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
Royal Bank of Canada 622k $13M 2% Sep 2025
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Warren Street Wealth Advisors 618k $13M -3% Sep 2025
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Wells Fargo & Company 560k $12M 19% Sep 2025
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Morgan Stanley 558k $11M 100% Jun 2025
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Leo Wealth 257k $5.5M -39% Sep 2025
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Kestra Advisory Services 180k $3.9M 1571% Sep 2025
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Team Financial Group 113k $2.4M 0% Sep 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 98k $2.1M -3% Sep 2025
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Advisor Group Holdings 64k $1.3M 0% Sep 2025
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Empirical Asset Management 55k $1.2M -60% Sep 2025
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Future You Wealth 50k $983k 100% Jun 2025
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Flow Traders US 46k $981k 100% Sep 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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Kestra Private Wealth Services 37k $790k -10% Sep 2025
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Jane Street 37k $787k 100% Sep 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 $609k 100% Sep 2025
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Sigma Planning 28k $606k 7% Sep 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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Arkadios Wealth Advisors 20k $418k -3% Sep 2025
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REAP Financial Group 18k $393k -6% Sep 2025
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Steward Partners Investment Advisory 17k $372k 7% Sep 2025
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Creekside Partners 15k $330k 0% Sep 2025
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Fermata Advisors 14k $295k -1% Sep 2025
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Raymond James Financial 13k $283k -38% Sep 2025
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Covenant Asset Management 12k $265k 0% 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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Merit Financial Group 10k $213k -2% Sep 2025
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TD Waterhouse Canada 7.1k $152k 0% Sep 2025
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Smithfield Trust Company 3.6k $77k 0% Sep 2025
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Frazier Financial Advisors 3.5k $76k 368% Sep 2025
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Brian McDonald 2.4k $51k 0% Sep 2025
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GoalVest Advisory 2.2k $48k 0% Sep 2025
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Root Financial Partners 600.00 $13k 100% Sep 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 $6.4k 0% Sep 2025
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Asset Dedication 202.00 $4.3k 0% Sep 2025
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Evolution Wealth Management 91.00 $1.9k 100% Sep 2025
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Covestor 83.00 $2.0k 0% Sep 2025
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AE Wealth Management 44.00 $941.001600 100% Sep 2025
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Ronald Blue Trust 2.00 $37.000000 0% Sep 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
Fortress Financial Group Jun 2025 21k $418k
Regions Bank Jun 2025 11k $214k
Transce3nd Jun 2025 342.00 $6.8k
Farther Finance Advisors Jun 2025 38.00 $755.998600