Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Quality Div (IQDG) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL QUALITY DIV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
37+ 0.41% |
$1.26K - $1.4K
|
8.98K
$354K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
17+ 0.1% |
$580 - $644
|
17.7K
$699K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.48% |
$171 - $190
|
1.04K
$41.1K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-18- 5.06% |
$615 - $682
|
338
$13.3K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-50- 0.72% |
$1.71K - $1.9K
|
6.88K
$271K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-128- 1.81% |
$4.37K - $4.85K
|
6.95K
$274K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-166- 1.38% |
$5.67K - $6.29K
|
11.9K
$470K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-186- 3.02% |
$6.35K - $7.05K
|
5.97K
$235K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206- 99.04% |
$7.03K - $7.81K
|
2
$78.9
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-233- 3.75% |
$7.95K - $8.83K
|
5.98K
$236K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-331- 2.19% |
$11.3K - $12.5K
|
14.8K
$583K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-529- 6.33% |
$18.1K - $20.1K
|
7.83K
$309K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-619- 6.73% |
$21.1K - $23.5K
|
8.58K
$339K
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-772- 1.88% |
$26.4K - $29.3K
|
40.2K
$1.59M
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-886- 4.76% |
$30.2K - $33.6K
|
17.7K
$699K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-911- 1.55% |
$31.1K - $34.5K
|
57.8K
$2.28M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.1K- 0.95% |
$37.5K - $41.7K
|
115K
$4.53M
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.17K- 8.6% |
$39.9K - $44.3K
|
12.4K
$490K
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.27K- 14.72% |
$43.4K - $48.1K
|
7.36K
$290K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36K- 8.31% |
$46.4K - $51.5K
|
15K
$592K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.36K- 31.63% |
$46.6K - $51.7K
|
2.95K
$116K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.52K- 1.8% |
$51.8K - $57.5K
|
82.9K
$3.27M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.58K- 34.02% |
$53.8K - $59.7K
|
3.06K
$121K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.79K- 22.65% |
$61K - $67.7K
|
6.1K
$241K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.88K- 1.73% |
$64.3K - $71.4K
|
107K
$4.23M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.32K- 20.84% |
$79.3K - $88.1K
|
8.83K
$348K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.33K- 19.7% |
$79.4K - $88.2K
|
9.48K
$374K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.61K- 23.2% |
$89K - $98.9K
|
8.63K
$341K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.5K- 23.0% |
$119K - $133K
|
11.7K
$462K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.98K- 35.04% |
$136K - $151K
|
7.39K
$291K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.23K- 18.82% |
$179K - $198K
|
22.6K
$891K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.46K- 22.39% |
$187K - $207K
|
18.9K
$748K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.74K- 98.69% |
$196K - $218K
|
76
$3K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-5.79K- 6.85% |
$198K - $220K
|
78.8K
$3.11M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-6.12KClosed |
$209K - $232K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-6.21K- 16.19% |
$212K - $235K
|
32.1K
$1.27M
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-7.28K- 43.85% |
$249K - $276K
|
9.32K
$368K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-9.73K- 32.65% |
$332K - $369K
|
20.1K
$792K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 2.07% |
$344K - $382K
|
476K
$18.8M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-11.5K- 4.38% |
$393K - $436K
|
251K
$9.92M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-11.6K- 60.62% |
$395K - $439K
|
7.52K
$297K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.2K- 39.34% |
$417K - $463K
|
18.8K
$743K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.3K- 53.07% |
$521K - $579K
|
13.5K
$533K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.4K- 9.28% |
$594K - $660K
|
170K
$6.72M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18K- 25.4% |
$614K - $682K
|
52.8K
$2.08M
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-18K- 24.19% |
$615K - $682K
|
56.4K
$2.23M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.7K- 11.48% |
$640K - $710K
|
145K
$5.7M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.8K- 21.72% |
$709K - $787K
|
74.8K
$2.95M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.1K- 37.69% |
$824K - $915K
|
39.9K
$1.57M
|