Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (IQDG)

138 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — IQDG

Based on 138 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IQDG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
138 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 — +5% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

69 buying75 selling
Last quarter: 75 funds reduced or exited vs 69 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: 14 → 19 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 29% medium ■ 22% new
68 out of 138 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.
💎

Buying through price weakness — shares -6%, value -41%

Value
-41%
Shares
-6%
Last quarter: funds added -6% more shares while total portfolio value only changed -41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~17 new funds/quarter

22 → 14 → 19 → 17 → 17 new funds/Q
New funds entering each quarter: 14 → 19 → 17 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 30% newcomers

■ 51% veterans ■ 19% 1-2yr ■ 30% new
Entry-cohort mix of 138 holders: 70 (51%) are 2+ year veterans, 26 entered 1–2 years ago, and 42 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
17 of 138 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in IQDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 69 hedge funds were net buyers of IQDG (17 opened a new position, 52 added to an existing one), while 75 reduced or exited (51 trimmed, 24 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in IQDG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 138.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: IQDG
138 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 138 145 -4.83%
13F Shares 13M 14M -6.37%
Total Value $550M $939M -41.37%
New Positions 17 17 -
Increased Positions 52 48 +4
Closed Positions 24 10 +14
Reduced Positions 51 59 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQDG

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Institutional Holders (2026 Q2)

138 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Catalyst Investment Management LLC 4.75% 121,530 $5.2M
2 Revolve Wealth Partners, LLC 2.03% 454,107 $19.6M
3 Fourth Dimension Wealth, LLC 1.56% 114,507 $4.9M
4 Impact Capital Partners LLC 0.93% 78,751 $3.4M
5 AlphaCore Capital LLC 0.84% 1,064,871 $45.9M
6 Premier Path Wealth Partners, LLC 0.84% 170,171 $7.3M
7 Mendel Money Management 0.63% 39,756 $1.7M
8 City Center Advisors, LLC 0.58% 16,689 $719K
9 CGN Advisors LLC 0.45% 142,289 $6.1M
10 Hobbs Group Advisors, LLC 0.44% 39,034 $1.7M
11 One Capital Management, LLC 0.34% 305,304 $12.3M
12 Venturi Wealth Management, LLC 0.31% 187,054 $8.1M
13 Kathmere Capital Management, LLC 0.24% 104,833 $4.5M
14 Oregon Pacific Wealth Management, LLC 0.23% 5,572 $240K
15 Evolution Wealth Management INC. 0.18% 7,048 $304K
16 Wiregrass Investment Management LLC 0.17% 5,770 $249K
17 Financial Enhancement Group LLC 0.17% 32,879 $1.4M
18 Howard Bailey Securities, LLC 0.17% 10,352 $446K
19 Axis Wealth Partners, LLC 0.14% 6,551 $282K
20 Prime Capital Investment Advisors, LLC 0.14% 324,190 $14.0M
21 Kondo Wealth Advisors, Inc. 0.13% 9,338 $402K
22 Resonant Capital Advisors, LLC 0.11% 54,717 $2.4M
23 World Equity Group, INC. 0.10% 10,698 $461K
24 Oxinas Partners, LLC 0.10% 5,935 $256K
25 Emprise Bank 0.10% 6,325 $272K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IQDG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IQDG?

More sellers than buyers — 48% buying: Last quarter: 75 funds reduced or exited vs 69 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?

Elite ownership — 48% AUM from top-100 funds: 17 of 138 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in IQDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IQDG?

49% of holders stayed for 2+ years: 68 out of 138 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.

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