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
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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 | 4.1M | $235M | 9% | Sep 2025 |
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| Smith Anglin Financial | 3.4M | $178M | 100% | Jun 2025 |
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| HighTower Advisors | 3.4M | $193M | 65% | Sep 2025 |
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| Trust Point | 2.6M | $151M | 0% | Sep 2025 |
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| LPL Financial | 2.6M | $148M | 26% | Sep 2025 |
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| Morgan Stanley | 2.2M | $117M | 100% | Jun 2025 |
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| RVW Wealth | 1.2M | $67M | -6% | Sep 2025 |
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| Private Advisor | 901k | $52M | -3% | Sep 2025 |
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| Prestige Wealth Management Group | 383k | $22M | -2% | Sep 2025 |
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| Columbia Advisory Partners | 362k | $21M | -1% | Sep 2025 |
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| Legacy Financial Advisors | 347k | $20M | -2% | Sep 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 316k | $18M | 5% | Sep 2025 |
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| GPS Wealth Strategies Group | 302k | $17M | 6% | Sep 2025 |
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| Insight Advisors, LLC/ PA | 276k | $16M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 268k | $15M | 2% | Sep 2025 |
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| Smartleaf Asset Management | 257k | $15M | -4% | Sep 2025 |
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| Etesian Wealth Advisors | 252k | $14M | 12% | Sep 2025 |
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| Kestra Advisory Services | 249k | $14M | -10% | Sep 2025 |
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| Flynn Zito Capital Management | 216k | $12M | 100% | Sep 2025 |
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| Atria Investments | 193k | $11M | 1% | Sep 2025 |
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| tru Independence | 179k | $10M | 2% | Sep 2025 |
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| Oxinas Partners Wealth Management | 172k | $9.8M | 2% | Sep 2025 |
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| UBS Group | 151k | $8.7M | -1% | Sep 2025 |
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| Envestnet Asset Management | 149k | $8.5M | 112% | Sep 2025 |
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| Raymond James Financial | 144k | $8.3M | -28% | Sep 2025 |
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| Sound Income Strategies | 103k | $6.0M | 100% | Sep 2025 |
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| Concurrent Investment Advisors | 103k | $5.9M | -17% | Sep 2025 |
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| Ameriprise Financial | 98k | $5.6M | 100% | Sep 2025 |
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| Nbc Securities | 87k | $5.0M | 10% | Sep 2025 |
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| Cetera Investment Advisers | 86k | $4.9M | 5% | Sep 2025 |
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| Sunbelt Securities | 83k | $4.8M | 100% | Sep 2025 |
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| CWM | 76k | $4.4M | 30% | Sep 2025 |
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| Kingsview Wealth Management | 75k | $4.3M | 18% | Sep 2025 |
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| Avestar Capital | 72k | $4.1M | -4% | Sep 2025 |
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| Flagship Harbor Advisors | 61k | $3.5M | 1% | Sep 2025 |
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| Cambridge Investment Research Advisors | 59k | $3.4M | -30% | Sep 2025 |
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| We Are One Seven | 57k | $3.3M | 8% | Sep 2025 |
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| Herold Advisors | 52k | $3.0M | 6% | Sep 2025 |
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| Advisor Group Holdings | 47k | $2.7M | 15% | Sep 2025 |
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| Comprehensive Financial Consultants Institutional | 45k | $2.6M | 9% | Sep 2025 |
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| TD Capital Management | 41k | $2.3M | 25% | Sep 2025 |
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| Mml Investors Services | 40k | $2.3M | -55% | Sep 2025 |
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| Equitable Holdings | 38k | $2.1M | 27% | Sep 2025 |
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| Summit Financial | 35k | $2.0M | 100% | Sep 2025 |
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| RFG Advisory | 34k | $1.9M | -4% | Sep 2025 |
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| Harbour Investments | 31k | $1.7M | 20% | Sep 2025 |
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| Kestra Private Wealth Services | 30k | $1.7M | -7% | Sep 2025 |
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| Branch Banking & Trust Company | 27k | $1.6M | 100% | Sep 2025 |
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| Bravias Capital Group | 25k | $1.4M | 33% | Sep 2025 |
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| Gladstone Institutional Advisory | 22k | $1.2M | 24% | Sep 2025 |
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| Great Valley Advisor Group | 20k | $1.1M | 12% | Sep 2025 |
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| Change Path | 18k | $1.0M | -8% | Sep 2025 |
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| Commonwealth Equity Services | 15k | $880k | -85% | Sep 2025 |
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| Jpmorgan Chase & Co | 14k | $813k | 488% | Sep 2025 |
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| Creative Financial Designs | 14k | $774k | 98% | Sep 2025 |
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| D.A. Davidson & Co. | 13k | $765k | -1% | Sep 2025 |
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| Park Avenue Securities | 11k | $656k | 14% | Sep 2025 |
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| Farrell Financial | 11k | $652k | 11% | Sep 2025 |
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| United Advisor Group | 11k | $644k | 15% | Sep 2025 |
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| Susquehanna International | 11k | $614k | 7% | Sep 2025 |
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| Arkadios Wealth Advisors | 10k | $590k | 40% | Sep 2025 |
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| Gateway Wealth Partners | 9.9k | $568k | 48% | Sep 2025 |
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| Western Wealth Management | 9.6k | $550k | 69% | Sep 2025 |
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| Goss Wealth Management | 9.4k | $539k | 100% | Sep 2025 |
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| Soltis Investment Advisors | 9.3k | $531k | 100% | Sep 2025 |
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| Intrua Financial | 9.2k | $526k | 100% | Sep 2025 |
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| Millington Financial Advisors | 9.1k | $521k | -1% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 8.8k | $503k | 4% | Sep 2025 |
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| Win Advisors | 8.6k | $494k | 0% | Sep 2025 |
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| Empirical Asset Management | 8.2k | $472k | 15% | Sep 2025 |
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| KPP Advisory Services | 7.6k | $439k | -8% | Sep 2025 |
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| Halbert Hargrove Global Advisors | 7.0k | $403k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 6.9k | $393k | 55% | Sep 2025 |
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| H D Vest Advisory Services | 6.8k | $356k | -3% | Jun 2025 |
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| Elm3 Financial Group | 6.2k | $358k | -31% | Sep 2025 |
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| Legacy Advisors | 6.2k | $357k | 100% | Sep 2025 |
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| Janney Montgomery Scott | 6.2k | $356k | 100% | Sep 2025 |
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| D'Orazio & Associates | 6.1k | $348k | 0% | Sep 2025 |
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| Founders Financial Alliance | 6.0k | $342k | 9% | Sep 2025 |
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| Enclave Advisors | 5.9k | $340k | 100% | Sep 2025 |
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| Pnc Financial Services | 5.9k | $340k | -25% | Sep 2025 |
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| CoreCap Advisors | 5.6k | $322k | 0% | Sep 2025 |
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| Foundations Investment Advisors | 5.5k | $316k | -29% | Sep 2025 |
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| Falcon Wealth Planning | 5.2k | $301k | -4% | Sep 2025 |
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| Creative Planning | 5.2k | $301k | 100% | Sep 2025 |
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| Tempus Wealth Planning | 5.0k | $287k | -3% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 4.6k | $265k | 100% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.6k | $265k | 100% | Sep 2025 |
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| VestGen Advisors | 4.6k | $263k | -64% | Sep 2025 |
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| Royal Harbor Partners | 4.5k | $260k | -11% | Sep 2025 |
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| Dynamic Advisors Solutions | 4.5k | $258k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 4.1k | $235k | 100% | Sep 2025 |
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| Stratos Wealth Partners | 3.8k | $217k | 100% | Sep 2025 |
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| Lantern Wealth Advisors | 3.8k | $216k | 100% | Sep 2025 |
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| FMR | 3.0k | $174k | 170% | Sep 2025 |
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| Centaurus Financial | 2.0k | $114k | 100% | Sep 2025 |
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| Golden State Wealth Management | 1.1k | $64k | 149% | Sep 2025 |
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| Ameritas Advisory Services | 951.00 | $55k | 0% | Sep 2025 |
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| JNBA Financial Advisors | 834.00 | $48k | 59% | Sep 2025 |
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| Private Trust Co Na | 710.00 | $41k | 100% | Sep 2025 |
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| Royal Bank of Canada | 697.00 | $40k | -96% | Sep 2025 |
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| AE Wealth Management | 629.00 | $36k | 0% | Sep 2025 |
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| Qube Research & Technologies | 592.00 | $34k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 590.00 | $34k | 0% | Sep 2025 |
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| Massmutual Trust | 570.00 | $33k | 0% | Sep 2025 |
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| Covestor | 479.00 | $27k | 34% | Sep 2025 |
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| Bank Of Montreal | 400.00 | $21k | 100% | Jun 2025 |
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| IFP Advisors | 337.00 | $19k | 0% | Sep 2025 |
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| Glen Eagle Advisors | 280.00 | $16k | 0% | Sep 2025 |
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| Brian McDonald | 279.00 | $16k | 16% | Sep 2025 |
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| Jones Financial Companies, L.L | 192.00 | $11k | -72% | Sep 2025 |
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| Evolution Wealth Management | 188.00 | $11k | 0% | Sep 2025 |
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| Root Financial Partners | 100.00 | $5.7k | 100% | Sep 2025 |
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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 |
| Drive Wealth Management | Jun 2025 | 13k | $671k |
| Jane Street | Jun 2025 | 12k | $627k |
| Citadel Advisors | Jun 2025 | 7.4k | $390k |
| Atria Wealth Solutions | Mar 2025 | 7.2k | $315k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 400.00 | $21k |