Sharkey, Howes & Javer IQDG — WISDOMTREE TR

Ownership history in Sharkey, Howes & Javer  ·  22 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported WISDOMTREE TR (IQDG) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.49% in 2024 Q2. The latest visible filing shows IQDG at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IQDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharkey, Howes & Javer'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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q2

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

Time in book
Holding Window
2024 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 Sharkey, Howes & Javer fund profile Sharkey, Howes & Javer full holdings
How Sharkey, Howes & Javer 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 11,323 -658 -5.5% 0.06% $488K 2026-07-09 $43.05
2026 Q1 REDUCED 15.4% +8.5% ❌ 11,981 -2,183 -15.4% 0.06% $481K 2026-04-08 $42.06
2025 Q4 REDUCED 37.2% -3.1% ✅ 14,164 -8,403 -37.2% 0.07% $588K 2026-01-13 $42.30
2025 Q3 REDUCED 54.0% +4.6% ❌ 22,567 -26,477 -54.0% 0.12% $900K 2025-10-10 $38.37
2025 Q2 REDUCED 12.5% +0.3% ❌ 49,044 -6,978 -12.5% 0.26% $1.9M 2025-07-10 $38.83
2025 Q1 REDUCED 38.0% +12.5% ❌ 56,022 -34,266 -38.0% 0.29% $2.0M 2025-04-30 $35.77
2024 Q4 ADDED — — — 90,288 +16,657 +22.6% 0.43% $3.1M 2025-02-05 $35.22
2024 Q3 REDUCED 9.7% -11.8% ✅ 73,631 -7,952 -9.7% 0.41% $2.9M 2024-10-21 $35.77
2024 Q2 ADDED — — — 81,583 +26,725 +48.7% 0.49% $3.0M 2024-07-17 $36.23
2024 Q1 ADDED — — — 54,858 +10,791 +24.5% 0.34% $2.1M 2024-04-18 $33.87
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IQDG

As of 2026 Q2 — sorted by position size

Revolve Wealth Partners, LLC 3Y 2.03% City Center Advisors, LLC 0.58% CGN Advisors LLC 3Y 0.45% Financial Enhancement Group LLC 3Y 7Y 0.17% WORLD EQUITY GROUP, INC. 0.1% Emprise Bank 0.1% SigFig Wealth Management, LLC 3Y 7Y 0.09% Breakwater Capital Group 3Y 0.03% Trilogy Capital Inc. 3Y 7Y 0.01% Foster Group, Inc. 3Y 0.01%

FAQ About Sharkey, Howes & Javer and IQDG

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

How long has Sharkey, Howes & Javer reported owning IQDG?

Sharkey, Howes & Javer reported IQDG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IQDG position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for IQDG was 0.49% in 2024 Q2.

What is the latest reported IQDG position on this page?

The most recent filing on this page is 2026 Q2, when Sharkey, Howes & Javer reported 11,323 shares, equal to 0.06% of portfolio, with an estimated market value of $488K.

What does the chart on this IQDG ownership page compare?

The chart compares Sharkey, Howes & Javer'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 Sharkey, Howes & Javer time their IQDG position?

Based on 13F filing dates vs. subsequent IQDG price moves, Sharkey, Howes & Javer correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on IQDG relative to SPY over the holding period was +58.1%.

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