Who Owns WQTM?
WISDOMTREE TR — Institutional Ownership & 13F Holdings
$30.26
-0.91 (-2.92%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
108
Total Inst. Value
$270.5M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
30
Closed Positions
23
Increased
28
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $90.2M | 2,779 |
| 2 | UBS Group AG | $20.5M | 630,729 |
| 3 | MORGAN STANLEY | $19.7M | 608,069 |
| 4 | Curi Capital, LLC | $17.1M | 527,580 |
| 5 | Endurance Services Ltd | $11.5M | 354,500 |
| 6 | Moloney Securities Asset Management, LLC | $10.4M | 148,291 |
| 7 | Selective Wealth Management, Inc.New | $9.3M | 303,774 |
| 8 | Summit Trail Advisors, LLC | $9.2M | 284,912 |
| 9 | JPMORGAN CHASE & CO | $7.4M | 228,182 |
| 10 | BANK OF AMERICA CORP /DE/ | $6.2M | 190,631 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +393K | $19.7M |
| Curi Capital, LLC | +153K | $17.1M |
| Moloney Securities Asset Management, LLC | +1K | $10.4M |
| Selective Wealth Management, Inc.New | +304K | $9.3M |
| Summit Trail Advisors, LLC | +29K | $9.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -201K | $7.4M |
| GOLDMAN SACHS GROUP INC | -140K | $2.1M |
| CITADEL ADVISORS LLC | -34K | $89K |
| GLOBALT Investments LLC / GA | -28K | $3.8M |
| LPL Financial LLC | -22K | $3K |
Frequently Asked Questions
How many institutional investors hold WQTM?
As of Q1 2025, 108 institutional investors report holding WQTM (WISDOMTREE TR) in their 13F filings.
Which hedge fund owns the most WQTM?
The largest institutional holder of WQTM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $90.2M in shares.
Are institutions buying or selling WQTM?
This quarter, 30 institutions opened new positions in WQTM and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.