Who owns WISDOMTREE TR?
- Ticker: GCC
- CUSIP Number: 97717y683
Tip: Access positions for across all investors
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 | 2.4M | $57M | 226% | Mar 2026 |
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| Wells Fargo & Company | 632k | $15M | 8% | Mar 2026 |
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| Royal Bank of Canada | 606k | $15M | -3% | Mar 2026 |
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| Warren Street Wealth Advisors | 561k | $13M | -12% | Mar 2026 |
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| Leo Wealth | 436k | $10M | -3% | Mar 2026 |
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| Wright Wealth | 291k | $6.2M | 100% | Dec 2025 |
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| Kestra Advisory Services | 256k | $6.1M | 7% | Mar 2026 |
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| LPL Financial | 223k | $5.3M | -13% | Mar 2026 |
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| Team Financial Group | 125k | $3.0M | 0% | Mar 2026 |
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| Wayfinding Financial | 109k | $2.6M | -1% | Mar 2026 |
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| Mission Wealth Management | 90k | $2.2M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 88k | $2.1M | 9% | Mar 2026 |
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| Cetera Investment Advisers | 55k | $1.3M | 39% | Mar 2026 |
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| Gateway Wealth Partners | 47k | $1.1M | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 43k | $1.0M | 16% | Mar 2026 |
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| Global Wealth Management Investment Advisory | 41k | $981k | 2% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 40k | $852k | 6% | Dec 2025 |
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| Advisor Group Holdings | 40k | $848k | -37% | Dec 2025 |
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| Envestnet Asset Management | 38k | $902k | 102% | Mar 2026 |
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| OneAscent Financial Services | 38k | $901k | 3% | Mar 2026 |
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| Private Advisor | 32k | $770k | -2% | Mar 2026 |
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| Jane Street | 32k | $767k | 100% | Mar 2026 |
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| Roman Butler Fullerton & Co | 32k | $766k | 7% | Mar 2026 |
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| Empirical Asset Management | 30k | $726k | 5% | Mar 2026 |
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| Sigma Planning | 30k | $722k | 6% | Mar 2026 |
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| Raymond James Financial | 30k | $631k | 125% | Dec 2025 |
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| Farther Finance Advisors | 30k | $712k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 22k | $514k | 23% | Mar 2026 |
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| Stifel Financial | 21k | $504k | -5% | Mar 2026 |
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| HPM Partners | 21k | $503k | 0% | Mar 2026 |
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| Covenant Asset Management | 18k | $430k | -2% | Mar 2026 |
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| Brookwood Investment Group | 18k | $428k | 100% | Mar 2026 |
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| XY Planning Network | 17k | $413k | 1% | Mar 2026 |
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| Arkadios Wealth Advisors | 17k | $409k | 0% | Mar 2026 |
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| Armis Advisers | 17k | $435k | -6% | Mar 2026 |
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| Creekside Partners | 16k | $374k | 0% | Mar 2026 |
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| REAP Financial Group | 15k | $368k | -14% | Mar 2026 |
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| Flow Traders US | 15k | $350k | -66% | Mar 2026 |
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| Fermata Advisors | 12k | $297k | -11% | Mar 2026 |
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| Navis Wealth Advisors | 12k | $282k | 0% | Mar 2026 |
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| Regions Bank | 11k | $258k | 0% | Mar 2026 |
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| Oppenheimer & Co | 11k | $255k | 100% | Mar 2026 |
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| Caitlin John | 11k | $254k | 100% | Mar 2026 |
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| HighTower Advisors | 11k | $251k | 100% | Mar 2026 |
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| Mml Investors Services | 10k | $239k | -24% | Mar 2026 |
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| Merit Financial Group | 9.6k | $231k | -10% | Mar 2026 |
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| Journey Strategic Wealth | 9.0k | $215k | -20% | Mar 2026 |
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| TD Waterhouse Canada | 7.1k | $169k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 5.6k | $134k | 100% | Mar 2026 |
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| Ashton Thomas Private Wealth | 5.0k | $120k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 4.5k | $107k | 100% | Mar 2026 |
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| Smithfield Trust Company | 3.6k | $86k | 0% | Mar 2026 |
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| Frazier Financial Advisors | 3.5k | $85k | 0% | Mar 2026 |
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| Brian McDonald | 3.2k | $67k | 32% | Dec 2025 |
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| GoalVest Advisory | 2.2k | $54k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 1.6k | $38k | 0% | Mar 2026 |
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| Private Trust Co Na | 787.00 | $19k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 700.00 | $17k | 23% | Mar 2026 |
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| Root Financial Partners | 600.00 | $14k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 588.00 | $14k | 0% | Mar 2026 |
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| Evolution Wealth Management | 587.00 | $14k | 0% | Mar 2026 |
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| AlphaCore Capital | 400.00 | $9.6k | 0% | Mar 2026 |
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| IFP Advisors | 300.00 | $7.2k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 255.00 | $6.1k | 0% | Mar 2026 |
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| Abound Wealth Management | 210.00 | $5.0k | 100% | Mar 2026 |
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| Asset Dedication | 202.00 | $4.8k | 0% | Mar 2026 |
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| Covestor | 162.00 | $4.0k | 95% | Mar 2026 |
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| Aventura Private Wealth | 80.00 | $1.9k | 0% | Mar 2026 |
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| AE Wealth Management | 44.00 | $1.1k | 0% | Mar 2026 |
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| FMR | 3.00 | $63.000000 | 100% | Dec 2025 |
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| Ronald Blue Trust | 2.00 | $57.000000 | 0% | Mar 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| NerdWallet Wealth Partners | Dec 2025 | 68k | $1.4M |
| Susquehanna International | Sep 2025 | 40k | $847k |
| Flagship Harbor Advisors | Dec 2025 | 1.9k | $39k |