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 | 2.0M | $125M | 1% | Mar 2026 |
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| Alpine Bank Wealth Management | 621k | $39M | -6% | Mar 2026 |
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| Colony | 218k | $13M | 0% | Dec 2025 |
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| Magnolia Private Wealth | 214k | $6.6M | 100% | Mar 2026 |
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| CWM | 191k | $12M | 18% | Dec 2025 |
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| Wealthcare Advisory Partners | 129k | $8.1M | -5% | Mar 2026 |
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| McGrath & Associates | 122k | $7.7M | 7% | Mar 2026 |
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| Stapp Wealth Management, P | 121k | $7.6M | -12% | Mar 2026 |
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| Resources Investment Advisors | 112k | $7.1M | 100% | Mar 2026 |
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| Triton Wealth Management, P | 97k | $6.2M | 34% | Mar 2026 |
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| Kestra Advisory Services | 83k | $5.2M | 80% | Mar 2026 |
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| Fermata Advisors | 78k | $4.9M | 81% | Mar 2026 |
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| Cambridge Investment Research Advisors | 58k | $3.7M | -2% | Mar 2026 |
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| Raymond James Financial | 57k | $3.5M | 599% | Dec 2025 |
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| Great Valley Advisor Group | 52k | $3.3M | 0% | Mar 2026 |
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| Advisor Group Holdings | 51k | $3.2M | -1% | Dec 2025 |
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| Ameriprise Financial | 43k | $2.7M | -21% | Mar 2026 |
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| Morgan Stanley | 36k | $2.3M | 100% | Mar 2026 |
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| Optima Capital | 34k | $2.1M | 2% | Mar 2026 |
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| SFG Wealth Management | 33k | $2.1M | -1% | Mar 2026 |
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| Hrt Financial | 33k | $2.0M | 100% | Mar 2026 |
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| Sanctuary Advisors | 30k | $1.9M | -58% | Mar 2026 |
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| Aspire Capital Advisors | 27k | $1.7M | 5% | Mar 2026 |
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| Jane Street | 27k | $1.7M | 9% | Mar 2026 |
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| Spinnaker Investment Group | 22k | $1.4M | -18% | Mar 2026 |
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| LWM Advisory Services | 20k | $1.3M | 0% | Mar 2026 |
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| Citadel Advisors | 20k | $1.3M | -23% | Mar 2026 |
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| Kingsview Wealth Management | 19k | $1.2M | 58% | Mar 2026 |
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| Steel Peak Wealth Management | 18k | $1.2M | 115% | Mar 2026 |
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| Worth Asset Management | 18k | $1.2M | -1% | Mar 2026 |
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| Envestnet Asset Management | 18k | $1.1M | 39% | Mar 2026 |
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| Arkadios Wealth Advisors | 17k | $1.1M | 100% | Mar 2026 |
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| Mercer Global Advisors | 14k | $860k | 100% | Mar 2026 |
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| Lunt Capital Management | 13k | $819k | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 13k | $805k | 0% | Mar 2026 |
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| Elm3 Financial Group | 11k | $710k | -4% | Mar 2026 |
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| M Wealth Management | 11k | $683k | -24% | Mar 2026 |
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| Belvedere Trading | 9.2k | $579k | 100% | Mar 2026 |
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| Atria Investments | 8.6k | $541k | -86% | Mar 2026 |
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| UBS Group | 8.0k | $503k | 107% | Mar 2026 |
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| XY Planning Network | 7.8k | $501k | -43% | Mar 2026 |
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| Howard Bailey Securities | 7.7k | $487k | -92% | Mar 2026 |
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| Quantinno Capital Management | 7.1k | $449k | 100% | Mar 2026 |
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| Redhawk Wealth Advisors | 7.1k | $444k | -13% | Mar 2026 |
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| AQR Capital Management | 6.6k | $414k | 100% | Mar 2026 |
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| Prospera Financial Services | 6.3k | $396k | 17% | Mar 2026 |
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| Optivise Advisory Services | 6.0k | $379k | -17% | Mar 2026 |
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| Kelman-Lazarov | 6.0k | $378k | 72% | Mar 2026 |
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| Change Path | 5.0k | $312k | 100% | Mar 2026 |
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| J.w. Cole Advisors | 4.2k | $264k | 29% | Mar 2026 |
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| J Hagan Capital | 4.2k | $262k | 100% | Mar 2026 |
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| Geneos Wealth Management | 3.8k | $241k | 1% | Mar 2026 |
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| LPL Financial | 3.8k | $240k | -88% | Mar 2026 |
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| Noble Wealth Management PBC | 3.0k | $188k | -14% | Mar 2026 |
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| Hantz Financial Services | 2.6k | $167k | -20% | Mar 2026 |
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| Team Financial Group | 2.5k | $160k | 3% | Mar 2026 |
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| International Assets Investment Management | 2.1k | $134k | 100% | Mar 2026 |
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| AE Wealth Management | 1.9k | $120k | -34% | Mar 2026 |
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| Caitlin John | 1.0k | $63k | 100% | Mar 2026 |
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| Central Trust & Investment | 993.00 | $63k | 100% | Mar 2026 |
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| Triumph Capital Management | 328.00 | $21k | -23% | Mar 2026 |
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| IFP Advisors | 211.00 | $13k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 181.00 | $11k | 100% | Mar 2026 |
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| Signature | 125.00 | $7.9k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 104.00 | $6.5k | 100% | Mar 2026 |
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| Us Bancorp | 75.00 | $4.6k | -40% | Dec 2025 |
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| My Portfolio Guide | 12.00 | $755.000400 | 100% | Mar 2026 |
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| William Blair $ Company | 10.00 | $629.000000 | 0% | Mar 2026 |
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| FMR | 8.00 | $493.000000 | 100% | Dec 2025 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Financial Advisors | Dec 2025 | 54k | $3.4M |
| Royal Bank of Canada | Sep 2025 | 14k | $785k |
| Efficient Wealth Management | Dec 2025 | 7.7k | $474k |
| HPM Partners | Dec 2025 | 5.4k | $332k |
| Goss Wealth Management | Dec 2025 | 4.1k | $251k |
| Jpmorgan Chase & Co | Sep 2025 | 3.9k | $221k |