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Wisdomtree TR

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
INCREASED
Shares27,809 from 19,965
Change+7,844 (+39%)
Value$725.4K (+$196.1K)
Filed 2025-05-19
Farther Finance Advisors, LLC
NEW
Shares3,288
Change+3,288
Value$86.0K
Filed 2025-04-14
Osaic Holdings, Inc.
INCREASED
Shares2,000 from 1,000
Change+1,000 (+100%)
Value$52.2K (+$25.7K)
Filed 2025-05-12
MAI Capital Management
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$21.3K (-$349)
Filed 2025-05-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$7.5K (-$122)
Filed 2025-04-21
Founders Financial Alliance, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$3.4K (-$55)
Filed 2025-05-12
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.6K (-$42)
Filed 2025-05-13
Glen Eagle Advisors, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$2.2K (-$37)
Filed 2025-05-15
Harbour Investments, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$1.5K (-$26)
Filed 2025-05-08
UBS Group AG
DECREASED
Shares46 from 475
Change-429 (-90%)
Value$1.2K (-$11.4K)
Filed 2025-05-13
Rise Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$801 (-$13)
Filed 2025-05-15
Morgan Stanley
NEW
Shares1
Change+1
Value$32
Filed 2025-05-15
Bank of Montreal
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5.3K)
Filed 2025-05-13
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$27)
Filed 2026-11-05
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
Jane Street Group, LLC
INCREASED27,80919,965+7,844+39%$529.3K$725.4K+$196.1K2025-05-19
Farther Finance Advisors, LLC
NEW3,288—+3,288——$86.0K—2025-04-14
Osaic Holdings, Inc.
INCREASED2,0001,000+1,000+100%$26.5K$52.2K+$25.7K2025-05-12
MAI Capital Management
UNCHANGED81581500%$21.6K$21.3K-$3492025-05-15
Cherry Tree Wealth Management, LLC
UNCHANGED28628600%$7.6K$7.5K-$1222025-04-21
Founders Financial Alliance, LLC
UNCHANGED13013000%$3.4K$3.4K-$552025-05-12
Steward Partners Investment Advisory, LLC
UNCHANGED10010000%$2.7K$2.6K-$422025-05-13
Glen Eagle Advisors, LLC
UNCHANGED858500%$2.3K$2.2K-$372025-05-15
Harbour Investments, Inc.
UNCHANGED565600%$1.5K$1.5K-$262025-05-08
UBS Group AG
DECREASED46475-429-90%$12.6K$1.2K-$11.4K2025-05-13
Rise Advisors, LLC
UNCHANGED313100%$814$801-$132025-05-15
Morgan Stanley
NEW1—+1——$32—2025-05-15
Bank of Montreal
CLOSED0200-200-100%$5.3K$0-$5.3K2025-05-13
FMR LLC
CLOSED01-1-100%$27$0-$272026-11-05
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 15 of 15 institutions