WisdomTree Trust - IQDG

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$557.9M

QoQ value delta ($000)

-$23.77M (-4.09%)

Implied price effect (QoQ)

-2.38%

Total shares

13,888,010

QoQ shares delta

-246,253 (-1.74%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 146 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	92,276	2,298,870	0.01%
MORGAN STANLEY	67,135	1,672,545	0.0%
AlphaCore Capital LLC	43,385	1,080,843	1.03%
LPL Financial LLC	35,648	888,093	0.01%
ENVESTNET ASSET MANAGEMENT INC	31,158	776,239	0.01%
HighTower Advisors, LLC	27,755	691,457	0.03%
UBS Group AG	25,556	636,676	0.0%
Cetera Investment Advisers	24,056	599,309	0.03%
Revolve Wealth Partners, LLC	17,372	432,796	2.26%
CGN Advisors LLC	17,333	431,835	1.37%
CAPTRUST FINANCIAL ADVISORS	12,518	311,902	0.02%
One Capital Management, LLC	12,254	305,304	0.34%
Prime Capital Investment Advisors, LLC	9,024	224,821	0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8,258	205,732	0.01%
Merit Financial Group, LLC	8,060	200,818	0.06%
Venturi Wealth Management, LLC	6,793	169,234	0.31%
Rockefeller Capital Management L.P.	5,730	142,769	0.01%
Premier Path Wealth Partners, LLC	5,130	127,826	0.67%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,860	121,094	0.0%
Corient Private Wealth LLC	4,696	117,006	0.01%
JOURNEY STRATEGIC WEALTH LLC	4,643	115,693	0.12%
Catalyst Investment Management LLC	4,603	105,441	5.1%
ROYAL BANK OF CANADA	4,530	112,880	0.0%
Fourth Dimension Wealth, LLC	4,396	109,538	1.67%
RAYMOND JAMES FINANCIAL INC	4,390	109,372	0.0%