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
3EDGE Asset Management 325k $26M 100% Sep 2025
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Bluesphere Advisors 47k $3.7M 100% Sep 2025
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Cambridge Investment Research Advisors 43k $3.4M 157% Sep 2025
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Gts Securities 27k $2.2M 100% Sep 2025
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Fermata Advisors 25k $2.3M -15% Dec 2025
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Royal Bank of Canada 22k $1.8M 0% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14k $1.1M -12% Sep 2025
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LPL Financial 11k $887k 100% Sep 2025
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Tcfg Wealth Management 8.6k $682k 100% Sep 2025
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Kestra Advisory Services 8.5k $677k 9% Sep 2025
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Advisory Alpha 8.4k $673k 100% Sep 2025
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Optima Capital 8.0k $740k 100% Dec 2025
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Cetera Investment Advisers 7.7k $614k 100% Sep 2025
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CMC Financial Group 7.5k $695k 1% Dec 2025
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Commonwealth Equity Services 6.1k $485k -91% Sep 2025
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Founders Financial Securities 6.1k $482k 100% Sep 2025
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Highland Capital Management 6.0k $558k -33% Dec 2025
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Goss Wealth Management 4.8k $383k 100% Sep 2025
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Astoria Portfolio Advisors 4.3k $366k 100% Sep 2025
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Raymond James Financial 3.2k $256k 100% Sep 2025
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Sigma Planning 3.2k $294k 100% Dec 2025
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Harbour Investments 2.9k $234k -5% Sep 2025
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Wealthcare Advisory Partners 2.5k $233k 100% Dec 2025
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Advisor Group Holdings 2.1k $151k 19% Sep 2025
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Hm Payson & Co 655.00 $52k 100% Sep 2025
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Larson Financial Group 433.00 $34k -71% Sep 2025
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Farther Finance Advisors 310.00 $29k 0% Dec 2025
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Principal Securities 276.00 $22k 2% Sep 2025
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Ronald Blue Trust 232.00 $22k 100% Dec 2025
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CX Institutional 155.00 $14k 100% Dec 2025
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Signature 100.00 $9.3k 100% Dec 2025
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JNBA Financial Advisors 68.00 $6.3k 100% Dec 2025
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2025 30k $1.5M
CLG Sep 2025 6.9k $549k
Ameritas Advisory Services Jun 2025 1.7k $88k
Nbc Securities Sep 2025 466.00 $37k