Who owns WISDOMTREE TR?
- Ticker: WTAI
- CUSIP Number: 97717y543
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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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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners | 809k | $17M | 22% | Mar 2024 |
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| Kestra Advisory Services | 627k | $13M | -7% | Dec 2023 |
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| Advisory Services Network | 369k | $7.6M | 13% | Dec 2023 |
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| Raymond James & Associates | 288k | $6.0M | 113% | Mar 2024 |
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| Jane Street | 124k | $2.6M | -85% | Dec 2023 |
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| Raymond James Financial Services Advisors | 122k | $2.5M | 9% | Mar 2024 |
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| Prospera Financial Services | 93k | $1.9M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 89k | $1.8M | 2% | Dec 2023 |
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| Bank Of Montreal | 75k | $1.6M | 49% | Dec 2023 |
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| Masso Torrence Wealth Management | 72k | $1.5M | -8% | Mar 2024 |
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| Stifel Financial | 69k | $1.4M | 301% | Dec 2023 |
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| AdvisorNet Financial | 65k | $1.3M | 9015% | Mar 2024 |
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| Cambridge Investment Research Advisors | 54k | $1.1M | 34% | Mar 2024 |
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| Bank of America Corporation | 48k | $1000k | 17797% | Dec 2023 |
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| Private Advisor | 37k | $769k | 106% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 36k | $745k | 260% | Dec 2023 |
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| Advisor Group Holdings | 34k | $697k | -83% | Dec 2023 |
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| Provident Wealth Management | 30k | $624k | 100% | Mar 2024 |
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| Rockefeller Capital Management | 22k | $462k | -9% | Dec 2023 |
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| Kingsview Wealth Management | 18k | $362k | 29% | Dec 2023 |
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| Fox Hill Wealth Management | 17k | $356k | 100% | Mar 2024 |
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| Moloney Securities Asset Management | 17k | $344k | -10% | Dec 2023 |
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| Flagship Harbor Advisors | 16k | $326k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 15k | $315k | 100% | Dec 2023 |
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| Wealth Alliance Advisory Group | 11k | $227k | 0% | Mar 2024 |
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| Morris Retirement Advisors | 11k | $221k | -90% | Dec 2023 |
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| Mariner Wealth Advisors | 10k | $215k | 100% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 10k | $209k | 100% | Mar 2024 |
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| Geneos Wealth Management | 9.4k | $194k | 7% | Dec 2023 |
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| Wellington Shields & Co | 8.5k | $176k | 100% | Dec 2023 |
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| Smartleaf Asset Management | 6.4k | $134k | 100% | Dec 2023 |
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| Royal Bank of Canada | 5.7k | $118k | 4017% | Dec 2023 |
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| Key FInancial | 5.0k | $104k | 0% | Dec 2023 |
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| Wellington Shields Capital Management | 4.5k | $93k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 4.0k | $84k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 3.5k | $73k | 5% | Dec 2023 |
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| Sym Financial Corporation | 2.8k | $58k | 0% | Dec 2023 |
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| Harbour Investments | 2.1k | $44k | 0% | Dec 2023 |
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| First Command Advisory Services | 2.0k | $41k | -40% | Dec 2023 |
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| PSI Advisors | 1.8k | $37k | 16% | Mar 2024 |
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| Carmichael Hill & Associates | 1.1k | $22k | 0% | Mar 2024 |
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| Prestige Wealth Management Group | 1.1k | $22k | 0% | Mar 2024 |
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| Spire Wealth Management | 1.0k | $21k | 385% | Mar 2024 |
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| JNBA Financial Advisors | 1.0k | $21k | 0% | Mar 2024 |
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| EPG Wealth Management | 1.0k | $21k | 0% | Dec 2023 |
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| Umb Bank N A | 770.00 | $16k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 762.00 | $16k | 100% | Dec 2023 |
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| Ancora Advisors | 750.00 | $16k | 0% | Dec 2023 |
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| Register Financial Advisors | 700.00 | $15k | 100% | Mar 2024 |
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| Woodard & Co Asset Management Group | 650.00 | $13k | -1% | Dec 2023 |
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| Centerpoint Advisors | 575.00 | $12k | 0% | Dec 2023 |
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| Pnc Financial Services | 537.00 | $11k | 0% | Dec 2023 |
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| Highlander Capital Management | 275.00 | $5.7k | 0% | Dec 2023 |
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| Scarborough Advisors | 275.00 | $5.7k | 100% | Dec 2023 |
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| AlphaMark Advisors | 250.00 | $5.0k | 0% | Mar 2024 |
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| CWM | 176.00 | $4.0k | 0% | Mar 2024 |
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| Farther Finance Advisors | 164.00 | $3.4k | 100% | Dec 2023 |
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| Caldwell Sutter Capital | 100.00 | $2.1k | 0% | Mar 2024 |
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| MeadowBrook Investment Advisors | 100.00 | $2.1k | 100% | Dec 2023 |
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| Rise Advisors | 60.00 | $1.2k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 2.00 | $41.000000 | 100% | Dec 2023 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2023 | 42k | $724k |
| AE Wealth Management | Sep 2023 | 13k | $220k |
| Private Ocean | Dec 2023 | 4.6k | $95k |
| Simplex Trading | Dec 2023 | 935.00 | $19k |
| Concord Wealth Partners | Sep 2023 | 670.00 | $12k |
| Stone House Investment Management | Sep 2023 | 100.00 | $1.7k |