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 |
|---|---|---|---|---|---|
| LPL Financial | 4.8M | $319M | 40% | Jun 2026 |
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| Retirement Planning Group | 4.6M | $317M | 2% | Sep 2026 |
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| Trust Point | 3.8M | $263M | 55% | Sep 2026 |
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| Bank of America Corporation | 2.1M | $141M | 5% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.2M | $84M | 5% | Sep 2026 |
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| RVW Wealth | 1.1M | $77M | 4% | Sep 2026 |
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| Private Advisor | 1.1M | $74M | -15% | Jun 2026 |
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| Raymond James Financial | 912k | $60M | 15% | Jun 2026 |
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| SNS Financial | 693k | $46M | 100% | Jun 2026 |
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| Envestnet Asset Management | 682k | $45M | 27% | Jun 2026 |
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| Rockefeller Capital Management | 549k | $36M | 8% | Jun 2026 |
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| HighTower Advisors | 541k | $36M | -85% | Jun 2026 |
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| UBS Group | 517k | $34M | -2% | Jun 2026 |
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| Kestra Advisory Services | 476k | $31M | 43% | Jun 2026 |
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| Cetera Investment Advisers | 429k | $28M | 10% | Jun 2026 |
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| Columbia Advisory Partners | 416k | $29M | -5% | Sep 2026 |
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| Prestige Wealth Management Group | 361k | $24M | 0% | Jun 2026 |
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| Advisor Group Holdings | 358k | $24M | 0% | Jun 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 345k | $23M | 3% | Jun 2026 |
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| Legacy Financial Advisors | 337k | $22M | 1% | Jun 2026 |
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| Etesian Wealth Advisors | 304k | $21M | 2% | Sep 2026 |
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| Western Wealth Management | 301k | $20M | 227% | Jun 2026 |
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| Stenger Family Office | 285k | $20M | 100% | Sep 2026 |
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| Smartleaf Asset Management | 277k | $18M | 0% | Jun 2026 |
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| Flynn Zito Capital Management | 257k | $17M | 9% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 253k | $17M | -9% | Jun 2026 |
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| Sound Income Strategies | 250k | $17M | 5% | Sep 2026 |
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| Resolute Capital | 212k | $14M | -12% | Jun 2026 |
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| Janney Montgomery Scott | 206k | $14M | 4924% | Jun 2026 |
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| GLR Partners | 206k | $14M | 4% | Jun 2026 |
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| tru Independence | 198k | $14M | 1% | Sep 2026 |
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| Oxinas Partners Wealth Management | 191k | $13M | 3% | Jun 2026 |
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| Atria Investments | 190k | $13M | -2% | Sep 2026 |
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| Us Bancorp | 181k | $12M | 100% | Jun 2026 |
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| Centurion Wealth Management | 165k | $11M | 2% | Sep 2026 |
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| Summit Financial | 149k | $9.8M | 218% | Jun 2026 |
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| Vericrest Private Wealth | 147k | $10M | 15% | Sep 2026 |
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| Nbc Securities | 135k | $9.3M | 3% | Sep 2026 |
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| United Advisor Group | 96k | $6.3M | 417% | Jun 2026 |
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| Cambridge Investment Research Advisors | 92k | $6.1M | 3% | Jun 2026 |
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| KPP Advisory Services | 84k | $5.8M | 6% | Sep 2026 |
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| Kingsview Wealth Management | 84k | $5.5M | 13% | Jun 2026 |
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| Commonwealth Equity Services | 77k | $5.1M | 48% | Jun 2026 |
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| BBK Capital Partners | 77k | $4.1M | 40% | Jun 2026 |
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| Arkadios Wealth Advisors | 74k | $4.9M | 36% | Jun 2026 |
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| Avestar Capital | 72k | $4.9M | -2% | Sep 2026 |
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| Equitable Holdings | 71k | $4.7M | 10% | Jun 2026 |
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| Herold Advisors | 71k | $4.9M | 5% | Sep 2026 |
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| Global Retirement Partners | 61k | $4.0M | 100% | Jun 2026 |
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| We Are One Seven | 60k | $4.1M | 0% | Sep 2026 |
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| Golden State Wealth Management | 60k | $3.9M | 10% | Jun 2026 |
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| Flagship Harbor Advisors | 53k | $3.6M | -17% | Sep 2026 |
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| TopTier Wealth Management | 53k | $3.6M | 22% | Sep 2026 |
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| TD Capital Management | 50k | $3.3M | 2% | Jun 2026 |
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| Comprehensive Financial Consultants Institutional | 49k | $3.4M | -3% | Sep 2026 |
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| Steward Partners Investment Advisory | 47k | $3.1M | 467% | Jun 2026 |
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| Harbour Investments | 46k | $3.0M | 20% | Jun 2026 |
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| Jpmorgan Chase & Co | 44k | $2.9M | 100% | Jun 2026 |
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| WT Wealth Management | 41k | $2.8M | 100% | Sep 2026 |
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| RFG Advisory | 40k | $2.6M | 6% | Jun 2026 |
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| Goldman Sachs Group | 38k | $2.5M | 499% | Jun 2026 |
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| Flagship Wealth Advisors | 34k | $2.3M | 100% | Jun 2026 |
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| Armis Advisers | 33k | $2.3M | 3% | Sep 2026 |
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| Jones Financial Companies, L.L | 30k | $1.9M | 42% | Jun 2026 |
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| Bravias Capital Group | 30k | $2.0M | 5% | Jun 2026 |
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| Sanctuary Advisors | 29k | $1.9M | 10% | Jun 2026 |
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| Branch Banking & Trust Company | 26k | $1.8M | 3% | Sep 2026 |
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| Gladstone Institutional Advisory | 25k | $1.6M | -11% | Jun 2026 |
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| Mercer Global Advisors | 24k | $1.6M | 100% | Jun 2026 |
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| Great Valley Advisor Group | 24k | $1.6M | 2% | Jun 2026 |
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| Geneos Wealth Management | 21k | $1.4M | 106% | Jun 2026 |
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| Change Path | 20k | $1.3M | -5% | Jun 2026 |
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| Stratos Wealth Partners | 20k | $1.3M | 36% | Jun 2026 |
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| Kestra Private Wealth Services | 19k | $1.3M | 27% | Jun 2026 |
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| Hrt Financial | 18k | $1.2M | 100% | Jun 2026 |
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| Ameriprise Financial | 18k | $1.2M | -58% | Jun 2026 |
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| Susquehanna International | 18k | $1.2M | -57% | Jun 2026 |
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| Stifel Financial | 17k | $1.1M | 25% | Jun 2026 |
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| Farrell Financial | 16k | $1.1M | 8% | Sep 2026 |
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| Park Avenue Securities | 16k | $1.1M | 10% | Sep 2026 |
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| Creative Financial Designs | 15k | $1.0M | 7% | Jun 2026 |
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| Gateway Wealth Partners | 12k | $801k | -45% | Jun 2026 |
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| Parsons Capital Management | 12k | $807k | 51% | Sep 2026 |
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| WealthPoint Financial | 11k | $754k | 21% | Jun 2026 |
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| XY Planning Network | 11k | $760k | -10% | Sep 2026 |
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| Empirical Asset Management | 10k | $686k | 23% | Jun 2026 |
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| Creative Planning | 10k | $680k | 1% | Jun 2026 |
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| Gts Securities | 10k | $677k | 100% | Jun 2026 |
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| Clarity Asset Management | 9.9k | $677k | 0% | Sep 2026 |
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| Horizon Wealth Management | 9.6k | $636k | -1% | Jun 2026 |
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| Sankala Group | 9.5k | $640k | 29% | Jun 2026 |
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| Kovack Advisors | 9.2k | $606k | 5% | Jun 2026 |
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| Millington Financial Advisors | 9.1k | $587k | 0% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 8.8k | $579k | 0% | Jun 2026 |
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| Founders Financial Alliance | 8.3k | $546k | 2% | Jun 2026 |
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| FMR | 8.2k | $542k | 42% | Jun 2026 |
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| Mariner Wealth Advisors | 7.8k | $518k | 0% | Jun 2026 |
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| Trademark Financial Management | 7.8k | $536k | -45% | Sep 2026 |
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| Concurrent Investment Advisors | 7.7k | $528k | -15% | Sep 2026 |
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| Commerce Bank N A | 7.6k | $499k | 100% | Jun 2026 |
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| Halbert Hargrove Global Advisors | 7.1k | $490k | 0% | Sep 2026 |
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| CoreCap Advisors | 7.1k | $487k | 1% | Sep 2026 |
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| Intrua Financial | 6.7k | $459k | -7% | Sep 2026 |
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| Legacy Advisors | 6.2k | $428k | 0% | Sep 2026 |
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| Quantinno Capital Management | 5.9k | $390k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 5.9k | $389k | 1% | Jun 2026 |
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| ZEGA Investments | 5.7k | $376k | 9% | Jun 2026 |
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| Falcon Wealth Planning | 5.6k | $371k | -1% | Jun 2026 |
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| Virtue Capital Management | 5.5k | $379k | 100% | Sep 2026 |
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| AE Wealth Management | 5.2k | $345k | 2229% | Jun 2026 |
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| Dynamic Advisors Solutions | 5.1k | $350k | 0% | Sep 2026 |
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| Goss Wealth Management | 5.1k | $336k | 11% | Jun 2026 |
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| Signal Advisors Wealth | 5.0k | $342k | 100% | Sep 2026 |
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| Wiley Bros.-aintree Capital | 4.9k | $323k | 10% | Jun 2026 |
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| Tempus Wealth Planning | 4.9k | $334k | 5% | Sep 2026 |
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| Soltis Investment Advisors | 4.6k | $319k | -9% | Sep 2026 |
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| Team Financial Group | 4.6k | $306k | 100% | Jun 2026 |
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| Pnc Financial Services | 4.5k | $300k | 14% | Jun 2026 |
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| Vise Technologies | 4.5k | $312k | -10% | Sep 2026 |
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| Private Trust Co Na | 4.3k | $295k | 0% | Sep 2026 |
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| VestGen Advisors | 4.3k | $295k | 0% | Sep 2026 |
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| Y-Intercept | 4.1k | $285k | 100% | Sep 2026 |
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| Investor's Fiduciary Advisor Network | 4.1k | $272k | 3% | Jun 2026 |
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| AQR Capital Management | 4.0k | $266k | 100% | Jun 2026 |
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| Paragon Capital Management | 4.0k | $275k | 0% | Sep 2026 |
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| D'Orazio & Associates | 3.9k | $255k | 0% | Jun 2026 |
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| Colonial River Wealth Management | 3.8k | $264k | -11% | Sep 2026 |
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| Lantern Wealth Advisors | 3.7k | $253k | 17% | Sep 2026 |
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| Uhlmann Price Securities | 3.6k | $235k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 3.6k | $235k | 100% | Jun 2026 |
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| CRA Financial Services | 3.4k | $232k | 100% | Sep 2026 |
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| Centaurus Financial | 3.3k | $219k | 39% | Jun 2026 |
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| Maia Wealth | 3.2k | $218k | 0% | Sep 2026 |
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| Kingswood Wealth Advisors | 3.1k | $212k | 100% | Sep 2026 |
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| Sax Wealth Advisors | 3.1k | $211k | 100% | Sep 2026 |
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| OMNI 360 Wealth | 3.1k | $211k | 100% | Sep 2026 |
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| Lionshead Wealth Management | 2.9k | $202k | 100% | Sep 2026 |
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| Tower Research Capital | 2.8k | $187k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 2.7k | $181k | 0% | Jun 2026 |
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| BFC Planning | 2.3k | $149k | 100% | Jun 2026 |
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| Wells Fargo & Company | 2.0k | $132k | 206% | Jun 2026 |
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| Fifth Third Bancorp | 1.7k | $109k | 0% | Jun 2026 |
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| REAP Financial Group | 1.5k | $102k | 293% | Jun 2026 |
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| Polaris Financial Partners | 1.2k | $116k | 100% | Sep 2026 |
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| Ameritas Advisory Services | 952.00 | $63k | 100% | Jun 2026 |
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| Covestor | 901.00 | $60k | 10% | Jun 2026 |
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| Royal Bank of Canada | 812.00 | $54k | 17% | Jun 2026 |
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| Russell Investments | 800.00 | $53k | 100% | Jun 2026 |
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| JNBA Financial Advisors | 754.00 | $50k | 0% | Jun 2026 |
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| Barclays | 694.00 | $46k | 100% | Jun 2026 |
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| GK Wealth Management | 436.00 | $30k | -97% | Sep 2026 |
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| IFP Advisors | 201.00 | $14k | -85% | Sep 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sigma Planning | Jun 2026 | 25k | $1.6M |
| Citadel Advisors | Mar 2026 | 18k | $968k |
| Jane Street | Mar 2026 | 15k | $819k |
| Mml Investors Services | Mar 2026 | 12k | $653k |
| Elm3 Financial Group | Jun 2026 | 3.9k | $256k |
| Foundations Investment Advisors | Mar 2026 | 3.8k | $203k |
| Enclave Advisors | Jun 2026 | 3.2k | $209k |
| Orgel Wealth Management | Jun 2026 | 3.2k | $208k |
| Wedbush Morgan Securities | Jun 2026 | 3.0k | $200k |
| MAI Wealth Advisors | Mar 2026 | 983.00 | $53k |
| Tucker Asset Management | Jun 2026 | 896.00 | $59k |