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Wisdomtree TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$6.6K (+$209)
Filed 2024-07-30
LPL Financial LLC
CLOSED
Shares0 from 123,926
Change-123,926 (-100%)
Value$0 (-$6.1M)
Filed 2024-05-10
Charter Oak Capital Management, LLC
CLOSED
Shares0 from 108,164
Change-108,164 (-100%)
Value$0 (-$5.3M)
Filed 2024-04-23
M Holdings Securities, Inc.
CLOSED
Shares0 from 35,850
Change-35,850 (-100%)
Value$0 (-$1.8K)
Filed 2024-05-14
Cetera Investment Advisers
CLOSED
Shares0 from 35,287
Change-35,287 (-100%)
Value$0 (-$1.7M)
Filed 2024-05-24
Susquehanna International Group, LLP
CLOSED
Shares0 from 29,466
Change-29,466 (-100%)
Value$0 (-$1.4M)
Filed 2024-05-07
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 23,557
Change-23,557 (-100%)
Value$0 (-$1.2M)
Filed 2024-04-22
Osaic Holdings, Inc.
CLOSED
Shares0 from 21,763
Change-21,763 (-100%)
Value$0 (-$1.1M)
Filed 2024-05-10
Citadel Advisors LLC
CLOSED
Shares0 from 18,385
Change-18,385 (-100%)
Value$0 (-$904.3K)
Filed 2024-05-15
Raymond James Trust N.A.
CLOSED
Shares0 from 14,946
Change-14,946 (-100%)
Value$0 (-$735.2K)
Filed 2024-04-24
Morgan Stanley
CLOSED
Shares0 from 14,367
Change-14,367 (-100%)
Value$0 (-$706.7K)
Filed 2024-10-17
Opes Wealth Management LLC
CLOSED
Shares0 from 12,725
Change-12,725 (-100%)
Value$0 (-$625.9K)
Filed 2024-05-03
Great Valley Advisor Group, Inc.
CLOSED
Shares0 from 10,195
Change-10,195 (-100%)
Value$0 (-$501.0K)
Filed 2024-05-06
JPMorgan Chase & Co
CLOSED
Shares0 from 9,839
Change-9,839 (-100%)
Value$0 (-$484.0K)
Filed 2024-12-26
Smartleaf Asset Management LLC
CLOSED
Shares0 from 8,487
Change-8,487 (-100%)
Value$0 (-$418.6K)
Filed 2024-10-07
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 8,126
Change-8,126 (-100%)
Value$0 (-$400)
Filed 2024-04-29
Lifeworks Advisors, LLC
CLOSED
Shares0 from 7,943
Change-7,943 (-100%)
Value$0 (-$390.7K)
Filed 2024-05-10
Private Advisor Group, LLC
CLOSED
Shares0 from 7,422
Change-7,422 (-100%)
Value$0 (-$365.1K)
Filed 2024-04-30
Spinnaker Trust
CLOSED
Shares0 from 7,405
Change-7,405 (-100%)
Value$0 (-$364.2K)
Filed 2024-05-06
My Legacy Advisors, LLC
CLOSED
Shares0 from 6,879
Change-6,879 (-100%)
Value$0 (-$339.9K)
Filed 2024-07-25
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 5,082
Change-5,082 (-100%)
Value$0 (-$250.0K)
Filed 2024-04-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 5,019
Change-5,019 (-100%)
Value$0 (-$246.9K)
Filed 2024-04-30
Courier Capital LLC
CLOSED
Shares0 from 4,794
Change-4,794 (-100%)
Value$0 (-$235.8K)
Filed 2024-04-16
Bouchey Financial Group, Ltd.
CLOSED
Shares0 from 4,635
Change-4,635 (-100%)
Value$0 (-$228.0K)
Filed 2024-04-23
Choice Wealth Advisors LLC
CLOSED
Shares0 from 4,287
Change-4,287 (-100%)
Value$0 (-$210.9K)
Filed 2024-04-18
Wells Fargo & Company
CLOSED
Shares0 from 4,201
Change-4,201 (-100%)
Value$0 (-$206.7K)
Filed 2024-05-10
Capital Advisors, Ltd. LLC
CLOSED
Shares0 from 4,188
Change-4,188 (-100%)
Value$0 (-$206)
Filed 2024-04-18
Retirement Capital Strategies
CLOSED
Shares0 from 4,127
Change-4,127 (-100%)
Value$0 (-$203.0K)
Filed 2024-05-14
Sunbelt Securities, Inc.
CLOSED
Shares0 from 2,529
Change-2,529 (-100%)
Value$0 (-$124.4K)
Filed 2024-04-15
Bank of America Corp
CLOSED
Shares0 from 1,787
Change-1,787 (-100%)
Value$0 (-$87.9K)
Filed 2025-03-18
UBS Group AG
CLOSED
Shares0 from 1,397
Change-1,397 (-100%)
Value$0 (-$68.7K)
Filed 2024-05-13
Lanark Financial, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$49)
Filed 2024-04-05
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$48.0K)
Filed 2024-05-15
ICA Group Wealth Management, LLC
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$30.5K)
Filed 2024-05-14
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$22.0K)
Filed 2024-05-10
Tyler-Stone Wealth Management
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$17.2K)
Filed 2024-05-15
Bartlett & Co. Wealth Management LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$8.1K)
Filed 2024-05-09
Richard Bernstein Advisors LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$3.2K)
Filed 2024-05-09
FMR LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$98)
Filed 2026-11-05
Tidemark, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$76)
Filed 2024-05-13
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Bartlett & Co. LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED13013000%$6.4K$6.6K+$2092024-07-30
LPL Financial LLC
CLOSED0123,926-123,926-100%$6.1M$0-$6.1M2024-05-10
Charter Oak Capital Management, LLC
CLOSED0108,164-108,164-100%$5.3M$0-$5.3M2024-04-23
M Holdings Securities, Inc.
CLOSED035,850-35,850-100%$1.8K$0-$1.8K2024-05-14
Cetera Investment Advisers
CLOSED035,287-35,287-100%$1.7M$0-$1.7M2024-05-24
Susquehanna International Group, LLP
CLOSED029,466-29,466-100%$1.4M$0-$1.4M2024-05-07
Raymond James Financial Services Advisors, Inc.
CLOSED023,557-23,557-100%$1.2M$0-$1.2M2024-04-22
Osaic Holdings, Inc.
CLOSED021,763-21,763-100%$1.1M$0-$1.1M2024-05-10
Citadel Advisors LLC
CLOSED018,385-18,385-100%$904.3K$0-$904.3K2024-05-15
Raymond James Trust N.A.
CLOSED014,946-14,946-100%$735.2K$0-$735.2K2024-04-24
Morgan Stanley
CLOSED014,367-14,367-100%$706.7K$0-$706.7K2024-10-17
Opes Wealth Management LLC
CLOSED012,725-12,725-100%$625.9K$0-$625.9K2024-05-03
Great Valley Advisor Group, Inc.
CLOSED010,195-10,195-100%$501.0K$0-$501.0K2024-05-06
JPMorgan Chase & Co
CLOSED09,839-9,839-100%$484.0K$0-$484.0K2024-12-26
Smartleaf Asset Management LLC
CLOSED08,487-8,487-100%$418.6K$0-$418.6K2024-10-07
Commonwealth Equity Services, LLC
CLOSED08,126-8,126-100%$400$0-$4002024-04-29
Lifeworks Advisors, LLC
CLOSED07,943-7,943-100%$390.7K$0-$390.7K2024-05-10
Private Advisor Group, LLC
CLOSED07,422-7,422-100%$365.1K$0-$365.1K2024-04-30
Spinnaker Trust
CLOSED07,405-7,405-100%$364.2K$0-$364.2K2024-05-06
My Legacy Advisors, LLC
CLOSED06,879-6,879-100%$339.9K$0-$339.9K2024-07-25
Stratos Wealth Partners, Ltd.
CLOSED05,082-5,082-100%$250.0K$0-$250.0K2024-04-16
Institute for Wealth Management, Llc.
CLOSED05,019-5,019-100%$246.9K$0-$246.9K2024-04-30
Courier Capital LLC
CLOSED04,794-4,794-100%$235.8K$0-$235.8K2024-04-16
Bouchey Financial Group, Ltd.
CLOSED04,635-4,635-100%$228.0K$0-$228.0K2024-04-23
Choice Wealth Advisors LLC
CLOSED04,287-4,287-100%$210.9K$0-$210.9K2024-04-18
Wells Fargo & Company
CLOSED04,201-4,201-100%$206.7K$0-$206.7K2024-05-10
Capital Advisors, Ltd. LLC
CLOSED04,188-4,188-100%$206$0-$2062024-04-18
Retirement Capital Strategies
CLOSED04,127-4,127-100%$203.0K$0-$203.0K2024-05-14
Sunbelt Securities, Inc.
CLOSED02,529-2,529-100%$124.4K$0-$124.4K2024-04-15
Bank of America Corp
CLOSED01,787-1,787-100%$87.9K$0-$87.9K2025-03-18
UBS Group AG
CLOSED01,397-1,397-100%$68.7K$0-$68.7K2024-05-13
Lanark Financial, Inc.
CLOSED01,000-1,000-100%$49$0-$492024-04-05
Steward Partners Investment Advisory, LLC
CLOSED0975-975-100%$48.0K$0-$48.0K2024-05-15
ICA Group Wealth Management, LLC
CLOSED0620-620-100%$30.5K$0-$30.5K2024-05-14
PNC Financial Services Group, Inc.
CLOSED0447-447-100%$22.0K$0-$22.0K2024-05-10
Tyler-Stone Wealth Management
CLOSED0350-350-100%$17.2K$0-$17.2K2024-05-15
Bartlett & Co. Wealth Management LLC
CLOSED0165-165-100%$8.1K$0-$8.1K2024-05-09
Richard Bernstein Advisors LLC
CLOSED065-65-100%$3.2K$0-$3.2K2024-05-09
FMR LLC
CLOSED02-2-100%$98$0-$982026-11-05
Tidemark, LLC
CLOSED02-2-100%$76$0-$762024-05-13
Proequities, Inc.
CLOSED000—$0$0$02024-05-01
Bartlett & Co. LLC
N/A—165-165-100%$8———
Showing 42 of 42 institutions