Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (IQDG)

131 + 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
↑ +6
Streak
7Q ▲
Buyers last Q
57%

Smart Money Signals — IQDG

Based on 131 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
131 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 — +15% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

74 buying55 selling
Last quarter: 74 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new IQDG position: 18 → 20 → 13 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new
67 out of 131 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.
📊

Peak discovery — momentum slowing

20 → 18 → 20 → 13 → 19 new funds/Q
New funds entering each quarter: 18 → 20 → 13 → 19. IQDG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 19% 1-2yr ■ 31% new
Of 131 current holders: 66 (50%) 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
14 of 131 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IQDG
2026 Q1 Stats Unlock in 17 days 131 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 131 125 4.8%
13F Shares 14M 14M -3.83%
Total Value $952M $956M -0.47%
New Positions 19 13 +6
Increased Positions 55 49 +6
Closed Positions 13 9 +4
Reduced Positions 42 48 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

131 + investors

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

Top 25 institutional holders of IQDG — 2025 Q4 · 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 CGN Advisors LLC 1.37% 431,835 $17.3M
4 Impact Capital Partners LLC 0.90% 73,850 $3.0M
5 Premier Path Wealth Partners, LLC 0.67% 127,826 $5.1M
6 City Center Advisors, LLC 0.58% 15,692 $630K
7 Venturi Wealth Management, LLC 0.31% 169,234 $6.8M
8 Kathmere Capital Management, LLC 0.26% 107,138 $4.3M
9 Oregon Pacific Wealth Management, LLC 0.23% 5,595 $225K
10 EVOLUTION WEALTH MANAGEMENT INC. 0.20% 6,899 $277K
11 HOWARD BAILEY SECURITIES, LLC 0.19% 11,627 $467K
12 Financial Enhancement Group LLC 0.18% 33,614 $1.5M
13 Oxinas Partners, LLC 0.13% 7,000 $281K
14 Axis Wealth Partners, LLC 0.13% 5,874 $236K
15 JOURNEY STRATEGIC WEALTH LLC 0.12% 115,693 $4.6M
16 Resonant Capital Advisors, LLC 0.10% 49,134 $2.0M
17 Emprise Bank 0.10% 6,325 $254K
18 TSFG, LLC 0.09% 14,339 —
19 SigFig Wealth Management, LLC 0.09% 73,681 $3.0M
20 Key FInancial Inc 0.08% 10,811 $434K
21 Princeton Global Asset Management LLC 0.07% 10,031 $403K
22 Sharkey, Howes & Javer 0.06% 11,981 $481K
23 Merit Financial Group, LLC 0.06% 200,818 $8.1M
24 Ascentis Independent Advisors 0.05% 17,889 $718K
25 IFP Advisors, Inc 0.04% 51,984 $2.1M
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 — 7 quarters in a row: For 7 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?

Slight buying edge — 57% buying: Last quarter: 74 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IQDG holders?

Strong quality — 29% AUM from major funds: 14 of 131 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?

51% of holders stayed for 2+ years: 67 out of 131 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.

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.