WisdomTree Trust - IQDG

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$581.7M
QoQ value delta ($000)
+$47.16M (+8.82%)
Implied price effect (QoQ)
+3.22%
Shares
Total shares
14,133,374
QoQ shares delta
+728,255 (+5.43%)
Total shares held by funds (by quarter)

Market chart (IQDG)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 93,913 2,264,066 0.01%
MORGAN STANLEY 78,915 1,902,500 0.0%
AlphaCore Capital LLC 45,534 1,097,734 1.02%
LPL Financial LLC 42,734 1,030,236 0.01%
ENVESTNET ASSET MANAGEMENT INC 30,701 740,159 0.01%
UBS Group AG 25,069 604,379 0.0%
Cetera Investment Advisers 24,639 593,998 0.03%
HighTower Advisors, LLC 22,986 554,170 0.03%
Revolve Wealth Partners, LLC 19,370 466,981 2.28%
CGN Advisors LLC 18,560 447,451 1.47%
One Capital Management, LLC 15,397 371,208 0.46%
CITADEL ADVISORS LLC 10,788 260,078 0.0%
Prime Capital Investment Advisors, LLC 9,312 224,503 0.11%
Merit Financial Group, LLC 8,851 213,386 0.07%
CAPTRUST FINANCIAL ADVISORS 7,537 181,716 0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,937 167,240 0.0%
Venturi Wealth Management, LLC 6,853 165,216 0.3%
Premier Path Wealth Partners, LLC 6,179 148,965 0.8%
Rockefeller Capital Management L.P. 5,768 139,078 0.01%
Catalyst Investment Management LLC 5,766 139,017 5.46%
ROYAL BANK OF CANADA 5,758 138,808 0.0%
JOURNEY STRATEGIC WEALTH LLC 4,877 117,578 0.13%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,697 113,242 0.0%
Corient Private Wealth LLC 4,635 111,753 0.01%
Kathmere Capital Management, LLC 4,463 107,604 0.3%