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 |
|---|---|---|---|---|---|
| Trust Point | 3.0M | $138M | 0% | Sep 2024 |
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| RVW Wealth | 1.1M | $51M | 14% | Sep 2024 |
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| LPL Financial | 745k | $34M | 7% | Sep 2024 |
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| Bank of America Corporation | 619k | $28M | 2% | Sep 2024 |
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| Prestige Wealth Management Group | 431k | $20M | -2% | Sep 2024 |
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| Private Advisor | 398k | $18M | 10% | Sep 2024 |
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| Legacy Financial Advisors | 386k | $17M | -16% | Jun 2024 |
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| Smartleaf Asset Management | 200k | $9.1M | 65% | Sep 2024 |
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| Kestra Advisory Services | 193k | $8.8M | 44% | Sep 2024 |
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| Insight Advisors, LLC/ PA | 167k | $7.6M | 38% | Sep 2024 |
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| GPS Wealth Strategies Group | 156k | $7.1M | 42% | Sep 2024 |
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| tru Independence | 154k | $7.0M | 11% | Sep 2024 |
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| Avestar Capital | 118k | $5.3M | 100% | Jun 2024 |
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| Atria Investments | 114k | $5.2M | 108% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 107k | $4.9M | 89603% | Sep 2024 |
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| Oxinas Partners Wealth Management | 97k | $4.4M | 109% | Sep 2024 |
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| Etesian Wealth Advisors | 69k | $3.1M | 326% | Sep 2024 |
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| Cetera Investment Advisers | 54k | $2.4M | 11% | Jun 2024 |
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| Raymond James & Associates | 49k | $2.2M | 100% | Sep 2024 |
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| Flagship Harbor Advisors | 46k | $2.1M | 317% | Sep 2024 |
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| Envestnet Asset Management | 43k | $2.0M | 29% | Sep 2024 |
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| Raymond James Financial Services Advisors | 42k | $1.9M | -2% | Sep 2024 |
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| Nbc Securities | 40k | $1.8M | 2% | Sep 2024 |
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| RFG Advisory | 36k | $1.6M | 2% | Sep 2024 |
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| Herold Advisors | 35k | $1.6M | 19% | Sep 2024 |
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| Commonwealth Equity Services | 34k | $1.5M | 13% | Sep 2024 |
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| Cambridge Investment Research Advisors | 33k | $1.5M | 58% | Sep 2024 |
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| Kingsview Wealth Management | 32k | $1.5M | 15% | Sep 2024 |
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| Change Path | 30k | $1.4M | 100% | Sep 2024 |
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| Stifel Financial | 28k | $1.3M | 100% | Jun 2024 |
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| Jane Street | 28k | $1.3M | 414% | Sep 2024 |
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| Comprehensive Financial Consultants Institutional | 22k | $1.0M | 100% | Sep 2024 |
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| Morgan Stanley | 20k | $905k | 41094% | Jun 2024 |
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| Susquehanna International | 20k | $904k | -21% | Sep 2024 |
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| Mml Investors Services | 19k | $851k | 14% | Sep 2024 |
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| Royal Bank of Canada | 17k | $764k | 100% | Sep 2024 |
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| TD Capital Management | 16k | $737k | 22% | Sep 2024 |
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| Great Valley Advisor Group | 16k | $705k | 9% | Sep 2024 |
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| Drive Wealth Management | 15k | $702k | 240% | Sep 2024 |
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| Harbour Investments | 15k | $663k | 15% | Sep 2024 |
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| Western Wealth Management | 11k | $514k | 100% | Sep 2024 |
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| Citadel Advisors | 9.7k | $445k | 100% | Sep 2024 |
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| Millington Financial Advisors | 9.1k | $417k | -1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 8.2k | $375k | 4% | Sep 2024 |
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| Halbert Hargrove Global Advisors | 7.5k | $341k | -3% | Sep 2024 |
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| L.m. Kohn & Company | 7.3k | $335k | -45% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 6.9k | $311k | 100% | Jun 2024 |
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| Dynamic Advisors Solutions | 6.5k | $297k | 5% | Sep 2024 |
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| Jpmorgan Chase & Co | 6.4k | $290k | 18% | Sep 2024 |
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| D'Orazio & Associates | 6.1k | $277k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 6.0k | $270k | 100% | Jun 2024 |
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| D. E. Shaw & Co | 6.0k | $273k | 100% | Sep 2024 |
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| Equitable Holdings | 5.3k | $240k | 100% | Jun 2024 |
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| Falcon Wealth Planning | 5.0k | $230k | 1% | Sep 2024 |
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| H D Vest Advisory Services | 5.0k | $224k | 100% | Jun 2024 |
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| CWM | 4.9k | $224k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 4.7k | $213k | 100% | Sep 2024 |
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| Beacon Financial Advisory | 4.6k | $208k | 0% | Sep 2024 |
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| Lodestar Private Asset Management | 4.4k | $202k | 100% | Sep 2024 |
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| CoreCap Advisors | 2.6k | $116k | 17% | Sep 2024 |
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| Tucker Asset Management | 1.7k | $75k | 0% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.1k | $51k | 100% | Sep 2024 |
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| Principal Securities | 732.00 | $33k | 100% | Sep 2024 |
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| Aptus Capital Advisors | 318.00 | $15k | 100% | Sep 2024 |
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| Advisor Group Holdings | 300.00 | $14k | -57% | Sep 2024 |
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| Founders Financial Alliance | 286.00 | $13k | 5620% | Sep 2024 |
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| Glen Eagle Advisors | 280.00 | $13k | 0% | Sep 2024 |
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| Covestor | 227.00 | $10k | -11% | Sep 2024 |
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| Atlantic Trust | 125.00 | $5.7k | 100% | Sep 2024 |
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| Golden State Equity Partners | 6.00 | $273.000000 | 100% | Sep 2024 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2024 | 11k | $453k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Jun 2024 | 10k | $461k |
| Us Bancorp | Jun 2024 | 381.00 | $17k |