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 | $124M | 100% | Mar 2024 |
|
| RVW Wealth | 715k | $29M | 23% | Mar 2024 |
|
| Legacy Financial Advisors | 509k | $19M | -7% | Dec 2023 |
|
| Prestige Wealth Management Group | 457k | $19M | -7% | Mar 2024 |
|
| tru Independence | 130k | $5.3M | 100% | Mar 2024 |
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| Kestra Advisory Services | 118k | $4.3M | 20% | Dec 2023 |
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| Nbc Securities | 34k | $1.4M | 100% | Mar 2024 |
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| RFG Advisory | 33k | $1.4M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 32k | $1.3M | 3% | Mar 2024 |
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| Oxinas Partners Wealth Management | 23k | $950k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 18k | $755k | 4% | Mar 2024 |
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| Commonwealth Equity Services | 18k | $655k | 100% | Dec 2023 |
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| My Legacy Advisors | 14k | $511k | 100% | Dec 2023 |
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| Flagship Harbor Advisors | 11k | $450k | 100% | Mar 2024 |
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| Millington Financial Advisors | 8.1k | $297k | 0% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 7.9k | $325k | 100% | Mar 2024 |
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| Private Advisor | 6.7k | $245k | 100% | Dec 2023 |
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| Dynamic Advisors Solutions | 6.0k | $248k | 4% | Mar 2024 |
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| Herold Advisors | 6.0k | $218k | 100% | Dec 2023 |
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| L.m. Kohn & Company | 5.1k | $210k | 100% | Mar 2024 |
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| UBS Group | 1.5k | $55k | 2734% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 518.00 | $19k | 100% | Dec 2023 |
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| Bartlett & Co. | 518.00 | $19k | 100% | Dec 2023 |
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| Advisor Group Holdings | 300.00 | $11k | -87% | Dec 2023 |
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| GPS Wealth Strategies Group | 60.00 | $2.2k | 100% | Dec 2023 |
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