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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-25.6K- 24.36% |
$872K - $969K
|
79.3K
$3.13M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28K- 4.54% |
$956K - $1.06M
|
589K
$23.3M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 49.43% |
$1.04M - $1.16M
|
31.2K
$1.23M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-31.9K- 40.06% |
$1.09M - $1.21M
|
47.7K
$1.88M
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-34.3K- 37.95% |
$1.17M - $1.3M
|
56K
$2.21M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-41.5K- 57.43% |
$1.42M - $1.57M
|
30.8K
$1.22M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-44.4K- 17.17% |
$1.52M - $1.68M
|
214K
$8.45M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-64.9K- 38.6% |
$2.21M - $2.46M
|
103K
$4.07M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-71.9K- 55.81% |
$2.45M - $2.72M
|
56.9K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-104K- 36.59% |
$3.56M - $3.95M
|
180K
$7.12M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-110K- 39.77% |
$3.76M - $4.18M
|
167K
$6.58M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-170K- 53.65% |
$5.79M - $6.43M
|
147K
$5.79M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-179K- 63.13% |
$6.11M - $6.79M
|
105K
$4.13M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-245K- 7.18% |
$8.37M - $9.3M
|
3.17M
$125M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-284K- 11.23% |
$9.68M - $10.8M
|
2.24M
$88.5M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-382K- 66.77% |
$13.1M - $14.5M
|
190K
$7.51M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-397K- 43.8% |
$13.5M - $15M
|
509K
$20.1M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.17M- 98.83% |
$40M - $44.4M
|
13.9K
$549K
|