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Wisdomtree Quantum Comp Fund (WQTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares295,790 from 36,155
Change+259,635 (+718%)
Value$9.5M (+$8.1M)
Filed 2026-11-06
Meitav Investment House LTD
NEW
Shares215,751
Change+215,751
Value$6.9M
Filed 2026-10-28
Members Advisory Group LLC
INCREASED
Shares174,065 from 170,507
Change+3,558 (+2%)
Value$5.6M (-$866.4K)
Filed 2026-11-09
Heck Capital Advisors, LLC
INCREASED
Shares146,723 from 146,436
Change+287 (+0%)
Value$4.7M (-$832.8K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares57,691 from 51,735
Change+5,956 (+12%)
Value$1.8M (-$106.5K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares17,378 from 10,122
Change+7,256 (+72%)
Value$557 (+$174)
Filed 2026-11-02
Carlson Financial, Inc.
INCREASED
Shares14,340 from 11,269
Change+3,071 (+27%)
Value$459.7K (+$33.7K)
Filed 2026-11-05
Quantum Private Wealth, LLC
NEW
Shares14,269
Change+14,269
Value$457.5K
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares12,850 from 10,794
Change+2,056 (+19%)
Value$412.0K (+$3.9K)
Filed 2026-11-02
Vontobel Holding Ltd.
NEW
Shares12,780
Change+12,780
Value$409.7K
Filed 2026-10-16
TPG Advisors LLC
NEW
Shares12,026
Change+12,026
Value$385.6K
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares11,164 from 10,614
Change+550 (+5%)
Value$357.9K (-$43.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares10,415
Change+10,415
Value$323.8K
Filed 2026-10-13
Herbst Group, LLC
NEW
Shares10,300
Change+10,300
Value$330.2K
Filed 2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED
Shares9,659 from 7,806
Change+1,853 (+24%)
Value$309.7K (+$14.5K)
Filed 2026-10-16
Kickstand Ventures, Llc.
UNCHANGED
Shares8,561 from 8,561
Change0 (0%)
Value$274.5K (-$49.2K)
Filed 2026-11-09
Oppenheimer & Co Inc
DECREASED
Shares8,130 from 12,397
Change-4,267 (-34%)
Value$260.6K (-$208.1K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
NEW
Shares8,014
Change+8,014
Value$256.9K
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares7,677 from 5,785
Change+1,892 (+33%)
Value$246.1K (+$27.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares7,629 from 6,539
Change+1,090 (+17%)
Value$244.6K (-$2.7K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares6,450 from 9,549
Change-3,099 (-32%)
Value$206.8K (-$154.3K)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares3,070
Change+3,070
Value$98.4K
Filed 2026-10-09
PNC Financial Services Group, Inc.
INCREASED
Shares1,890 from 1,690
Change+200 (+12%)
Value$60.6K (-$3.3K)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares1,675 from 1,090
Change+585 (+54%)
Value$53.7K (+$12.5K)
Filed 2026-11-09
Tsfg, LLC
NEW
Shares1,500
Change+1,500
Value$48
Filed 2026-10-23
Harbour Investments, Inc.
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$40.1K (-$7.2K)
Filed 2026-11-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$33.8K (-$5.9K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares999 from 127
Change+872 (+687%)
Value$32.0K (+$27.2K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares670 from 51
Change+619 (+1214%)
Value$21.5K (+$19.6K)
Filed 2026-11-05
Abound Wealth Management
NEW
Shares462
Change+462
Value$14.8K
Filed 2026-10-26
Madden Securities Corp
NEW
Shares330
Change+330
Value$10.6K
Filed 2026-10-27
Security National Bank
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$10.4K (-$1.9K)
Filed 2026-10-26
Investors Research Corp
INCREASED
Shares292 from 52
Change+240 (+462%)
Value$9.4K (+$7.4K)
Filed 2026-10-07
Nemes Rush Group LLC
NEW
Shares198
Change+198
Value$6.3K
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$4.9K (-$874)
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$4.6K ($0)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$3.2K
Filed 2026-10-27
Planning Strategies Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.7K (-$299)
Filed 2026-10-02
Darwin Wealth Management, LLC
NEW
Shares35
Change+35
Value$1.1K
Filed 2026-11-09
Toth Financial Advisory Corp
NEW
Shares35
Change+35
Value$1.1K
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$96
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 20,551
Change-20,551 (-100%)
Value$0 (-$777.0K)
Filed 2026-10-27
Silver OAK Securities, Incorporated
CLOSED
Shares0 from 7,064
Change-7,064 (-100%)
Value$0 (-$267.1K)
Filed 2026-11-09
AlTi Global, Inc.
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$207.8K)
Filed 2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,970
Change-2,970 (-100%)
Value$0 (-$112.3K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$14.7K)
Filed 2026-11-02
Jane Street Group, LLC
N/A
Shares— from 150,926
Change-150,926 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 139,714
Change-139,714 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 108,738
Change-108,738 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 57,698
Change-57,698 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 56,399
Change-56,399 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45,476
Change-45,476 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 30,152
Change-30,152 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,347
Change-24,347 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,307
Change-17,307 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 15,382
Change-15,382 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,772
Change-14,772 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,215
Change-14,215 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 718
Change-718 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 485
Change-485 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 75
Change-75 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
LPL Financial LLC
INCREASED295,79036,155+259,635+718%$1.4M$9.5M+$8.1M2026-11-06
Meitav Investment House LTD
NEW215,751—+215,751——$6.9M—2026-10-28
Members Advisory Group LLC
INCREASED174,065170,507+3,558+2%$6.4M$5.6M-$866.4K2026-11-09
Heck Capital Advisors, LLC
INCREASED146,723146,436+287+0%$5.5M$4.7M-$832.8K2026-10-14
StoneX Group Inc.
INCREASED57,69151,735+5,956+12%$2.0M$1.8M-$106.5K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED17,37810,122+7,256+72%$383$557+$1742026-11-02
Carlson Financial, Inc.
INCREASED14,34011,269+3,071+27%$426.1K$459.7K+$33.7K2026-11-05
Quantum Private Wealth, LLC
NEW14,269—+14,269——$457.5K—2026-10-20
Commonwealth Equity Services, LLC
INCREASED12,85010,794+2,056+19%$408.1K$412.0K+$3.9K2026-11-02
Vontobel Holding Ltd.
NEW12,780—+12,780——$409.7K—2026-10-16
TPG Advisors LLC
NEW12,026—+12,026——$385.6K—2026-10-16
Kestra Advisory Services, LLC
INCREASED11,16410,614+550+5%$401.3K$357.9K-$43.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW10,415—+10,415——$323.8K—2026-10-13
Herbst Group, LLC
NEW10,300—+10,300——$330.2K—2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED9,6597,806+1,853+24%$295.1K$309.7K+$14.5K2026-10-16
Kickstand Ventures, Llc.
UNCHANGED8,5618,56100%$323.7K$274.5K-$49.2K2026-11-09
Oppenheimer & Co Inc
DECREASED8,13012,397-4,267-34%$468.7K$260.6K-$208.1K2026-10-26
Kingswood Wealth Advisors, LLC
NEW8,014—+8,014——$256.9K—2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED7,6775,785+1,892+33%$218.7K$246.1K+$27.4K2026-11-05
Farther Finance Advisors, LLC
INCREASED7,6296,539+1,090+17%$247.3K$244.6K-$2.7K2026-10-08
Wealthcare Advisory Partners LLC
DECREASED6,4509,549-3,099-32%$361.0K$206.8K-$154.3K2026-10-21
GK Wealth Management LLC
NEW3,070—+3,070——$98.4K—2026-10-09
PNC Financial Services Group, Inc.
INCREASED1,8901,690+200+12%$63.9K$60.6K-$3.3K2026-11-06
Bank of Montreal
INCREASED1,6751,090+585+54%$41.2K$53.7K+$12.5K2026-11-09
Tsfg, LLC
NEW1,500—+1,500——$48—2026-10-23
Harbour Investments, Inc.
UNCHANGED1,2511,25100%$47.3K$40.1K-$7.2K2026-11-09
TD Waterhouse Canada Inc.
UNCHANGED1,0501,05000%$39.7K$33.8K-$5.9K2026-10-16
IFP Advisors, Inc
INCREASED999127+872+687%$4.8K$32.0K+$27.2K2026-10-16
US Bancorp \de\
INCREASED67051+619+1214%$1.9K$21.5K+$19.6K2026-11-05
Abound Wealth Management
NEW462—+462——$14.8K—2026-10-26
Madden Securities Corp
NEW330—+330——$10.6K—2026-10-27
Security National Bank
UNCHANGED32332300%$12.2K$10.4K-$1.9K2026-10-26
Investors Research Corp
INCREASED29252+240+462%$2.0K$9.4K+$7.4K2026-10-07
Nemes Rush Group LLC
NEW198—+198——$6.3K—2026-11-04
Evolution Wealth Management Inc.
UNCHANGED15215200%$5.7K$4.9K-$8742026-10-28
Allworth Financial LP
UNCHANGED12212200%$4.6K$4.6K$02026-11-06
Latitude Advisors, LLC
NEW100—+100——$3.2K—2026-10-27
Planning Strategies Inc.
UNCHANGED525200%$2.0K$1.7K-$2992026-10-02
Darwin Wealth Management, LLC
NEW35—+35——$1.1K—2026-11-09
Toth Financial Advisory Corp
NEW35—+35——$1.1K—2026-10-08
EverSource Wealth Advisors, LLC
NEW3—+3——$96—2026-11-04
Comprehensive Financial Planning, Inc.
CLOSED020,551-20,551-100%$777.0K$0-$777.0K2026-10-27
Silver OAK Securities, Incorporated
CLOSED07,064-7,064-100%$267.1K$0-$267.1K2026-11-09
AlTi Global, Inc.
CLOSED05,500-5,500-100%$207.8K$0-$207.8K2026-11-09
Plante Moran Financial Advisors, LLC
CLOSED02,970-2,970-100%$112.3K$0-$112.3K2026-11-04
International Assets Investment Management, LLC
CLOSED0400-400-100%$14.7K$0-$14.7K2026-11-02
Jane Street Group, LLC
N/A—150,926-150,926-100%$5.7M———
GTS Securities LLC
N/A—139,714-139,714-100%$5.3M———
Stifel Financial Corp
N/A—108,738-108,738-100%$4.1M———
HighTower Advisors, LLC
N/A—57,698-57,698-100%$2.2M———
Waverly Advisors, LLC
N/A—56,399-56,399-100%$2.1M———
JPMorgan Chase & Co
N/A—45,476-45,476-100%$1.7M———
Janney Montgomery Scott LLC
N/A—30,152-30,152-100%$1.1K———
Cetera Investment Advisers
N/A—24,347-24,347-100%$920.6K———
Old Mission Capital LLC
N/A—17,307-17,307-100%$654.4K———
Ankerstar Wealth, LLC
N/A—15,382-15,382-100%$581.6K———
Sanctuary Advisors, LLC
N/A—14,772-14,772-100%$558.5K———
HRT Financial LP
N/A—14,215-14,215-100%$537———
Osaic Holdings, Inc.
N/A—3,025-3,025-100%$114.4K———
Innovative Asset Advisors Group, LLC
N/A—2,425-2,425-100%$91.7K———
Global Retirement Partners, LLC
N/A—2,334-2,334-100%$88.2K———
Royal Bank of Canada
N/A—1,960-1,960-100%$74.0K———
AE Wealth Management LLC
N/A—1,697-1,697-100%$64.2K———
Arax Advisory Partners
N/A—1,500-1,500-100%$56.7K———
Steward Partners Investment Advisory, LLC
N/A—882-882-100%$33.3K———
NewEdge Advisors, LLC
N/A—808-808-100%$30.6K———
Morgan Stanley
N/A—718-718-100%$27.1K———
Federation des caisses Desjardins du Quebec
N/A—485-485-100%$18.3K———
Ameritas Advisory Services, LLC
N/A—303-303-100%$11.5K———
Founders Financial Alliance, LLC
N/A—200-200-100%$7.6K———
Minot DeBlois Advisors LLC
N/A—150-150-100%$5.7K———
National Bank of Canada
N/A—75-75-100%$2.8K———
Fiduciary Financial Advisors
N/A—50-50-100%$1.9K———
Aptus Capital Advisors, LLC
N/A—26-26-100%$983———
Strategic Wealth Partners, Ltd.
N/A—16-16-100%$605———
Showing 75 of 75 institutions