IQDG Institutional Ownership
WisdomTree International Quality Dividend Growth Fund
1W: -1.6%
1M: -3.6%
3M: -3.4%
YTD: +1.6%
1Y: +5.4%
3Y: +40.4%
5Y: +18.8%
$42.47
+0.45 (+1.07%)
Weekly Expected Move ±1.9%
$41
$42
$42
$43
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IQDG
159
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
558M
Total Invested
15
New Positions
53
Increased
71
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (169 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 2,104,542 | $89M | -194,328 | -8.5% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,625,496 | $69M | -47,049 | -2.8% | 24Q | SEC ↗ |
| 3 | AlphaCore Capital LLC | 1,064,871 | $45M | -15,972 | -1.5% | 5Q | SEC ↗ |
| 4 | LPL Financial LLC | 912,174 | $39M | +24,081 | +2.7% | 33Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 809,142 | $34M | +32,903 | +4.2% | 30Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 686,681 | $29M | -4,776 | -0.7% | 21Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 584,321 | $25M | -14,988 | -2.5% | 15Q | SEC ↗ |
| 8 | Revolve Wealth Partners, LLC | 454,107 | $19M | +21,311 | +4.9% | 17Q | SEC ↗ |
| 9 | UBS Group AG | 420,618 | $18M | -216,058 | -33.9% | 13Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 353,215 | $15M | +41,313 | +13.2% | 6Q | SEC ↗ |
| 11 | Prime Capital Investment Advisors, LLC | 324,190 | $14M | +99,369 | +44.2% | 13Q | SEC ↗ |
| 12 | One Capital Management, LLC | 305,304 | $13M | — | +0.0% | 33Q | SEC ↗ |
| 13 | Venturi Wealth Management, LLC | 187,054 | $8M | +17,820 | +10.5% | 10Q | SEC ↗ |
| 14 | Premier Path Wealth Partners, LLC | 170,171 | $7M | +42,345 | +33.1% | 11Q | SEC ↗ |
| 15 | TSFG, LLC | 148,096 | $6M | +133,757 | +932.8% | 11Q | SEC ↗ |
| 16 | CGN Advisors LLC | 142,289 | $6M | -289,546 | -67.1% | 23Q | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 141,396 | $6M | -1,373 | -1.0% | 6Q | SEC ↗ |
| 18 | Corient Private Wealth LP | 133,441 | $6M | +16,435 | +14.0% | 15Q | SEC ↗ |
| 19 | Catalyst Investment Management LLC | 121,530 | $5M | +16,089 | +15.3% | 3Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 117,786 | $5M | +8,414 | +7.7% | 7Q | SEC ↗ |
| 21 | JOURNEY STRATEGIC WEALTH LLC | 115,693 | $5M | -1,885 | -1.6% | 16Q | SEC ↗ |
| 22 | Fourth Dimension Wealth, LLC | 114,507 | $5M | +4,969 | +4.5% | 7Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 110,853 | $5M | -2,027 | -1.8% | 32Q | SEC ↗ |
| 24 | Kathmere Capital Management, LLC | 104,833 | $4M | -2,305 | -2.2% | 16Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 95,364 | $4M | -25,730 | -21.2% | 6Q | SEC ↗ |
| 26 | HRT FINANCIAL LP NEW | 90,759 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 27 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 84,153 | $4M | +70,601 | +521.0% | 14Q | SEC ↗ |
| 28 | Merit Financial Group, LLC | 83,672 | $4M | -117,146 | -58.3% | 3Q | SEC ↗ |
| 29 | Atria Investments, Inc | 83,652 | $4M | -320 | -0.4% | 11Q | SEC ↗ |
| 30 | Impact Capital Partners LLC | 78,751 | $3M | +4,901 | +6.6% | 7Q | SEC ↗ |
| 31 | SigFig Wealth Management, LLC | 74,859 | $3M | +1,178 | +1.6% | 4Q | SEC ↗ |
| 32 | Savvy Advisors, Inc. | 68,368 | $3M | +6,614 | +10.7% | 2Q | SEC ↗ |
| 33 | Resonant Capital Advisors, LLC | 54,717 | $2M | +5,583 | +11.4% | 12Q | SEC ↗ |
| 34 | SIGNET FINANCIAL MANAGEMENT, LLC | 52,575 | $2M | +4,401 | +9.1% | 18Q | SEC ↗ |
| 35 | Summit Financial, LLC | 52,289 | $2M | -509 | -1.0% | 2Q | SEC ↗ |
| 36 | IFP Advisors, Inc | 51,923 | $2M | -61 | -0.1% | 10Q | SEC ↗ |
| 37 | STIFEL FINANCIAL CORP | 45,319 | $2M | +2,679 | +6.3% | 5Q | SEC ↗ |
| 38 | Vestmark Advisory Solutions, Inc. | 45,229 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 39 | Western Wealth Management, LLC | 44,567 | $2M | +1,414 | +3.3% | 11Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 44,191 | $2M | -2,395 | -5.1% | 19Q | SEC ↗ |
| 41 | Mendel Money Management | 39,756 | $2M | +9,622 | +31.9% | 23Q | SEC ↗ |
| 42 | Hobbs Group Advisors, LLC | 39,034 | $2M | -140 | -0.4% | 9Q | SEC ↗ |
| 43 | Financial Enhancement Group LLC | 32,879 | $1M | -735 | -2.2% | 26Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 28,661 | $1M | -177,071 | -86.1% | 14Q | SEC ↗ |
| 45 | Stratos Wealth Partners, LTD. | 28,315 | $1M | -4,115 | -12.7% | 10Q | SEC ↗ |
| 46 | VestGen Advisors, LLC | 27,036 | $1M | +4,347 | +19.2% | 3Q | SEC ↗ |
| 47 | Ausdal Financial Partners, Inc. | 26,074 | $1M | -558 | -2.1% | 13Q | SEC ↗ |
| 48 | Per Stirling Capital Management, LLC. | 22,566 | $958K | -681 | -2.9% | 13Q | SEC ↗ |
| 49 | Avestar Capital, LLC | 20,050 | $852K | -230 | -1.1% | 9Q | SEC ↗ |
| 50 | City Center Advisors, LLC | 16,689 | $709K | +997 | +6.4% | 6Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 90,759 | $4M |
| COMPASS FINANCIAL MANAGEMENT LLC | 10,427 | $443K |
| Focus Partners Advisor Solutions, L | 8,910 | $378K |
| PRAIRIE ADVISORY, LLC | 6,217 | $264K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 5,770 | $245K |
| MML INVESTORS SERVICES, LLC | 4,927 | $209K |
| New England Private Wealth Advisors | 4,927 | $209K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,796 | $204K |
| Foster Group, Inc. | 4,706 | $200K |
| EP Wealth Advisors, LLC | 2,410 | $102K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,477 | $63K |
| Integrated Wealth Concepts LLC | 1,350 | $57K |
| Institute for Wealth Management, LL | 485 | $21K |
| Brooklyn FI, LLC | 448 | $19K |
| Global Retirement Partners, LLC | 302 | $13K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 82,095 | $3M |
| D.A. DAVIDSON & CO. | 60,950 | $3M |
| Independent Advisor Alliance | 40,250 | $2M |
| GTS SECURITIES LLC | 38,791 | $2M |
| INVENIO WEALTH PARTNERS LLC | 33,944 | $1M |
| Ascentis Independent Advisors | 17,889 | $760K |
| CITADEL ADVISORS LLC | 14,492 | $615K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 10,241 | $435K |
| MISSION WEALTH MANAGEMENT, LP | 10,184 | $433K |
| THRYVE WEALTH MANAGEMENT LLC | 10,045 | $427K |
| Gateway Wealth Partners, LLC | 8,324 | $354K |
| Arete Wealth Advisors, LLC | 7,491 | $318K |
| Wealthcare Advisory Partners LLC | 6,660 | $283K |
| Vantage Point Financial LLC | 6,645 | $282K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6,356 | $270K |
| Lloyd Advisory Services, LLC. | 3,760 | $160K |
| CITIGROUP INC | 2,228 | $95K |
| Team Financial Group, LLC | 2,198 | $93K |
| TopTier Wealth Management, LLC | 1,788 | $76K |
| PNC FINANCIAL SERVICES GROUP, INC. | 794 | $34K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CGN Advisors LLC | -289,546 | -67.1% | 142,289 |
| UBS Group AG | -216,058 | -33.9% | 420,618 |
| BANK OF AMERICA CORP /DE | -194,328 | -8.5% | 2,104,542 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -177,071 | -86.1% | 28,661 |
| Merit Financial Group, LLC | -117,146 | -58.3% | 83,672 |
| MORGAN STANLEY | -47,049 | -2.8% | 1,625,496 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -25,730 | -21.2% | 95,364 |
| AlphaCore Capital LLC | -15,972 | -1.5% | 1,064,871 |
| Cetera Investment Advisers | -14,988 | -2.5% | 584,321 |
| Private Advisor Group, LLC | -6,268 | -51.5% | 5,892 |
| HighTower Advisors, LLC | -4,776 | -0.7% | 686,681 |
| Stratos Wealth Partners, LTD. | -4,115 | -12.7% | 28,315 |
| Rossby Financial, LCC | -3,910 | -26.7% | 10,756 |
| Kingdom Financial Group LLC. | -3,716 | -98.8% | 44 |
| LANARK FINANCIAL, INC. | -3,212 | -32.6% | 6,648 |
| Kestra Advisory Services, LLC | -3,074 | -17.4% | 14,584 |
| Arkadios Wealth Advisors | -2,938 | -17.3% | 14,055 |
| TD Waterhouse Canada Inc. | -2,585 | -43.3% | 3,385 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,395 | -5.1% | 44,191 |
| Kathmere Capital Management, LLC | -2,305 | -2.2% | 104,833 |