WisdomTree International Quality Dividend Growth Fund(IQDG)

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WisdomTree International Quality Dividend Growth Fund(IQDG)

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$42.95—

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IQDG(IQDG)

IQDG

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 179 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	2.30M	Mar 31, 26	+34.80K	13.37%
MORGAN STANLEY	1.67M	Mar 31, 26	-229.96K	9.72%
AlphaCore Capital LLC	1.08M	Mar 31, 26	-16.89K	6.28%
LPL Financial LLC	888.09K	Mar 31, 26	-142.14K	5.16%
ENVESTNET ASSET MANAGEMENT INC	776.24K	Mar 31, 26	+36.08K	4.51%
HighTower Advisors, LLC	691.46K	Mar 31, 26	+137.29K	4.02%
UBS Group AG	636.68K	Mar 31, 26	+32.30K	3.70%
Cetera Investment Advisers	599.31K	Mar 31, 26	+5.31K	3.48%
Revolve Wealth Partners, LLC	432.80K	Mar 31, 26	-34.19K	2.52%
CGN Advisors LLC	431.83K	Mar 31, 26	-15.62K	2.51%
CAPTRUST FINANCIAL ADVISORS	311.90K	Mar 31, 26	+130.19K	1.81%
One Capital Management, LLC	305.30K	Mar 31, 26	-65.90K	1.78%
Prime Capital Investment Advisors, LLC	224.82K	Mar 31, 26	+318	1.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	205.73K	Mar 31, 26	+38.49K	1.20%
Merit Financial Group, LLC	200.82K	Mar 31, 26	-12.57K	1.17%
Venturi Wealth Management, LLC	169.23K	Mar 31, 26	+4.02K	0.98%
Rockefeller Capital Management L.P.	142.77K	Mar 31, 26	+3.69K	0.83%
Premier Path Wealth Partners, LLC	127.83K	Mar 31, 26	-21.14K	0.74%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	121.09K	Mar 31, 26	+7.85K	0.70%
CI Private Wealth, LLC	117.01K	Mar 31, 26	+5.25K	0.68%
JOURNEY STRATEGIC WEALTH LLC	115.69K	Mar 31, 26	-1.89K	0.67%
ROYAL BANK OF CANADA	112.88K	Mar 31, 26	-25.93K	0.66%
Fourth Dimension Wealth, LLC	109.54K	Mar 31, 26	+8.09K	0.64%
RAYMOND JAMES FINANCIAL INC	109.37K	Mar 31, 26	+19.94K	0.64%
Kathmere Capital Management, LLC	107.14K	Mar 31, 26	-466	0.62%
Atria Investments, Inc	83.97K	Mar 31, 26	-6.03K	0.49%
JANE STREET GROUP, LLC	82.09K	Mar 31, 26	+57.60K	0.48%
Impact Capital Partners LLC	73.85K	Mar 31, 26	+10.70K	0.43%
SigFig Wealth Management, LLC	73.68K	Mar 31, 26	+5.11K	0.43%
Savvy Advisors, Inc.	61.75K	Mar 31, 26	+61.75K	0.36%
D.A. DAVIDSON & CO.	60.95K	Mar 31, 26	-4.59K	0.35%
Summit Financial, LLC	52.80K	Mar 31, 26	+52.80K	0.31%
SIGNET FINANCIAL MANAGEMENT, LLC	52.58K	Mar 31, 26	+4.40K	0.31%
IFP Advisors, Inc	51.98K	Mar 31, 26	-918	0.30%
Resonant Capital Advisors, LLC	49.13K	Mar 31, 26	+6.49K	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	46.59K	Mar 31, 26	+337	0.27%
Vestmark Advisory Solutions, Inc.	45.23K	Mar 31, 26	+2.70K	0.26%
Western Wealth Management, LLC	43.15K	Mar 31, 26	-5.02K	0.25%
STIFEL FINANCIAL CORP	42.64K	Mar 31, 26	+772	0.25%
Independent Advisor Alliance	40.25K	Mar 31, 26	+40.25K	0.23%
Hobbs Group Advisors, LLC	39.17K	Mar 31, 26	-186	0.23%
GTS SECURITIES LLC	38.79K	Mar 31, 26	+22.92K	0.23%
Financial Enhancement Group LLC	33.61K	Mar 31, 26	+558	0.20%
Stratos Wealth Partners, LTD.	32.43K	Mar 31, 26	+26	0.19%
Mendel Money Management	30.13K	Mar 31, 26	+3.35K	0.18%
Ausdal Financial Partners, Inc.	26.63K	Mar 31, 26	-7.07K	0.15%
Per Stirling Capital Management, LLC.	23.25K	Mar 31, 26	+140	0.14%
VestGen Advisors, LLC	22.69K	Mar 31, 26	+5.76K	0.13%
Avestar Capital, LLC	20.28K	Mar 31, 26	+231	0.12%
Golden State Equity Partners	17.89K	Mar 31, 26	-6.74K	0.10%
Kestra Advisory Services, LLC	17.66K	Mar 31, 26	-296	0.10%
Arkadios Wealth Advisors	16.99K	Mar 31, 26	-1.32K	0.10%
UBS ASSET MANAGEMENT AMERICAS INC	16.41K	Mar 31, 26	+16.41K	0.10%
Creative Planning	15.98K	Mar 31, 26	-8.14K	0.09%
City Center Advisors, LLC	15.69K	Mar 31, 26	+121	0.09%
ADVISOR GROUP HOLDINGS, INC.	15.25K	Mar 31, 26	-751	0.09%
Sanctuary Advisors, LLC	15.14K	Mar 31, 26	-422	0.09%
AXXCESS WEALTH MANAGEMENT, LLC	14.83K	Mar 31, 26	-287	0.09%
CIBC WORLD MARKET INC.	14.72K	Mar 31, 26	-423	0.09%
Rossby Financial, LCC	14.67K	Mar 31, 26	-710	0.09%
CITADEL ADVISORS LLC	14.49K	Mar 31, 26	-245.59K	0.08%
TSFG, LLC	14.34K	Mar 31, 26	-52	0.08%
JPMORGAN CHASE & CO	13.65K	Mar 31, 26	-805	0.08%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13.55K	Mar 31, 26	+100	0.08%
Private Advisor Group, LLC	12.16K	Mar 31, 26	-701	0.07%
Sharkey, Howes & Javer	11.98K	Mar 31, 26	-2.18K	0.07%
HOWARD BAILEY SECURITIES, LLC	11.63K	Mar 31, 26	-89	0.07%
D'Orazio & Associates, Inc.	11.52K	Mar 31, 26	-3.53K	0.07%
Key FInancial Inc	10.81K	Mar 31, 26	-26	0.06%
Quantinno Capital Management LP	10.37K	Mar 31, 26	+929	0.06%
WORLD EQUITY GROUP, INC.	10.30K	Mar 31, 26	+777	0.06%
FMR LLC	10.26K	Mar 31, 26	+207	0.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10.24K	Mar 31, 26	--	0.06%
Princeton Global Asset Management LLC	10.03K	Mar 31, 26	-12.75K	0.06%
IHT Wealth Management, LLC	9.94K	Mar 31, 26	+361	0.06%
NBC SECURITIES, INC.	9.86K	Mar 31, 26	-605	0.06%
Investor's Fiduciary Advisor Network, LLC	9.69K	Mar 31, 26	--	0.06%
CAHILL FINANCIAL ADVISORS INC	9.52K	Mar 31, 26	+5	0.06%
Gladstone Institutional Advisory LLC	9.45K	Mar 31, 26	+777	0.05%
Kondo Wealth Advisors, Inc.	9.32K	Mar 31, 26	-2.60K	0.05%
UHLMANN PRICE SECURITIES, LLC	9.19K	Mar 31, 26	+9	0.05%
FIFTH THIRD BANCORP	9.11K	Mar 31, 26	+9.11K	0.05%
BANK OF MONTREAL /CAN/	8.51K	Mar 31, 26	-1.34K	0.05%
Gateway Wealth Partners, LLC	8.32K	Mar 31, 26	+8.32K	0.05%
Belpointe Asset Management LLC	7.91K	Mar 31, 26	+7.91K	0.05%
Mason Investment Advisory Services, Inc.	7.75K	Mar 31, 26	--	0.05%
Bank of New York Mellon Corp	7.58K	Mar 31, 26	+278	0.04%
Trilogy Capital Inc.	7.44K	Mar 31, 26	-1.53K	0.04%
PARK AVENUE SECURITIES LLC	7.41K	Mar 31, 26	+548	0.04%
Oxinas Partners Wealth Management LLC	7.00K	Mar 31, 26	-468	0.04%
EVOLUTION WEALTH MANAGEMENT INC.	6.90K	Mar 31, 26	-436	0.04%
CIDEL ASSET MANAGEMENT INC	6.70K	Mar 31, 26	--	0.04%
Wealthcare Advisory Partners LLC	6.66K	Mar 31, 26	-692	0.04%
Vantage Point Financial LLC	6.64K	Mar 31, 26	--	0.04%
Janney Montgomery Scott LLC	6.40K	Mar 31, 26	+939	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.36K	Mar 31, 26	-410	0.04%
Emprise Bank	6.33K	Mar 31, 26	--	0.04%
Breakwater Capital Group	6.21K	Mar 31, 26	-134	0.04%
AE Wealth Management LLC	6.02K	Mar 31, 26	-1.23K	0.03%
Resources Investment Advisors, LLC.	6.01K	Mar 31, 26	+6.01K	0.03%
TD Waterhouse Canada Inc.	5.97K	Mar 31, 26	+785	0.03%
Cambridge Investment Research Advisors, Inc.	5.91K	Mar 31, 26	+351	0.03%
United Advisor Group, LLC	5.90K	Mar 31, 26	+2	0.03%
Axis Wealth Partners, LLC	5.87K	Mar 31, 26	+67	0.03%
Oregon Pacific Wealth Management, LLC	5.59K	Mar 31, 26	+5.59K	0.03%
Saiph Capital, LLC	5.34K	Mar 31, 26	--	0.03%
INSIGNEO ADVISORY SERVICES, LLC	5.29K	Mar 31, 26	+5.29K	0.03%
Triad Wealth Partners, LLC	5.20K	Mar 31, 26	-104	0.03%
Mutual Advisors, LLC	5.18K	Mar 31, 26	-882	0.03%
Trust Co	4.83K	Mar 31, 26	+1.17K	0.03%
Westside Investment Management, Inc.	4.39K	Mar 31, 26	--	0.03%
Kingdom Financial Group LLC.	3.76K	Mar 31, 26	-2.40K	0.02%
Lloyd Advisory Services, LLC.	3.76K	Mar 31, 26	+3.76K	0.02%
CWM, LLC	3.67K	Mar 31, 26	-19	0.02%
NATIONAL BANK OF CANADA /FI/	3.50K	Mar 31, 26	-496	0.02%
PRIVATE TRUST CO NA	3.31K	Mar 31, 26	--	0.02%
CoreCap Advisors, LLC	2.68K	Mar 31, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.47K	Mar 31, 26	-148	0.01%
Frazier Financial Advisors, LLC	2.21K	Mar 31, 26	--	0.01%
Team Financial Group, LLC	2.20K	Mar 31, 26	+3	0.01%
Golden State Wealth Management, LLC	2.04K	Mar 31, 26	-64.61K	0.01%
Capital Analysts, LLC	2.04K	Mar 31, 26	-2.53K	0.01%
REAP Financial Group, LLC	2.02K	Mar 31, 26	-304	0.01%
Qube Research & Technologies Ltd	1.57K	Mar 31, 26	-1.47K	0.01%
Beaird Harris Wealth Management, LLC	1.44K	Mar 31, 26	--	0.01%
Aptus Capital Advisors, LLC	1.13K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	794	Mar 31, 26	--	0.00%
BlackRock, Inc.	703	Mar 31, 26	+703	0.00%
Capital Advisors, Ltd. LLC	658	Mar 31, 26	-1.94K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	654	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	504	Mar 31, 26	+504	0.00%
WELLS FARGO & COMPANY/MN	360	Mar 31, 26	-211	0.00%
ASSETMARK, INC	208	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	198	Mar 31, 26	-69	0.00%
Farther Finance Advisors, LLC	151	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	145	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	115	Mar 31, 26	+115	0.00%
Caitlin John, LLC	108	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	82	Mar 31, 26	+82	0.00%
Smartleaf Asset Management LLC	74	Mar 31, 26	+39	0.00%
Allworth Financial LP	25	Mar 31, 26	+25	0.00%
HARBOUR INVESTMENTS, INC.	--	Mar 31, 26	-112	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-7.49K	--
Sunbelt Securities, Inc.	--	Mar 31, 26	-53	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-699	--
MISSION WEALTH MANAGEMENT, LP	--	Mar 31, 26	-10.18K	--
CITIGROUP INC	--	Mar 31, 26	-2.23K	--
INVENIO WEALTH PARTNERS LLC	--	Mar 31, 26	-33.94K	--
Foster Group, Inc.	--	Mar 31, 26	-4.93K	--
COMERICA BANK	7.36K	Dec 31, 25	-38	0.04%
Global Retirement Partners, LLC	212	Dec 31, 25	+1	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-4.29K	--
SPC Financial, Inc.	1.10M	Sep 30, 25	+41.57K	6.37%
Strive Asset Management, LLC	9.62K	Sep 30, 25	-9.56K	0.06%
Financial Advocates Investment Management	7.26K	Sep 30, 25	-208.37K	0.04%
Priebe Wealth Holdings LLC	36.30K	Jun 30, 25	-6.25K	0.21%
My Legacy Advisors, LLC	5.53K	Jun 30, 25	-6.38K	0.03%
BOSTON FINANCIAL MANGEMENT LLC	115.16K	Dec 31, 24	+637	0.67%
RAYMOND JAMES & ASSOCIATES	79.27K	Sep 30, 24	-27.11K	0.46%
Raymond James Financial Services Advisors, Inc.	45.37K	Sep 30, 24	+8.85K	0.26%
RAYMOND JAMES TRUST N.A.	8.40K	Sep 30, 24	+200	0.05%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-952	--
Cetera Advisor Networks LLC	245.98K	Mar 31, 24	+23.53K	1.43%
Cetera Advisors LLC	103.60K	Mar 31, 24	+87.83K	0.60%
KLR INVESTMENT ADVISORS, LLC	31.13K	Mar 31, 24	-10.66K	0.18%
DB Wealth Management Group, LLC	121	Dec 31, 23	+121	0.00%
V Wealth Advisors LLC	19.20K	Sep 30, 23	-5.74K	0.11%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.92K	Sep 30, 23	-100	0.05%
Truadvice, LLC	7.90K	Sep 30, 23	+7.90K	0.05%
AJ WEALTH STRATEGIES, LLC	15.24K	Jun 30, 23	--	0.09%
GOFEN & GLOSSBERG LLC /IL/	7.72K	Dec 31, 22	--	0.04%
STRINGER ASSET MANAGEMENT, LLC	39.56K	Sep 30, 22	+28.32K	0.23%
55I, LLC	20.32K	Sep 30, 22	+7.89K	0.12%
NEXT Financial Group, Inc	1.66K	Dec 31, 21	--	0.01%
Carroll Financial Associates, Inc.	250	Dec 31, 21	+250	0.00%
New England Investment & Retirement Group, Inc.	300.62K	Sep 30, 21	+300.62K	1.75%
LADENBURG THALMANN FINANCIAL SERVICES INC.	137.13K	Dec 31, 19	+137.13K	0.80%
Advisor Group, Inc.	785	Dec 31, 19	-200	0.00%
BB&T SECURITIES, LLC	165.00K	Sep 30, 19	+22.41K	0.96%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

2.30M

Mar 31, 26

+34.80K

13.37%

MORGAN STANLEY

1.67M

Mar 31, 26

-229.96K

9.72%

AlphaCore Capital LLC

1.08M

Mar 31, 26

-16.89K

6.28%

LPL Financial LLC

888.09K

Mar 31, 26

-142.14K

5.16%

ENVESTNET ASSET MANAGEMENT INC

776.24K

Mar 31, 26

+36.08K

4.51%

HighTower Advisors, LLC

691.46K

Mar 31, 26

+137.29K

4.02%

UBS Group AG

636.68K

Mar 31, 26

+32.30K

3.70%

Cetera Investment Advisers

599.31K

Mar 31, 26

+5.31K

3.48%

Revolve Wealth Partners, LLC

432.80K

Mar 31, 26

-34.19K

2.52%

CGN Advisors LLC

431.83K

Mar 31, 26

-15.62K

2.51%

CAPTRUST FINANCIAL ADVISORS

311.90K

Mar 31, 26

+130.19K

1.81%

One Capital Management, LLC

305.30K

Mar 31, 26

-65.90K

1.78%

Prime Capital Investment Advisors, LLC

224.82K

Mar 31, 26

+318

1.31%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

205.73K

Mar 31, 26

+38.49K

1.20%

Merit Financial Group, LLC

200.82K

Mar 31, 26

-12.57K

1.17%

Venturi Wealth Management, LLC

169.23K

Mar 31, 26

+4.02K

0.98%

Rockefeller Capital Management L.P.

142.77K

Mar 31, 26

+3.69K

0.83%

Premier Path Wealth Partners, LLC

127.83K

Mar 31, 26

-21.14K

0.74%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

121.09K

Mar 31, 26

+7.85K

0.70%

CI Private Wealth, LLC

117.01K

Mar 31, 26

+5.25K

0.68%

JOURNEY STRATEGIC WEALTH LLC

115.69K

Mar 31, 26

-1.89K

0.67%

ROYAL BANK OF CANADA

112.88K

Mar 31, 26

-25.93K

0.66%

Fourth Dimension Wealth, LLC

109.54K

Mar 31, 26

+8.09K

0.64%

RAYMOND JAMES FINANCIAL INC

109.37K

Mar 31, 26

+19.94K

0.64%

Kathmere Capital Management, LLC

107.14K

Mar 31, 26

-466

0.62%

Atria Investments, Inc

83.97K

Mar 31, 26

-6.03K

0.49%

JANE STREET GROUP, LLC

82.09K

Mar 31, 26

+57.60K

0.48%

Impact Capital Partners LLC

73.85K

Mar 31, 26

+10.70K

0.43%

SigFig Wealth Management, LLC

73.68K

Mar 31, 26

+5.11K

0.43%

Savvy Advisors, Inc.

61.75K

Mar 31, 26

+61.75K

0.36%

D.A. DAVIDSON & CO.

60.95K

Mar 31, 26

-4.59K

0.35%

Summit Financial, LLC

52.80K

Mar 31, 26

+52.80K

0.31%

SIGNET FINANCIAL MANAGEMENT, LLC

52.58K

Mar 31, 26

+4.40K

0.31%

IFP Advisors, Inc

51.98K

Mar 31, 26

-918

0.30%

Resonant Capital Advisors, LLC

49.13K

Mar 31, 26

+6.49K

0.29%

COMMONWEALTH EQUITY SERVICES, LLC

46.59K

Mar 31, 26

+337

0.27%

Vestmark Advisory Solutions, Inc.

45.23K

Mar 31, 26

+2.70K

0.26%

Western Wealth Management, LLC

43.15K

Mar 31, 26

-5.02K

0.25%

STIFEL FINANCIAL CORP

42.64K

Mar 31, 26

+772

0.25%

Independent Advisor Alliance

40.25K

Mar 31, 26

+40.25K

0.23%

Hobbs Group Advisors, LLC

39.17K

Mar 31, 26

-186

0.23%

GTS SECURITIES LLC

38.79K

Mar 31, 26

+22.92K

0.23%

Financial Enhancement Group LLC

33.61K

Mar 31, 26

+558

0.20%

Stratos Wealth Partners, LTD.

32.43K

Mar 31, 26

+26

0.19%

Mendel Money Management

30.13K

Mar 31, 26

+3.35K

0.18%

Ausdal Financial Partners, Inc.

26.63K

Mar 31, 26

-7.07K

0.15%

Per Stirling Capital Management, LLC.

23.25K

Mar 31, 26

+140

0.14%

VestGen Advisors, LLC

22.69K

Mar 31, 26

+5.76K

0.13%

Avestar Capital, LLC

20.28K

Mar 31, 26

+231

0.12%

Golden State Equity Partners

17.89K

Mar 31, 26

-6.74K

0.10%

Kestra Advisory Services, LLC

17.66K

Mar 31, 26

-296

0.10%

Arkadios Wealth Advisors

16.99K

Mar 31, 26

-1.32K

0.10%

UBS ASSET MANAGEMENT AMERICAS INC

16.41K

Mar 31, 26

+16.41K

0.10%

Creative Planning

15.98K

Mar 31, 26

-8.14K

0.09%

City Center Advisors, LLC

15.69K

Mar 31, 26

+121

0.09%

ADVISOR GROUP HOLDINGS, INC.

15.25K

Mar 31, 26

-751

0.09%

Sanctuary Advisors, LLC

15.14K

Mar 31, 26

-422

0.09%

AXXCESS WEALTH MANAGEMENT, LLC

14.83K

Mar 31, 26

-287

0.09%

CIBC WORLD MARKET INC.

14.72K

Mar 31, 26

-423

0.09%

Rossby Financial, LCC

14.67K

Mar 31, 26

-710

0.09%

CITADEL ADVISORS LLC

14.49K

Mar 31, 26

-245.59K

0.08%

TSFG, LLC

14.34K

Mar 31, 26

-52

0.08%

JPMORGAN CHASE & CO

13.65K

Mar 31, 26

-805

0.08%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

13.55K

Mar 31, 26

+100

0.08%

Private Advisor Group, LLC

12.16K

Mar 31, 26

-701

0.07%

Sharkey, Howes & Javer

11.98K

Mar 31, 26

-2.18K

0.07%

HOWARD BAILEY SECURITIES, LLC

11.63K

Mar 31, 26

-89

0.07%

D'Orazio & Associates, Inc.

11.52K

Mar 31, 26

-3.53K

0.07%

Key FInancial Inc

10.81K

Mar 31, 26

-26

0.06%

Quantinno Capital Management LP

10.37K

Mar 31, 26

+929

0.06%

WORLD EQUITY GROUP, INC.

10.30K

Mar 31, 26

+777

0.06%

FMR LLC

10.26K

Mar 31, 26

+207

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.24K

Mar 31, 26

0.06%

Princeton Global Asset Management LLC

10.03K

Mar 31, 26

-12.75K

0.06%

IHT Wealth Management, LLC

9.94K

Mar 31, 26

+361

0.06%

NBC SECURITIES, INC.

9.86K

Mar 31, 26

-605

0.06%

Investor's Fiduciary Advisor Network, LLC

9.69K

Mar 31, 26

0.06%

CAHILL FINANCIAL ADVISORS INC

9.52K

Mar 31, 26

0.06%

Gladstone Institutional Advisory LLC

9.45K

Mar 31, 26

+777

0.05%

Kondo Wealth Advisors, Inc.

9.32K

Mar 31, 26

-2.60K

0.05%

UHLMANN PRICE SECURITIES, LLC

9.19K

Mar 31, 26

0.05%

FIFTH THIRD BANCORP

9.11K

Mar 31, 26

+9.11K

0.05%

BANK OF MONTREAL /CAN/

8.51K

Mar 31, 26

-1.34K

0.05%

Gateway Wealth Partners, LLC

8.32K

Mar 31, 26

+8.32K

0.05%

Belpointe Asset Management LLC

7.91K

Mar 31, 26

+7.91K

0.05%

Mason Investment Advisory Services, Inc.

7.75K

Mar 31, 26

0.05%

Bank of New York Mellon Corp

7.58K

Mar 31, 26

+278

0.04%

Trilogy Capital Inc.

7.44K

Mar 31, 26

-1.53K

0.04%

PARK AVENUE SECURITIES LLC

7.41K

Mar 31, 26

+548

0.04%

Oxinas Partners Wealth Management LLC

7.00K

Mar 31, 26

-468

0.04%

EVOLUTION WEALTH MANAGEMENT INC.

6.90K

Mar 31, 26

-436

0.04%

CIDEL ASSET MANAGEMENT INC

6.70K

Mar 31, 26

0.04%

Wealthcare Advisory Partners LLC

6.66K

Mar 31, 26

-692

0.04%

Vantage Point Financial LLC

6.64K

Mar 31, 26

0.04%

Janney Montgomery Scott LLC

6.40K

Mar 31, 26

+939

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.36K

Mar 31, 26

-410

0.04%

Emprise Bank

6.33K

Mar 31, 26

0.04%

Breakwater Capital Group

6.21K

Mar 31, 26

-134

0.04%

AE Wealth Management LLC

6.02K

Mar 31, 26

-1.23K

0.03%

Resources Investment Advisors, LLC.

6.01K

Mar 31, 26

+6.01K

0.03%

TD Waterhouse Canada Inc.

5.97K

Mar 31, 26

+785

0.03%

Cambridge Investment Research Advisors, Inc.

5.91K

Mar 31, 26

+351

0.03%

United Advisor Group, LLC

5.90K

Mar 31, 26

0.03%

Axis Wealth Partners, LLC

5.87K

Mar 31, 26

+67

0.03%

Oregon Pacific Wealth Management, LLC

5.59K

Mar 31, 26

+5.59K

0.03%

Saiph Capital, LLC

5.34K

Mar 31, 26

0.03%

INSIGNEO ADVISORY SERVICES, LLC

5.29K

Mar 31, 26

+5.29K

0.03%

Triad Wealth Partners, LLC

5.20K

Mar 31, 26

-104

0.03%

Mutual Advisors, LLC

5.18K

Mar 31, 26

-882

0.03%

Trust Co

4.83K

Mar 31, 26

+1.17K

0.03%

Westside Investment Management, Inc.

4.39K

Mar 31, 26

0.03%

Kingdom Financial Group LLC.

3.76K

Mar 31, 26

-2.40K

0.02%

Lloyd Advisory Services, LLC.

3.76K

Mar 31, 26

+3.76K

0.02%

CWM, LLC

3.67K

Mar 31, 26

-19

0.02%

NATIONAL BANK OF CANADA /FI/

3.50K

Mar 31, 26

-496

0.02%

PRIVATE TRUST CO NA

3.31K

Mar 31, 26

0.02%

CoreCap Advisors, LLC

2.68K

Mar 31, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.47K

Mar 31, 26

-148

0.01%

Frazier Financial Advisors, LLC

2.21K

Mar 31, 26

0.01%

Team Financial Group, LLC

2.20K

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

2.04K

Mar 31, 26

-64.61K

0.01%

Capital Analysts, LLC

2.04K

Mar 31, 26

-2.53K

0.01%

REAP Financial Group, LLC

2.02K

Mar 31, 26

-304

0.01%

Qube Research & Technologies Ltd

1.57K

Mar 31, 26

-1.47K

0.01%

Beaird Harris Wealth Management, LLC

1.44K

Mar 31, 26

0.01%

Aptus Capital Advisors, LLC

1.13K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

794

Mar 31, 26

0.00%

BlackRock, Inc.

703

Mar 31, 26

+703

0.00%

Capital Advisors, Ltd. LLC

658

Mar 31, 26

-1.94K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

654

Mar 31, 26

0.00%

Sound Income Strategies, LLC

504

Mar 31, 26

+504

0.00%

WELLS FARGO & COMPANY/MN

360

Mar 31, 26

-211

0.00%

ASSETMARK, INC

208

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

198

Mar 31, 26

-69

0.00%

Farther Finance Advisors, LLC

151

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

145

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

115

Mar 31, 26

+115

0.00%

Caitlin John, LLC

108

Mar 31, 26

0.00%

NewEdge Advisors, LLC

Mar 31, 26

+82

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

+39

0.00%

Allworth Financial LP

Mar 31, 26

+25

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

-112

Arete Wealth Advisors, LLC

Mar 31, 26

-7.49K

Sunbelt Securities, Inc.

Mar 31, 26

-53

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-699

MISSION WEALTH MANAGEMENT, LP

Mar 31, 26

-10.18K

CITIGROUP INC

Mar 31, 26

-2.23K

INVENIO WEALTH PARTNERS LLC

Mar 31, 26

-33.94K

Foster Group, Inc.

Mar 31, 26

-4.93K

COMERICA BANK

7.36K

Dec 31, 25

-38

0.04%

Global Retirement Partners, LLC

212

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-4.29K

SPC Financial, Inc.

1.10M

Sep 30, 25

+41.57K

6.37%

Strive Asset Management, LLC

9.62K

Sep 30, 25

-9.56K

0.06%

Financial Advocates Investment Management

7.26K

Sep 30, 25

-208.37K

0.04%

Priebe Wealth Holdings LLC

36.30K

Jun 30, 25

-6.25K

0.21%

My Legacy Advisors, LLC

5.53K

Jun 30, 25

-6.38K

0.03%

BOSTON FINANCIAL MANGEMENT LLC

115.16K

Dec 31, 24

+637

0.67%

RAYMOND JAMES & ASSOCIATES

79.27K

Sep 30, 24

-27.11K

0.46%

Raymond James Financial Services Advisors, Inc.

45.37K

Sep 30, 24

+8.85K

0.26%

RAYMOND JAMES TRUST N.A.

8.40K

Sep 30, 24

+200

0.05%

ICA Group Wealth Management, LLC

Jun 30, 24

-952

Cetera Advisor Networks LLC

245.98K

Mar 31, 24

+23.53K

1.43%

Cetera Advisors LLC

103.60K

Mar 31, 24

+87.83K

0.60%

KLR INVESTMENT ADVISORS, LLC

31.13K

Mar 31, 24

-10.66K

0.18%

DB Wealth Management Group, LLC

121

Dec 31, 23

+121

0.00%

V Wealth Advisors LLC

19.20K

Sep 30, 23

-5.74K

0.11%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.92K

Sep 30, 23

-100

0.05%

Truadvice, LLC

7.90K

Sep 30, 23

+7.90K

0.05%

AJ WEALTH STRATEGIES, LLC

15.24K

Jun 30, 23

0.09%

GOFEN & GLOSSBERG LLC /IL/

7.72K

Dec 31, 22

0.04%

STRINGER ASSET MANAGEMENT, LLC

39.56K

Sep 30, 22

+28.32K

0.23%

55I, LLC

20.32K

Sep 30, 22

+7.89K

0.12%

NEXT Financial Group, Inc

1.66K

Dec 31, 21

0.01%

Carroll Financial Associates, Inc.

250

Dec 31, 21

+250

0.00%

New England Investment & Retirement Group, Inc.

300.62K

Sep 30, 21

+300.62K

1.75%

LADENBURG THALMANN FINANCIAL SERVICES INC.

137.13K

Dec 31, 19

+137.13K

0.80%

Advisor Group, Inc.

785

Dec 31, 19

-200

0.00%

BB&T SECURITIES, LLC

165.00K

Sep 30, 19

+22.41K

0.96%