Institutional Ownership Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Quality Div (IQDG). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $714 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,556,259
shares
|
$124 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
2,485,859
shares
|
$86.6 Million
3.31% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,403,168
shares
|
$83.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,332,108
shares
|
$46.4 Million
2.53% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
1,151,442
shares
|
$40.1 Million
2.34% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
954,919
shares
|
$33.3 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
853,614
shares
|
$29.7 Million
3.62% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
816,483
shares
|
$28.4 Million
0.01% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
537,445
shares
|
$18.7 Million
0.78% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
532,487
shares
|
$18.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
502,177
shares
|
$17.5 Million
0.03% of portfolio
|
Q3 2024
Added 66.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
390,305
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
359,706
shares
|
$12.5 Million
2.25% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
311,876
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
274,228
shares
|
$9.55 Million
4.64% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
263,537
shares
|
$9.18 Million
0.02% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
248,131
shares
|
$8.64 Million
3.68% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
238,459
shares
|
$8.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
200,425
shares
|
$6.98 Million
1.63% of portfolio
|
Q3 2024
Reduced 18.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
189,245
shares
|
$6.59 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
187,359
shares
|
$6.53 Million
0.42% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
163,152
shares
|
$5.68 Million
1.39% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
150,147
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
135,517
shares
|
$4.72 Million
0.84% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
130,843
shares
|
$4.56 Million
2.82% of portfolio
|
Q3 2024
Added 25.83%
|