Institutional Ownership Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Quality Div (IQDG). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $784 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,587,152
shares
|
$133 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
2,404,591
shares
|
$89.2 Million
3.5% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,371,829
shares
|
$88 Million
0.01% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
1,309,587
shares
|
$48.6 Million
0.7% of portfolio
|
Q1 2024
Reduced 20.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
1,265,044
shares
|
$46.9 Million
2.62% of portfolio
|
Q1 2024
Added 9.01%
|
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
1,067,762
shares
|
$39.6 Million
2.4% of portfolio
|
Q1 2024
Reduced 51.78%
|
|
|
Spc Financial, Inc.
|
May 03, 2024 Q1 2024 |
961,455
shares
|
$35.7 Million
3.44% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
854,316
shares
|
$31.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
740,826
shares
|
$27.5 Million
3.77% of portfolio
|
Q1 2024
Added 10.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
590,342
shares
|
$21.9 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
508,351
shares
|
$18.9 Million
0.0% of portfolio
|
Q1 2024
Added 43.63%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
481,343
shares
|
$17.9 Million
0.81% of portfolio
|
Q1 2024
Reduced 34.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
358,117
shares
|
$13.3 Million
0.03% of portfolio
|
Q1 2024
Added 4094.88%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
318,721
shares
|
$11.8 Million
2.16% of portfolio
|
Q1 2024
Added 22.01%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
313,323
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2024
Added 5.49%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 09, 2024 Q1 2024 |
239,478
shares
|
$8.88 Million
4.91% of portfolio
|
Q1 2024
Added 29.55%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
225,019
shares
|
$8.35 Million
0.01% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
209,680
shares
|
$7.78 Million
0.21% of portfolio
|
Q1 2024
Added 40.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
178,163
shares
|
$6.61 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
173,766
shares
|
$6.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
162,230
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.94%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
150,638
shares
|
$5.59 Million
0.04% of portfolio
|
Q1 2024
Added 53.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
135,051
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 32.96%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
124,882
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 24, 2024 Q1 2024 |
122,425
shares
|
$4.54 Million
0.88% of portfolio
|
Q1 2024
Added 26.12%
|
|