Wisdomtree Intl QLTY DVD GRWIQDGETF

13F holders, Q1 2025 (March 31)
129holders −3
17new positions
18sold out
1famous investor
$35.68avg. 13F price*

At the end of Q1 2025, 129 institutions reported holding Wisdomtree Intl QLTY DVD GRW (IQDG) in their 13F filings, down 3 from Q4 2024. 17 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($113.1M), Bank of America Corp. ($83.6M) and One Capital Management, LLC ($80.0M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$11.4M
Exits18$51.2M

All 13F filers, Q4 2024 → Q1 2025: 714,610 shares bought and 5,093,075 shares sold, net −4,378,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 129 holders

Morgan Stanley 0.01% Reduce -7.2% 3,170,264 $113.1M
Bank of America Corp. 0.01% Add +1.2% 2,342,167 $83.6M
One Capital Management, LLC 2.71% Reduce -11.2% 2,242,032 $80.0M
SPC Financial, Inc. 3.26% Add +3.5% 1,040,347 $37.1M
LPL Financial LLC 0.01% Add +9.3% 916,300 $32.7M
Cetera Investment Advisers 0.04% Reduce -4.5% 589,165 $21.0M
UBS Group AG 0.00% Add +2.3% 563,588 $20.1M
CGN Advisors LLC 1.78% Reduce -43.8% 508,973 $18.2M
HighTower Advisors, LLC 0.02% Reduce -2.1% 475,930 $17.0M
Revolve Wealth Partners, LLC 2.12% Add +10.3% 411,688 $14.7M
Commonwealth Equity Services, LLC 0.01% Add +2.7% 293,874 $10.5M
Howard Bailey Securities, LLC 3.05% Reduce -0.8% 256,376 $9.1M
Invenio Wealth Partners LLC 3.77% Reduce -4.4% 251,410 $9.0M
Prime Capital Investment Advisors, LLC 0.08% Add +5.3% 195,320 $7.0M
Journey Strategic Wealth LLC 0.24% Reduce -66.8% 190,313 $6.8M
Jane Street Group, LLC 0.01% Reduce -36.6% 180,453 $6.4M
Venturi Wealth Management, LLC 0.32% Reduce -9.3% 170,214 $6.1M
Envestnet Asset Management Inc. 0.00% Reduce -39.8% 166,817 $6.0M
Premier Path Wealth Partners, LLC 0.82% Add +7.2% 148,538 $5.3M
JPMorgan Chase & Co. 0.00% Reduce -53.6% 146,607 $5.2M
Flow Traders U.S. LLC 0.22% Add +149.1% 145,188 $5.2M
Royal Bank of Canada 0.00% Reduce -11.5% 144,511 $5.2M
Financial Advocates Investment Management 0.34% Add +2.4% 134,626 $4.8M
Captrust Financial Advisors 0.01% New 130,265 $4.6M
Kathmere Capital Management, LLC 0.35% Reduce -0.9% 114,843 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.7% 107,287 $3.8M
Security Financial Services, INC. 0.74% Reduce -63.1% 104,543 $3.7M
Tsfg, LLC 0.75% Reduce -38.6% 103,165 $3.7M
D.A. Davidson & Co. 0.02% Reduce -1.8% 82,881 $3.0M
Strive Asset Management, LLC 1.97% Reduce -24.4% 79,341 $2.8M
Fourth Dimension Wealth, LLC 1.36% Reduce -6.8% 78,801 $2.8M
IFP Advisors, Inc 0.09% Add +16.6% 77,924 $2.8M
Corient Private Wealth LP 0.00% Add +2.0% 76,177 $2.7M
Atria Investments, Inc 0.03% Reduce -21.7% 74,833 $2.7M
Capital Analysts, LLC 0.08% Reduce -1.6% 57,765 $2.1M
Raymond James Financial Inc. 0.00% Reduce -55.8% 56,896 $2.0M
Impact Capital Partners LLC 0.73% Reduce -24.2% 56,410 $2.0M
Sharkey, Howes & Javer 0.29% Reduce -38.0% 56,022 $2.0M
Signet Financial Management, LLC 0.25% Reduce -25.4% 52,822 $1.9M
Citadel Advisors 0.00% Add +16.7% 50,076 $1.8M
Golden State Wealth Management, LLC 0.25% Reduce -34.9% 47,672 $1.7M
Resonant Capital Advisors, LLC 0.11% Add +13.2% 44,556 $1.6M
Ausdal Financial Partners, Inc. 0.12% Add +35.0% 43,145 $1.5M
Priebe Wealth Holdings LLC 0.95% Add +12.4% 42,550 $1.5M
Hobbs Group Advisors, LLC 0.54% Reduce -1.9% 40,183 $1.4M
Goldman Sachs Group Inc. 0.00% Reduce -37.7% 39,893 $1.4M
Susquehanna International Group, LLP 0.00% New 38,063 $1.4M
Rockefeller Capital Management L.P. 0.00% New 32,431 $1.2M
Avestar Capital, LLC 0.11% Reduce -16.2% 32,116 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +109.5% 32,035 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -11.5% 31,225 $1.1M
Ascentis Independent Advisors 0.22% Reduce -57.4% 30,787 $1.1M
Concurrent Investment Advisors, LLC 0.03% New 30,373 $1.1M
Financial Enhancement Group LLC 0.16% Add +32.7% 29,378 $1.0M
Vestmark Advisory Solutions, Inc. 0.03% New 28,315 $1.0M
Per Stirling Capital Management, LLC. 0.12% Reduce -18.8% 22,567 $805K
Princeton Global Asset Management LLC 0.15% Add +4.7% 21,713 $775K
FSA Advisors, Inc. 0.57% Reduce -32.6% 20,067 $716K
Mutual Advisors, LLC 0.02% Reduce -22.4% 18,940 $697K
Nations Financial Group Inc, /Ia/ 0.05% Add +20.4% 18,858 $673K
AssuredPartners Investment Advisors, LLC 0.13% Reduce -39.3% 18,812 $671K
Mendel Money Management 0.30% Reduce -4.8% 17,721 $632K
D'Orazio & Associates, Inc. 0.10% Add +0.1% 17,710 $632K
Lanark Financial, Inc. 0.05% — 16,298 $581K
Sanctuary Advisors, LLC 0.00% Add +2.4% 15,312 $546K
Private Advisor Group, LLC 0.00% Reduce -8.3% 14,993 $535K
Cibc World Market Inc. 0.00% Reduce -2.2% 14,765 $527K
City Center Advisors, LLC 0.58% New 14,020 $500K
Trilogy Capital Inc. 0.03% Reduce -98.8% 13,907 $496K
Kestra Advisory Services, LLC 0.00% Reduce -53.1% 13,508 $482K
Axxcess Wealth Management, LLC 0.01% Add +79.3% 12,618 $450K
Kondo Wealth Advisors, Inc. 0.22% Reduce -8.6% 12,420 $443K
My Legacy Advisors, LLC 0.16% Reduce -1.4% 11,902 $425K
Sovran Advisors, LLC 0.05% Reduce -23.0% 11,716 $413K
FMR LLC 0.00% Add +136.0% 10,638 $380K
O'shaughnessy Asset Management, LLC 0.00% Add +17.7% 9,816 $350K
Wealthcare Advisory Partners LLC 0.01% Reduce -19.7% 9,483 $338K
Axis Wealth Partners, LLC 0.25% Reduce -43.9% 9,322 $333K
Uhlmann Price Securities, LLC 0.24% Add +0.4% 8,981 $320K
Western Wealth Management, LLC 0.02% Reduce -20.8% 8,827 $315K
IHT Wealth Management, LLC 0.01% Add +9.3% 8,635 $308K
AE Wealth Management LLC 0.00% Reduce -23.2% 8,633 $308K
Cahill Financial Advisors Inc. 0.04% Reduce -6.7% 8,577 $306K
Arete Wealth Advisors, LLC 0.02% New 8,358 $298K
Investor's Fiduciary Advisor Network, LLC 0.14% New 8,152 $290K
Creative Planning 0.00% Add +2.3% 8,108 $289K
Gateway Wealth Partners, LLC 0.06% Reduce -6.3% 7,834 $280K
Mason Investment Advisory Services, Inc. 0.02% No change 7,748 $276K
Bison Wealth, LLC 0.03% Reduce -60.6% 7,517 $268K
Bank of Montreal 0.00% Reduce -35.0% 7,385 $263K
Vantage Point Financial LLC 0.13% Add +1.6% 7,369 $263K
B.O.S.S. Retirement Advisors, LLC 0.08% Reduce -14.7% 7,355 $262K
Astoria Portfolio Advisors LLC. 0.09% Reduce -1.8% 6,947 $250K
Bank of New York Mellon Corp 0.00% Reduce -10.5% 6,937 $247K
Foster Group, Inc. 0.01% Reduce -0.7% 6,876 $245K
Key Financial Inc 0.05% Add +1.8% 6,864 $245K
Arkadios Wealth Advisors 0.01% New 6,621 $236K
Focus Partners Advisor Solutions, LLC 0.00% Add +3.6% 6,554 $234K
Quartz Partners, LLC 0.14% Add +0.9% 6,485 $231K
Emprise Bank 0.12% No change 6,325 $226K

"% 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 129 holders