Wisdomtree Intl QLTY DVD GRWIQDGETF

13F holders, Q2 2025 (June 30)
136holders +7
17new positions
13sold out
1famous investor
$39.64avg. 13F price*

At the end of Q2 2025, 136 institutions reported holding Wisdomtree Intl QLTY DVD GRW (IQDG) in their 13F filings, up 7 from Q1 2025. 17 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($91.3M), One Capital Management, LLC ($76.7M) and Morgan Stanley ($71.8M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions17$8.3M
Exits13$4.9M

All 13F filers, Q1 2025 → Q2 2025: 788,142 shares bought and 2,316,958 shares sold, net −1,528,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 136 holders

Bank of America Corp. 0.01% Reduce -1.7% 2,302,187 $91.3M
One Capital Management, LLC 2.66% Reduce -13.6% 1,936,126 $76.7M
Morgan Stanley 0.00% Reduce -42.9% 1,810,514 $71.8M
SPC Financial, Inc. 3.50% Add +1.3% 1,054,316 $41.8M
LPL Financial LLC 0.01% Add +2.8% 941,688 $37.3M
Cetera Investment Advisers 0.04% Reduce -1.7% 579,120 $23.0M
UBS Group AG 0.00% Add +1.0% 569,045 $22.6M
CGN Advisors LLC 1.88% Add +4.1% 529,967 $21.0M
HighTower Advisors, LLC 0.02% Add +5.1% 500,177 $19.8M
Revolve Wealth Partners, LLC 2.21% Add +3.5% 425,956 $16.9M
Commonwealth Equity Services, LLC 0.02% Add +0.1% 294,025 $11.7M
Invenio Wealth Partners LLC 3.68% Reduce -7.3% 233,181 $9.2M
Howard Bailey Securities, LLC 2.81% Reduce -10.3% 230,033 $9.1M
Prime Capital Investment Advisors, LLC 0.12% Add +12.4% 219,574 $8.7M
Financial Advocates Investment Management 0.70% Add +60.2% 215,621 $8.5M
Envestnet Asset Management Inc. 0.00% Add +3.8% 173,123 $6.9M
Venturi Wealth Management, LLC 0.32% Reduce -4.2% 163,076 $6.5M
Royal Bank of Canada 0.00% Add +12.1% 161,947 $6.4M
Journey Strategic Wealth LLC 0.21% Reduce -15.2% 161,306 $6.4M
Captrust Financial Advisors 0.01% Add +15.5% 150,437 $6.0M
Premier Path Wealth Partners, LLC 0.83% Add +0.7% 149,617 $5.9M
Jane Street Group, LLC 0.01% Reduce -21.7% 141,315 $5.6M
JPMorgan Chase & Co. 0.00% Reduce -6.8% 136,713 $5.4M
Security Financial Services, INC. 0.84% Add +15.1% 120,315 $4.8M
Kathmere Capital Management, LLC 0.34% Reduce -3.8% 110,456 $4.4M
Future Fund LLC 1.80% New 101,507 $4.0M
Citadel Advisors 0.00% Add +95.3% 97,804 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +2108.7% 94,114 $3.7M
Tsfg, LLC 0.67% Reduce -8.9% 93,975 $3.7M
Fourth Dimension Wealth, LLC 1.55% Add +17.8% 92,850 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -19.7% 86,193 $3.4M
D.A. Davidson & Co. 0.02% Reduce -4.3% 79,355 $3.1M
IFP Advisors, Inc 0.09% Reduce -2.0% 76,381 $3.0M
Atria Investments, Inc 0.04% Add +1.5% 75,947 $3.0M
Corient Private Wealth LP 0.00% Reduce -0.6% 75,739 $3.0M
Vestmark Advisory Solutions, Inc. 0.04% Add +151.3% 71,150 $2.8M
Golden State Wealth Management, LLC 0.31% Add +33.4% 63,610 $2.5M
Impact Capital Partners LLC 0.74% Add +1.5% 57,236 $2.3M
Raymond James Financial Inc. 0.00% Reduce -2.4% 55,535 $2.2M
Ascentis Independent Advisors 0.40% Add +76.2% 54,233 $2.1M
Capital Analysts, LLC 0.07% Reduce -6.7% 53,910 $2.1M
Ausdal Financial Partners, Inc. 0.13% Add +16.7% 50,333 $2.0M
Sharkey, Howes & Javer 0.26% Reduce -12.5% 49,044 $1.9M
Signet Financial Management, LLC 0.23% Reduce -11.2% 46,884 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +33.4% 43,262 $1.7M
Resonant Capital Advisors, LLC 0.11% Reduce -3.9% 42,835 $1.7M
Hobbs Group Advisors, LLC 0.54% Reduce -0.5% 40,000 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -1.6% 37,473 $1.5M
Stifel Financial Corp. 0.00% New 37,111 $1.5M
Priebe Wealth Holdings LLC 1.25% Reduce -14.7% 36,300 $1.4M
Creative Planning 0.00% Add +284.1% 31,139 $1.2M
Financial Enhancement Group LLC 0.17% Reduce -0.1% 29,364 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -9.3% 29,068 $1.2M
Kestra Advisory Services, LLC 0.01% Add +108.8% 28,211 $1.1M
Per Stirling Capital Management, LLC. 0.12% Add +7.0% 24,138 $957K
Princeton Global Asset Management LLC 0.16% Add +4.6% 22,710 $900K
Osaic Holdings, Inc. 0.00% Reduce -31.6% 21,359 $847K
Avestar Capital, LLC 0.06% Reduce -35.6% 20,693 $820K
Flow Traders U.S. LLC 0.03% Reduce -85.8% 20,655 $819K
Strive Asset Management, LLC 0.46% Reduce -75.8% 19,178 $760K
Mendel Money Management 0.30% Reduce -2.3% 17,311 $686K
Mutual Advisors, LLC 0.02% Reduce -14.3% 16,235 $645K
Sanctuary Advisors, LLC 0.00% Add +4.0% 15,922 $631K
Lanark Financial, Inc. 0.05% Reduce -6.8% 15,192 $602K
D'Orazio & Associates, Inc. 0.08% Reduce -15.0% 15,048 $596K
Cibc World Market Inc. 0.00% Add +1.6% 15,009 $595K
Private Advisor Group, LLC 0.00% Reduce -4.3% 14,349 $569K
City Center Advisors, LLC 0.57% Reduce -4.3% 13,411 $532K
Axxcess Wealth Management, LLC 0.01% Add +2.1% 12,882 $511K
Kondo Wealth Advisors, Inc. 0.22% Add +1.1% 12,552 $494K
Bank of Montreal 0.00% Add +63.1% 12,046 $478K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -37.9% 11,716 $464K
Western Wealth Management, LLC 0.03% Add +28.4% 11,330 $449K
Uhlmann Price Securities, LLC 0.30% Add +17.9% 10,589 $420K
FMR LLC 0.00% Reduce -3.2% 10,293 $408K
Trilogy Capital Inc. 0.02% Reduce -28.0% 10,011 $397K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.2% 9,177 $364K
Cahill Financial Advisors Inc. 0.04% Add +6.7% 9,153 $363K
Key Financial Inc 0.07% Add +31.6% 9,035 $358K
Mariner, LLC 0.00% New 8,460 $335K
Evolution Wealth Management Inc. 0.41% — 8,368 $332K
FSA Advisors, Inc. 0.26% Reduce -59.1% 8,197 $325K
Arete Wealth Advisors, LLC 0.02% Reduce -2.4% 8,162 $324K
Gladstone Institutional Advisory LLC 0.01% New 8,158 $323K
IHT Wealth Management, LLC 0.01% Reduce -9.6% 7,809 $310K
Mason Investment Advisory Services, Inc. 0.02% No change 7,748 $307K
O'shaughnessy Asset Management, LLC 0.00% Reduce -21.2% 7,732 $306K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -8.8% 7,432 $294K
Bank of New York Mellon Corp 0.00% Add +2.9% 7,135 $283K
Sovran Advisors, LLC 0.03% Reduce -39.7% 7,065 $279K
World Equity Group, Inc. 0.08% Add +20.7% 7,023 $278K
Vantage Point Financial LLC 0.12% Reduce -7.9% 6,789 $269K
Bison Wealth, LLC 0.02% Reduce -13.6% 6,492 $257K
AE Wealth Management LLC 0.00% Reduce -26.1% 6,381 $253K
Virtu Financial LLC 0.01% New 6,350 $252K
Park Avenue Securities LLC 0.00% New 6,331 $251K
Emprise Bank 0.12% No change 6,325 $251K
United Advisor Group, LLC 0.04% Add +5.0% 6,280 $249K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -18.5% 5,992 $238K
Breakwater Capital Group 0.04% New 5,877 $233K

"% 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 136 holders