Public ownership evidence

WisdomTree International Quality Dividend Growth Fund (IQDG) Ownership Disclosures

Read IQDG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

WisdomTree International Quality Dividend Growth Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
133,441
Value (USD)
$5,748,650
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IQDG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IQDG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28133,441$5,748,650None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,796$206,621None
Caitlin John, LLC2026-06-302026-08-18108$4,653None
Corient Private Wealth LP2026-06-302026-08-18133,441$5,748,650None
Mutual Advisors, LLC2026-06-302026-08-155,059$217,930None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-155,628$242,454None
Western Wealth Management, LLC2026-06-302026-08-1544,567$1,919,942None
Qube Research & Technologies Ltd2026-06-302026-08-151,389$59,838None
Per Stirling Capital Management, LLC.2026-06-302026-08-1522,566$972,134None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,748$635,553None
HRT FINANCIAL LP2026-06-302026-08-1590,759$3,909,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1595,364$4,108,281None
Medallion Wealth Advisors, LLC2026-06-302026-08-15889$38,298None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15301$12,844None
Ausdal Financial Partners, Inc.2026-06-302026-08-1526,074$1,123,254None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1545,229$1,948,465None
ROYAL BANK OF CANADA2026-06-302026-08-15256$11,000None
ROYAL BANK OF CANADA2026-06-302026-08-1511,306$487,000None
ROYAL BANK OF CANADA2026-06-302026-08-1513,374$576,000None
ROYAL BANK OF CANADA2026-06-302026-08-1565,696$2,830,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,851$123,000None
ROYAL BANK OF CANADA2026-06-302026-08-1517,370$748,000None
IHT Wealth Management, LLC2026-06-302026-08-1510,044$432,688None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,568$369,109None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1530,676$1,321,512None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1578,542$3,383,606None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,871$166,742None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,266,878$54,577,104None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15837,664$36,086,565None
Investor's Fiduciary Advisor Network, LLC2026-06-302026-08-149,292$400,000None
Hobbs Group Advisors, LLC2026-06-302026-08-1439,034$1,681,578None
Sanctuary Advisors, LLC2026-06-302026-08-1415,617$672,759None
Quantinno Capital Management LP2026-06-302026-08-1410,224$440,490None
Rockefeller Capital Management L.P.2026-06-302026-08-14137,557$5,925,963None
Rockefeller Capital Management L.P.2026-06-302026-08-143,839$165,410None
UBS Group AG2026-06-302026-08-14420,618$18,120,223None
One Capital Management, LLC2026-06-302026-08-14305,304$12,254,931None
Creative Planning2026-06-302026-08-1415,213$655,367None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1484,153$3,625,311None
CIBC WORLD MARKET INC.2026-06-302026-08-1414,822$638,532None
Mason Investment Advisory Services, Inc.2026-06-302026-08-147,748$333,787None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14353,215$15,216,520None
MORGAN STANLEY2026-06-302026-08-141,625,469$70,025,238None
MORGAN STANLEY2026-06-302026-08-1427$1,163None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-1416,415$707,158None
FMR LLC2026-06-302026-08-142$86None
FMR LLC2026-06-302026-08-1412,284$529,181None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-1310,427$449,195None
Smartleaf Asset Management LLC2026-06-302026-08-1374$3,178None
Corient Private Wealth LP2026-06-302026-08-13133,441$5,748,650None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Mutual Advisors, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗Western Wealth Management, LLC ↗Qube Research & Technologies Ltd ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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