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Wisdomtree TR

Q2 2016 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RMG Wealth Management LLC
NEW
Shares200
Change+200
Value$10.9K
Filed 2026-01-29
Wells Fargo & Company
CLOSED
Shares0 from 58,635
Change-58,635 (-100%)
Value$0 (-$748)
Filed 2026-02-13
Bank of America Corp
CLOSED
Shares0 from 45,428
Change-45,428 (-100%)
Value$0 (-$580)
Filed 2026-02-17
Susquehanna International Group, LLP
CLOSED
Shares0 from 38,993
Change-38,993 (-100%)
Value$0 (-$497)
Filed 2026-02-17
BRC Group Holdings, Inc.
CLOSED
Shares0 from 23,604
Change-23,604 (-100%)
Value$0 (-$301)
Filed 2026-02-10
Morgan Stanley
CLOSED
Shares0 from 13,304
Change-13,304 (-100%)
Value$0 (-$170)
Filed 2026-05-27
Bank of New York Mellon Corp
CLOSED
Shares0 from 12,410
Change-12,410 (-100%)
Value$0 (-$158)
Filed 2026-02-10
UBS Group AG
CLOSED
Shares0 from 2,720
Change-2,720 (-100%)
Value$0 (-$35)
Filed 2026-01-29
Creative Planning
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$13)
Filed 2026-02-17
North Star Investment Management Corp.
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$11)
Filed 2026-01-30
IFP Advisors, Inc
CLOSED
Shares0 from 423
Change-423 (-100%)
Value$0 (-$5)
Filed 2026-02-06
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-02-17
Parallax Volatility Advisers, L.P.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-02-17
Western Asset Management Co
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
WFG Advisors, LP
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
MetLife Securities, Inc
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Advisor Group, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Status
RMG Wealth Management LLC
NEW200—+200——$10.9K—2026-01-29
Wells Fargo & Company
CLOSED058,635-58,635-100%$748$0-$7482026-02-13
Bank of America Corp
CLOSED045,428-45,428-100%$580$0-$5802026-02-17
Susquehanna International Group, LLP
CLOSED038,993-38,993-100%$497$0-$4972026-02-17
BRC Group Holdings, Inc.
CLOSED023,604-23,604-100%$301$0-$3012026-02-10
Morgan Stanley
CLOSED013,304-13,304-100%$170$0-$1702026-05-27
Bank of New York Mellon Corp
CLOSED012,410-12,410-100%$158$0-$1582026-02-10
UBS Group AG
CLOSED02,720-2,720-100%$35$0-$352026-01-29
Creative Planning
CLOSED01,000-1,000-100%$13$0-$132026-02-17
North Star Investment Management Corp.
CLOSED0900-900-100%$11$0-$112026-01-30
IFP Advisors, Inc
CLOSED0423-423-100%$5$0-$52026-02-06
Tower Research Capital LLC (TRC)
CLOSED01-1-100%$0$0$02026-02-17
Parallax Volatility Advisers, L.P.
CLOSED01-1-100%$0$0$02026-02-17
Western Asset Management Co
N/A—7,500-7,500-100%$96———
WFG Advisors, LP
N/A—3,113-3,113-100%$40———
MetLife Securities, Inc
N/A—1,135-1,135-100%$14———
Advisor Group, Inc.
N/A—425-425-100%$5———
Showing 17 of 17 institutions