Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (IQDG)

144 + Investors. Track Smart Money conviction in IQDG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — IQDG

Based on 145 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IQDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
145 hedge funds hold IQDG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

65 buying68 selling
Last quarter: 68 funds reduced or exited vs 65 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 14 → 19 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 21% new
70 out of 145 hedge funds have held IQDG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~17 new funds/quarter

19 → 21 → 14 → 19 → 17 new funds/Q
New funds entering each quarter: 21 → 14 → 19 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 16% 1-2yr ■ 32% new
Of 145 current holders: 76 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
18 of 145 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IQDG

In 2026 Q1, 65 hedge funds were net buyers of IQDG (17 opened a new position, 48 added to an existing one), while 68 reduced or exited (59 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in IQDG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 145.

Hedge Fund Ownership: IQDG

How many hedge funds hold IQDG — quarterly history vs. share price
Quarterly hedge fund ownership of IQDG vs. share price

Market Analysis: IQDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQDG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wisdomtree Tr (IQDG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IQDG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IQDG
+9.6%
SPY
+13.9%

IQDG outperformed SPY by -4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IQDG
+5.7%
SPY
+0.2%

Since the filing became public, IQDG outperformed SPY by +5.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IQDG
144 + Investors

Track Smart Money conviction in IQDG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 144 137 5.11%
13F Shares 14M 14M -0.95%
Total Value $937M $958M -2.13%
New Positions 17 19 -2
Increased Positions 48 58 -10
Closed Positions 10 15 -5
Reduced Positions 58 44 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDG

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Financial Highlights

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Institutional Holders (2026 Q1)

144 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IQDG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IQDG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Catalyst Investment Management LLC 5.10% 105,441 $4.6M
2 Revolve Wealth Partners, LLC 2.26% 432,796 $17.4M
3 Fourth Dimension Wealth, LLC 1.67% 109,538 $4.4M
4 CGN Advisors LLC 1.37% 431,835 $17.3M
5 AlphaCore Capital LLC 1.03% 1,080,843 $43.4M
6 Impact Capital Partners LLC 0.90% 73,850 $3.0M
7 Premier Path Wealth Partners, LLC 0.67% 127,826 $5.1M
8 City Center Advisors, LLC 0.58% 15,692 $630K
9 Mendel Money Management 0.51% 30,134 $1.2M
10 Hobbs Group Advisors, LLC 0.47% 39,174 $1.6M
11 One Capital Management, LLC 0.34% 305,304 $12.3M
12 Venturi Wealth Management, LLC 0.31% 169,234 $6.8M
13 Thryve Wealth Management LLC 0.27% 10,045 $403K
14 Kathmere Capital Management, LLC 0.26% 107,138 $4.3M
15 Signet Financial Management, LLC 0.24% 52,575 $2.1M
16 Oregon Pacific Wealth Management, LLC 0.23% 5,595 $225K
17 Evolution Wealth Management INC. 0.20% 6,899 $277K
18 Howard Bailey Securities, LLC 0.19% 11,627 $467K
19 Financial Enhancement Group LLC 0.18% 33,614 $1.5M
20 Kondo Wealth Advisors, Inc. 0.14% 9,322 $374K
21 Oxinas Partners, LLC 0.13% 7,000 $281K
22 Axis Wealth Partners, LLC 0.13% 5,874 $236K
23 Rossby Financial, LCC 0.12% 14,666 $601K
24 Journey Strategic Wealth LLC 0.12% 115,693 $4.6M
25 World Equity Group, INC. 0.11% 10,302 $414K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (IQDG)

What does the Smart Money Trend signal show for IQDG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IQDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IQDG?

More sellers than buyers — 49% buying: Last quarter: 68 funds reduced or exited vs 65 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IQDG holders?

Strong quality — 29% AUM from major funds: 18 of 145 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IQDG?

48% of holders stayed for 2+ years: 70 out of 145 hedge funds have held IQDG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wisdomtree Tr (IQDG) following the 2026 Q1 hedge fund 13F filings?

As of today, IQDG has moved +5.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.5%. Since the quarter end (March 31, 2026), IQDG has gained +9.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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