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Wisdomtree Quantum Comp Fund (WQTM)

CUSIP: 97717Y295 | NYSE | 80 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC295,790
0.0% of portfolio›$9.5M
Meitav Investment House LTD215,751
0.0% of portfolio›$6.9M
Members Advisory Group LLC174,065
1.6% of portfolio›$5.6M
Heck Capital Advisors, LLC146,723
0.3% of portfolio›$4.7M
StoneX Group Inc.57,691
0.1% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.17,378
0.0% of portfolio›$557
Carlson Financial, Inc.14,340
0.2% of portfolio›$459.7K
Quantum Private Wealth, LLC14,269
0.1% of portfolio›$457.5K
Commonwealth Equity Services, LLC12,850
0.0% of portfolio›$412.0K
Vontobel Holding Ltd.12,780
0.0% of portfolio›$409.7K
TPG Advisors LLC12,026
0.2% of portfolio›$385.6K
Kestra Advisory Services, LLC11,164
0.0% of portfolio›$357.9K
Wealth Enhancement Advisory Services, LLC10,415
0.0% of portfolio›$323.8K
Herbst Group, LLC10,300
0.2% of portfolio›$330.2K
Beaumont Asset Management, L.L.C.9,659
0.1% of portfolio›$309.7K
Kickstand Ventures, Llc.8,561
0.0% of portfolio›$274.5K
Oppenheimer & Co Inc8,130
0.0% of portfolio›$260.6K
Kingswood Wealth Advisors, LLC8,014
0.0% of portfolio›$256.9K
Mesirow Financial Investment Management, Inc.7,677
0.0% of portfolio›$246.1K
Farther Finance Advisors, LLC7,629
0.0% of portfolio›$244.6K
Wealthcare Advisory Partners LLC6,450
0.0% of portfolio›$206.8K
GK Wealth Management LLC3,070
0.1% of portfolio›$98.4K
PNC Financial Services Group, Inc.1,890
0.0% of portfolio›$60.6K
Bank of Montreal1,675
0.0% of portfolio›$53.7K
Tsfg, LLC1,500
0.0% of portfolio›$48
Harbour Investments, Inc.1,251
0.0% of portfolio›$40.1K
TD Waterhouse Canada Inc.1,050
0.0% of portfolio›$33.8K
IFP Advisors, Inc999
0.0% of portfolio›$32.0K
US Bancorp \de\670
0.0% of portfolio›$21.5K
Abound Wealth Management462
0.0% of portfolio›$14.8K
Madden Securities Corp330
0.0% of portfolio›$10.6K
Security National Bank323
0.0% of portfolio›$10.4K
Investors Research Corp292
0.0% of portfolio›$9.4K
Nemes Rush Group LLC198
0.0% of portfolio›$6.3K
Evolution Wealth Management Inc.152
0.0% of portfolio›$4.9K
Allworth Financial LP122
0.0% of portfolio›$4.6K
Latitude Advisors, LLC100
0.0% of portfolio›$3.2K
Planning Strategies Inc.52
0.0% of portfolio›$1.7K
Toth Financial Advisory Corp35
0.0% of portfolio›$1.1K
Darwin Wealth Management, LLC35
0.0% of portfolio›$1.1K
EverSource Wealth Advisors, LLC3
0.0% of portfolio›$96
StyleTurnoverLocationFiled
LPL Financial LLC
295,790$9.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Meitav Investment House LTD
215,751$6.9M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Members Advisory Group LLC
174,065$5.6M1.6%ETFVery HighWilliamsville, NY2026-11-09
Heck Capital Advisors, LLC
146,723$4.7M0.3%ETFMediumRhinelander, WI2026-10-14
StoneX Group Inc.
57,691$1.8M0.1%ETFMediumNew York, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
17,378$5570.0%ETFLowFairfield, IA2026-11-02
Carlson Financial, Inc.
14,340$459.7K0.2%Agg GrowthLowCanby, OR2026-11-05
Quantum Private Wealth, LLC
14,269$457.5K0.1%GrowthLowTampa, FL2026-10-20
Commonwealth Equity Services, LLC
12,850$412.0K0.0%ETFLowWaltham, MA2026-11-02
Vontobel Holding Ltd.
12,780$409.7K0.0%CoreMediumZurich, Switzerland2026-10-16
TPG Advisors LLC
12,026$385.6K0.2%ETFVery LowNorthfield, IL2026-10-16
Kestra Advisory Services, LLC
11,164$357.9K0.0%IndexLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
10,415$323.8K0.0%CoreLowPlymouth, MN2026-10-13
Herbst Group, LLC
10,300$330.2K0.2%GrowthHighWestport, CT2026-10-20
Beaumont Asset Management, L.L.C.
9,659$309.7K0.1%ETFLowBeaumont, TX2026-10-16
Kickstand Ventures, Llc.
8,561$274.5K0.0%ETFMediumPittsford, NY2026-11-09
Oppenheimer & Co Inc
8,130$260.6K0.0%CoreLowNew York, NY2026-10-26
Kingswood Wealth Advisors, LLC
8,014$256.9K0.0%GrowthLowSan Diego, CA2026-10-23
Mesirow Financial Investment Management, Inc.
7,677$246.1K0.0%CoreLowChicago, IL2026-11-05
Farther Finance Advisors, LLC
7,629$244.6K0.0%IndexLowSan Francisco, CA2026-10-08
Wealthcare Advisory Partners LLC
6,450$206.8K0.0%ETFLowWest Chester, PA2026-10-21
GK Wealth Management LLC
3,070$98.4K0.1%GARPVery HighReno, NV2026-10-09
PNC Financial Services Group, Inc.
1,890$60.6K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Bank of Montreal
1,675$53.7K0.0%CoreMediumToronto, Australia2026-11-09
Tsfg, LLC
1,500$480.0%ETFLowLake Forest, IL2026-10-23
Harbour Investments, Inc.
1,251$40.1K0.0%ETFLowMadison, WI2026-11-09
TD Waterhouse Canada Inc.
1,050$33.8K0.0%CoreLowToronto, Australia2026-10-16
IFP Advisors, Inc
999$32.0K0.0%CoreLowTampa, FL2026-10-16
US Bancorp \de\
670$21.5K0.0%CoreLowMinneapolis, MN2026-11-05
Abound Wealth Management
462$14.8K0.0%ETFVery LowFranklin, TN2026-10-26
Madden Securities Corp
330$10.6K0.0%GrowthMediumDallas, TX2026-10-27
Security National Bank
323$10.4K0.0%GrowthLowOmaha, NE2026-10-26
Investors Research Corp
292$9.4K0.0%ETFLowAtlanta, GA2026-10-07
Nemes Rush Group LLC
198$6.3K0.0%GrowthLowNovi, MI2026-11-04
Evolution Wealth Management Inc.
152$4.9K0.0%ETFMediumFort Myers, FL2026-10-28
Allworth Financial LP
122$4.6K0.0%ETFLowFolsom, CA2026-11-06
Latitude Advisors, LLC
100$3.2K0.0%ETFLowYorkville, IL2026-10-27
Planning Strategies Inc.
52$1.7K0.0%ETFN/ALancaster, PA2026-10-02
Toth Financial Advisory Corp
35$1.1K0.0%CoreLowLeesburg, VA2026-10-08
Darwin Wealth Management, LLC
35$1.1K0.0%ETFMediumTampa, FL2026-11-09
EverSource Wealth Advisors, LLC
3$960.0%CoreMediumBirmingham, AL2026-11-04