IQDG institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding139
Shares held12,994,859
Reported value$558.9m
Quarter flows15 new, 53 added, 51 trimmed, 23 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/2,104,542$90.7m0.0%
MORGAN STANLEY1,625,496$70.0m0.0%
AlphaCore Capital LLC1,064,871$45.9m0.8%
LPL Financial LLC912,174$39.3m0.0%
ENVESTNET ASSET MANAGEMENT INC809,142$34.9m0.0%
HighTower Advisors, LLC686,681$29.6m0.0%
Cetera Investment Advisers584,321$25.2m0.0%
Revolve Wealth Partners, LLC454,107$19.6m2.0%
UBS Group AG420,618$18.1m0.0%
CAPTRUST FINANCIAL ADVISORS353,215$15.2m0.0%
Prime Capital Investment Advisors, LLC324,190$14.0m0.1%
One Capital Management, LLC305,304$12.3m0.3%
Venturi Wealth Management, LLC187,054$8.1m0.3%
Premier Path Wealth Partners, LLC170,171$7.3m0.8%
TSFG, LLC148,096$6.4m0.8%
CGN Advisors LLC142,289$6.1m0.4%
Rockefeller Capital Management L.P.141,396$6.1m0.0%
Corient Private Wealth LP133,441$5.7m0.0%
Catalyst Investment Management LLC121,530$5.2m4.7%
RAYMOND JAMES FINANCIAL INC117,786$5.1m0.0%
Fourth Dimension Wealth, LLC114,507$4.9m1.6%
ROYAL BANK OF CANADA110,853$4.8m0.0%
Kathmere Capital Management, LLC104,833$4.5m0.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP95,364$4.1m0.0%
HRT FINANCIAL LP90,759$3.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IQDG"). IQDG price history · All 13F data

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