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 |
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| RVW Wealth | 715k | $29M | 23% | Mar 2024 |
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| Bank of America Corporation | 596k | $25M | 100% | Mar 2024 |
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| LPL Financial | 522k | $22M | 1249% | Mar 2024 |
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| Legacy Financial Advisors | 460k | $19M | -10% | Mar 2024 |
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| Prestige Wealth Management Group | 457k | $19M | -7% | Mar 2024 |
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| Private Advisor | 212k | $8.7M | 3061% | Mar 2024 |
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| tru Independence | 130k | $5.3M | 100% | Mar 2024 |
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| Smartleaf Asset Management | 121k | $4.5M | 100% | Mar 2024 |
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| Kestra Advisory Services | 118k | $4.3M | 20% | Dec 2023 |
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| Insight Advisors, LLC/ PA | 72k | $2.9M | 100% | Mar 2024 |
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| Cetera Investment Advisers | 49k | $2.0M | 100% | Mar 2024 |
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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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| Envestnet Asset Management | 31k | $1.3M | 100% | Mar 2024 |
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| GPS Wealth Strategies Group | 29k | $1.2M | 48875% | Mar 2024 |
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| Atria Investments | 28k | $1.1M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 28k | $1.1M | 54% | Mar 2024 |
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| Oxinas Partners Wealth Management | 23k | $950k | 100% | Mar 2024 |
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| UBS Group | 18k | $758k | 1128% | Mar 2024 |
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| Cambridge Investment Research Advisors | 18k | $755k | 4% | Mar 2024 |
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| Kingsview Wealth Management | 18k | $737k | 100% | Mar 2024 |
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| Herold Advisors | 15k | $596k | 143% | Mar 2024 |
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| Jane Street | 14k | $590k | 100% | Mar 2024 |
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| My Legacy Advisors | 14k | $511k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 11k | $464k | 100% | Mar 2024 |
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| Flagship Harbor Advisors | 11k | $450k | 100% | Mar 2024 |
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| TD Capital Management | 10k | $426k | 100% | Mar 2024 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10k | $424k | 100% | Mar 2024 |
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| Millington Financial Advisors | 9.3k | $382k | 14% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 7.9k | $325k | 100% | Mar 2024 |
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| Envestnet Portfolio Solutions | 7.1k | $290k | 100% | Mar 2024 |
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| Great Valley Advisor Group | 6.8k | $280k | 100% | Mar 2024 |
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| Dynamic Advisors Solutions | 6.0k | $248k | 4% | Mar 2024 |
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| D'Orazio & Associates | 6.0k | $248k | 100% | Mar 2024 |
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| L.m. Kohn & Company | 5.1k | $210k | 100% | Mar 2024 |
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| Us Bancorp | 764.00 | $31k | 100% | Mar 2024 |
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| Advisor Group Holdings | 700.00 | $29k | 133% | Mar 2024 |
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| Bartlett & Co. | 518.00 | $19k | 100% | Dec 2023 |
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| Covestor | 190.00 | $8.0k | 100% | Mar 2024 |
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| FMR | 104.00 | $4.3k | 100% | Mar 2024 |
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| Morgan Stanley | 49.00 | $2.0k | 100% | Mar 2024 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bartlett & Co. Wealth Management | Dec 2023 | 518.00 | $19k |