC 0.43% Reduce -0.3% 115,914 $4.5M
Boston Financial Mangement LLC 0.13% Add +7.3% 114,526 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.2% 109,543 $4.3M
Atria Investments, Inc 0.04% Add +106.5% 90,201 $3.5M
D.A. Davidson & Co. 0.03% Add +0.1% 81,881 $3.2M
Corient Private Wealth LP 0.01% Add +26.4% 80,936 $3.2M
Raymond James & Associates 0.00% Reduce -25.5% 79,271 $3.1M
IFP Advisors, Inc 0.11% Add +121.8% 79,267 $3.1M
Sharkey, Howes & Javer 0.41% Reduce -9.8% 73,631 $2.9M
Signet Financial Management, LLC 0.36% Add +2.2% 71,777 $2.8M
Occidental Asset Management, LLC 0.43% Add +0.1% 68,801 $2.7M
Osaic Holdings, Inc. 0.01% Reduce -30.8% 61,750 $2.4M
Capital Analysts, LLC 0.08% Add +0.1% 52,363 $2.0M
Hobbs Group Advisors, LLC 0.67% Add +2.4% 47,781 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +24.2% 45,370 $1.8M
Private Advisor Group, LLC 0.01% Reduce -72.6% 42,858 $1.7M
Flow Traders U.S. LLC 0.08% Reduce -56.0% 42,735 $1.7M
Resonant Capital Advisors, LLC 0.10% Reduce -4.4% 35,891 $1.4M
Per Stirling Capital Management, LLC. 0.18% Add +2.8% 32,640 $1.3M
Ausdal Financial Partners, Inc. 0.13% Reduce -1.5% 32,631 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -0.0% 31,859 $1.2M
Baldwin Wealth Partners LLC 0.08% New 28,359 $1.1M
Avestar Capital, LLC 0.12% Add +1.5% 27,927 $1.1M
FSA Advisors, Inc. 0.99% Reduce -10.0% 26,704 $990K
Janney Montgomery Scott LLC 0.00% Reduce -28.2% 24,863 $973K
Priebe Wealth Holdings LLC 0.68% Add +119.7% 23,950 $938K
Mutual Advisors, LLC 0.03% Add +1.8% 24,054 $895K
Lanark Financial, Inc. 0.07% Add +29.5% 22,431 $878K
Jane Street Group, LLC 0.00% Reduce -76.7% 22,400 $877K
Princeton Global Asset Management LLC 0.16% Add +0.3% 20,690 $810K
Oppenheimer & Co. Inc. 0.01% Add +0.5% 20,059 $785K
Mendel Money Management 0.32% Add +10.9% 19,157 $750K
Stratos Wealth Partners, LTD. 0.01% Add +2.6% 18,555 $726K
Kestra Advisory Services, LLC 0.00% Reduce -34.8% 17,085 $669K
Nations Financial Group Inc, /Ia/ 0.05% Add +1.8% 17,015 $666K
D'Orazio & Associates, Inc. 0.09% Add +0.0% 16,492 $646K
Financial Enhancement Group LLC 0.12% Reduce -19.2% 17,630 $610K
Park Avenue Securities LLC 0.01% Add +6.8% 15,460 $605K
Global Retirement Partners, LLC 0.02% Reduce -3.3% 15,314 $600K
Cibc World Market Inc. 0.00% Reduce -6.8% 13,889 $544K
Sanctuary Advisors, LLC 0.00% Reduce -34.3% 15,179 $535K
Wealthcare Advisory Partners LLC 0.02% Reduce -32.6% 13,603 $533K
Bank of Montreal 0.00% Add +19.0% 12,721 $500K
Sowell Financial Services LLC 0.02% Add +0.2% 11,984 $469K
My Legacy Advisors, LLC 0.18% Reduce -61.8% 11,528 $451K
AE Wealth Management LLC 0.00% Add +26.1% 11,263 $441K
Western Wealth Management, LLC 0.02% Add +3.0% 11,018 $431K
O'shaughnessy Asset Management, LLC 0.00% Reduce -2.4% 11,069 $425K
Hilltop Holdings Inc. 0.02% New 9,600 $376K
Prudential Financial Inc. 0.00% Add +5.2% 9,403 $368K
Creative Planning 0.00% New 9,104 $356K
Uhlmann Price Securities, LLC 0.28% — 8,895 $348K
Astoria Portfolio Advisors LLC. 0.12% New 9,016 $345K
Raymond James Trust N.A. 0.01% Add +2.4% 8,397 $329K
Gateway Wealth Partners, LLC 0.09% Add +10.3% 7,963 $312K
Mason Investment Advisory Services, Inc. 0.02% No change 7,748 $303K
Cahill Financial Advisors Inc. 0.04% Add +35.8% 7,643 $299K
Creative Financial Designs Inc. 0.02% Add +0.7% 7,215 $282K
United Advisor Group, LLC 0.06% Reduce -5.7% 6,514 $255K
Sivia Capital Partners, LLC 0.15% New 6,421 $251K
Foster Group, Inc. 0.01% Add +1.0% 6,369 $249K
FFG Retirement Advisors LLC 0.16% No change 6,139 $240K
Hunter Associates Investment Management LLC 0.04% Reduce -22.8% 6,100 $240K
Quartz Partners, LLC 0.15% — 6,075 $238K
MML Investors Services, LLC 0.00% New 6,021 $236K
World Equity Group, Inc. 0.08% New 5,665 $222K
IHT Wealth Management, LLC 0.01% Reduce -9.0% 5,509 $216K
Smartleaf Asset Management LLC 0.03% Reduce -26.6% 5,445 $214K
Saiph Capital, LLC 0.10% New 5,342 $209K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,316 $208K
Signal Advisors Wealth, LLC 0.03% New 5,280 $207K
REAP Financial Group, LLC 0.05% Reduce -4.7% 5,239 $205K
Key Financial Inc 0.04% Add +30.2% 4,936 $193K
FMR LLC 0.00% Add +7.7% 3,991 $156K

"% 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.

Show all 120 holders