Who owns WISDOMTREE TR?
- Ticker: GCC
- CUSIP Number: 97717y683
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WISDOMTREE TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Royal Bank of Canada | 543k | $8.7M | -3% | Dec 2023 |
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Warren Street Wealth Advisors | 494k | $9.1M | 5% | Mar 2024 |
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Jane Street | 474k | $8.0M | 879% | Dec 2023 |
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Leo Wealth | 349k | $6.0M | 100% | Dec 2023 |
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Wells Fargo & Company | 338k | $5.7M | 21% | Dec 2023 |
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Cambridge Investment Research Advisors | 277k | $5.1M | 4% | Mar 2024 |
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Merit Financial Group | 248k | $4.2M | 949% | Dec 2023 |
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Team Financial Group | 212k | $3.6M | -9% | Dec 2023 |
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Wayfinding Financial | 151k | $2.5M | -1% | Dec 2023 |
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Bank Of Montreal | 136k | $2.4M | 100% | Dec 2023 |
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Avestar Capital | 136k | $2.3M | 20% | Dec 2023 |
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Empirical Asset Management | 89k | $1.5M | -1% | Dec 2023 |
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National Asset Management | 57k | $962k | 51% | Dec 2023 |
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HPM Partners | 43k | $734k | 100% | Dec 2023 |
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Klr Investment Advisors | 41k | $800k | -13% | Mar 2024 |
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Raymond James Financial Services Advisors | 41k | $754k | -29% | Mar 2024 |
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Beacon Pointe Advisors | 38k | $634k | -18% | Dec 2023 |
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Kestra Private Wealth Services | 35k | $640k | -36% | Mar 2024 |
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Flow Traders US | 34k | $582k | -7% | Dec 2023 |
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Advisor Group Holdings | 32k | $533k | 24% | Dec 2023 |
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Private Advisor | 30k | $547k | -50% | Mar 2024 |
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Fermata Advisors | 29k | $541k | -5% | Mar 2024 |
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Arkadios Wealth Advisors | 22k | $408k | 0% | Mar 2024 |
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Stifel Financial | 16k | $267k | 2% | Dec 2023 |
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Sigma Planning | 14k | $263k | 100% | Mar 2024 |
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Covenant Asset Management | 12k | $218k | 2% | Mar 2024 |
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Smithfield Trust Company | 5.2k | $87k | 0% | Dec 2023 |
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GoalVest Advisory | 2.2k | $41k | 0% | Mar 2024 |
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UBS Group | 1.6k | $28k | 2118% | Dec 2023 |
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Frazier Financial Advisors | 755.00 | $13k | 100% | Dec 2023 |
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Proequities | 550.00 | $10M | 0% | Mar 2024 |
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Barrett & Company | 440.00 | $8.1k | 0% | Mar 2024 |
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Asset Dedication | 202.00 | $3.0k | 0% | Mar 2024 |
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Covestor | 151.00 | $3.0k | 3% | Dec 2023 |
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Ronald Blue Trust | 1.00 | $22.000000 | 0% | Mar 2024 |
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Who sold out of Wisdomtree Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
AE Wealth Management | Sep 2023 | 129k | $2.3M |
Perigon Wealth Management | Dec 2023 | 15k | $246k |
Advisors Preferred | Sep 2023 | 14k | $251k |
Journey Strategic Wealth | Sep 2023 | 14k | $252k |
New Century Financial Group | Dec 2023 | 11k | $186k |
Charter Oak Capital Management | Dec 2023 | 11k | $181k |
Pnc Financial Services | Sep 2023 | 2.0k | $36k |
Farther Finance Advisors | Sep 2023 | 1.1k | $20k |
Cape Investment Advisory | Sep 2023 | 1.0k | $18k |
Cutler | Dec 2023 | 255.00 | $3.3k |
Jpmorgan Chase & Co | Sep 2023 | 211.00 | $3.8k |