Who owns WISDOMTREE TR?

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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
Warren Street Wealth Advisors 634k $13M 3% Dec 2025
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Royal Bank of Canada 622k $13M 2% Sep 2025
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Wells Fargo & Company 560k $12M 19% Sep 2025
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Leo Wealth 449k $9.5M 75% Dec 2025
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Wright Wealth 291k $6.2M 100% Dec 2025
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Kestra Advisory Services 239k $5.0M 32% Dec 2025
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Team Financial Group 126k $2.7M 11% Dec 2025
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von Borstel & Associates 110k $2.3M 100% Sep 2025
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Wayfinding Financial 110k $2.3M -1% Sep 2025
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LPL Financial 107k $2.3M 2% Sep 2025
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Cambridge Investment Research Advisors 81k $1.7M -17% Dec 2025
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NerdWallet Wealth Partners 68k $1.4M 100% Dec 2025
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Advisor Group Holdings 64k $1.3M 0% Sep 2025
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Flow Traders US 46k $981k 100% Sep 2025
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Global Wealth Management Investment Advisory 40k $854k 100% Dec 2025
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Susquehanna International 40k $847k 110% Sep 2025
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Wiley Bros.-aintree Capital 38k $823k 10% Sep 2025
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Jane Street 37k $787k 100% Sep 2025
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Kestra Private Wealth Services 37k $775k -1% Dec 2025
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OneAscent Financial Services 36k $771k 2% Sep 2025
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Private Advisor 32k $688k 0% Sep 2025
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Cetera Investment Advisers 32k $673k 41% Sep 2025
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Roman Butler Fullerton & Co 30k $686k 1% Dec 2025
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Empirical Asset Management 29k $611k -48% Dec 2025
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Sigma Planning 28k $600k 0% Dec 2025
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Envestnet Asset Management 22k $475k -9% Sep 2025
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Stifel Financial 21k $455k 36% Sep 2025
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HPM Partners 20k $435k 0% Sep 2025
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Covenant Asset Management 18k $386k 47% Dec 2025
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REAP Financial Group 18k $379k -2% Dec 2025
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Steward Partners Investment Advisory 17k $372k 7% Sep 2025
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XY Planning Network 17k $362k 100% Dec 2025
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Arkadios Wealth Advisors 17k $362k -13% Dec 2025
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Creekside Partners 15k $330k 0% Sep 2025
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Fermata Advisors 14k $295k 1% Dec 2025
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Raymond James Financial 13k $283k -38% Sep 2025
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Journey Strategic Wealth 11k $238k -1% Sep 2025
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Mml Investors Services 11k $233k -22% Sep 2025
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Regions Bank 11k $228k 100% Dec 2025
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Merit Financial Group 11k $227k 8% Dec 2025
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TD Waterhouse Canada 7.1k $150k 0% Dec 2025
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Smithfield Trust Company 3.6k $76k 0% Dec 2025
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Frazier Financial Advisors 3.5k $76k 368% Sep 2025
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Brian McDonald 3.2k $67k 32% Dec 2025
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GoalVest Advisory 2.2k $47k 0% Dec 2025
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Root Financial Partners 600.00 $13k 0% Dec 2025
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Evolution Wealth Management 588.00 $12k 546% Dec 2025
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Northwestern Mutual Wealth Management Company 588.00 $13k 0% Sep 2025
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Smartleaf Asset Management 460.00 $9.9k -23% Sep 2025
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IFP Advisors 300.00 $6.3k 0% Dec 2025
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Asset Dedication 202.00 $4.3k 0% Dec 2025
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Covestor 83.00 $2.0k 0% Dec 2025
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Aventura Private Wealth 80.00 $1.7k 0% Dec 2025
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AE Wealth Management 44.00 $931.000400 0% Dec 2025
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Ronald Blue Trust 2.00 $50.000000 0% Dec 2025
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O'shaughnessy Asset Management 1.00 $21.000000 0% Sep 2025
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Armis Advisers Jun 2025 53k $1.0M
Commonwealth Equity Services Jun 2025 49k $971k