WISDOMTREE INTL QLTY DVD GRW (IQDG) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $555.44M 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 $92.28M in its March 31, 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 $100.28M, representing an estimated gain of +8.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
144
Total Reported Value
$555.44M
Largest Holder
Bank Of America Corp
Largest Position
$92.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
153
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% | 2,298,870 | $92,276,639 | $100,276,709 | +$8,000,070 | +8.67% | |
| Morgan Stanley | 0.00% | 1,672,545 | $67,135,971 | $72,956,413 | +$5,820,442 | +8.67% | |
| Alphacore Capital Llc | 1.03% | 1,080,843 | $43,385,036 | $47,146,372 | +$3,761,336 | +8.67% | |
| Lpl Financial Llc | 0.01% | 888,093 | $35,648,044 | $38,738,617 | +$3,090,573 | +8.67% | |
| Envestnet Asset Management Inc | 0.01% | 776,239 | $31,158,250 | $33,859,545 | +$2,701,295 | +8.67% | |
| Hightower Advisors, Llc | 0.03% | 691,457 | $27,755,557 | $30,161,354 | +$2,405,797 | +8.67% | |
| Ubs Group Ag | 0.00% | 636,676 | $25,556,174 | $27,771,807 | +$2,215,633 | +8.67% | |
| Cetera Investment Advisers | 0.03% | 599,309 | $24,056,247 | $26,141,859 | +$2,085,612 | +8.67% | |
| Revolve Wealth Partners, Llc | 2.26% | 432,796 | $17,372,431 | $18,878,562 | +$1,506,131 | +8.67% | |
| Cgn Advisors Llc | 1.37% | 431,835 | $17,333,860 | $18,836,643 | +$1,502,783 | +8.67% | |
| Captrust Financial Advisors | 0.02% | 311,902 | $12,518,845 | $13,605,165 | +$1,086,320 | +8.68% | |
| One Capital Management, Llc | 0.34% | 305,304 | $12,254,931 | $13,317,360 | +$1,062,429 | +8.67% | |
| Prime Capital Investment Advisors, Llc | 0.10% | 224,821 | $9,024,332 | $9,806,692 | +$782,360 | +8.67% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 205,732 | $8,258,067 | $8,974,030 | +$715,963 | +8.67% | |
| Merit Financial Group, Llc | 0.06% | 200,818 | $8,060,817 | $8,759,681 | +$698,864 | +8.67% | |
| Venturi Wealth Management, Llc | 0.31% | 169,234 | $6,793,053 | $7,381,987 | +$588,934 | +8.67% | |
| Rockefeller Capital Management L.P. | 0.01% | 142,769 | $5,730,803 | $6,227,584 | +$496,781 | +8.67% | |
| Premier Path Wealth Partners, Llc | 0.67% | 127,826 | $5,130,925 | $5,575,770 | +$444,845 | +8.67% | |
| Susquehanna International Group, Llp | 0.01% | 121,094 | $4,860,713 | $5,282,120 | +$421,407 | +8.67% | |
| Corient Private Wealth Llc | 0.01% | 117,006 | $4,696,607 | $5,103,802 | +$407,195 | +8.67% | |
| Journey Strategic Wealth Llc | 0.12% | 115,693 | $4,643,928 | $5,046,529 | +$402,601 | +8.67% | |
| Catalyst Investment Management Llc | 5.10% | 105,441 | $4,603,562 | $4,599,336 | -$4,226 | -0.09% | |
| Royal Bank Of Canada | 0.00% | 112,880 | $4,530,000 | $4,923,826 | +$393,826 | +8.69% | |
| Fourth Dimension Wealth, Llc | 1.67% | 109,538 | $4,396,847 | $4,778,048 | +$381,201 | +8.67% | |
| Raymond James Financial Inc | 0.00% | 109,372 | $4,390,226 | $4,770,807 | +$380,581 | +8.67% | |
| Kathmere Capital Management, Llc | 0.27% | 107,138 | $4,300,519 | $4,673,360 | +$372,841 | +8.67% | |
| Atria Investments, Inc | 0.04% | 83,972 | $3,370,647 | $3,662,859 | +$292,212 | +8.67% | |
| Jane Street Group, Llc | 0.00% | 82,095 | $3,295,293 | $3,580,984 | +$285,691 | +8.67% | |
| Impact Capital Partners Llc | 0.90% | 73,850 | $2,964,339 | $3,221,337 | +$256,998 | +8.67% | |
| Sigfig Wealth Management, Llc | 0.09% | 73,681 | $2,957,555 | $3,213,965 | +$256,410 | +8.67% | |
| Savvy Advisors, Inc. | 0.07% | 61,754 | $2,478,817 | $2,693,709 | +$214,892 | +8.67% | |
| D.A. Davidson & Co. | 0.01% | 60,950 | $2,446,533 | $2,658,639 | +$212,106 | +8.67% | |
| Summit Financial, Llc | 0.03% | 52,798 | $2,119,305 | $2,303,049 | +$183,744 | +8.67% | |
| Signet Financial Management, Llc | 0.24% | 52,575 | $2,110,354 | $2,293,322 | +$182,968 | +8.67% | |
| Ifp Advisors, Inc | 0.04% | 51,984 | $2,086,638 | $2,267,542 | +$180,904 | +8.67% | |
| Resonant Capital Advisors, Llc | 0.10% | 49,134 | $1,972,224 | $2,143,225 | +$171,001 | +8.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,586 | $1,869,980 | $2,032,081 | +$162,101 | +8.67% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 45,229 | $1,815,492 | $1,972,889 | +$157,397 | +8.67% | |
| Western Wealth Management, Llc | 0.06% | 43,153 | $1,732,141 | $1,882,334 | +$150,193 | +8.67% | |
| Stifel Financial Corp | 0.00% | 42,640 | $1,711,573 | $1,859,957 | +$148,384 | +8.67% | |
| Independent Advisor Alliance | 0.02% | 40,250 | $1,615,670 | $1,755,705 | +$140,035 | +8.67% | |
| Hobbs Group Advisors, Llc | 0.47% | 39,174 | $1,572,434 | $1,708,770 | +$136,336 | +8.67% | |
| Gts Securities Llc | 0.06% | 38,791 | $1,557,071 | $1,692,063 | +$134,992 | +8.67% | |
| Financial Enhancement Group Llc | 0.18% | 33,614 | $1,467,587 | $1,466,243 | -$1,344 | -0.09% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 32,430 | $1,301,740 | $1,414,597 | +$112,857 | +8.67% | |
| Mendel Money Management | 0.51% | 30,134 | $1,209,579 | $1,314,445 | +$104,866 | +8.67% | |
| Ausdal Financial Partners, Inc. | 0.05% | 26,632 | $1,069,023 | $1,161,688 | +$92,665 | +8.67% | |
| Vestgen Advisors, Llc | 0.03% | 22,689 | $957,703 | $989,694 | +$31,991 | +3.34% | |
| Per Stirling Capital Management, Llc. | 0.10% | 23,247 | $933,123 | $1,014,034 | +$80,911 | +8.67% | |
| Avestar Capital, Llc | 0.06% | 20,280 | $814,039 | $884,614 | +$70,575 | +8.67% |
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.