Who owns WISDOMTREE TR?
- Ticker: QGRW
- CUSIP Number: 97717y477
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Wisdomtree Tr stock
Who bought or sold WISDOMTREE TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Retirement Planning Group | 4.2M | $247M | 3% | Dec 2025 |
|
| HighTower Advisors | 3.5M | $204M | 3% | Dec 2025 |
|
| LPL Financial | 2.8M | $165M | 9% | Dec 2025 |
|
| Trust Point | 2.6M | $154M | -1% | Dec 2025 |
|
| Private Advisor | 1.2M | $68M | 28% | Dec 2025 |
|
| RVW Wealth | 1.1M | $64M | -7% | Dec 2025 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 724k | $42M | 15576% | Dec 2025 |
|
| Horizon Wealth Management | 515k | $30M | 100% | Dec 2025 |
|
| Columbia Advisory Partners | 403k | $24M | 11% | Dec 2025 |
|
| Prestige Wealth Management Group | 383k | $22M | -2% | Sep 2025 |
|
| Advisor Group Holdings | 375k | $22M | 697% | Dec 2025 |
|
| Cetera Investment Advisers | 371k | $22M | 333% | Dec 2025 |
|
| Legacy Financial Advisors | 328k | $19M | -5% | Dec 2025 |
|
| Ritter Daniher Financial Advisory LLC / DE | 310k | $18M | -2% | Dec 2025 |
|
| Etesian Wealth Advisors | 285k | $17M | 13% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 284k | $17M | 6% | Dec 2025 |
|
| Insight Advisors, LLC/ PA | 275k | $16M | 0% | Dec 2025 |
|
| Smartleaf Asset Management | 262k | $16M | 2% | Dec 2025 |
|
| Kestra Advisory Services | 256k | $15M | 3% | Dec 2025 |
|
| Resolute Capital | 219k | $13M | 100% | Dec 2025 |
|
| Flynn Zito Capital Management | 214k | $13M | -1% | Dec 2025 |
|
| Atria Investments | 196k | $12M | 2% | Dec 2025 |
|
| tru Independence | 183k | $11M | 2% | Dec 2025 |
|
| UBS Group | 176k | $10M | 16% | Dec 2025 |
|
| Oxinas Partners Wealth Management | 175k | $10M | 2% | Dec 2025 |
|
| Sound Income Strategies | 168k | $9.9M | 63% | Dec 2025 |
|
| CWM | 144k | $8.5M | 90% | Dec 2025 |
|
| Raymond James Financial | 144k | $8.3M | -28% | Sep 2025 |
|
| Envestnet Asset Management | 138k | $8.1M | -7% | Dec 2025 |
|
| Concurrent Investment Advisors | 103k | $6.1M | 1% | Dec 2025 |
|
| Rockefeller Capital Management | 99k | $5.9M | 2323% | Dec 2025 |
|
| Ameriprise Financial | 98k | $5.6M | 100% | Sep 2025 |
|
| Nbc Securities | 88k | $5.2M | 1% | Dec 2025 |
|
| Sunbelt Securities | 83k | $4.8M | -1% | Dec 2025 |
|
| Kingsview Wealth Management | 76k | $4.4M | 1% | Dec 2025 |
|
| Avestar Capital | 72k | $4.2M | 0% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 71k | $4.1M | 21% | Dec 2025 |
|
| Flagship Harbor Advisors | 61k | $3.6M | 1% | Dec 2025 |
|
| We Are One Seven | 61k | $3.6M | 6% | Dec 2025 |
|
| Herold Advisors | 55k | $3.2M | 6% | Dec 2025 |
|
| Comprehensive Financial Consultants Institutional | 46k | $2.7M | 2% | Dec 2025 |
|
| TD Capital Management | 46k | $2.7M | 13% | Dec 2025 |
|
| Equitable Holdings | 43k | $2.5M | 16% | Dec 2025 |
|
| Mml Investors Services | 39k | $2.3M | -3% | Dec 2025 |
|
| RFG Advisory | 37k | $2.2M | 10% | Dec 2025 |
|
| Summit Financial | 35k | $2.0M | -2% | Dec 2025 |
|
| Commonwealth Equity Services | 34k | $2.0M | 121% | Dec 2025 |
|
| KPP Advisory Services | 34k | $2.0M | 339% | Dec 2025 |
|
| Harbour Investments | 33k | $1.9M | 7% | Dec 2025 |
|
| Bravias Capital Group | 31k | $1.8M | 25% | Dec 2025 |
|
| BBK Capital Partners | 28k | $1.6M | 100% | Dec 2025 |
|
| Change Path | 25k | $1.4M | 39% | Dec 2025 |
|
| Gladstone Institutional Advisory | 25k | $1.4M | 14% | Dec 2025 |
|
| Sanctuary Advisors | 24k | $1.4M | -4% | Dec 2025 |
|
| Great Valley Advisor Group | 23k | $1.4M | 16% | Dec 2025 |
|
| Susquehanna International | 22k | $1.3M | 105% | Dec 2025 |
|
| GK Wealth Management | 18k | $1.0M | 100% | Dec 2025 |
|
| Kestra Private Wealth Services | 18k | $1.0M | -42% | Dec 2025 |
|
| Western Wealth Management | 15k | $877k | 56% | Dec 2025 |
|
| Trademark Financial Management | 15k | $864k | 100% | Dec 2025 |
|
| Jpmorgan Chase & Co | 14k | $813k | 100% | Sep 2025 |
|
| Creative Financial Designs | 14k | $827k | 5% | Dec 2025 |
|
| United Advisor Group | 13k | $786k | 19% | Dec 2025 |
|
| Farrell Financial | 12k | $695k | 4% | Dec 2025 |
|
| Gateway Wealth Partners | 12k | $691k | 19% | Dec 2025 |
|
| Park Avenue Securities | 12k | $684k | 2% | Dec 2025 |
|
| Millington Financial Advisors | 9.1k | $519k | 0% | Dec 2025 |
|
| Arkadios Wealth Advisors | 9.1k | $531k | -12% | Dec 2025 |
|
| GPS Wealth Strategies Group | 9.0k | $526k | -97% | Dec 2025 |
|
| WealthPoint Financial | 8.9k | $524k | 100% | Dec 2025 |
|
| Brown Advisory Holdings Incorporated | 8.8k | $514k | 0% | Dec 2025 |
|
| Kovack Advisors | 8.5k | $501k | 100% | Dec 2025 |
|
| Steward Partners Investment Advisory | 8.2k | $482k | 20% | Dec 2025 |
|
| Stratos Wealth Partners | 8.2k | $480k | 116% | Dec 2025 |
|
| Intrua Financial | 7.9k | $466k | -13% | Dec 2025 |
|
| Soltis Investment Advisors | 7.9k | $463k | -15% | Dec 2025 |
|
| Founders Financial Alliance | 7.8k | $460k | 32% | Dec 2025 |
|
| Janney Montgomery Scott | 7.0k | $411k | 13% | Dec 2025 |
|
| Halbert Hargrove Global Advisors | 7.0k | $410k | 0% | Dec 2025 |
|
| Empirical Asset Management | 6.4k | $374k | -23% | Dec 2025 |
|
| Legacy Advisors | 6.2k | $365k | 0% | Dec 2025 |
|
| D'Orazio & Associates | 6.1k | $356k | 0% | Dec 2025 |
|
| Goss Wealth Management | 6.0k | $352k | -36% | Dec 2025 |
|
| CoreCap Advisors | 5.7k | $334k | 1% | Dec 2025 |
|
| Vise Technologies | 5.7k | $332k | 100% | Dec 2025 |
|
| Creative Planning | 5.4k | $317k | 3% | Dec 2025 |
|
| Falcon Wealth Planning | 5.3k | $309k | 1% | Dec 2025 |
|
| Tempus Wealth Planning | 4.9k | $288k | -2% | Dec 2025 |
|
| Elm3 Financial Group | 4.8k | $281k | -23% | Dec 2025 |
|
| Shrier Wealth Management | 4.6k | $271k | 100% | Dec 2025 |
|
| VestGen Advisors | 4.6k | $263k | -64% | Sep 2025 |
|
| Wiley Bros.-aintree Capital | 4.5k | $262k | -3% | Dec 2025 |
|
| Dynamic Advisors Solutions | 4.4k | $255k | -3% | Dec 2025 |
|
| Royal Harbor Partners | 4.1k | $238k | -11% | Dec 2025 |
|
| Jane Street | 4.0k | $237k | 100% | Dec 2025 |
|
| Branch Banking & Trust Company | 4.0k | $236k | -85% | Dec 2025 |
|
| Pnc Financial Services | 4.0k | $235k | -32% | Dec 2025 |
|
| Enclave Advisors | 4.0k | $234k | -33% | Dec 2025 |
|
| Parsons Capital Management | 3.9k | $228k | 100% | Dec 2025 |
|
| Integrated Wealth Concepts | 3.7k | $217k | 100% | Dec 2025 |
|
| ZEGA Investments | 3.5k | $207k | 100% | Dec 2025 |
|
| Mercer Global Advisors | 3.4k | $200k | 100% | Dec 2025 |
|
| FMR | 3.0k | $174k | 170% | Sep 2025 |
|
| Aptus Capital Advisors | 2.7k | $161k | 364% | Dec 2025 |
|
| Private Trust Co Na | 2.6k | $155k | 271% | Dec 2025 |
|
| Centaurus Financial | 2.3k | $132k | 14% | Dec 2025 |
|
| Tucker Asset Management | 1.7k | $99k | 0% | Dec 2025 |
|
| Farther Finance Advisors | 1.3k | $75k | 100% | Dec 2025 |
|
| Golden State Wealth Management | 1.1k | $67k | 3% | Dec 2025 |
|
| JNBA Financial Advisors | 853.00 | $50k | 2% | Dec 2025 |
|
| Central Trust & Investment | 699.00 | $41k | 100% | Dec 2025 |
|
| Royal Bank of Canada | 697.00 | $40k | -96% | Sep 2025 |
|
| AE Wealth Management | 629.00 | $37k | 0% | Dec 2025 |
|
| EFG International | 600.00 | $35k | 100% | Dec 2025 |
|
| Covestor | 491.00 | $29k | 3% | Dec 2025 |
|
| Glen Eagle Advisors | 280.00 | $16k | 0% | Dec 2025 |
|
| Brian McDonald | 279.00 | $16k | 0% | Dec 2025 |
|
| IFP Advisors | 259.00 | $15k | -23% | Dec 2025 |
|
| Jones Financial Companies, L.L | 192.00 | $11k | -72% | Sep 2025 |
|
| Evolution Wealth Management | 188.00 | $11k | 0% | Dec 2025 |
|
| Elevated Capital Advisors | 100.00 | $5.9k | 100% | Dec 2025 |
|
| NBT Bank | 59.00 | $12k | 100% | Dec 2025 |
|
| Optima Capital | 26.00 | $1.5k | 100% | Dec 2025 |
|
Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| L.m. Kohn & Company | Jun 2025 | 40k | $2.1M |
| Armis Advisers | Jun 2025 | 35k | $1.8M |
| D.A. Davidson & Co. | Sep 2025 | 13k | $765k |
| Win Advisors | Sep 2025 | 8.6k | $494k |
| Citadel Advisors | Jun 2025 | 7.4k | $390k |
| Foundations Investment Advisors | Sep 2025 | 5.5k | $316k |
| Lantern Wealth Advisors | Sep 2025 | 3.8k | $216k |
| Ameritas Advisory Services | Sep 2025 | 951.00 | $55k |
| Qube Research & Technologies | Sep 2025 | 592.00 | $34k |
| Massmutual Trust | Sep 2025 | 570.00 | $33k |
| Root Financial Partners | Sep 2025 | 100.00 | $5.7k |