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 2.4M $57M 226% Mar 2026
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Wells Fargo & Company 650k $15M 3% Jun 2026
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Royal Bank of Canada 616k $14M 2% Jun 2026
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Warren Street Wealth Advisors 579k $13M 3% Jun 2026
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Leo Wealth 436k $10M -3% Mar 2026
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Wright Wealth 315k $7.1M 4% Jun 2026
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Kestra Advisory Services 249k $5.6M -3% Jun 2026
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Team Financial Group 130k $3.0M 4% Jun 2026
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Wayfinding Financial 122k $2.8M 12% Jun 2026
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LPL Financial 109k $2.5M -51% Jun 2026
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Raymond James Financial 88k $2.0M 23% Jun 2026
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Mission Wealth Management 76k $1.7M -16% Jun 2026
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Cetera Investment Advisers 72k $1.6M 32% Jun 2026
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Cambridge Investment Research Advisors 57k $1.3M -35% Jun 2026
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Kestra Private Wealth Services 52k $1.2M 23% Jun 2026
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Advisor Group Holdings 50k $1.1M 49% Jun 2026
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Wiley Bros.-aintree Capital 42k $955k 6% Jun 2026
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Global Wealth Management Investment Advisory 41k $918k -1% Jun 2026
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Private Advisor 39k $872k 20% Jun 2026
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OneAscent Financial Services 38k $857k 1% Jun 2026
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Roman Butler Fullerton & Co 33k $771k 2% Jun 2026
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Sigma Planning 30k $683k 0% Jun 2026
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Empirical Asset Management 30k $682k -1% Jun 2026
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Gateway Wealth Partners 29k $649k -40% Jun 2026
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WealthBridge Capital Management 23k $522k 100% Jun 2026
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Envestnet Asset Management 22k $490k -43% Jun 2026
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HPM Partners 21k $476k 0% Jun 2026
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Stifel Financial 21k $469k -2% Jun 2026
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Brookwood Investment Group 19k $420k 4% Jun 2026
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Steward Partners Investment Advisory 18k $408k -16% Jun 2026
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Covenant Asset Management 18k $407k 0% Jun 2026
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XY Planning Network 17k $392k 0% Jun 2026
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Arkadios Wealth Advisors 17k $387k 0% Jun 2026
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Creekside Partners 16k $354k 0% Jun 2026
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Armis Advisers 16k $364k -6% Jun 2026
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Mml Investors Services 13k $284k 25% Jun 2026
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Fermata Advisors 12k $260k -8% Jun 2026
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Oppenheimer & Co 11k $259k 7% Jun 2026
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Regions Bank 11k $244k 0% Jun 2026
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REAP Financial Group 11k $241k -31% Jun 2026
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Caitlin John 11k $240k 0% Jun 2026
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Jane Street 10k $230k -68% Jun 2026
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Merit Financial Group 9.2k $209k -4% Jun 2026
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Hrt Financial 9.1k $205k 100% Jun 2026
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Journey Strategic Wealth 9.0k $215k -20% Mar 2026
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TD Waterhouse Canada 7.1k $160k 0% Jun 2026
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Fifth Third Bancorp 5.5k $124k -2% Jun 2026
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Ashton Thomas Private Wealth 5.0k $113k 0% Jun 2026
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Smithfield Trust Company 3.6k $81k 0% Jun 2026
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Mercer Global Advisors 3.5k $80k 100% Jun 2026
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Frazier Financial Advisors 3.5k $80k 0% Jun 2026
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GoalVest Advisory 2.2k $51k 0% Jun 2026
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Farther Finance Advisors 1.7k $39k -94% Jun 2026
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Aptus Capital Advisors 1.6k $36k 0% Jun 2026
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Main Street Group 862.00 $20k 100% Jun 2026
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Private Trust Co Na 787.00 $18k 0% Jun 2026
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Smartleaf Asset Management 700.00 $16k 0% Jun 2026
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Northwestern Mutual Wealth Management Company 588.00 $13k 0% Jun 2026
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Evolution Wealth Management 587.00 $13k 0% Jun 2026
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Hanson McClain Advisors 580.00 $13k 100% Jun 2026
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Institute For Wealth Management 575.00 $13k 100% Jun 2026
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Jones Financial Companies, L.L 509.00 $12k 100% Jun 2026
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AlphaCore Capital 400.00 $9.1k 0% Jun 2026
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O'shaughnessy Asset Management 385.00 $8.7k 51% Jun 2026
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IFP Advisors 300.00 $6.8k 0% Jun 2026
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Abound Wealth Management 210.00 $4.8k 0% Jun 2026
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Asset Dedication 202.00 $4.6k 0% Jun 2026
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Covestor 181.00 $4.0k 12% Jun 2026
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Simplex Trading 104.00 $2.4k 100% Jun 2026
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Aventura Private Wealth 80.00 $1.8k 0% Jun 2026
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AE Wealth Management 44.00 $997.000400 0% Jun 2026
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Ronald Blue Trust 2.00 $54.000000 0% Jun 2026
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Mar 2026 24k $565k
Flow Traders US Mar 2026 15k $350k
Navis Wealth Advisors Mar 2026 12k $282k
HighTower Advisors Mar 2026 11k $251k
Rockefeller Capital Management Mar 2026 4.5k $107k
Root Financial Partners Mar 2026 600.00 $14k