DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (IQDG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
138
Reporting holders
$558.9M
Reported value
0.0%
Calls
0.0%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $90.7M | 2,104,542 | 0.01% | 31q | -8.5%-$8.4M |
| MORGAN STANLEY | $70.0M | 1,625,496 | 0.00% | 24q | -2.8%-$2.0M |
| AlphaCore Capital LLC | $45.9M | 1,064,871 | 0.84% | 5q | -1.5%-$688.1K |
| LPL Financial LLC | $39.3M | 912,174 | 0.01% | 31q | +2.7%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $34.9M | 809,142 | 0.01% | 30q | +4.2%+$1.4M |
| HighTower Advisors, LLC | $29.6M | 686,681 | 0.03% | 21q | -0.7%-$205.7K |
| Cetera Investment Advisers | $25.2M | 584,321 | 0.02% | 15q | -2.5%-$645.7K |
| Revolve Wealth Partners, LLC | $19.6M | 454,107 | 2.03% | 17q | +4.9%+$918.1K |
| UBS Group AG | $18.1M | 420,618 | 0.00% | 13q | -33.9%-$9.3M |
| CAPTRUST FINANCIAL ADVISORS | $15.2M | 353,215 | 0.02% | 6q | +13.2%+$1.8M |
| Prime Capital Investment Advisors, LLC | $14.0M | 324,190 | 0.14% | 13q | +44.2%+$4.3M |
| One Capital Management, LLC | $12.3M | 305,304 | 0.34% | 31q | HELD |
| Venturi Wealth Management, LLC | $8.1M | 187,054 | 0.31% | 10q | +10.5%+$767.7K |
| Premier Path Wealth Partners, LLC | $7.3M | 170,171 | 0.84% | 11q | +33.1%+$1.8M |
| TSFG, LLC | $6.4M | 148,096 | 0.80% | 11q | +932.8%+$5.8M |
| CGN Advisors LLC | $6.1M | 142,289 | 0.45% | 23q | -67.1%-$12.5M |
| Rockefeller Capital Management L.P. | $6.1M | 141,396 | 0.01% | 6q | -1.0%-$59.1K |
| Corient Private Wealth LP | $5.7M | 133,441 | 0.01% | 15q | +14.0%+$708.0K |
| Catalyst Investment Management LLC | $5.2M | 121,530 | 4.75% | 3q | +15.3%+$693.1K |
| RAYMOND JAMES FINANCIAL INC | $5.1M | 117,786 | 0.00% | 7q | +7.7%+$362.5K |
| Fourth Dimension Wealth, LLC | $4.9M | 114,507 | 1.56% | 7q | +4.5%+$214.1K |
| ROYAL BANK OF CANADA | $4.8M | 110,853 | 0.00% | 31q | -1.8%-$87.3K |
| Kathmere Capital Management, LLC | $4.5M | 104,833 | 0.24% | 16q | -2.2%-$99.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 95,364 | 0.00% | 6q | -21.2%-$1.1M |
| HRT FINANCIAL LP | $3.9M | 90,759 | 0.01% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.6M | 84,153 | 0.02% | 14q | +521.0%+$3.0M |
| Merit Financial Group, LLC | $3.6M | 83,672 | 0.02% | 3q | -58.3%-$5.0M |
| Atria Investments, Inc | $3.6M | 83,652 | 0.04% | 11q | HELD |
| Impact Capital Partners LLC | $3.4M | 78,751 | 0.93% | 7q | +6.6%+$211.1K |
| SigFig Wealth Management, LLC | $3.2M | 74,859 | 0.09% | 4q | +1.6%+$50.6K |
| Savvy Advisors, Inc. | $2.9M | 68,368 | 0.06% | 2q | +10.7%+$284.9K |
| Resonant Capital Advisors, LLC | $2.4M | 54,717 | 0.11% | 12q | +11.4%+$240.5K |
| Summit Financial, LLC | $2.3M | 52,289 | 0.02% | 2q | -1.0%-$21.9K |
| IFP Advisors, Inc | $2.2M | 51,923 | 0.04% | 10q | HELD |
| STIFEL FINANCIAL CORP | $2.0M | 45,319 | 0.00% | 5q | +6.3%+$115.4K |
| Vestmark Advisory Solutions, Inc. | $1.9M | 45,229 | 0.02% | 6q | HELD |
| Western Wealth Management, LLC | $1.9M | 44,567 | 0.06% | 11q | +3.3%+$60.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 44,191 | 0.00% | 19q | -5.1%-$103.2K |
| Mendel Money Management | $1.7M | 39,756 | 0.63% | 23q | +31.9%+$414.5K |
| Hobbs Group Advisors, LLC | $1.7M | 39,034 | 0.44% | 10q | HELD |
| Financial Enhancement Group LLC | $1.4M | 32,879 | 0.17% | 26q | -2.2%-$31.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 28,661 | 0.00% | 14q | -86.1%-$7.6M |
| Stratos Wealth Partners, LTD. | $1.2M | 28,315 | 0.01% | 10q | -12.7%-$177.3K |
| VestGen Advisors, LLC | $1.2M | 27,036 | 0.03% | 3q | +19.2%+$187.3K |
| Ausdal Financial Partners, Inc. | $1.1M | 26,074 | 0.04% | 13q | -2.1%-$24.0K |
| Per Stirling Capital Management, LLC. | $972.1K | 22,566 | 0.09% | 13q | -2.9%-$29.3K |
| Cambridge Investment Research Advisors, Inc. | $964.0K | 22,362 | 0.00% | 3q | +278.4%+$709.3K |
| Avestar Capital, LLC | $863.8K | 20,050 | 0.05% | 9q | -1.1%-$9.9K |
| City Center Advisors, LLC | $719.0K | 16,689 | 0.58% | 6q | +6.4%+$43.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $707.2K | 16,415 | 0.00% | 2q | HELD |
| Sanctuary Advisors, LLC | $672.8K | 15,617 | 0.00% | 9q | +3.2%+$20.7K |
| Creative Planning | $655.4K | 15,213 | 0.00% | 8q | -4.8%-$33.0K |
| CIBC WORLD MARKET INC. | $638.5K | 14,822 | 0.00% | 27q | +0.7%+$4.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $635.6K | 14,754 | 0.01% | 7q | -0.5%-$3.3K |
| OSAIC HOLDINGS, INC. | $635.6K | 14,748 | 0.00% | 26q | -3.3%-$21.7K |
| Kestra Advisory Services, LLC | $628.3K | 14,584 | 0.00% | 15q | -17.4%-$132.4K |
| Arkadios Wealth Advisors | $605.5K | 14,055 | 0.01% | 4q | -17.3%-$126.6K |
| JPMORGAN CHASE & CO | $597.6K | 13,913 | 0.00% | 16q | +1.9%+$11.4K |
| FMR LLC | $529.3K | 12,286 | 0.00% | 16q | +19.8%+$87.4K |
| BANK OF MONTREAL /CAN/ | $512.4K | 11,895 | 0.00% | 10q | +39.7%+$145.7K |
| D'Orazio & Associates, Inc. | $496.1K | 11,516 | 0.06% | 11q | HELD |
| Sharkey, Howes & Javer | $487.8K | 11,323 | 0.06% | 14q | -5.5%-$28.3K |
| Key Financial Inc | $464.5K | 10,782 | 0.08% | 16q | HELD |
| Rossby Financial, LCC | $463.4K | 10,756 | 0.08% | 3q | -26.7%-$168.4K |
| WORLD EQUITY GROUP, INC. | $461.2K | 10,698 | 0.10% | 6q | +3.8%+$17.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $449.2K | 10,427 | 0.05% | new | FIRST |
| HOWARD BAILEY SECURITIES, LLC | $446.0K | 10,352 | 0.17% | 8q | -11.0%-$54.9K |
| Gladstone Institutional Advisory LLC | $443.0K | 10,284 | 0.01% | 5q | +8.8%+$36.0K |
| CIDEL ASSET MANAGEMENT INC | $440.5K | 10,225 | 0.02% | 5q | +52.7%+$151.9K |
| Quantinno Capital Management LP | $440.5K | 10,224 | 0.00% | 3q | -1.4%-$6.1K |
| IHT Wealth Management, LLC | $432.7K | 10,044 | 0.01% | 9q | +1.0%+$4.3K |
| CAHILL FINANCIAL ADVISORS INC | $423.4K | 9,828 | 0.04% | 9q | +3.3%+$13.4K |
| Kondo Wealth Advisors, Inc. | $402.3K | 9,338 | 0.13% | 7q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $401.5K | 9,319 | 0.01% | 8q | +1.4%+$5.6K |
| Investor's Fiduciary Advisor Network, LLC | $400.0K | 9,292 | 0.14% | 6q | -4.1%-$17.2K |
| Focus Partners Advisor Solutions, LLC | $383.8K | 8,910 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $348.6K | 8,091 | 0.00% | 2q | -11.2%-$44.0K |
| Princeton Global Asset Management LLC | $337.6K | 7,836 | 0.05% | 31q | -21.9%-$94.6K |
| Bank of New York Mellon Corp | $335.0K | 7,777 | 0.00% | 31q | +2.7%+$8.7K |
| Mason Investment Advisory Services, Inc. | $333.8K | 7,748 | 0.01% | 16q | HELD |
| PARK AVENUE SECURITIES LLC | $328.0K | 7,610 | 0.00% | 5q | +2.7%+$8.7K |
| Belpointe Asset Management LLC | $323.8K | 7,517 | 0.01% | 2q | -4.9%-$16.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | $303.6K | 7,048 | 0.18% | 5q | +2.2%+$6.4K |
| OneDigital Investment Advisors LLC | $291.3K | 6,761 | 0.00% | 2q | +12.6%+$32.5K |
| Trilogy Capital Inc. | $288.7K | 6,702 | 0.01% | 22q | -10.0%-$31.9K |
| LANARK FINANCIAL, INC. | $286.4K | 6,648 | 0.02% | 12q | -32.6%-$138.4K |
| Janney Montgomery Scott LLC | $283.0K | 6,563 | 0.00% | 4q | +2.6%+$7.1K |
| Axis Wealth Partners, LLC | $282.2K | 6,551 | 0.14% | 7q | +11.5%+$29.2K |
| Emprise Bank | $272.5K | 6,325 | 0.10% | 7q | HELD |
| Breakwater Capital Group | $268.7K | 6,237 | 0.03% | 5q | HELD |
| PRAIRIE ADVISORY, LLC | $267.8K | 6,217 | 0.06% | new | FIRST |
| Oxinas Partners, LLC | $255.7K | 5,935 | 0.10% | 4q | -15.2%-$45.9K |
| United Advisor Group, LLC | $255.1K | 5,922 | 0.03% | 9q | HELD |
| Private Advisor Group, LLC | $253.8K | 5,892 | 0.00% | 18q | -51.5%-$270.0K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | $248.6K | 5,770 | 0.17% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $242.5K | 5,628 | 0.01% | 2q | +6.5%+$14.8K |
| Oregon Pacific Wealth Management, LLC | $240.0K | 5,572 | 0.23% | 2q | HELD |
| Triad Wealth Partners, LLC | $231.9K | 5,270 | 0.01% | 4q | +1.3%+$3.1K |
| Saiph Capital, LLC | $230.1K | 5,342 | 0.07% | 5q | HELD |
| AE Wealth Management LLC | $223.2K | 5,181 | 0.00% | 14q | -13.9%-$36.1K |
Showing the largest 100 of 138 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 41 | $88.3M | 2,075,458 | 1 | 17 | 14 | 0.0% |
| Q2 2026 | 138 | $558.9M | 12,993,509 | 11 | 50 | 46 | 0.0% |
| Q1 2026 | 148 | $557.9M | 13,880,515 | 18 | 41 | 58 | 0.0% |
| Q4 2025 | 139 | $586.1M | 14,239,503 | 15 | 54 | 43 | 0.0% |
| Q3 2025 | 139 | $584.8M | 14,664,747 | 13 | 51 | 49 | 0.0% |
| Q2 2025 | 137 | $628.5M | 15,855,823 | 19 | 45 | 58 | 0.0% |
| Q1 2025 | 129 | $612.6M | 17,169,584 | 17 | 34 | 64 | 0.0% |
| Q4 2024 | 132 | $740.6M | 21,647,129 | 12 | 52 | 31 | 0.0% |
| Q3 2024 | 121 | $818.9M | 20,922,631 | 14 | 48 | 34 | 0.0% |
| Q2 2024 | 108 | $750.9M | 20,240,838 | 13 | 49 | 27 | 0.0% |
| Q1 2024 | 108 | $1.1B | 28,613,396 | 16 | 50 | 28 | 0.0% |
| Q4 2023 | 111 | $970.0M | 26,744,960 | 20 | 49 | 23 | 0.0% |
| Q3 2023 | 95 | $722.1M | 22,550,988 | 13 | 45 | 21 | 0.0% |
| Q2 2023 | 90 | $693.7M | 20,129,074 | 19 | 46 | 11 | 0.0% |
| Q1 2023 | 75 | $547.0M | 16,150,725 | 15 | 34 | 12 | 0.0% |
| Q4 2022 | 68 | $348.7M | 11,381,877 | 13 | 23 | 21 | 0.1% |
| Q3 2022 | 63 | $512.3M | 19,471,276 | 13 | 22 | 18 | 0.0% |
| Q2 2022 | 55 | $216.2M | 7,275,099 | 9 | 19 | 21 | 0.3% |
| Q1 2022 | 58 | $500.2M | 13,703,561 | 9 | 28 | 13 | 0.0% |
| Q4 2021 | 58 | $504.8M | 12,651,766 | 11 | 20 | 10 | 0.0% |
| Q3 2021 | 53 | $231.9M | 6,082,446 | 4 | 25 | 8 | 0.1% |
| Q2 2021 | 53 | $194.9M | 4,889,778 | 7 | 25 | 6 | 0.1% |
| Q1 2021 | 50 | $144.7M | 3,893,376 | 15 | 15 | 9 | 0.2% |
| Q4 2020 | 34 | $114.8M | 3,137,923 | 6 | 3 | 15 | 0.2% |
| Q3 2020 | 33 | $108.9M | 3,333,329 | 6 | 11 | 9 | 0.2% |
| Q2 2020 | 30 | $95.0M | 3,149,500 | 8 | 10 | 8 | 0.0% |
| Q1 2020 | 27 | $47.8M | 1,862,740 | 7 | 12 | 4 | 0.3% |
| Q4 2019 | 22 | $96.3M | 3,005,215 | 4 | 10 | 4 | 0.3% |
| Q3 2019 | 21 | $79.1M | 2,745,157 | 4 | 11 | 4 | 0.1% |
| Q2 2019 | 23 | $73.9M | 2,527,595 | 5 | 7 | 6 | 0.2% |
| Q1 2019 | 21 | $58.8M | 2,043,190 | 5 | 7 | 4 | 0.1% |
| Q4 2018 | 19 | $42.9M | 1,709,853 | 1 | 0 | 0 | 0.1% |