WISDOMTREE TR

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IQDG·97717X131·US·ETF·Unknown - Unknown

IQDG (WISDOMTREE TR) is held by 49 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($90.7M), MORGAN STANLEY ($70M), LPL Financial LLC ($39.3M). Net institutional sentiment: Mixed.

49

Holders

(9 Elite)

$370.6M

Total Value

46% (50)

Consensus

23 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)47

Activist (13D/13G)25

Congressional (STOCK Act)63

Holder Quality

46

★★★★★

Elite

64

★★★★

Strong

54

★★★

Solid

12

★★

Below

17

★

Weak

Held by 49 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IQDG.

Top Holders

Top Holders (49)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	2.1M(-8.4%)	$90.7M	0.0%	+33.07%	0
MORGAN STANLEY	Decreased	1.6M(-2.8%)	$70M	0.0%	+24.17%	0
LPL Financial LLC	Increased	912,174(+2.7%)	$39.3M	0.0%	+32.26%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	809,142(+4.2%)	$34.9M	0.0%	+17.77%	30
HighTower Advisors, LLC	Decreased	686,681(-0.7%)	$29.6M	0.0%	+17.79%	0
Cetera Investment Advisers	Decreased	584,321(-2.5%)	$25.2M	0.0%	+27.91%	0
UBS Group AG	Decreased	420,618(-33.9%)	$18.1M	0.0%	+31.49%	0
CAPTRUST FINANCIAL ADVISORS	Increased	353,215(+13.3%)	$15.2M	0.0%	+13.89%	32
Rockefeller Capital Management L.P.	Decreased	141,396(-1.0%)	$6.1M	0.0%	+10.58%	0
Corient Private Wealth LP	Increased	133,441(+14.1%)	$5.7M	0.0%	+14.43%	31
RAYMOND JAMES FINANCIAL INC	Increased	117,786(+7.7%)	$5.1M	0.0%	+18.32%	29
ROYAL BANK OF CANADA	Decreased	110,853(-1.8%)	$4.8M	0.0%	+19.23%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	95,364(-21.3%)	$4.1M	0.0%	+10.63%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	84,153(+521.0%)	$3.6M	0.0%	+6.82%	43
MFMerit Financial Group, LLC	Decreased	83,672(-58.3%)	$3.6M	0.0%	+7.59%	0
STIFEL FINANCIAL CORP	Increased	45,319(+6.3%)	$2M	0.0%	+13.34%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	44,191(-5.1%)	$1.9M	0.0%	+36.37%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	28,661(-86.1%)	$1.2M	0.0%	+12.29%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	16,415	$707,158	0.0%	+6.92%	0
Sanctuary Advisors, LLC	Increased	15,617(+3.2%)	$672,759	0.0%	+16.67%	25

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer