Who owns wisdomtreetrusdivdgrtfdadded?

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

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Top investors of wisdomtreetrusdivd.. stock

Who bought or sold wisdomtreetrusdivdgrtfdadded this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Pnc Financial Services 20M $1.7B 2% Jun 2025
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LPL Financial 13M $1.0B -3% Jun 2025
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Morgan Stanley 8.7M $726M 100% Jun 2025
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Ameriprise Financial 6.9M $581M 8% Jun 2025
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Hamilton Capital Management 6.9M $577M 3% Jun 2025
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Raymond James Financial 3.5M $297M 1% Jun 2025
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HighTower Advisors 2.8M $239M -2% Jun 2025
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UBS Group 2.4M $204M 3% Jun 2025
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Envestnet Asset Management 2.1M $178M 38% Jun 2025
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Cetera Investment Advisers 2.0M $164M -13% Jun 2025
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Royal Bank of Canada 1.7M $140M 8% Jun 2025
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Wells Fargo & Company 1.6M $134M 1% Jun 2025
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Prime Capital Investment Advisors 1.4M $124M -1% Sep 2025
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Kovitz Investment Group Partners 1.3M $115M 0% Sep 2025
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Private Advisor 1.3M $108M -2% Jun 2025
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Wealth Enhancement Advisory Services 1.2M $109M 6% Sep 2025
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Huntington National Bank 1.2M $105M 47% Sep 2025
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Steward Partners Investment Advisory 1.1M $98M 5% Sep 2025
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Commonwealth Equity Services 1.1M $97M -26% Sep 2025
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Waddell & Associates 978k $87M 3% Sep 2025
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Fundamentun 903k $80M 3% Sep 2025
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Bsc Private Wealth Management 876k $73M 1% Jun 2025
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Bouchey Financial 866k $73M 0% Jun 2025
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Glassman Wealth Services 836k $74M 0% Sep 2025
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RVW Wealth 823k $73M 2% Sep 2025
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Legacy Financial Advisors 819k $73M 0% Sep 2025
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Rockefeller Capital Management 811k $68M -1% Jun 2025
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IAM Advisory 801k $71M 1% Sep 2025
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Brian McDonald 767k $64M 0% Jun 2025
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Equitable Holdings 759k $64M 4% Jun 2025
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Captrust Financial Advisors 737k $62M -12% Jun 2025
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SNS Financial 699k $59M 2% Jun 2025
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One Capital Management 683k $57M -20% Jun 2025
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Larson Financial Group 638k $53M 185% Jun 2025
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Prestige Wealth Management Group 626k $56M -3% Sep 2025
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Kestra Advisory Services 616k $52M 20% Jun 2025
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Spinnaker Investment Group 615k $55M 12% Sep 2025
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Goss Wealth Management 599k $50M 2% Jun 2025
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Beacon Financial 595k $53M -5% Sep 2025
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Glen Eagle Advisors 558k $47M 7% Jun 2025
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Fiduciary Planning 551k $49M 6% Sep 2025
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SkyView Investment Advisors 538k $45M 1% Jun 2025
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Advisor Group Holdings 530k $44M -7% Jun 2025
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Taiyo Life Insurance 525k $44M -38% Jun 2025
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Resources Investment Advisors 517k $43M 0% Jun 2025
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H D Vest Advisory Services 487k $41M 7% Jun 2025
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CWM 474k $42M 23% Sep 2025
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Savant Capital Management 450k $38M -1% Jun 2025
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Stifel Financial 446k $37M 6% Jun 2025
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Connable Office 436k $39M 40% Sep 2025
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Cambridge Investment Research Advisors 413k $37M 4% Sep 2025
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Per Stirling Capital Management 402k $34M 6% Jun 2025
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IFP Advisors 398k $33M 1% Jun 2025
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Billeaud Capital Management 395k $36M 0% Sep 2025
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Intrua Financial 394k $33M 49% Jun 2025
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Kestra Private Wealth Services 383k $32M 6% Jun 2025
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Team Financial Group 382k $34M 1% Sep 2025
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Mariner Wealth Advisors 376k $32M 6% Jun 2025
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VestGen Advisors 375k $32M 100% Jun 2025
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Serenus Wealth Advisors 371k $33M -4% Sep 2025
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Concurrent Investment Advisors 367k $33M -3% Sep 2025
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Aspire Capital Advisors 365k $33M 2% Sep 2025
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HPM Partners 344k $31M -9% Sep 2025
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NewEdge Wealth 342k $30M -24% Sep 2025
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Howard Financial Services 342k $30M 2% Sep 2025
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Sanchez Wealth Management Group 339k $30M 3% Sep 2025
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Compass Financial Services 324k $29M 6% Sep 2025
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Choice Wealth Advisors 322k $29M -2% Sep 2025
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Tyler-Stone Wealth Management 315k $26M 7% Jun 2025
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GPS Wealth Strategies Group 309k $26M -5% Jun 2025
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SK Wealth Management 308k $27M 5% Sep 2025
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Mml Investors Services 307k $26M 3% Jun 2025
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Modern Wealth Management 303k $27M 3% Sep 2025
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TigerOak Management 303k $27M 1% Sep 2025
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Jones Financial Companies, L.L 302k $27M 20% Sep 2025
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Atria Investments 298k $27M -11% Sep 2025
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Lvm Capital Management 290k $26M -1% Sep 2025
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Two Sigma Investments 286k $24M 100% Jun 2025
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Forte Capital 285k $24M 0% Jun 2025
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Belpointe Asset Management 282k $24M 100% Jun 2025
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Branch Banking & Trust Company 279k $23M -2% Jun 2025
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Northwestern Mutual Wealth Management Company 278k $23M 2% Jun 2025
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HB Wealth Management 277k $25M 0% Sep 2025
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Columbia Advisory Partners 265k $24M 0% Sep 2025
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Ohe Financial 258k $23M 2% Sep 2025
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Gail Mannix 257k $22M 12% Jun 2025
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Amplius Wealth Advisors 249k $22M -9% Sep 2025
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Janney Montgomery Scott 246k $22M -12% Sep 2025
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Cresta Advisors 231k $21M 1% Sep 2025
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Palo Alto Wealth Advisors 230k $19M 2% Jun 2025
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ACT Advisors 229k $20M -14% Sep 2025
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D.A. Davidson & Co. 229k $20M 3% Sep 2025
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Creative Planning 225k $19M -8% Jun 2025
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Bank of New York Mellon 223k $19M 5% Jun 2025
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Sage Private Wealth Group 219k $20M -49% Sep 2025
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Winthrop Advisory Group 214k $19M 11% Sep 2025
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Great Valley Advisor Group 208k $17M 5% Jun 2025
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RMB Capital Management 204k $17M 10% Jun 2025
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Main Street Financial Solutions 199k $17M -2% Jun 2025
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Heck Capital Advisors 198k $18M -7% Sep 2025
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Stratos Wealth Partners 195k $17M 2% Sep 2025
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Thrivent Financial for Lutherans 195k $16M 31% Jun 2025
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BKA Wealth Consulting 194k $17M 12% Sep 2025
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Townsend Asset Management Corp 194k $17M 1% Sep 2025
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Pinnacle Wealth Management Advisory 187k $17M 12% Sep 2025
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Hengehold Capital Management 185k $17M 3% Sep 2025
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Venture Visionary Partners 184k $16M 12% Sep 2025
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CRA Financial Services 183k $16M 8% Sep 2025
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Eagle Wealth Strategies 183k $15M 3% Jun 2025
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Insight Advisors, LLC/ PA 177k $16M 1% Sep 2025
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Focus Financial Network 175k $16M 0% Sep 2025
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Smartleaf Asset Management 170k $15M 32% Sep 2025
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Mb, Levis & Associates 169k $14M 0% Jun 2025
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Lauer Wealth 161k $14M 1% Sep 2025
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United Advisor Group 159k $13M 3% Jun 2025
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Solano Wealth Investment Advisors 159k $13M 19% Jun 2025
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Garrett Investment Advisors 154k $14M -21% Sep 2025
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Oxinas Partners Wealth Management 140k $12M 1% Sep 2025
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Camden Capital 136k $11M -18% Jun 2025
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Melone Private Wealth 135k $12M 11% Sep 2025
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Eaton Financial Holdings Company 130k $11M -13% Jun 2025
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TD Capital Management 128k $11M 4% Jun 2025
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Howard Bailey Securities 127k $11M -10% Sep 2025
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Blue Rock Wealth Management 127k $11M 2% Sep 2025
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Sequoia Financial Advisors 126k $11M -2% Jun 2025
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Sontag Advisory 126k $11M -2% Jun 2025
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Defined Financial Planning 125k $11M 17% Jun 2025
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Journey Advisory Group 123k $10M -4% Jun 2025
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Paul Damon & Associates 122k $11M -7% Sep 2025
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Golden State Wealth Management 120k $10M -5% Jun 2025
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IFG Advisory 119k $10M 9% Jun 2025
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Retirement Planning Group 119k $11M 0% Sep 2025
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Streettalk Advisors 118k $9.9M 2% Jun 2025
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Wealthcare Advisory Partners 117k $10M 3% Sep 2025
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Western Wealth Management 116k $9.7M 0% Jun 2025
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Darrow Company 115k $10M 6% Sep 2025
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Flagship Harbor Advisors 115k $9.6M -2% Jun 2025
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Capital Planning Advisors 112k $9.4M -2% Jun 2025
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IAG Wealth Partners 110k $9.2M 4% Jun 2025
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MBA Advisors 109k $9.7M -2% Sep 2025
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Kraft, Davis & Associates 109k $9.8M -27% Sep 2025
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Alpha Zero 109k $9.7M 6% Sep 2025
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Pensionmark Financial Group 107k $9.5M -12% Sep 2025
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IHT Wealth Management 106k $8.8M 4% Jun 2025
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Prosperity Consulting Group 104k $8.7M -3% Jun 2025
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Avant Capital 104k $9.2M 2% Sep 2025
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Siligmueller & Norvid Wealth Advisors 102k $8.6M -2% Jun 2025
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Armis Advisers 101k $8.5M 7% Jun 2025
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Envestnet Portfolio Solutions 100k $8.9M 5% Sep 2025
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First National Trust Company 60k $5.3M -56% Sep 2025
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ORBA Wealth Advisors 49k $4.1M -54% Jun 2025
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Vestmark Advisory Solutions 43k $3.8M -57% Sep 2025
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Horizon Wealth Management 29k $2.5M -96% Sep 2025
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Invenio Wealth Partners 26k $2.2M -86% Jun 2025
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Lido Advisors 6.9k $578k -99% Jun 2025
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Onyx Bridge Wealth Group 3.2k $287k -97% Sep 2025
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Who sold out of wisdomtreetrusdivd..?

Fund or Company Name Date Sold Shares Held Valued At
Duncan Williams Asset Management Mar 2025 389k $31M
Laurel Wealth Advisors Jun 2025 119k $1.4M