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
Halbert Hargrove Global Advisors 1.1M $31M -5% Mar 2024
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Wealthcare Advisory Partners 95k $2.7M 119% Mar 2024
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Professional Financial Advisors 56k $1.6M 8% Dec 2023
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Jane Street 23k $659k 100% Dec 2023
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Drive Wealth Management 17k $469k -10% Dec 2023
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Commonwealth Equity Services 11k $317k 100% Dec 2023
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Advisor Group Holdings 7.6k $216k 86% Dec 2023
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Cardiff Park Advisors 1.8k $50k 100% Dec 2023
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UBS Group 1.6k $44k 100% Dec 2023
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
BlackDiamond Wealth Management Sep 2023 16k $385k