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 424k $6.1M 209% Mar 2026
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Uhlmann Price Securities 99k $1.4M 100% Mar 2026
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Cetera Investment Advisers 67k $966k 17% Mar 2026
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Prospera Financial Services 24k $341k 9% Mar 2026
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Delta Investment Management 23k $336k 4% Mar 2026
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Feltz Wealth PLAN 19k $279k 36% Mar 2026
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Breachway Investments 19k $277k -2% Mar 2026
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Advisor Group Holdings 13k $205k 19% Dec 2025
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Signature Equity Partners 1.0k $14k 100% Mar 2026
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Farther Finance Advisors 435.00 $6.2k 100% Mar 2026
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AE Wealth Management 200.00 $2.9k 0% Mar 2026
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Morgan Stanley 103.00 $1.5k 1% Mar 2026
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FMR 1.00 $16.000000 0% Dec 2025
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Wedbush Morgan Securities Dec 2025 27k $431k
Euro Pacific Asset Management Dec 2025 22k $369k
Citadel Advisors Dec 2025 16k $250k
Cambridge Investment Research Advisors Dec 2025 11k $171k
Kestra Advisory Services Dec 2025 5.0k $80k
Advisory Services Network Sep 2025 2.7k $45k
UBS Group Dec 2025 1.1k $17k
Pnc Financial Services Dec 2025 371.00 $5.9k