Kondo Wealth Advisors, Inc. IQDG — WISDOMTREE TR

Ownership history in Kondo Wealth Advisors, Inc.  ·  6 quarters on record

AI Ownership Summary

Kondo Wealth Advisors, Inc. reported WISDOMTREE TR (IQDG) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2025 Q1. The latest visible filing shows IQDG at 0.13% 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 Kondo Wealth Advisors, Inc.'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
2026 Q2

IQDG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

IQDG stock page Kondo Wealth Advisors, Inc. fund profile Kondo Wealth Advisors, Inc. full holdings
How Kondo Wealth Advisors, Inc. held IQDG — position size vs. price
% of Fund (quarterly)    IQDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 9,338 +16 +0.2% 0.13% $402K 2026-07-21 $42.95
2026 Q1 REDUCED 21.8% +8.5% ❌ 9,322 -2,595 -21.8% 0.14% $374K 2026-05-11 $41.93
2025 Q4 REDUCED — — — 11,917 -152 -1.3% 0.19% $494K 2026-01-30 $42.49
2025 Q3 REDUCED — — — 12,069 -483 -3.8% 0.19% $481K 2025-11-05 $38.85
2025 Q2 REDUCED 7.6% +0.3% ❌ 12,552 -1,036 -7.6% 0.22% $494K 2025-07-29 $37.82
2025 Q1 INITIATED — — — 13,588 — — 0.24% $465K 2025-06-11 $38.07

🏢 Other funds also holding IQDG

As of 2026 Q2 — sorted by position size

Revolve Wealth Partners, LLC 3Y 2.03% Impact Capital Partners LLC 0.93% Premier Path Wealth Partners, LLC 0.84% City Center Advisors, LLC 0.58% CGN Advisors LLC 3Y 0.45% Venturi Wealth Management, LLC 3Y 7Y 0.31% EVOLUTION WEALTH MANAGEMENT INC. 0.18% Financial Enhancement Group LLC 3Y 7Y 0.17% WORLD EQUITY GROUP, INC. 0.1% Oxinas Partners, LLC 3Y 0.1%

FAQ About Kondo Wealth Advisors, Inc. and IQDG

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

How long has Kondo Wealth Advisors, Inc. reported owning IQDG?

Kondo Wealth Advisors, Inc. reported IQDG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported IQDG position in Kondo Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IQDG was 0.24% in 2025 Q1.

What is the latest reported IQDG position on this page?

The most recent filing on this page is 2026 Q2, when Kondo Wealth Advisors, Inc. reported 9,338 shares, equal to 0.13% of portfolio, with an estimated market value of $402K.

What does the chart on this IQDG ownership page compare?

The chart compares Kondo Wealth Advisors, Inc.'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.

How well did Kondo Wealth Advisors, Inc. time their IQDG position?

Based on 13F filing dates vs. subsequent IQDG price moves, Kondo Wealth Advisors, Inc. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on IQDG relative to SPY over the holding period was -9.2%.

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