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
WealthPlan Investment Management 137k $2.2M 100% Dec 2025
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Cetera Investment Advisers 47k $786k 41% Sep 2025
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Wedbush Morgan Securities 45k $748k 2% Sep 2025
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Delta Investment Management 22k $356k 100% Dec 2025
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Euro Pacific Asset Management 22k $369k 0% Dec 2025
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Breachway Investments 20k $313k 100% Dec 2025
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Advisor Group Holdings 11k $181k 4% Sep 2025
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Cambridge Investment Research Advisors 11k $171k 100% Dec 2025
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Advisory Services Network 2.7k $45k 100% Sep 2025
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UBS Group 1.1k $17k 100% Dec 2025
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Pnc Financial Services 371.00 $5.9k 100% Dec 2025
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AE Wealth Management 200.00 $3.2k 0% Dec 2025
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FMR 1.00 $17.000000 0% Sep 2025
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Consultiva Wealth Management, Corp. Jun 2025 1.0k $17k