Who owns WISDOMTREE TR?

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Analyze quarterly positions in Wisdomtree Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Tr stock

Who bought or sold WISDOMTREE TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Halbert Hargrove Global Advisors 2.9M $109M 1% Mar 2024
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Sym Financial Corporation 2.1M $78M 2% Mar 2024
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WJ Interests 703k $26M 4% Mar 2024
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CWM 573k $21M 8% Mar 2024
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Resources Investment Advisors 446k $17M 13% Mar 2024
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Wealthcare Advisory Partners 223k $8.3M 126% Mar 2024
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Professional Financial Advisors 214k $7.9M 52% Mar 2024
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Jane Street 122k $4.5M 376% Mar 2024
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LPL Financial 86k $3.2M 174% Mar 2024
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AQR Capital Management 47k $1.7M 27% Mar 2024
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Fermata Advisors 35k $1.3M 3% Mar 2024
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Commonwealth Equity Services 28k $1.0M 4% Mar 2024
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Leading Edge Financial Planning 24k $901k 100% Mar 2024
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Citadel Advisors 17k $642k -54% Mar 2024
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Advisor Group Holdings 14k $524k 2% Mar 2024
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Efficient Wealth Management 8.4k $313k 0% Mar 2024
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Bank Of Montreal 7.2k $267k 100% Mar 2024
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Empirical Finance 6.3k $232k 0% Mar 2024
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Cardiff Park Advisors 2.8k $99k 100% Dec 2023
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Morgan Stanley 484.00 $18k 100% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 351.00 $13k 100% Mar 2024
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JJJ Advisors 28.00 $1.0k 100% Mar 2024
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
UBS Group Dec 2023 475.00 $17k