IQDG Institutional Ownership & Shareholders
WISDOMTREE INTL QLTY DVD GRW (IQDG) is currently held by 133 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $525.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $88.66M, representing an estimated loss of -2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
$525.19M
Largest Holder
Bank Of America Corp
Largest Position
$90.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $88,664,354 | -$1,999,315 | -2.21% | |
| Morgan Stanley | 0.00% | 1,625,496 | $70,026,401 | $68,482,146 | -$1,544,255 | -2.21% | |
| Alphacore Capital Llc | 0.84% | 1,064,871 | $45,874,647 | $44,863,015 | -$1,011,632 | -2.21% | |
| Lpl Financial Llc | 0.01% | 912,174 | $39,296,439 | $38,429,891 | -$866,548 | -2.21% | |
| Envestnet Asset Management Inc | 0.01% | 809,142 | $34,857,832 | $34,089,152 | -$768,680 | -2.21% | |
| Cetera Investment Advisers | 0.02% | 584,321 | $25,172,554 | $24,617,444 | -$555,110 | -2.21% | |
| Revolve Wealth Partners, Llc | 2.21% | 494,930 | $21,064,205 | $20,851,401 | -$212,804 | -1.01% | |
| Ubs Group Ag | 0.00% | 420,618 | $18,120,223 | $17,720,636 | -$399,587 | -2.21% | |
| Captrust Financial Advisors | 0.02% | 353,215 | $15,216,520 | $14,880,948 | -$335,572 | -2.21% | |
| Prime Capital Investment Advisors, Llc | 0.14% | 327,932 | $13,956,779 | $13,815,775 | -$141,004 | -1.01% | |
| One Capital Management, Llc | 0.34% | 305,304 | $12,254,931 | $12,862,458 | +$607,527 | +4.96% | |
| Premier Path Wealth Partners, Llc | 1.23% | 248,311 | $10,568,119 | $10,461,342 | -$106,777 | -1.01% | |
| Venturi Wealth Management, Llc | 0.31% | 187,054 | $8,058,287 | $7,880,585 | -$177,702 | -2.21% | |
| Rockefeller Capital Management L.P. | 0.01% | 141,396 | $6,091,373 | $5,957,013 | -$134,360 | -2.21% | |
| Corient Private Wealth Llc | 0.01% | 133,441 | $5,748,650 | $5,621,869 | -$126,781 | -2.21% | |
| Cgn Advisors Llc | 0.42% | 127,079 | $5,408,483 | $5,353,838 | -$54,645 | -1.01% | |
| Raymond James Financial Inc | 0.00% | 117,786 | $5,074,227 | $4,962,324 | -$111,903 | -2.21% | |
| Fourth Dimension Wealth, Llc | 1.56% | 114,507 | $4,932,983 | $4,824,180 | -$108,803 | -2.21% | |
| Royal Bank Of Canada | 0.00% | 110,853 | $4,775,000 | $4,670,237 | -$104,763 | -2.19% | |
| Journey Strategic Wealth Llc | 0.12% | 115,693 | $4,643,928 | $4,874,146 | +$230,218 | +4.96% | |
| Kathmere Capital Management, Llc | 0.21% | 103,556 | $4,407,343 | $4,362,814 | -$44,529 | -1.01% | |
| Susquehanna International Group, Llp | 0.00% | 95,364 | $4,108,281 | $4,017,685 | -$90,596 | -2.21% | |
| Hrt Financial Lp | 0.01% | 90,759 | $3,909,000 | $3,823,677 | -$85,323 | -2.18% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 84,153 | $3,625,311 | $3,545,366 | -$79,945 | -2.21% | |
| Merit Financial Group, Llc | 0.02% | 83,672 | $3,604,600 | $3,525,101 | -$79,499 | -2.21% | |
| Atria Investments, Inc | 0.03% | 84,050 | $3,577,148 | $3,541,027 | -$36,122 | -1.01% | |
| Impact Capital Partners Llc | 0.94% | 80,522 | $3,427,016 | $3,392,392 | -$34,624 | -1.01% | |
| Sigfig Wealth Management, Llc | 0.08% | 77,084 | $3,280,695 | $3,247,549 | -$33,146 | -1.01% | |
| Savvy Advisors, Inc. | 0.06% | 68,368 | $2,945,312 | $2,880,344 | -$64,968 | -2.21% | |
| Catalyst Investment Management Llc | 2.31% | 61,075 | $2,599,361 | $2,573,090 | -$26,271 | -1.01% | |
| Resonant Capital Advisors, Llc | 0.11% | 53,841 | $2,291,480 | $2,268,321 | -$23,159 | -1.01% | |
| Summit Financial, Llc | 0.02% | 52,289 | $2,252,620 | $2,202,936 | -$49,684 | -2.21% | |
| Signet Financial Management, Llc | 0.24% | 52,575 | $2,110,354 | $2,214,985 | +$104,631 | +4.96% | |
| Stifel Financial Corp | 0.00% | 45,319 | $1,952,337 | $1,909,289 | -$43,048 | -2.20% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 45,229 | $1,948,465 | $1,905,498 | -$42,967 | -2.21% | |
| Western Wealth Management, Llc | 0.06% | 44,567 | $1,919,942 | $1,877,608 | -$42,334 | -2.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,191 | $1,903,730 | $1,861,767 | -$41,963 | -2.20% | |
| Mendel Money Management | 0.63% | 39,756 | $1,712,688 | $1,674,920 | -$37,768 | -2.21% | |
| Hobbs Group Advisors, Llc | 0.44% | 39,034 | $1,681,578 | $1,644,502 | -$37,076 | -2.20% | |
| Vestgen Advisors, Llc | 0.04% | 33,033 | $1,405,884 | $1,391,680 | -$14,204 | -1.01% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 28,315 | $1,219,810 | $1,192,911 | -$26,899 | -2.21% | |
| Financial Enhancement Group Llc | 0.14% | 29,073 | $1,216,124 | $1,224,845 | +$8,721 | +0.72% | |
| Ausdal Financial Partners, Inc. | 0.04% | 26,074 | $1,123,254 | $1,098,498 | -$24,756 | -2.20% | |
| Per Stirling Capital Management, Llc. | 0.09% | 22,566 | $972,134 | $950,706 | -$21,428 | -2.20% | |
| Avestar Capital, Llc | 0.07% | 20,061 | $853,796 | $845,170 | -$8,626 | -1.01% | |
| City Center Advisors, Llc | 0.57% | 17,621 | $749,950 | $742,373 | -$7,577 | -1.01% | |
| Sanctuary Advisors, Llc | 0.00% | 15,617 | $672,759 | $657,944 | -$14,815 | -2.20% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 16,415 | $658,898 | $691,564 | +$32,666 | +4.96% | |
| Cibc World Market Inc. | 0.00% | 14,822 | $638,532 | $624,451 | -$14,081 | -2.21% | |
| Osaic Holdings, Inc. | 0.00% | 14,748 | $635,553 | $621,333 | -$14,220 | -2.24% |
Frequently asked questions about IQDG
Who are the largest institutional holders of IQDG?
The largest institutional holders of IQDG reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Alphacore Capital Llc, Lpl Financial Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IQDG position.
What is IQDG institutional ownership?
This page tracks IQDG positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INTL QLTY DVD GRW (IQDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IQDG?
InsiderSet currently tracks 133 institutional managers reporting IQDG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IQDG shareholders.
How much IQDG stock do institutions own?
Institutional investment managers disclosed approximately $525.19M in IQDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IQDG institutional ownership last updated?
The latest IQDG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IQDG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IQDG position after the reporting date.
Are institutions buying or selling IQDG?
Institutional buying and selling can be analyzed by comparing IQDG positions across consecutive 13F reporting periods. InsiderSet's IQDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IQDG ownership changes.
How has IQDG institutional ownership changed over time?
InsiderSet tracks IQDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.