Who owns WISDOMTREE TR?
- Ticker: QGRW
- CUSIP Number: 97717y477
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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 | 4.3M | $231M | 3% | Mar 2026 |
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| HighTower Advisors | 3.5M | $190M | 2% | Mar 2026 |
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| LPL Financial | 3.5M | $184M | 22% | Mar 2026 |
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| Morgan Stanley | 2.8M | $154M | 21% | Mar 2026 |
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| Trust Point | 2.5M | $134M | -4% | Mar 2026 |
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| Bank of America Corporation | 2.0M | $109M | 100% | Mar 2026 |
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| Private Advisor | 1.3M | $70M | 13% | Mar 2026 |
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| RVW Wealth | 1.1M | $57M | -2% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.0M | $55M | 41% | Mar 2026 |
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| Envestnet Asset Management | 537k | $29M | 290% | Mar 2026 |
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| UBS Group | 527k | $28M | 200% | Mar 2026 |
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| Rockefeller Capital Management | 506k | $27M | 409% | Mar 2026 |
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| Columbia Advisory Partners | 426k | $23M | 6% | Mar 2026 |
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| Cetera Investment Advisers | 391k | $21M | 5% | Mar 2026 |
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| Advisor Group Holdings | 375k | $22M | 697% | Dec 2025 |
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| Prestige Wealth Management Group | 359k | $19M | -6% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 336k | $18M | 9% | Mar 2026 |
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| Kestra Advisory Services | 334k | $18M | 30% | Mar 2026 |
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| Legacy Financial Advisors | 333k | $18M | 2% | Mar 2026 |
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| Etesian Wealth Advisors | 295k | $16M | 3% | Mar 2026 |
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| Smartleaf Asset Management | 277k | $14M | 6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 277k | $15M | -3% | Mar 2026 |
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| Resolute Capital | 242k | $13M | 10% | Mar 2026 |
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| Flynn Zito Capital Management | 236k | $13M | 10% | Mar 2026 |
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| Sound Income Strategies | 203k | $11M | 21% | Mar 2026 |
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| tru Independence | 199k | $11M | 9% | Mar 2026 |
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| GLR Partners | 197k | $11M | 100% | Mar 2026 |
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| Atria Investments | 193k | $10M | -1% | Mar 2026 |
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| Oxinas Partners Wealth Management | 186k | $9.9M | 6% | Mar 2026 |
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| Raymond James Financial | 152k | $8.9M | 6% | Dec 2025 |
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| CWM | 144k | $8.5M | 90% | Dec 2025 |
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| Centurion Wealth Management | 112k | $6.0M | 100% | Mar 2026 |
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| Vericrest Private Wealth | 110k | $5.9M | 11% | Mar 2026 |
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| Nbc Securities | 109k | $5.8M | 24% | Mar 2026 |
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| Western Wealth Management | 92k | $4.9M | 515% | Mar 2026 |
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| Cambridge Investment Research Advisors | 90k | $4.8M | 27% | Mar 2026 |
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| Sunbelt Securities | 80k | $4.3M | -3% | Mar 2026 |
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| Kingsview Wealth Management | 74k | $4.0M | -2% | Mar 2026 |
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| Avestar Capital | 73k | $3.9M | 2% | Mar 2026 |
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| Equitable Holdings | 64k | $3.8M | 48% | Mar 2026 |
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| Flagship Harbor Advisors | 64k | $3.4M | 4% | Mar 2026 |
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| We Are One Seven | 61k | $3.6M | 6% | Dec 2025 |
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| Herold Advisors | 55k | $3.2M | 6% | Dec 2025 |
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| BBK Capital Partners | 55k | $3.2M | 100% | Mar 2026 |
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| Golden State Wealth Management | 55k | $2.9M | 4647% | Mar 2026 |
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| Arkadios Wealth Advisors | 54k | $2.9M | 498% | Mar 2026 |
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| Commonwealth Equity Services | 52k | $2.8M | 54% | Mar 2026 |
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| TD Capital Management | 49k | $2.6M | 6% | Mar 2026 |
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| Comprehensive Financial Consultants Institutional | 48k | $2.6M | 4% | Mar 2026 |
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| Summit Financial | 47k | $2.5M | 35% | Mar 2026 |
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| Ameriprise Financial | 42k | $2.3M | -51% | Mar 2026 |
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| TopTier Wealth Management | 39k | $2.1M | 100% | Mar 2026 |
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| Harbour Investments | 38k | $2.1M | 18% | Mar 2026 |
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| KPP Advisory Services | 38k | $2.0M | 13% | Mar 2026 |
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| RFG Advisory | 38k | $2.0M | 0% | Mar 2026 |
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| Armis Advisers | 30k | $2.0M | -3% | Mar 2026 |
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| Bravias Capital Group | 29k | $1.5M | -8% | Mar 2026 |
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| Gladstone Institutional Advisory | 28k | $1.5M | 14% | Mar 2026 |
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| Sanctuary Advisors | 26k | $1.4M | 8% | Mar 2026 |
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| Great Valley Advisor Group | 24k | $1.3M | 1% | Mar 2026 |
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| Gateway Wealth Partners | 22k | $1.2M | 89% | Mar 2026 |
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| Susquehanna International | 22k | $1.3M | 105% | Dec 2025 |
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| Change Path | 21k | $1.1M | -14% | Mar 2026 |
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| United Advisor Group | 19k | $987k | 38% | Mar 2026 |
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| Citadel Advisors | 18k | $968k | 243% | Mar 2026 |
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| Jane Street | 15k | $819k | 280% | Mar 2026 |
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| Kestra Private Wealth Services | 15k | $813k | -13% | Mar 2026 |
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| Farrell Financial | 15k | $787k | 24% | Mar 2026 |
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| Stratos Wealth Partners | 14k | $771k | 76% | Mar 2026 |
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| Trademark Financial Management | 14k | $770k | -2% | Mar 2026 |
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| Creative Financial Designs | 14k | $768k | 2% | Mar 2026 |
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| Stifel Financial | 14k | $741k | 100% | Mar 2026 |
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| Mml Investors Services | 12k | $653k | -68% | Mar 2026 |
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| Park Avenue Securities | 12k | $630k | 1% | Mar 2026 |
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| XY Planning Network | 12k | $621k | 100% | Mar 2026 |
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| Geneos Wealth Management | 10k | $548k | 100% | Mar 2026 |
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| Creative Planning | 10k | $547k | 89% | Mar 2026 |
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| Horizon Wealth Management | 9.7k | $520k | -98% | Mar 2026 |
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| Millington Financial Advisors | 9.1k | $564k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 9.0k | $482k | -91% | Mar 2026 |
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| GPS Wealth Strategies Group | 9.0k | $526k | -97% | Dec 2025 |
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| WealthPoint Financial | 8.9k | $524k | 0% | Mar 2026 |
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| Kovack Advisors | 8.8k | $474k | 3% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 8.8k | $468k | 0% | Mar 2026 |
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| Empirical Asset Management | 8.4k | $451k | 32% | Mar 2026 |
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| Steward Partners Investment Advisory | 8.2k | $439k | 0% | Mar 2026 |
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| Founders Financial Alliance | 8.1k | $432k | 3% | Mar 2026 |
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| Insight Advisors, LLC/ PA | 8.0k | $427k | -97% | Mar 2026 |
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| Branch Banking & Trust Company | 7.9k | $425k | 98% | Mar 2026 |
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| Mariner Wealth Advisors | 7.8k | $419k | 100% | Mar 2026 |
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| Paragon Capital Management | 7.6k | $408k | 100% | Mar 2026 |
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| Sankala Group | 7.4k | $387k | 148% | Mar 2026 |
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| Intrua Financial | 7.3k | $390k | -8% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 7.1k | $381k | 2% | Mar 2026 |
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| Soltis Investment Advisors | 6.7k | $356k | -15% | Mar 2026 |
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| Goldman Sachs Group | 6.4k | $342k | 100% | Mar 2026 |
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| Legacy Advisors | 6.2k | $333k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 5.8k | $313k | 58% | Mar 2026 |
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| Parsons Capital Management | 5.7k | $306k | 47% | Mar 2026 |
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| Falcon Wealth Planning | 5.7k | $303k | 8% | Mar 2026 |
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| Vise Technologies | 5.7k | $332k | 0% | Mar 2026 |
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| CoreCap Advisors | 5.3k | $281k | -7% | Mar 2026 |
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| ZEGA Investments | 5.2k | $280k | 49% | Mar 2026 |
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| Colonial River Wealth Management | 5.2k | $278k | 100% | Mar 2026 |
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| FMR | 4.9k | $287k | 62% | Dec 2025 |
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| Tempus Wealth Planning | 4.6k | $246k | -6% | Mar 2026 |
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| Goss Wealth Management | 4.6k | $4.6k | -23% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 4.5k | $262k | -3% | Dec 2025 |
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| Dynamic Advisors Solutions | 4.4k | $235k | 1% | Mar 2026 |
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| VestGen Advisors | 4.3k | $278k | 0% | Mar 2026 |
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| Elm3 Financial Group | 4.2k | $224k | -12% | Mar 2026 |
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| Janney Montgomery Scott | 4.1k | $219k | -42% | Mar 2026 |
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| Pnc Financial Services | 4.0k | $214k | 0% | Mar 2026 |
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| Enclave Advisors | 4.0k | $213k | 0% | Mar 2026 |
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| Investor's Fiduciary Advisor Network | 4.0k | $213k | 4% | Mar 2026 |
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| Clarity Asset Management | 3.9k | $207k | 100% | Mar 2026 |
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| D'Orazio & Associates | 3.9k | $206k | -36% | Mar 2026 |
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| Foundations Investment Advisors | 3.8k | $203k | 100% | Mar 2026 |
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| Aire Advisors | 3.8k | $202k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 2.7k | $146k | 0% | Mar 2026 |
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| Centaurus Financial | 2.4k | $128k | 6% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.7k | $99k | 777% | Dec 2025 |
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| Tucker Asset Management | 1.7k | $99k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 1.6k | $88k | 100% | Mar 2026 |
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| Private Trust Co Na | 1.1k | $60k | -57% | Mar 2026 |
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| MAI Wealth Advisors | 983.00 | $53k | 100% | Mar 2026 |
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| Covestor | 822.00 | $44k | 67% | Mar 2026 |
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| JNBA Financial Advisors | 754.00 | $40k | -12% | Mar 2026 |
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| Royal Bank of Canada | 696.00 | $37k | 0% | Mar 2026 |
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| Wells Fargo & Company | 651.00 | $35k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 608.00 | $33k | 100% | Mar 2026 |
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| EFG International | 600.00 | $35k | 100% | Dec 2025 |
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| Bank Of Montreal | 400.00 | $21k | 100% | Mar 2026 |
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| REAP Financial Group | 392.00 | $21k | 100% | Mar 2026 |
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| Assetmark | 376.00 | $20k | 100% | Mar 2026 |
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| Glen Eagle Advisors | 280.00 | $15k | 0% | Mar 2026 |
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| Brian McDonald | 279.00 | $16k | 0% | Dec 2025 |
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| AE Wealth Management | 224.00 | $12k | -64% | Mar 2026 |
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| SRS Capital Advisors | 210.00 | $11k | 100% | Mar 2026 |
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| IFP Advisors | 201.00 | $11k | -22% | Mar 2026 |
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| NBT Bank | 200.00 | $11k | 239% | Mar 2026 |
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| Evolution Wealth Management | 188.00 | $10k | 0% | Mar 2026 |
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| RWM Asset Management | 129.00 | $6.9k | 100% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 108.00 | $6.7k | 100% | Mar 2026 |
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| Elevated Capital Advisors | 100.00 | $5.3k | 0% | Mar 2026 |
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| Cherry Tree Wealth Management | 50.00 | $2.7k | 100% | Mar 2026 |
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| Anfield Capital Management | 50.00 | $2.7k | 100% | Mar 2026 |
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| International Assets Investment Management | 31.00 | $1.7k | 100% | Mar 2026 |
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| Key Capital Management | 30.00 | $1.6k | 100% | Mar 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GK Wealth Management | Dec 2025 | 18k | $1.0M |
| Jpmorgan Chase & Co | Sep 2025 | 14k | $813k |
| Independent Financial Group | Sep 2025 | 7.1k | $409k |
| Shrier Wealth Management | Dec 2025 | 4.6k | $271k |
| Royal Harbor Partners | Dec 2025 | 4.1k | $238k |
| Mercer Global Advisors | Dec 2025 | 3.4k | $200k |
| Farther Finance Advisors | Dec 2025 | 1.3k | $75k |
| Central Trust & Investment | Dec 2025 | 699.00 | $41k |
| Qube Research & Technologies | Sep 2025 | 592.00 | $34k |