Who owns WISDOMTREE TR?

Tip: Access positions for across all investors

Analyze quarterly positions in Wisdomtree Tr with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 230k $11M 15% Jun 2026
 View chart
Resources Investment Advisors 175k $8.5M -5% Jun 2026
 View chart
Wealthcare Advisory Partners 114k $5.6M 1% Jun 2026
 View chart
Professional Financial Advisors 53k $2.6M 3% Jun 2026
 View chart
Old Mission Capital 50k $2.5M 37% Jun 2026
 View chart
LPL Financial 44k $2.1M 12% Jun 2026
 View chart
Drive Wealth Management 23k $1.1M -3% Jun 2026
 View chart
Commonwealth Equity Services 6.2k $303k -1% Jun 2026
 View chart
Halbert Hargrove Global Advisors 5.7k $277k -13% Jun 2026
 View chart
AQR Capital Management 5.4k $262k 0% Jun 2026
 View chart
Advisor Group Holdings 825.00 $40k 192% Jun 2026
 View chart
Steward Partners Investment Advisory 225.00 $11k 0% Jun 2026
 View chart
Action Point Financial Planning 64.00 $3.1k 100% Jun 2026
 View chart
Aptus Capital Advisors 34.00 $1.7k 0% Jun 2026
 View chart
Integrated Wealth Concepts 34.00 $1.7k 100% Jun 2026
 View chart
Mercer Global Advisors 30.00 $1.5k 100% Jun 2026
 View chart
Strategic Wealth Partners 2.00 $119.000000 0% Jun 2026
 View chart
Morgan Stanley 1.00 $61.000000 0% Mar 2026
 View chart
FMR 1.00 $49.000000 100% Jun 2026
 View chart

Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Goldman Sachs Group Mar 2026 47k $1.9M
Jane Street Mar 2026 11k $427k
Cardiff Park Advisors Mar 2026 1.9k $74k