WisdomTree International Quality Dividend Growth Fund (IQDG) Institutional Ownership

$38.14
+0.05 (+0.13%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree International Quality Dividend Growth Fund (BATS:IQDG)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$51.18M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$516.43K
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IQDG Institutional Buying and Selling by Quarter

WisdomTree International Quality Dividend Growth Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 OLD Mission Capital LLC209,680$7.98M0.1%+40.3%0.847%
5/2/2024 Hunter Associates Investment Management LLC7,900$300K0.1%-42.1%0.031%
5/1/2024 Janney Montgomery Scott LLC35,734$1.36M0.0%+11.1%0.140%
4/23/2024 Nations Financial Group Inc. IA ADV11,984$456K0.0%+26.9%0.047%
4/5/2024 NBC Securities Inc.17,297$658K0.1%+33.7%0.072%
2/14/2024 Waterloo Capital L.P.5,700$207K0.0%N/A0.024%
2/9/2024 Nations Financial Group Inc. IA ADV9,444$343K0.0%+41.3%0.039%
2/8/2024 Janney Montgomery Scott LLC32,169$1.17M0.0%+1.6%0.134%
2/7/2024 One Capital Management LLC2,336,916$84.76M3.4%+2.6%9.717%
2/7/2024 NBC Securities Inc.12,940$469K0.0%+45.2%0.054%
1/31/2024 Hunter Associates Investment Management LLC13,650$498K0.1%-6.8%0.057%
1/24/2024 Prime Capital Investment Advisors LLC1,656,264$60.07M0.9%+12.5%6.887%
1/22/2024 Princeton Global Asset Management LLC19,407$704K0.2%-3.6%0.081%
11/14/2023 Mendel Money Management13,745$440K0.2%+4.5%0.057%
11/9/2023 One Capital Management LLC2,277,608$72.93M3.2%+6.0%9.470%
11/9/2023 Hunter Associates Investment Management LLC14,650$470K0.1%-2.7%0.061%
11/9/2023 Prime Capital Investment Advisors LLC1,472,097$47.14M1.0%+239.8%6.121%
11/8/2023 Janney Montgomery Scott LLC31,671$1.01M0.0%-13.0%0.132%
11/4/2023 NBC Securities Inc.8,911$285K0.0%N/A0.037%
10/27/2023 Princeton Global Asset Management LLC20,138$645K0.2%-3.9%0.084%
10/17/2023 Avior Wealth Management LLC9,377$300K0.0%+13.6%0.039%
8/15/2023 Invenio Wealth Partners LLC22,629$779K0.9%N/A0.094%
8/14/2023 Mendel Money Management13,147$452K0.2%-8.9%0.055%
8/4/2023 Princeton Global Asset Management LLC20,958$721K0.2%+3.4%0.087%
7/28/2023 Private Trust Co. NA8,790$302K0.0%N/A0.037%
7/26/2023 Creative Financial Designs Inc. ADV5,731$197K0.0%+543.9%0.024%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC8,258$284K0.0%+255.0%0.034%
5/11/2023 One Capital Management LLC1,902,030$64.42M3.2%+3.1%9.631%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,326$79K0.0%N/A0.012%
5/2/2023 Hunter Associates Investment Management LLC15,050$514K0.1%N/A0.076%
4/28/2023 Lansing Street Advisors9,710$329K0.2%+12.7%0.049%
4/20/2023 Princeton Global Asset Management LLC20,271$687K0.2%+30.7%0.103%
3/6/2023 OLD Mission Capital LLC66,721$2.04M0.1%+83.6%0.000%
2/16/2023 One Capital Management LLC1,844,427$56.46M3.0%+8.8%0.000%
2/13/2023 Mendel Money Management14,153$433K0.2%-10.4%0.000%
2/9/2023 Sowell Financial Services LLC15,339$470K0.0%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC36,020$1.10M0.0%+7.9%0.000%
11/14/2022 One Capital Management LLC1,695,744$44.62M2.6%+13.1%0.000%
11/14/2022 OLD Mission Capital LLC36,341$956K0.0%N/A0.000%
11/1/2022 Coulter & Justus Financial Services LLC190,224$5.01M3.9%N/A0.000%
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10/25/2022 Janney Montgomery Scott LLC33,371$878K0.0%-3.3%0.000%
10/19/2022 Empirical Asset Management LLC20,097$529K0.6%-17.4%0.000%
8/15/2022 Mendel Money Management16,319$483K0.3%-9.8%0.000%
8/3/2022 Janney Montgomery Scott LLC34,516$1.02M0.0%-38.4%0.000%
7/18/2022 Empirical Asset Management LLC24,330$721K0.8%-16.9%0.000%
5/17/2022 One Capital Management LLC1,420,875$51.85M2.7%-3.6%0.000%
5/9/2022 Herold Advisors Inc.3,125$114K0.0%N/A0.000%
5/9/2022 Lansing Street Advisors8,315$301K0.2%N/A0.000%
5/6/2022 Princeton Global Asset Management LLC15,535$567K0.2%+43.9%0.000%
5/6/2022 Empirical Asset Management LLC29,287$1.07M1.0%+17.2%0.000%
2/10/2022 Nations Financial Group Inc. IA ADV5,757$230K0.0%N/A0.000%
2/7/2022NEIRG Wealth Management LLC309,469$12.35M2.4%N/A0.000%
2/2/2022 Princeton Global Asset Management LLC10,798$431K0.1%-2.5%0.000%
1/31/2022 One Capital Management LLC1,473,756$58.79M4.5%-7.9%0.000%
1/27/2022 Janney Montgomery Scott LLC36,786$1.47M0.0%+0.9%0.000%
1/21/2022 Outlook Wealth Advisors LLC185,802$7.41M2.2%N/A0.000%
11/15/2021 One Capital Management LLC1,599,330$60.90M5.0%+13.6%0.000%
11/12/2021 OLD Mission Capital LLC20,475$780K0.0%N/A0.000%
11/9/2021 First Horizon Advisors Inc.372$30K0.0%+254.3%0.000%
11/9/2021 Mendel Money Management12,872$490K0.3%+19.3%0.000%
11/8/2021 Princeton Global Asset Management LLC11,080$422K0.1%+8.1%0.000%
11/3/2021 Herold Advisors Inc.3,125$119K0.0%N/A0.000%
11/3/2021 Princeton Global Asset Management LLC422$42K0.1%-95.9%0.000%
10/29/2021 Janney Montgomery Scott LLC36,468$1.39M0.0%-4.2%0.000%
10/28/2021New England Investment & Retirement Group Inc.300,616$11.45M2.6%N/A0.000%
10/8/2021 Creative Financial Designs Inc. ADV804$31K0.0%+62.8%0.000%
8/11/2021 Bank of New York Mellon Corp30,723$1.22M0.0%-29.5%0.000%
8/11/2021 Mendel Money Management10,788$429K0.3%+33.7%0.000%
8/4/2021 Princeton Global Asset Management LLC10,247$408K0.1%-3.8%0.000%
7/31/2021 Triumph Capital Management6,081$248K0.1%N/A0.000%
5/14/2021 One Capital Management LLC1,229,975$45.61M5.0%+3.4%0.000%
5/11/2021 Princeton Global Asset Management LLC10,648$395K0.1%-4.1%0.000%
4/30/2021 Wealthcare Advisory Partners LLC996$37K0.0%N/A0.000%
4/27/2021 Janney Montgomery Scott LLC37,700$1.40M0.0%+42.1%0.000%
2/9/2021 Mendel Money Management6,389$233K0.2%N/A0.000%
2/9/2021 Princeton Global Asset Management LLC11,104$405K0.1%-8.9%0.000%
1/25/2021 Janney Montgomery Scott LLC26,531$969K0.0%-61.8%0.000%
11/6/2020 Janney Montgomery Scott LLC69,384$2.26M0.0%-8.7%0.000%
10/9/2020Gofen & Glossberg LLC IL8,025$262K0.0%+6.3%0.000%
8/12/2020 Bank of New York Mellon Corp65,491$1.98M0.0%-15.6%0.000%
8/11/2020 Princeton Global Asset Management LLC12,854$387K0.1%-3.3%0.000%
7/23/2020 Janney Montgomery Scott LLC75,962$2.29M0.0%N/A0.000%
7/13/2020Gofen & Glossberg LLC IL7,550$228K0.0%N/A0.000%
5/6/2020 Bank of New York Mellon Corp77,558$1.99M0.0%-92.7%0.000%
(Data available from 1/1/2016 forward)

IQDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IQDG shares?

During the previous two years, 19 institutional investors and hedge funds held shares of WisdomTree International Quality Dividend Growth Fund. The most heavily invested institutionals were One Capital Management LLC ($84.76M), Prime Capital Investment Advisors LLC ($60.07M), OLD Mission Capital LLC ($7.98M), Coulter & Justus Financial Services LLC ($5.01M), Janney Montgomery Scott LLC ($1.36M), Invenio Wealth Partners LLC ($779K), and Princeton Global Asset Management LLC ($704K).Learn more on IQDG's institutional investors.

Which institutional investors have been buying WisdomTree International Quality Dividend Growth Fund stock?

Of the 18 institutional investors that purchased WisdomTree International Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prime Capital Investment Advisors LLC ($1.22M), One Capital Management LLC ($590.26K), Coulter & Justus Financial Services LLC ($190.22K), OLD Mission Capital LLC ($127.00K), Invenio Wealth Partners LLC ($22.63K), NBC Securities Inc. ($17.30K), and Sowell Financial Services LLC ($15.34K).

How much institutional buying is happening at WisdomTree International Quality Dividend Growth Fund?

Institutional investors have bought a total of 2,248,716 shares in the last 24 months. This purchase volume represents approximately $71.08M in transactions.

Which WisdomTree International Quality Dividend Growth Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree International Quality Dividend Growth Fund stock in the last 24 months: Janney Montgomery Scott LLC ($27.39K), Empirical Asset Management LLC ($9.19K), Hunter Associates Investment Management LLC ($7.15K), Mendel Money Management ($4.69K), and Princeton Global Asset Management LLC ($1.55K).

How much institutional selling is happening at WisdomTree International Quality Dividend Growth Fund?

Institutional investors have sold a total of 49,968 shares in the last 24 months. This volume of shares sold represents approximately $1.54M in transactions.


This page (BATS:IQDG) was last updated on 5/19/2024 by MarketBeat.com Staff

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