Who Owns WISDOMTREE TR (WQTM)?Hedge Fund & Institutional Holders

$25.91+0.03 (+0.12%)BATS

Institutional Holders

108

as of QNaN NaN

Total Institutional Value

$162.5T

% of Float Held

—

QoQ Change in Holders

+108 / -0

Price History

WQTM — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
UBS Group AGNew	631K	$20.5T	3.76%
MORGAN STANLEYNew	608K	$19.7T	1.41%
Curi Capital, LLCNew	528K	$17.1T	0.42%
Endurance Services LtdNew	355K	$11.5T	2.13%
Selective Wealth Management, Inc.New	304K	$9.3T	4.04%
Summit Trail Advisors, LLCNew	285K	$9.2T	0.30%
IEQ CAPITAL, LLCNew	206K	$6.7T	53.13%
BANK OF AMERICA CORP /DE/New	191K	$6.2T	0.50%
Ancora Advisors LLCNew	77K	$6.1T	0.14%
Clearwater Capital Advisors, LLCNew	186K	$6.0T	0.58%
RAYMOND JAMES FINANCIAL INCNew	159K	$5.2T	1.94%
Bremer Bank National AssociationNew	129K	$4.2T	0.75%
StoneCrest Wealth Management, Inc.New	96K	$3.1T	1.98%
BYRNE FINANCIAL FREEDOM, LLCNew	94K	$3.0T	1.73%
LPL Financial LLCNew	93K	$3.0T	1.17%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	UBS Group AG	630,729	$20.5T	3.76%	New
2	MORGAN STANLEY	608,069	$19.7T	1.41%	New
3	Curi Capital, LLC	527,580	$17.1T	0.42%	New
4	Endurance Services Ltd	354,500	$11.5T	2.13%	New
5	Selective Wealth Management, Inc.	303,774	$9.3T	4.04%	New
6	Summit Trail Advisors, LLC	284,912	$9.2T	0.30%	New
7	IEQ CAPITAL, LLC	205,840	$6.7T	53.13%	New
8	BANK OF AMERICA CORP /DE/	190,631	$6.2T	0.50%	New
9	Ancora Advisors LLC	77,089	$6.1T	0.14%	New
10	Clearwater Capital Advisors, LLC	185,915	$6.0T	0.58%	New
11	RAYMOND JAMES FINANCIAL INC	159,079	$5.2T	1.94%	New
12	Bremer Bank National Association	129,055	$4.2T	0.75%	New
13	StoneCrest Wealth Management, Inc.	95,861	$3.1T	1.98%	New
14	BYRNE FINANCIAL FREEDOM, LLC	93,609	$3.0T	1.73%	New
15	LPL Financial LLC	93,048	$3.0T	1.17%	New
16	SUMITOMO MITSUI FINANCIAL GROUP, INC.	72,481	$2.4T	43.08%	New
17	GOLDMAN SACHS GROUP INC	65,668	$2.1T	0.34%	New
18	Wealthfront Advisers LLC	61,431	$2.0T	5.35%	New
19	L & S Advisors Inc	26,196	$1.7T	0.20%	New
20	Qube Research & Technologies Ltd	46,723	$1.5T	1.76%	New
21	Thrive Capital Management, LLC	28,518	$1.5T	0.89%	New
22	AMERIPRISE FINANCIAL INC	38,639	$1.2T	0.33%	New
23	Joseph P. Lucia & Associates, LLC	35,860	$1.2T	0.53%	New
24	Cetera Investment Advisers	33,894	$1.1T	2.13%	New
25	PineBridge Investments, L.P.	30,712	$996.6B	7.93%	New
26	WELLS FARGO & COMPANY/MN	30,043	$974.9B	0.22%	New
27	ROYAL BANK OF CANADA	28,844	$936.0B	0.20%	New
28	STIFEL FINANCIAL CORP	28,236	$916.3B	0.97%	New
29	HighTower Advisors, LLC	28,051	$910.3B	1.24%	New
30	JANE STREET GROUP, LLC	27,809	$725.4B	0.18%	New
31	Perigon Wealth Management, LLC	20,974	$680.6B	0.02%	New
32	LODESTAR PRIVATE ASSET MANAGEMENT LLC	16,949	$550.0B	0.07%	New
33	Cerity Partners LLC	16,827	$546.0B	1.11%	New
34	SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,485	$534.9B	0.09%	New
35	Bison Wealth, LLC	14,812	$480.6B	0.04%	New
36	SFI Advisors, LLC	14,760	$479.0B	0.35%	New
37	FRANKLIN RESOURCES INC	14,408	$467.5B	0.13%	New
38	Arax Advisory Partners	13,425	$435.6B	0.03%	New
39	FIRST COMMUNITY TRUST NA	13,310	$431.9B	0.38%	New
40	Integrated Wealth Concepts LLC	13,075	$424.3B	4.95%	New
41	DF DENT & CO INC	9,000	$393.4B	5.25%	New
42	COMMONWEALTH EQUITY SERVICES, LLC	11,792	$383.0B	0.54%	New
43	MARSHALL WACE, LLP	10,524	$341.5B	0.43%	New
44	Cypress Point Wealth Management, LLC	9,795	$317.8B	0.10%	New
45	Oxler Private Wealth LLC	9,701	$314.8B	0.11%	New
46	OSAIC HOLDINGS, INC.	9,751	$303.7B	0.68%	New
47	COZAD ASSET MANAGEMENT INC	3,725	$297.5B	0.03%	New
48	Advisory Services Network, LLC	8,737	$283.5B	5.45%	New
49	O'ROURKE & COMPANY, Inc	8,263	$268.1B	0.13%	New
50	Graypoint LLC	8,078	$262.1B	0.02%	New

As of QNaN NaN, 108 institutional investors hold WQTM (WISDOMTREE TR). The largest holder is UBS Group AG with $20.5T in shares. This quarter, 108 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own WQTM?

As of QNaN NaN, 108 institutional investors report holding WQTM (WISDOMTREE TR) in their 13F filings.

Who is the largest institutional holder of WQTM?

The largest institutional holder of WQTM is UBS Group AG with $20.5T in shares.

Is institutional ownership of WQTM increasing or decreasing?

This quarter, 108 institutions opened new positions in WQTM and 0 closed their positions.