Who owns WisdomTree Total Earnings Fund?
- CUSIP Number: 97717W596
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Total Earnings Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of WisdomTree Total Earnings Fund stock
Who bought or sold WisdomTree Total Earnings Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Frank. Day | 36k | $1.8M | 0% | Dec 2023 |
|
| Advisor Group Holdings | 22k | $1.1M | 0% | Dec 2023 |
|
| Citadel Advisors | 18k | $904k | -1% | Dec 2023 |
|
| Opes Wealth Management | 13k | $626k | -2% | Dec 2023 |
|
| Great Valley Advisor Group | 10k | $501k | 0% | Dec 2023 |
|
| Jpmorgan Chase & Co | 9.8k | $484k | 17% | Dec 2023 |
|
| Smartleaf Asset Management | 8.5k | $419k | 100% | Dec 2023 |
|
| Commonwealth Equity Services | 8.1k | $400k | -14% | Dec 2023 |
|
| Lifeworks Advisors | 7.9k | $391k | 100% | Dec 2023 |
|
| Private Advisor | 7.4k | $365k | 11% | Dec 2023 |
|
| Spinnaker Trust | 7.4k | $364k | -10% | Dec 2023 |
|
| My Legacy Advisors | 6.9k | $340k | -17% | Dec 2023 |
|
| Institute For Wealth Management | 5.0k | $247k | 0% | Dec 2023 |
|
| Wells Fargo & Company | 4.2k | $207k | 0% | Dec 2023 |
|
| Retirement Capital Strategies | 4.1k | $203k | 100% | Dec 2023 |
|
| Bank of America Corporation | 1.8k | $88k | -43% | Dec 2023 |
|
| UBS Group | 1.4k | $69k | 226% | Dec 2023 |
|
| Steward Partners Investment Advisory | 975.00 | $48k | 0% | Dec 2023 |
|
| ICA Group Wealth Management | 620.00 | $31k | 100% | Dec 2023 |
|
| Pnc Financial Services | 447.00 | $22k | 0% | Dec 2023 |
|
| Tyler-Stone Wealth Management | 350.00 | $17k | 0% | Dec 2023 |
|
| Bartlett & Co. | 165.00 | $8.0k | 0% | Dec 2023 |
|
| Bartlett & Co. Wealth Management | 165.00 | $8.1k | 0% | Dec 2023 |
|
| IFP Advisors | 130.00 | $6.4k | 0% | Dec 2023 |
|
| Tidemark | 2.00 | $76.000000 | 100% | Dec 2023 |
|
Who sold out of WisdomTree Total Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charter Oak Capital Management | Dec 2023 | 108k | $5.3M |
| Raymond James Financial Services Advisors | Dec 2023 | 24k | $1.2M |
| Raymond James Trust | Dec 2023 | 15k | $735k |
| Stratos Wealth Partners | Dec 2023 | 5.1k | $250k |
| Courier Capital Corp | Dec 2023 | 4.8k | $236k |
| Bouchey Financial | Dec 2023 | 4.6k | $228k |
| Choice Wealth Advisors | Dec 2023 | 4.3k | $211k |
| Capital Advisors | Dec 2023 | 4.2k | $206k |
| GPS Wealth Strategies Group | Sep 2023 | 3.5k | $154k |
| Sunbelt Securities | Dec 2023 | 2.5k | $124k |
| Nbc Securities | Dec 2023 | 1.0k | $49k |
| Royal Bank of Canada | Sep 2023 | 450.00 | $20k |