Who owns Wisdomtree Tr em lcl debt fd?

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

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Top investors of Wisdomtree Tr em lcl debt stock

Who bought or sold Wisdomtree Tr em lcl debt fd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vontobel Holding 446k $13M 0% Jun 2026
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Foster & Motley 338k $9.7M 100% Jun 2026
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Bank of America Corporation 298k $8.5M 2% Jun 2026
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Jane Street 224k $6.4M 79% Jun 2026
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Wells Fargo & Company 217k $6.2M -1% Jun 2026
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Elmwood Wealth Management 146k $4.2M 3% Jun 2026
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LPL Financial 137k $3.9M 185% Jun 2026
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Morgan Stanley 115k $3.2M -8% Mar 2026
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Ignite Planners 108k $3.1M 1% Jun 2026
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Kestra Advisory Services 98k $2.8M 4% Jun 2026
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Royal Bank of Canada 96k $2.8M 5% Jun 2026
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Pekin, Singer Strauss Asset Management 85k $2.4M 11% Jun 2026
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Advisor Group Holdings 80k $2.3M -9% Jun 2026
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Clear Creek Financial Management 55k $1.6M 87% Jun 2026
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Old Mission Capital 45k $1.3M 81% Jun 2026
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Raymond James Financial 32k $914k 4% Jun 2026
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Sanctuary Advisors 28k $792k 1% Jun 2026
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Trilogy Capital 24k $692k 1% Jun 2026
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Goldman Sachs Group 23k $663k 0% Jun 2026
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Janney Montgomery Scott 21k $611k -50% Jun 2026
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UBS Group 20k $578k 0% Jun 2026
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Assetmark 19k $549k 4% Jun 2026
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Nbc Securities 18k $513k -8% Jun 2026
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Capital Analysts 15k $431k 5% Jun 2026
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Treasure Coast Financial Planning 14k $387k 0% Jun 2026
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Net Worth Advisory Group 13k $364k -1% Jun 2026
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Columbia Advisory Partners 11k $322k 100% Jun 2026
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Arkansas Financial 11k $322k -6% Jun 2026
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Harbour Investments 11k $319k 43% Jun 2026
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Stratos Wealth Partners 11k $314k 14% Jun 2026
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Barnes Wealth Management Group 10k $300k 100% Jun 2026
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RFG Advisory 9.9k $285k 2% Jun 2026
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Integrity Alliance 9.9k $284k 12% Jun 2026
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Bank of New York Mellon 9.8k $282k -91% Jun 2026
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ValMark Advisers 9.0k $259k -3% Jun 2026
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Baker Ellis Asset Management 8.6k $247k 6% Jun 2026
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Alexander Randolph Advisory 8.6k $246k 0% Jun 2026
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WealthPoint Financial 8.5k $243k 100% Jun 2026
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Betterment 8.3k $239k 5% Jun 2026
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W.H. Cornerstone Investments 7.8k $224k 100% Jun 2026
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Concurrent Investment Advisors 7.7k $221k 100% Jun 2026
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Smartleaf Asset Management 7.0k $200k 0% Jun 2026
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Mercer Global Advisors 4.6k $131k 100% Jun 2026
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Jpmorgan Chase & Co 3.0k $85k 100% Jun 2026
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Ubs Global Asset Management Americas 2.3k $66k 0% Jun 2026
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Evolution Wealth Management 1.6k $47k -8% Jun 2026
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IFP Advisors 939.00 $27k 1% Jun 2026
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JFS Wealth Advisors 919.00 $26k 0% Jun 2026
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AE Wealth Management 646.00 $19k 4207% Jun 2026
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Efficient Wealth Management 443.00 $12k 0% Jun 2026
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SBI Securities 441.00 $13k 0% Jun 2026
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Larson Financial Group 373.00 $11k 2% Jun 2026
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William Blair $ Company 287.00 $8.2k 0% Jun 2026
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Covestor 273.00 $8.0k 658% Jun 2026
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Pnc Financial Services 234.00 $6.7k 0% Jun 2026
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Creative Financial Designs 227.00 $6.5k 0% Jun 2026
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Federation des caisses Desjardins du Quebec 200.00 $5.7k 0% Jun 2026
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CoreCap Advisors 133.00 $3.8k -50% Jun 2026
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Elevated Capital Advisors 106.00 $3.1k 0% Jun 2026
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Tounjian Advisory Partners 80.00 $2.3k 100% Jun 2026
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Global Retirement Partners 50.00 $1.4k 0% Jun 2026
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Strategic Wealth Partners 33.00 $954.000300 0% Jun 2026
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Planning Strategies 11.00 $316.000300 100% Jun 2026
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Huntington National Bank 1.00 $29.000000 0% Jun 2026
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Who sold out of Wisdomtree Tr em lcl debt?

Fund or Company Name Date Sold Shares Held Valued At
AllGen Financial Advisors Mar 2026 141k $3.9M
Moors & Cabot Mar 2026 15k $416k
Rubicon Advisors, GP Mar 2026 12k $319k
Gateway Wealth Partners Mar 2026 7.3k $204k
E Fund Management Mar 2026 7.2k $248k
Sound Income Strategies Mar 2026 980.00 $28k
Northwestern Mutual Wealth Management Company Mar 2026 60.00 $1.7k
FMR Mar 2026 3.00 $83.000100