Who Owns WISDOMTREE TR (WQTM)?Hedge Fund & Institutional Holders

$25.58-0.16 (-0.62%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2411855076656003e+161T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$23.78$25.73$27.68$29.62$31.57Oct 25Dec 25Mar 26

WQTM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealthfront Advisers LLCNew Position+54K+$1.9M
Yarbrough Capital, LLCNew Position+39K+$1.4M
Joseph P. Lucia & Associates, LLCNew Position+27K+$938K
Byrne Asset Management LLCNew Position+13K+$639K
KICKSTAND VENTURES, LLC.New Position+23K+$588K
Endowment Wealth Management, Inc.New Position+15K+$540K
CWM, LLCNew Position+14K+$463K
Perigon Wealth Management, LLCNew Position+12K+$406K
SFI Advisors, LLCNew Position+11K+$392K
Oxler Private Wealth LLCNew Position+9K+$326K
Merit Financial Group, LLCNew Position+7K+$256K
Comprehensive Financial Consultants Institutional, Inc.New Position+7K+$244K
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+7K+$238K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+6K+$221K
BERKSHIRE ASSET MANAGEMENT LLC/PANew Position+4K+$219K

WQTM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Selective Wealth Management, Inc.Decreased-18K-$9.7B
GOLDMAN SACHS GROUP INCDecreased-65K-$9.0B
JPMORGAN CHASE & CODecreased-107K-$8.2B
MORGAN STANLEYDecreased-30K-$7.9B
IEQ CAPITAL, LLCDecreased-67K-$7.0B
UBS Group AGDecreased-40K-$5.1B
GLOBALT Investments LLC / GADecreased-852-$3.6B
LPL Financial LLCDecreased-18K-$2.7B
L & S Advisors IncDecreased-219-$2.4B
BANK OF AMERICA CORP /DE/Decreased-26K-$2.3B
SUMITOMO MITSUI FINANCIAL GROUP, INC.Decreased-21K-$1.8B
ROYAL BANK OF CANADADecreased-15K-$1.6B
STIFEL FINANCIAL CORPDecreased-123-$1.1B
WELLS FARGO & COMPANY/MNDecreased-2K-$1.1B
Caldwell Trust CoClosed Position-25K-$1.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Endurance Services Ltd354,500$12.4M2.20%Share
2Selective Wealth Management, Inc.261,178$8.6M2.67%Share
3Clearwater Capital Advisors, LLC218,956$7.7M0.64%Share
4MORGAN STANLEY195,962$6.0M0.00%Share
5Ancora Advisors LLC70,457$6.0M0.12%Share
6TWO SIGMA INVESTMENTS, LP171,386$6.0M0.01%Share
7GOLDMAN SACHS GROUP INC190,277$6.0M0.00%Share
8OLD NATIONAL BANCORP /IN/129,055$4.5M0.08%Share
9BYRNE FINANCIAL FREEDOM, LLC118,958$4.2M1.91%Share
10IEQ CAPITAL, LLC132,016$4.0M0.01%Share
11JPMORGAN CHASE & CO127,188$4.0M0.00%Share
12UBS Group AG102,745$3.6M0.00%Share
13GLOBALT Investments LLC / GA28,573$2.6M0.09%Share
14LPL Financial LLC57,777$2.0M0.00%Share
15L & S Advisors Inc29,304$2.0M0.18%Share
16Wealthfront Advisers LLC54,169$1.9M0.00%Share
17Yarbrough Capital, LLC38,565$1.4M0.04%Share
18ROYAL BANK OF CANADA29,420$1.0M0.00%Share
19STIFEL FINANCIAL CORP30,937$1.0M0.00%Share
20Curi Capital, LLC35,967$1.0M0.02%Share
21Ancora Advisors LLC11,483$1.0M0.02%Share
22SUMITOMO MITSUI FINANCIAL GROUP, INC.29,728$1.0M0.02%Share
23Joseph P. Lucia & Associates, LLC26,819$938K0.34%Share
24GLOBALT Investments LLC / GA18,185$938K0.03%Share
25Byrne Asset Management LLC12,701$639K0.35%Share
26Cypress Point Wealth Management, LLC17,633$617K0.13%Share
27KICKSTAND VENTURES, LLC.22,748$588K0.12%Share
28Endowment Wealth Management, Inc.15,441$540K0.25%Share
29FIRST COMMUNITY TRUST NA13,410$469K0.35%Share
30CREATIVE FINANCIAL DESIGNS INC /ADV12,882$450K0.03%Share
31CWM, LLC12,359$433K0.00%Share
32L & S Advisors Inc4,813$430K0.04%Share
33Perigon Wealth Management, LLC11,600$406K0.01%Share
34SFI Advisors, LLC11,199$392K0.25%Share
35MILESTONE ASSET MANAGEMENT, LLC10,865$380K0.07%Share
36Oxler Private Wealth LLC9,325$326K0.09%Share
37Merit Financial Group, LLC7,328$256K0.00%Share
38Comprehensive Financial Consultants Institutional, Inc.6,993$244K0.07%Share
39GRIMES & Co WEALTH MANAGEMENT, LLC6,824$238K0.01%Share
40WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,318$221K0.00%Share
41BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$219K0.01%Share
42O'ROURKE & COMPANY, Inc5,974$209K0.08%Share
43Trexquant Investment LP5,967$208K0.00%Share
44LODESTAR PRIVATE ASSET MANAGEMENT LLC5,818$203K0.02%Share
45Keating Financial Advisory Services, Inc.5,407$189K0.03%Share
46HALBERT HARGROVE GLOBAL ADVISORS, LLC5,372$188K0.01%Share
47GROUP ONE TRADING LLC1,100$158K0.00%Call
48Y.D. More Investments Ltd3,201$112K0.01%Share
49UBS Group AG2,400$84K0.00%Share
50FLAGSHIP HARBOR ADVISORS, LLC1,800$63K0.00%Share

WQTM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025109$97.9M+41
Q3 202568$113.7B-22
Q2 202590$154.3B-20
Q1 2025110$196.3B+8
Q4 2024102$17.5T+23
Q3 202479$105.4T-10
Q2 202489$122.2T-2
Q1 202491$130.8T—

As of Q4 2025, 50 institutional investors hold WQTM (WISDOMTREE TR). The largest holder is Endurance Services Ltd with $12.4M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own WQTM?

As of Q4 2025, 50 institutional investors report holding WQTM (WISDOMTREE TR) in their 13F filings.

Who is the largest institutional holder of WQTM?

The largest institutional holder of WQTM is Endurance Services Ltd with $12.4M in shares.

Is institutional ownership of WQTM increasing or decreasing?

This quarter, 15 institutions opened new positions in WQTM and 1 closed their positions.