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
Morgan Stanley 845k $15M 24% Sep 2023
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LPL Financial 745k $13M -19% Sep 2023
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Royal Bank of Canada 543k $8.7M -3% Dec 2023
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Jane Street 474k $8.0M 879% Dec 2023
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Warren Street Wealth Advisors 469k $7.9M 15% Dec 2023
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Leo Wealth 349k $6.0M 100% Dec 2023
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Wells Fargo & Company 338k $5.7M 21% Dec 2023
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Cambridge Investment Research Advisors 267k $4.5M 25% Dec 2023
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Merit Financial Group 248k $4.2M 949% Dec 2023
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Team Financial Group 212k $3.6M -9% Dec 2023
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Wayfinding Financial 151k $2.5M -1% Dec 2023
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Bank Of Montreal 136k $2.4M 100% Dec 2023
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Avestar Capital 136k $2.3M 20% Dec 2023
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Envestnet Asset Management 114k $2.1M 7% Sep 2023
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Empirical Asset Management 89k $1.5M -1% Dec 2023
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Rothschild Investment Corp 85k $1.5M -5% Sep 2023
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Private Advisor 60k $1.0M 13% Dec 2023
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Mml Investors Services 58k $1.1M 10% Sep 2023
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Raymond James Financial Services Advisors 57k $970k -4% Dec 2023
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National Asset Management 57k $962k 51% Dec 2023
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Kestra Private Wealth Services 55k $925k -17% Dec 2023
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Truadvice 48k $829k 125% Sep 2023
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Klr Investment Advisors 47k $800k 3% Dec 2023
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HPM Partners 43k $734k 100% Dec 2023
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Thrivent Financial for Lutherans 39k $714k 1% Sep 2023
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Beacon Pointe Advisors 38k $634k -18% Dec 2023
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Flow Traders US 34k $582k -7% Dec 2023
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Advisor Group Holdings 32k $533k 24% Dec 2023
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Fermata Advisors 31k $526k 1% Dec 2023
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Arkadios Wealth Advisors 22k $374k 0% Dec 2023
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Financial Network Investment Corporation 19k $345k -3% Sep 2023
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Stifel Financial 16k $267k 2% Dec 2023
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Perigon Wealth Management 15k $246k -40% Dec 2023
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Covenant Asset Management 12k $196k -7% Dec 2023
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New Century Financial Group 11k $186k 100% Dec 2023
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Charter Oak Capital Management 11k $181k -23% Dec 2023
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Smithfield Trust Company 5.2k $87k 0% Dec 2023
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GoalVest Advisory 2.2k $38k -15% Dec 2023
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UBS Group 1.6k $28k 2118% Dec 2023
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Frazier Financial Advisors 755.00 $13k 100% Dec 2023
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Northwestern Mutual Wealth Management Company 588.00 $11k 0% Sep 2023
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Proequities 550.00 $9.3M 0% Dec 2023
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Barrett & Company 440.00 $7.4k 0% Dec 2023
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AlphaCore Capital 400.00 $7.2k 0% Sep 2023
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Cutler 255.00 $3.3k 0% Dec 2023
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Asset Dedication 202.00 $3.0k 0% Dec 2023
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Covestor 151.00 $3.0k 3% Dec 2023
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Tower Research Capital 12.00 $216.000000 0% Sep 2023
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Ronald Blue Trust 1.00 $0 0% Dec 2023
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
New Harbor Financial Sep 2023 662k $12M
AE Wealth Management Sep 2023 129k $2.3M
Susquehanna International Jun 2023 60k $1.0M
USAdvisors Wealth Management Sep 2023 33k $593k
Advisors Preferred Sep 2023 14k $251k
Journey Strategic Wealth Sep 2023 14k $252k
Talisman Wealth Advisors Jun 2023 12k $211k
Davenport & Co Sep 2023 11k $196k
Pnc Financial Services Sep 2023 2.0k $36k
Farther Finance Advisors Sep 2023 1.1k $20k
Cape Investment Advisory Sep 2023 1.0k $18k
Huntington National Bank Sep 2023 249.00 $4.5k
Jpmorgan Chase & Co Sep 2023 211.00 $3.8k