WisdomTree Trust - IQDG

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$557.3M
QoQ value delta ($000)
-$1.049M (-0.19%)
Implied price effect (QoQ)
-0.18%
Shares
Total shares
12,981,922
QoQ shares delta
-406 (-0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 32 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 21,064 494,930 2.2%
UBS Group AG 18,120 420,618 0.0%
CAPTRUST FINANCIAL ADVISORS 15,216 353,215 0.02%
Prime Capital Investment Advisors, LLC 13,956 327,932 0.14%
One Capital Management, LLC 12,254 305,304 0.34%
Premier Path Wealth Partners, LLC 10,568 248,311 1.23%
Venturi Wealth Management, LLC 8,058 187,054 0.31%
TSFG, LLC 6,418 150,810 1.48%
Rockefeller Capital Management L.P. 6,091 141,396 0.01%
Corient Private Wealth LP 5,748 133,441 0.01%
CGN Advisors LLC 5,408 127,079 0.42%
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%
Kathmere Capital Management, LLC 4,407 103,556 0.21%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,108 95,364 0.0%
HRT FINANCIAL LP 3,909 90,759 0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,625 84,153 0.02%