IQDGWISDOMTREE TR
CUSIP 97717X131 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (IQDG) has 145 institutional holders in Filings Flow’s 13F database, together reporting 14.11M shares worth $570M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Spc Financial, Inc..
Institutional Holders
145
Q1 2026
Reported Value
$570M
Ticker
IQDG
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SPC Financial, Inc.$1.3B AUM | 3.41% | $44M | 1.10M | Q3 2025OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 2.26% | $17M | 432.8K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 1.67% | $4M | 109.5K | Q1 2026 |
| Future Fund LLC$284M AUM | 1.43% | $4M | 101.5K | Q3 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 1.37% | $17M | 431.8K | Q1 2026 |
| Priebe Wealth Holdings LLC$115M AUM | 1.25% | $1M | 36.3K | Q2 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 1.03% | $43M | 1.08M | Q1 2026 |
| Impact Capital Partners LLC$367M AUM | 0.90% | $3M | 73.8K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.84% | $5M | 120.3K | Q2 2025OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.67% | $5M | 127.8K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 0.58% | $629,877 | 15.7K | Q1 2026 |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.52% | $1M | 33.9K | Q4 2025OLDER |
| Mendel Money Management$239M AUM | 0.51% | $1M | 30.1K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.47% | $2M | 39.2K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.34% | $12M | 305.3K | Q1 2026 |
| Venturi Wealth Management, LLC$2.2B AUM | 0.31% | $7M | 169.2K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.28% | $7M | 175.6K | Q3 2025OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.27% | $403,206 | 10.0K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.26% | $4M | 107.1K | Q1 2026 |
| FSA Advisors, Inc.$152M AUM | 0.26% | $324,938 | 8.2K | Q2 2025OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.24% | $2M | 52.6K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.20% | $276,926 | 6.9K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.19% | $466,692 | 11.6K | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 0.18% | $1M | 33.6K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.16% | $289,363 | 7.3K | Q3 2025OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.14% | $374,185 | 9.3K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 0.13% | $280,980 | 7.0K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.13% | $235,790 | 5.9K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.12% | $600,719 | 14.7K | Q1 2026 |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.12% | $389,000 | 9.7K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.12% | $5M | 115.7K | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.11% | $413,525 | 10.3K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.10% | $9M | 224.8K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.10% | $2M | 49.1K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.10% | $933,123 | 23.2K | Q1 2026 |
| Emprise Bank$271M AUM | 0.10% | $253,886 | 6.3K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.09% | $266,745 | 6.6K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.09% | $576,000 | 14.3K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.09% | $3M | 73.7K | Q1 2026 |
| Saiph Capital, LLC$264M AUM | 0.08% | $214,428 | 5.3K | Q1 2026 |
| My Legacy Advisors, LLC$281M AUM | 0.08% | $219,965 | 5.5K | Q2 2025OLDER |
| Key FInancial Inc$562M AUM | 0.08% | $433,954 | 10.8K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.07% | $2M | 61.8K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.07% | $402,636 | 10.0K | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.06% | $480,934 | 12.0K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 43.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.06% | $8M | 200.8K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 0.06% | $462,234 | 11.5K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.06% | $237,523 | 6.0K | Q2 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 38.8K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $718,064 | 17.9K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.05% | $814,039 | 20.3K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.05% | $88,589 | 2.2K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 26.6K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.04% | $71,773 | 1.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 52.0K | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.04% | $150,918 | 3.8K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.04% | $150,918 | 3.8K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $381,972 | 9.5K | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 0.04% | $88,209 | 2.2K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 0.04% | $49,172 | 1.2K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $3M | 84.0K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.03% | $249,229 | 6.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $395,780 | 9.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $28M | 691.5K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.03% | $236,688 | 5.9K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 35.4K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.03% | $178,713 | 4.4K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 52.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $24M | 599.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $957,703 | 22.7K | Q1 2026 |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.02% | $368,813 | 9.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $13M | 311.9K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $411,074 | 10.2K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $257,332 | 6.5K | Q2 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 45.2K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $595,298 | 14.8K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $311,000 | 7.5K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.02% | $193,997 | 4.8K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $204,686 | 5.1K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $170,995 | 4.3K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 40.3K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $208,740 | 5.2K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.02% | $81,104 | 2.0K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $212,140 | 5.3K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 61.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 32.4K | Q1 2026 |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.01% | $268,860 | 6.7K | Q1 2026 |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.01% | $311,007 | 7.7K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $379,248 | 9.4K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $298,763 | 7.4K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $334,103 | 8.3K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.01% | $252,000 | 6.3K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $132,823 | 3.3K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $35,684 | 889 | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $317,347 | 7.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $682,112 | 17.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 142.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $36M | 888.1K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $399,170 | 9.9K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $82,118 | 2.0K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $422,437 | 10.2K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $31M | 776.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $92M | 2.30M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 117.0K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.01% | $204,557 | 4.9K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $6,580 | 165 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $99,072 | 2.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $500,301 | 12.5K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 88.6K | Q3 2025OLDER |
| Capital Analysts, LLC$3.6B AUM | 0.01% | $190,000 | 4.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $267,352 | 6.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $8M | 205.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $79M | 1.90M | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $207,793 | 5.2K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $57,802 | 1.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $26M | 636.7K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $107,495 | 2.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $607,580 | 15.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $255,112 | 6.4K | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.00% | $26,000 | 658 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $543,977 | 13.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $708,810 | 17.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 46.6K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.00% | $4,335 | 108 | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $241,126 | 6.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $297,000 | 7.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $488,116 | 12.2K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $26,788 | 654 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 42.6K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $28,995 | 699 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 109.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $241,609 | 6.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $305,335 | 7.4K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $20,644 | 504 | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $2,074 | 52 | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $591,021 | 14.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $612,400 | 15.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 112.9K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $244,514 | 6.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $416,088 | 10.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $365,755 | 9.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $257,000 | 6.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $218,000 | 5.5K | Q2 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $237,000 | 5.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 121.1K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $4,616 | 115 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $335,335 | 8.5K | Q2 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $641,357 | 16.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 82.1K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $7,948 | 198 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $147,274 | 3.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $45,318 | 1.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $12,258 | 309 | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $8,812 | 212 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,198 | 53 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $658,898 | 16.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $341,752 | 8.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $140,610 | 3.5K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,882 | 74 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,646 | 112 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $581,709 | 14.5K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $63,020 | 1.6K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $6,186 | 151 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $304,094 | 7.6K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $683 | 17 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $358,043 | 9.0K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $92,417 | 2.2K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $7,777 | 195 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $531,487 | 13.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $411,706 | 10.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $31,871 | 794 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,349 | 208 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,004 | 25 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14,470 | 360 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5,651 | 145 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $28,218 | 703 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.