IQDG β€” WISDOMTREE TR

Ownership history in Focus Partners Advisor Solutions, LLC  Β·  3 quarters on record

AI Ownership Summary

Focus Partners Advisor Solutions, LLC reported WISDOMTREE TR (IQDG) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows IQDG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IQDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Partners Advisor Solutions, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IQDG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Partners Advisor Solutions, LLC held IQDG β€” position size vs. price
% of Fund (quarterly)    IQDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 12,528 +5,974 +91.2% 0.01% $500K 2025-11-12 $40.56
2025 Q1 ADDED 6,554 +229 +3.6% 0.00% $234K 2025-05-15 $37.32
2024 Q4 INITIATED 6,325 β€” β€” 0.00% $216K 2025-02-18 $36.98

FAQ About Focus Partners Advisor Solutions, LLC and IQDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Partners Advisor Solutions, LLC reported owning IQDG?

Focus Partners Advisor Solutions, LLC reported IQDG across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported IQDG position in Focus Partners Advisor Solutions, LLC's portfolio?

The largest reported portfolio weight for IQDG was 0.01% in 2025 Q3.

What is the latest reported IQDG position on this page?

The most recent filing on this page is 2025 Q3, when Focus Partners Advisor Solutions, LLC reported 12,528 shares, equal to 0.01% of portfolio, with an estimated market value of $500K.

What does the chart on this IQDG ownership page compare?

The chart compares Focus Partners Advisor Solutions, LLC's quarterly IQDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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