Who Owns WISDOM INTL Q/DV GRW ETF (IQDG)? -- Institutional Holders (2026-06-30)

158 institutions reported holding $558.4M of WISDOM INTL Q/DV GRW ETF (IQDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($90.7M), MORGAN STANLEY ($70.0M), AlphaCore Capital LLC ($45.9M), LPL Financial LLC ($39.3M), ENVESTNET ASSET MANAGEMENT INC ($34.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$90.7M2.1MTrimmed
2MORGAN STANLEY$70.0M1.6MTrimmed
3AlphaCore Capital LLC$45.9M1.1MTrimmed
4LPL Financial LLC$39.3M912,174Added
5ENVESTNET ASSET MANAGEMENT INC$34.9M809,142Added
6HighTower Advisors, LLC$29.6M686,681Trimmed
7Cetera Investment Advisers$25.2M584,321Trimmed
8Revolve Wealth Partners, LLC$19.6M454,107Added
9UBS Group AG$18.1M420,618Trimmed
10CAPTRUST FINANCIAL ADVISORS$15.2M353,215Added
11Prime Capital Investment Advisors, LLC$14.0M324,190Added
12One Capital Management, LLC$12.3M305,304Hold
13Venturi Wealth Management, LLC$8.1M187,054Added
14Premier Path Wealth Partners, LLC$7.3M170,171Added
15TSFG, LLC$6.4M148,096Added
16CGN Advisors LLC$6.1M142,289Trimmed
17Rockefeller Capital Management L.P.$6.1M141,396Trimmed
18Corient Private Wealth LLC$5.7M133,441Added
19Catalyst Investment Management LLC$5.2M121,530Added
20RAYMOND JAMES FINANCIAL INC$5.1M117,786Added
21Fourth Dimension Wealth, LLC$4.9M114,507Added
22Royal Bank of Canada$4.8M110,853Trimmed
23Kathmere Capital Management, LLC$4.5M104,833Trimmed
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.1M95,364Trimmed
25HRT FINANCIAL LP$3.9M90,759New

来源：SEC 13F 申报文件 · 截至 2026-06-30