IQDG — WISDOMTREE INTL QLTY DVD GRW
As of Q2 2026, 8 SEC-registered investment managers reported holding IQDG (WISDOMTREE INTL QLTY DVD GRW) in their latest 13F filings, with a combined reported value of $180.57M across 4.19M shares. That is -9.7% by share count (-450.79K shares) versus the previous quarter, while reported value moved -3.1%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 2.10M | $90.66M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.63M | $70.03M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 420.62K | $18.12M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 13.91K | $597.59K | 0.00% | New |
| Citadel Advisors history | Q1 2026 | 14.49K | $581.71K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 12.29K | $529.27K | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 9.40K | $368.13K | 0.00% | Add |
| Goldman Sachs Group history | Q3 2025 | 8.98K | $358.04K | 0.00% | New |
| BNY Mellon history | Q2 2026 | 7.78K | $335.04K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 3.87K | $166.74K | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 2.98K | $128.55K | 0.00% | Add |
| Citigroup Inc history | Q4 2025 | 2.23K | $92.42K | 0.00% | New |
| PNC Financial Services history | Q1 2026 | 794 | $31.87K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 13.91K sh · $597.59K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 14.49K sh · $581.71K
- PNC Financial Services sold 794 sh · $31.87K
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 713.70K | 737.85K | 840.02K | 865.98K | 1.08M | 1.31M | 1.87M | 2.55M | 2.36M | 2.29M | 2.37M | 2.43M | 2.40M | 2.31M | 2.34M | 2.30M | 2.33M | 2.26M | 2.30M | 2.10M |
| Morgan Stanley | 1.12M | 1.50M | 1.80M | 1.88M | 1.95M | 3.91M | 4.55M | 4.39M | 4.60M | 3.87M | 3.59M | 3.57M | 3.56M | 3.42M | 3.17M | 1.81M | 1.93M | 1.90M | 1.67M | 1.63M |
| UBS Group AG | — | 20 | — | — | 644 | — | — | 162.07K | 347.50K | 353.94K | 508.35K | 511.07K | 532.49K | 551.07K | 563.59K | 569.04K | 586.08K | 604.38K | 636.68K | 420.62K |
| JPMorgan Chase & Co | — | — | — | — | 242 | 14.71K | 15.15K | 48.62K | 198.14K | 194.11K | 173.77K | 280.94K | 238.46K | 316.31K | 146.61K | 136.71K | 17.28K | 14.45K | — | 13.91K |
| Fidelity Management & Research (FMR) | — | 2 | — | — | 61 | 1 | 862 | 285 | 275 | 2.70K | 2.71K | 3.71K | 3.99K | 4.51K | 10.64K | 10.29K | 10.33K | 10.05K | 10.26K | 12.29K |
| BNY Mellon | 30.72K | 30.72K | 30.72K | 31.70K | 31.12K | 30.31K | 30.22K | 30.22K | 30.22K | 31.40K | 31.73K | 31.87K | 31.86K | 7.75K | 6.94K | 7.13K | 7.20K | 7.30K | 7.58K | 7.78K |
| Wells Fargo & Co | 1 | — | 1 | — | 1 | 1 | 1 | 266 | 1 | 1 | 1 | 252 | 108 | 208 | 2 | 1 | 319 | 571 | 360 | 3.87K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 703 | 2.98K |
| Citadel Advisors | — | 79.80K | 70.05K | 8.60K | 30.10K | 36.69K | — | 54.25K | 40.99K | 8.24K | 19.82K | — | — | 42.92K | 50.08K | 97.80K | 24.02K | 260.08K | 14.49K | — |
| Goldman Sachs Group | — | — | — | 24.26K | — | — | — | — | — | — | — | — | — | 64.03K | 39.89K | — | 8.98K | — | — | — |
| Citigroup Inc | — | — | 3 | — | — | — | — | — | — | 4 | 4 | — | — | — | — | — | — | 2.23K | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | 2.74K | 478 | — | — | 794 | 794 | 794 | 794 | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | 26.75K | 8.94K | 9.40K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details