WisdomTree Trust - IQDG

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$565.2M

QoQ value delta ($000)

+$7.572M (+1.36%)

Implied price effect (QoQ)

+6.95%

Total shares

13,154,265

QoQ shares delta

-726,250 (-5.23%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 138 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/	90,663	2,104,542	0.01%
MORGAN STANLEY	70,026	1,625,496	0.0%
AlphaCore Capital LLC	45,874	1,064,871	0.84%
LPL Financial LLC	39,296	912,174	0.01%
ENVESTNET ASSET MANAGEMENT INC	34,857	809,142	0.01%
HighTower Advisors, LLC	29,582	686,681	0.03%
Cetera Investment Advisers	25,172	584,321	0.02%
Revolve Wealth Partners, LLC	19,562	454,107	2.03%
UBS Group AG	18,120	420,618	0.0%
CAPTRUST FINANCIAL ADVISORS	15,216	353,215	0.02%
Prime Capital Investment Advisors, LLC	13,966	324,190	0.14%
One Capital Management, LLC	12,254	305,304	0.34%
Venturi Wealth Management, LLC	8,058	187,054	0.31%
Premier Path Wealth Partners, LLC	7,330	170,171	0.84%
TSFG, LLC	6,380	148,096	0.8%
CGN Advisors LLC	6,129	142,289	0.45%
Rockefeller Capital Management L.P.	6,091	141,396	0.01%
Corient Private Wealth LP	5,748	133,441	0.01%
Catalyst Investment Management LLC	5,235	121,530	4.75%
RAYMOND JAMES FINANCIAL INC	5,074	117,786	0.0%
Fourth Dimension Wealth, LLC	4,932	114,507	1.56%
ROYAL BANK OF CANADA	4,775	110,853	0.0%
JOURNEY STRATEGIC WEALTH LLC	4,643	115,693	0.12%
Kathmere Capital Management, LLC	4,516	104,833	0.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,108	95,364	0.0%