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
Mather Group 199k $7.9M 100% Mar 2026
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Resources Investment Advisors 184k $7.3M 2% Mar 2026
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Wealthcare Advisory Partners 114k $4.5M -1% Mar 2026
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Professional Financial Advisors 51k $2.0M -28% Mar 2026
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Goldman Sachs Group 47k $1.9M 100% Mar 2026
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LPL Financial 39k $1.6M 13% Mar 2026
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Old Mission Capital 29k $1.1M 8% Dec 2025
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Drive Wealth Management 23k $926k 14% Mar 2026
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Jane Street 11k $427k 84% Mar 2026
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Halbert Hargrove Global Advisors 6.6k $261k -2% Mar 2026
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Commonwealth Equity Services 6.3k $250k -14% Mar 2026
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AQR Capital Management 5.4k $214k -33% Mar 2026
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Cardiff Park Advisors 1.9k $74k 0% Mar 2026
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Advisor Group Holdings 283.00 $11k 0% Dec 2025
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Steward Partners Investment Advisory 225.00 $8.9k 100% Mar 2026
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Atlantic Trust 193.00 $7.3k 0% Dec 2025
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Aptus Capital Advisors 34.00 $1.4k 0% Mar 2026
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Strategic Wealth Partners 2.00 $97.000000 -96% Mar 2026
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Morgan Stanley 1.00 $61.000000 100% Mar 2026
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FMR 1.00 $38.000000 100% Dec 2025
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Dec 2025 5.7k $214k
Fermata Advisors Dec 2025 5.5k $209k
Kestra Advisory Services Dec 2025 3.1k $117k