Who owns WISDOMTREE TR?
- Ticker: GDE
- CUSIP Number: 97717y568
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 |
|---|---|---|---|---|---|
| Mainstay Capital Management | 1.6M | $100M | -18% | Jun 2026 |
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| Alpine Bank Wealth Management | 615k | $38M | -1% | Jun 2026 |
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| CWM | 213k | $13M | 11% | Mar 2026 |
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| Magnolia Private Wealth | 205k | $5.9M | -4% | Jun 2026 |
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| Wealthcare Advisory Partners | 135k | $8.3M | 4% | Jun 2026 |
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| McGrath & Associates | 132k | $8.1M | 9% | Jun 2026 |
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| Stapp Wealth Management, P | 124k | $7.6M | 2% | Jun 2026 |
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| Resources Investment Advisors | 114k | $7.0M | 1% | Jun 2026 |
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| Kestra Advisory Services | 101k | $6.1M | 22% | Jun 2026 |
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| Fermata Advisors | 87k | $5.3M | 13% | Jun 2026 |
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| Cambridge Investment Research Advisors | 57k | $3.5M | -2% | Jun 2026 |
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| Susquehanna International | 57k | $3.5M | 91% | Jun 2026 |
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| Great Valley Advisor Group | 52k | $3.2M | 0% | Jun 2026 |
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| Advisor Group Holdings | 40k | $2.4M | -25% | Jun 2026 |
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| Morgan Stanley | 36k | $2.3M | 0% | Mar 2026 |
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| Ameriprise Financial | 36k | $2.2M | -18% | Jun 2026 |
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| Aspire Capital Advisors | 35k | $2.1M | 31% | Jun 2026 |
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| SFG Wealth Management | 33k | $2.0M | -1% | Jun 2026 |
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| Optima Capital | 27k | $1.7M | -20% | Jun 2026 |
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| Arkadios Wealth Advisors | 27k | $1.6M | 53% | Jun 2026 |
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| Jpmorgan Chase & Co | 25k | $1.5M | 100% | Jun 2026 |
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| Spinnaker Investment Group | 25k | $1.5M | 10% | Jun 2026 |
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| Elequin Capital | 23k | $1.4M | 100% | Jun 2026 |
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| Steel Peak Wealth Management | 20k | $1.2M | 9% | Jun 2026 |
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| LWM Advisory Services | 20k | $1.2M | -1% | Jun 2026 |
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| Modern Wealth Management | 20k | $1.2M | 0% | Jun 2026 |
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| Envestnet Asset Management | 20k | $1.2M | 12% | Jun 2026 |
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| Kingsview Wealth Management | 19k | $1.2M | 58% | Mar 2026 |
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| Sanctuary Advisors | 18k | $1.1M | -40% | Jun 2026 |
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| Worth Asset Management | 17k | $1.0M | -8% | Jun 2026 |
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| Citadel Advisors | 15k | $916k | -25% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 13k | $782k | 0% | Jun 2026 |
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| Lunt Capital Management | 13k | $779k | -2% | Jun 2026 |
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| M Wealth Management | 12k | $720k | 9% | Jun 2026 |
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| Elm3 Financial Group | 11k | $643k | -7% | Jun 2026 |
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| LPL Financial | 8.8k | $538k | 131% | Jun 2026 |
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| Triton Wealth Management, P | 8.3k | $512k | -91% | Jun 2026 |
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| XY Planning Network | 7.9k | $483k | 1% | Jun 2026 |
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| UBS Group | 7.9k | $482k | -1% | Jun 2026 |
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| Redhawk Wealth Advisors | 6.5k | $400k | -7% | Jun 2026 |
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| Howard Bailey Securities | 6.0k | $369k | -22% | Jun 2026 |
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| Optivise Advisory Services | 6.0k | $368k | 0% | Jun 2026 |
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| Kelman-Lazarov | 6.0k | $367k | 0% | Jun 2026 |
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| Atria Investments | 5.5k | $335k | -36% | Jun 2026 |
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| J Hagan Capital | 5.1k | $314k | 24% | Jun 2026 |
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| Change Path | 5.0k | $304k | 0% | Jun 2026 |
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| Prospera Financial Services | 4.9k | $301k | -22% | Jun 2026 |
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| Mercer Global Advisors | 4.5k | $273k | -67% | Jun 2026 |
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| Quantinno Capital Management | 4.5k | $272k | -38% | Jun 2026 |
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| CI Private Wealth | 4.4k | $269k | 100% | Jun 2026 |
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| Noble Wealth Management PBC | 4.1k | $251k | 38% | Jun 2026 |
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| J.w. Cole Advisors | 3.9k | $241k | -6% | Jun 2026 |
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| Goss Wealth Management | 3.9k | $238k | 0% | Jun 2026 |
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| Raymond James Financial | 3.6k | $219k | -19% | Jun 2026 |
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| Team Financial Group | 3.5k | $215k | 38% | Jun 2026 |
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| Geneos Wealth Management | 3.4k | $211k | -10% | Jun 2026 |
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| Action Point Financial Planning | 3.3k | $202k | 100% | Jun 2026 |
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| AE Wealth Management | 2.9k | $175k | 50% | Jun 2026 |
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| Hantz Financial Services | 2.6k | $162k | 0% | Jun 2026 |
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| International Assets Investment Management | 2.1k | $129k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 1.2k | $75k | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 1.2k | $72k | 100% | Jun 2026 |
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| Caitlin John | 1.0k | $61k | 0% | Jun 2026 |
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| Wells Fargo & Company | 921.00 | $56k | 100% | Jun 2026 |
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| Simplex Trading | 396.00 | $24k | 100% | Jun 2026 |
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| Triumph Capital Management | 328.00 | $21k | -23% | Mar 2026 |
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| Hanson McClain Advisors | 300.00 | $18k | 100% | Jun 2026 |
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| IFP Advisors | 287.00 | $18k | 36% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 181.00 | $11k | 0% | Jun 2026 |
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| Signature | 125.00 | $7.6k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 104.00 | $6.4k | 0% | Jun 2026 |
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| Us Bancorp | 75.00 | $4.6k | 0% | Jun 2026 |
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| My Portfolio Guide | 12.00 | $755.000400 | 100% | Mar 2026 |
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| William Blair $ Company | 10.00 | $611.000000 | 0% | Jun 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Colony | Mar 2026 | 214k | $14M |
| Hrt Financial | Mar 2026 | 33k | $2.0M |
| Jane Street | Mar 2026 | 27k | $1.7M |
| Belvedere Trading | Mar 2026 | 9.2k | $579k |
| AQR Capital Management | Mar 2026 | 6.6k | $414k |
| Central Trust & Investment | Mar 2026 | 993.00 | $63k |