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 412k $5.9M -3% Jun 2026
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Uhlmann Price Securities 204k $2.9M 106% Jun 2026
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Feltz Wealth PLAN 31k $448k 62% Jun 2026
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Prospera Financial Services 24k $348k 3% Jun 2026
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Delta Investment Management 23k $333k 0% Jun 2026
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Haven Private 16k $231k 100% Jun 2026
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Cetera Investment Advisers 15k $211k -78% Jun 2026
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Advisor Group Holdings 7.7k $110k -28% Jun 2026
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Signature Equity Partners 1.0k $14k 0% Jun 2026
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UBS Group 585.00 $8.4k 100% Jun 2026
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Farther Finance Advisors 435.00 $6.2k 0% Jun 2026
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AE Wealth Management 200.00 $2.9k 0% Jun 2026
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Morgan Stanley 103.00 $1.5k 1% Mar 2026
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FMR 6.00 $85.999800 500% Jun 2026
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Breachway Investments Mar 2026 19k $277k
Advisory Services Network Mar 2026 2.3k $33k