How many shares of IQDG does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 809,142 shares of IQDG (WISDOMTREE TR).

What is ENVESTNET ASSET MANAGEMENT INC's IQDG position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's IQDG position is worth $34.9M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling IQDG?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their IQDG position (+4.2% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy IQDG?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in IQDG in 2019-Q1. They have held the position across 30 quarters.

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ENVESTNET ASSET MANAGEMENT INC

IQDG
30 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

Current Value

$34.9M

Current Shares

809,142

Total Value Change

+$33.1M

Total Shares Change

+747,892

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	809,142	+4.2%	$34.9M	0.0%	$43.08	30
2026-Q1	Increased	776,239	+4.9%	$31.2M	0.0%	$41.89	30
2025-Q4	Decreased	740,159	-5.5%	$30.7M	0.0%	$41.63	0
2025-Q3	Increased	783,099	+352.3%	$31.2M	0.0%	$39.41	47
2025-Q2	Increased	173,123	+3.8%	$6.9M	0.0%	$39.15	28
2025-Q1	Decreased	166,817	-39.8%	$6M	0.0%	$35.26	0
2024-Q4	Decreased	276,973	-11.2%	$9.5M	0.0%	$33.45	0
2024-Q3	Increased	311,876	+1.3%	$12.2M	0.0%	$38.07	28
2024-Q2	Decreased	307,972	-1.7%	$11.4M	0.0%	$35.85	0
2024-Q1	Increased	313,323	+5.5%	$11.9M	0.0%	$36.48	29
2023-Q4	Decreased	297,007	-2.3%	$10.8M	0.0%	$34.57	0
2023-Q3	Increased	303,971	+3.4%	$9.7M	0.0%	$30.42	29
2023-Q2	Increased	293,936	+0.9%	$10.1M	0.0%	$32.18	28
2023-Q1	Increased	291,369	+24.3%	$9.9M	0.0%	$31.63	34
2022-Q4	Increased	234,392	+1.4%	$7.2M	0.0%	$28.63	28
2022-Q3	Increased	231,150	+5.7%	$6.1M	0.0%	$24.59	29
2022-Q2	Decreased	218,707	-51.1%	$6.5M	0.0%	$27.52	0
2022-Q1	Increased	447,386	+102.6%	$16.3M	0.0%	$33.56	45
2021-Q4	Increased	220,783	+15.1%	$8.8M	0.0%	$35.75	32
2021-Q3	Increased	191,862	+2.6%	$7.3M	0.0%	$34.11	28
2021-Q2	Increased	187,054	+8.2%	$7.4M	0.0%	$35.49	30
2021-Q1	Increased	172,956	+3.2%	$6.4M	0.0%	$32.63	28
2020-Q4	Decreased	167,659	-60.9%	$6.1M	0.0%	$32.08	0
2020-Q3	Decreased	429,198	-3.6%	$14M	0.0%	$28.37	0
2020-Q2	Increased	445,334	+204.0%	$13.4M	0.0%	$26.21	45
2020-Q1	Increased	146,505	+28.7%	$3.8M	0.0%	$22.27	33
2019-Q4	Increased	113,848	+0.8%	$3.6M	0.0%	$27.27	27
2019-Q3	Increased	112,940	+16.0%	$3.3M	0.0%	$24.42	31
2019-Q2	Increased	97,392	+59.0%	$2.8M	0.0%	$24.72	38
2019-Q1	New	61,250	-	$1.8M	0.0%	$24.12	36

Other major holders of IQDG: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

IQDG30 quarters

IQDG
30 quarters