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IQDGIQDG
14 quarters

Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLCO'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in WISDOMTREE TR

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds 84,153 shares of IQDG (WISDOMTREE TR), worth $3.6M as of 2026-Q2. The position was increased (+521.0% shares). IQDG represents 0.0% of O'SHAUGHNESSY ASSET MANAGEMENT, LLC's portfolio.

Current Value

$3.6M

Current Shares

84,153

Total Value Change

+$3.6M

Total Shares Change

+82,265

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,153
+521.0%
$3.6M0.0%$43.08
43
2026-Q1
Increased
13,552
+0.7%
$543,9770.0%$41.89
24
2025-Q4
Increased
13,452
+5.6%
$557,9890.0%$41.63
26
2025-Q3
Increased
12,743
+64.8%
$508,1910.0%$39.41
35
2025-Q2
Decreased
7,732
-21.2%
$306,4960.0%$39.15
0
2025-Q1
Increased
9,816
+17.7%
$350,2350.0%$35.26
28
2024-Q4
Decreased
8,339
-24.7%
$285,2770.0%$33.45
0
2024-Q3
Decreased
11,069
-2.4%
$425,1600.0%$38.07
0
2024-Q2
Unchanged
11,341
0.0%
$420,6380.0%$35.85
0
2024-Q1
Increased
11,341
+17.1%
$431,6380.0%$36.48
28
2023-Q4
Increased
9,689
+11.8%
$351,4200.0%$34.57
26
2023-Q3
Increased
8,669
+20.1%
$277,5810.0%$30.42
28
2023-Q2
Increased
7,219
+282.4%
$248,4060.0%$32.18
37
2023-Q1
New
1,888
-
$63,9470.0%$31.63
29

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

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