WISDOMTREE INTL QLTY DVD GRW (IQDG) Institutional Shareholders
WISDOMTREE INTL QLTY DVD GRW (IQDG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $532.31M in IQDG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IQDG tracked by InsiderSet, reporting ownership valued at approximately $90.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $90.50M, representing an estimated loss of -0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed IQDG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Alphacore Capital Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE INTL QLTY DVD GRW (IQDG).
This page ranks the largest institutional IQDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
133
Total Reported Value
$532.31M
Largest Holder
Bank Of America Corp
Largest Position
$90.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 2,104,542 | $90,663,669 | $90,495,306 | -$168,363 | -0.19% | |
| Morgan Stanley | 0.00% | 1,625,496 | $70,026,401 | $69,896,328 | -$130,073 | -0.19% | |
| Alphacore Capital Llc | 0.84% | 1,064,871 | $45,874,647 | $45,789,453 | -$85,194 | -0.19% | |
| Lpl Financial Llc | 0.01% | 912,174 | $39,296,439 | $39,223,482 | -$72,957 | -0.19% | |
| Envestnet Asset Management Inc | 0.01% | 809,142 | $34,857,832 | $34,793,106 | -$64,726 | -0.19% | |
| Cetera Investment Advisers | 0.02% | 584,321 | $25,172,554 | $25,125,803 | -$46,751 | -0.19% | |
| Revolve Wealth Partners, Llc | 2.04% | 454,107 | $19,562,949 | $19,526,601 | -$36,348 | -0.19% | |
| Ubs Group Ag | 0.00% | 420,618 | $18,120,223 | $18,086,574 | -$33,649 | -0.19% | |
| Captrust Financial Advisors | 0.02% | 353,215 | $15,216,520 | $15,188,245 | -$28,275 | -0.19% | |
| Prime Capital Investment Advisors, Llc | 0.14% | 324,190 | $13,966,107 | $13,940,170 | -$25,937 | -0.19% | |
| One Capital Management, Llc | 0.34% | 305,304 | $12,254,931 | $13,128,072 | +$873,141 | +7.12% | |
| Venturi Wealth Management, Llc | 0.31% | 187,054 | $8,058,287 | $8,043,322 | -$14,965 | -0.19% | |
| Premier Path Wealth Partners, Llc | 0.84% | 170,171 | $7,330,950 | $7,317,353 | -$13,597 | -0.19% | |
| Tsfg, Llc | 0.80% | 148,096 | $6,380,000 | $6,368,128 | -$11,872 | -0.19% | |
| Cgn Advisors Llc | 0.45% | 142,289 | $6,129,809 | $6,118,427 | -$11,382 | -0.19% | |
| Rockefeller Capital Management L.P. | 0.01% | 141,396 | $6,091,373 | $6,080,028 | -$11,345 | -0.19% | |
| Corient Private Wealth Llc | 0.01% | 133,441 | $5,748,650 | $5,737,963 | -$10,687 | -0.19% | |
| Catalyst Investment Management Llc | 4.75% | 121,530 | $5,235,510 | $5,225,790 | -$9,720 | -0.19% | |
| Raymond James Financial Inc | 0.00% | 117,786 | $5,074,227 | $5,064,798 | -$9,429 | -0.19% | |
| Fourth Dimension Wealth, Llc | 1.56% | 114,507 | $4,932,983 | $4,923,801 | -$9,182 | -0.19% | |
| Royal Bank Of Canada | 0.00% | 110,853 | $4,775,000 | $4,766,679 | -$8,321 | -0.17% | |
| Journey Strategic Wealth Llc | 0.12% | 115,693 | $4,643,928 | $4,974,799 | +$330,871 | +7.12% | |
| Kathmere Capital Management, Llc | 0.24% | 104,833 | $4,516,206 | $4,507,819 | -$8,387 | -0.19% | |
| Susquehanna International Group, Llp | 0.00% | 95,364 | $4,108,281 | $4,100,652 | -$7,629 | -0.19% | |
| Hrt Financial Lp | 0.01% | 90,759 | $3,909,000 | $3,902,637 | -$6,363 | -0.16% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 84,153 | $3,625,311 | $3,618,579 | -$6,732 | -0.19% | |
| Merit Financial Group, Llc | 0.02% | 83,672 | $3,604,600 | $3,597,896 | -$6,704 | -0.19% | |
| Atria Investments, Inc | 0.04% | 83,652 | $3,603,735 | $3,597,036 | -$6,699 | -0.19% | |
| Impact Capital Partners Llc | 0.93% | 78,751 | $3,392,593 | $3,386,293 | -$6,300 | -0.19% | |
| Sigfig Wealth Management, Llc | 0.09% | 74,859 | $3,215,194 | $3,218,937 | +$3,743 | +0.12% | |
| Savvy Advisors, Inc. | 0.06% | 68,368 | $2,945,312 | $2,939,824 | -$5,488 | -0.19% | |
| Resonant Capital Advisors, Llc | 0.11% | 54,717 | $2,357,213 | $2,352,831 | -$4,382 | -0.19% | |
| Summit Financial, Llc | 0.02% | 52,289 | $2,252,620 | $2,248,427 | -$4,193 | -0.19% | |
| Ifp Advisors, Inc | 0.04% | 51,923 | $2,236,843 | $2,232,689 | -$4,154 | -0.19% | |
| Signet Financial Management, Llc | 0.24% | 52,575 | $2,110,354 | $2,260,725 | +$150,371 | +7.13% | |
| Stifel Financial Corp | 0.00% | 45,319 | $1,952,337 | $1,948,717 | -$3,620 | -0.19% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 45,229 | $1,948,465 | $1,944,847 | -$3,618 | -0.19% | |
| Western Wealth Management, Llc | 0.06% | 44,567 | $1,919,942 | $1,916,381 | -$3,561 | -0.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,191 | $1,903,730 | $1,900,213 | -$3,517 | -0.18% | |
| Mendel Money Management | 0.63% | 39,756 | $1,712,688 | $1,709,508 | -$3,180 | -0.19% | |
| Hobbs Group Advisors, Llc | 0.44% | 39,034 | $1,681,578 | $1,678,462 | -$3,116 | -0.19% | |
| Financial Enhancement Group Llc | 0.17% | 32,879 | $1,416,427 | $1,413,797 | -$2,630 | -0.19% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 28,315 | $1,219,810 | $1,217,545 | -$2,265 | -0.19% | |
| Vestgen Advisors, Llc | 0.03% | 27,036 | $1,164,711 | $1,162,548 | -$2,163 | -0.19% | |
| Ausdal Financial Partners, Inc. | 0.04% | 26,074 | $1,123,254 | $1,121,182 | -$2,072 | -0.18% | |
| Per Stirling Capital Management, Llc. | 0.09% | 22,566 | $972,134 | $970,338 | -$1,796 | -0.18% | |
| Avestar Capital, Llc | 0.05% | 20,050 | $863,754 | $862,150 | -$1,604 | -0.19% | |
| City Center Advisors, Llc | 0.58% | 16,689 | $718,962 | $717,627 | -$1,335 | -0.19% | |
| Sanctuary Advisors, Llc | 0.00% | 15,617 | $672,759 | $671,531 | -$1,228 | -0.18% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 16,415 | $658,898 | $705,845 | +$46,947 | +7.13% |
Frequently asked questions about IQDG
Who owns the most IQDG stock?
The largest holders of IQDG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE INTL QLTY DVD GRW (IQDG).
Is IQDG widely held by superinvestors?
Many widely followed stocks like IQDG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IQDG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.