Wisdomtree Intl QLTY DVD GRWIQDGETF

13F holders, Q4 2024 (December 31)
132holders +12
11new positions
16sold out
1famous investor
$34.21avg. 13F price*

At the end of Q4 2024, 132 institutions reported holding Wisdomtree Intl QLTY DVD GRW (IQDG) in their 13F filings, up 12 from Q3 2024. 11 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($116.8M), One Capital Management, LLC ($86.4M) and Bank of America Corp. ($79.2M). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$5.1M
Exits16$4.3M

All 13F filers, Q3 2024 → Q4 2024: 1,246,856 shares bought and 711,482 shares sold, net +535,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 132 holders

Morgan Stanley 0.01% Reduce -4.0% 3,415,516 $116.8M
One Capital Management, LLC 2.86% Add +1.6% 2,525,684 $86.4M
Bank of America Corp. 0.01% Reduce -3.7% 2,313,942 $79.2M
Hennion & Walsh Asset Management, Inc. 2.06% Reduce -0.2% 1,328,958 $45.5M
Trilogy Capital Inc. 2.08% Add +2.9% 1,185,133 $40.5M
SPC Financial, Inc. 3.00% Add +5.3% 1,005,526 $34.4M
CGN Advisors LLC 3.01% Add +6.1% 905,584 $31.0M
LPL Financial LLC 0.01% Add +2.7% 838,702 $28.7M
Cetera Investment Advisers 0.04% Add +58.1% 617,155 $21.1M
Journey Strategic Wealth LLC 0.73% Add +6.5% 572,669 $19.6M
UBS Group AG 0.00% Add +3.5% 551,067 $18.9M
HighTower Advisors, LLC 0.02% Reduce -3.2% 486,005 $16.6M
Revolve Wealth Partners, LLC 1.88% Add +3.8% 373,261 $12.8M
JPMorgan Chase & Co. 0.00% Add +32.6% 316,311 $10.8M
Commonwealth Equity Services, LLC 0.01% Add +8.6% 286,085 $9.8M
Jane Street Group, LLC 0.02% Add +1170.5% 284,594 $9.7M
Security Financial Services, INC. 1.97% Add +41.5% 283,522 $9.7M
Envestnet Asset Management Inc. 0.00% Reduce -11.2% 276,973 $9.5M
Invenio Wealth Partners LLC 3.77% Reduce -4.1% 262,918 $9.0M
Howard Bailey Securities, LLC 3.28% Add +4.2% 258,552 $8.8M
Venturi Wealth Management, LLC 0.32% Add +0.1% 187,616 $6.4M
Prime Capital Investment Advisors, LLC 0.09% Reduce -1.9% 185,555 $6.3M
Tsfg, LLC 1.18% Add +3.0% 168,031 $5.7M
Royal Bank of Canada 0.00% Add +8.7% 163,249 $5.6M
Premier Path Wealth Partners, LLC 0.72% Add +2.3% 138,632 $4.7M
Financial Advocates Investment Management 0.26% Add +2.9% 131,474 $4.5M
Raymond James Financial Inc. 0.00% — 128,755 $4.4M
Kathmere Capital Management, LLC 0.36% Add +0.0% 115,942 $4.0M
Boston Financial Mangement LLC 0.12% Add +0.6% 115,163 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.3% 109,171 $3.7M
Strive Asset Management, LLC 2.69% — 104,893 $3.6M
Atria Investments, Inc 0.04% Add +6.0% 95,597 $3.3M
Sharkey, Howes & Javer 0.43% Add +22.6% 90,288 $3.1M
Fourth Dimension Wealth, LLC 1.51% — 84,595 $2.9M
D.A. Davidson & Co. 0.02% Add +3.1% 84,398 $2.9M
Occidental Asset Management, LLC 0.43% Add +16.0% 79,810 $2.7M
Corient Private Wealth LP 0.00% Reduce -7.7% 74,705 $2.6M
Impact Capital Partners LLC 0.91% — 74,412 $2.5M
Golden State Wealth Management, LLC 0.38% — 73,253 $2.5M
Ascentis Independent Advisors 0.47% Reduce -69.2% 72,318 $2.5M
Signet Financial Management, LLC 0.31% Reduce -1.4% 70,807 $2.4M
IFP Advisors, Inc 0.07% Reduce -15.7% 66,844 $2.3M
Goldman Sachs Group Inc. 0.00% New 64,025 $2.2M
Capital Analysts, LLC 0.08% Add +12.1% 58,676 $2.0M
Flow Traders U.S. LLC 0.08% Add +36.4% 58,278 $2.0M
Citadel Advisors 0.00% New 42,921 $1.5M
Hobbs Group Advisors, LLC 0.53% Reduce -14.3% 40,955 $1.4M
Resonant Capital Advisors, LLC 0.10% Add +9.7% 39,360 $1.3M
Avestar Capital, LLC 0.12% Add +37.2% 38,322 $1.3M
Priebe Wealth Holdings LLC 0.88% Add +58.0% 37,850 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -42.9% 35,293 $1.2M
Ausdal Financial Partners, Inc. 0.09% Reduce -2.1% 31,952 $1.1M
AssuredPartners Investment Advisors, LLC 0.21% — 31,014 $1.1M
FSA Advisors, Inc. 1.25% Add +11.6% 29,797 $1.0M
Kestra Advisory Services, LLC 0.01% Add +68.5% 28,781 $985K
Per Stirling Capital Management, LLC. 0.13% Reduce -14.8% 27,799 $951K
Janney Montgomery Scott LLC 0.00% Add +0.9% 25,085 $858K
Mutual Advisors, LLC 0.02% Add +1.5% 24,404 $851K
Financial Enhancement Group LLC 0.12% Add +25.6% 22,140 $756K
Princeton Global Asset Management LLC 0.13% Add +0.3% 20,742 $710K
Park Avenue Securities LLC 0.01% Add +26.6% 19,580 $670K
Bison Wealth, LLC 0.08% — 19,089 $653K
Mendel Money Management 0.28% Reduce -2.9% 18,607 $637K
D'Orazio & Associates, Inc. 0.09% Add +7.3% 17,693 $605K
Axis Wealth Partners, LLC 0.48% — 16,601 $568K
Private Advisor Group, LLC 0.00% Reduce -61.9% 16,352 $559K
Sanctuary Advisors, LLC 0.00% Reduce -1.5% 14,956 $547K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -8.0% 15,662 $536K
Stratos Wealth Partners, LTD. 0.01% Reduce -17.6% 15,293 $523K
Sovran Advisors, LLC 0.07% — 15,215 $520K
Cibc World Market Inc. 0.00% Add +8.7% 15,096 $516K
Kondo Wealth Advisors, Inc. 0.24% — 13,588 $465K
My Legacy Advisors, LLC 0.16% Add +4.7% 12,068 $418K
Wealthcare Advisory Partners LLC 0.01% Reduce -13.2% 11,810 $404K
Bank of Montreal 0.00% Reduce -10.6% 11,368 $389K
AE Wealth Management LLC 0.00% Reduce -0.2% 11,241 $385K
Western Wealth Management, LLC 0.02% Add +1.2% 11,151 $381K
Hilltop Holdings Inc. 0.02% Add +0.2% 9,616 $329K
Cahill Financial Advisors Inc. 0.04% Add +20.3% 9,196 $315K
Uhlmann Price Securities, LLC 0.23% Add +0.6% 8,944 $306K
B.O.S.S. Retirement Advisors, LLC 0.08% New 8,625 $295K
Gateway Wealth Partners, LLC 0.07% Add +5.0% 8,363 $286K
O'shaughnessy Asset Management, LLC 0.00% Reduce -24.7% 8,339 $285K
Clearstead Advisors, LLC 0.00% New 8,043 $275K
Creative Planning 0.00% Reduce -13.0% 7,923 $271K
IHT Wealth Management, LLC 0.01% Add +43.5% 7,903 $270K
Creative Financial Designs Inc. 0.02% Add +9.3% 7,889 $270K
Bank of New York Mellon Corp 0.00% Reduce -75.7% 7,754 $265K
Mason Investment Advisory Services, Inc. 0.02% No change 7,748 $265K
Vantage Point Financial LLC 0.13% — 7,256 $248K
Astoria Portfolio Advisors LLC. 0.09% Reduce -21.5% 7,075 $242K
Axxcess Wealth Management, LLC 0.01% New 7,038 $241K
Foster Group, Inc. 0.01% Add +8.8% 6,926 $237K
Key Financial Inc 0.05% Add +36.6% 6,745 $231K
Quartz Partners, LLC 0.13% Add +5.8% 6,429 $220K
Emprise Bank 0.12% New 6,325 $216K
Focus Partners Advisor Solutions, LLC 0.00% New 6,325 $216K
United Advisor Group, LLC 0.04% Reduce -4.6% 6,216 $213K
FFG Retirement Advisors LLC 0.14% No change 6,139 $210K
MML Investors Services, LLC 0.00% Add +2.2% 6,151 $210K
Optima Capital LLC 0.14% — 6,123 $209K
KM Capital Management Ltd. 0.11% New 6,017 $206K
Smartleaf Asset Management LLC 0.02% Add +6.8% 5,816 $200K
Transce3nd, LLC 0.05% — 4,630 $158K
FMR LLC 0.00% Add +12.9% 4,508 $154K
GPS Wealth Strategies Group, LLC 0.02% Add +18.0% 4,486 $153K
REAP Financial Group, LLC 0.04% Reduce -17.7% 4,313 $148K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.5% 3,977 $136K
TD Waterhouse Canada Inc. 0.00% No change 2,895 $99K
CoreCap Advisors, LLC 0.00% Add +5.3% 2,670 $91K
Element Wealth, LLC 0.04% Reduce -6.6% 2,038 $70K
Beaird Harris Wealth Management, LLC 0.00% No change 1,440 $49K
Aptus Capital Advisors, LLC 0.00% No change 1,129 $39K
Stonebridge Financial Group, LLC 0.00% — 1,036 $35K
Cwm, LLC 0.00% No change 1,037 $35K
Medallion Wealth Advisors, LLC 0.01% — 793 $27K
Capital Advisors, Ltd. LLC 0.00% No change 658 $23K
Decker Retirement Planning Inc. 0.01% — 534 $18K
Frazier Financial Advisors, LLC 0.01% No change 495 $17K
ORG Partners LLC 0.00% New 468 $16K
Ameriflex Group, Inc. 0.01% — 421 $15K
NBT Bank, N.A. 0.00% No change 429 $15K
FLP Wealth Management, LLC 0.04% — 412 $14K
Quest 10 Wealth Builders, Inc. 0.01% — 356 $12K
Principal Securities, Inc. 0.00% New 304 $10K
Wells Fargo & Company 0.00% Add +92.6% 208 $7K
Global Retirement Partners, LLC 0.00% Reduce -98.7% 193 $7K
Caitlin John, LLC 0.00% No change 108 $4K
Continuum Advisory, LLC 0.00% No change 86 $3K
Pension & Wealth Management Advisors, Inc. 0.00% New 76 $3K
Roxbury Financial LLC 0.00% — 54 $2K
Lanark Financial, Inc. 0.07% — 22 $763

"% 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.