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 3.1M $138M 0% Dec 2025
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Sym Financial Corporation 2.4M $107M 0% Dec 2025
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CWM 890k $39M 2% Dec 2025
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Stenger Family Office 860k $43M 8% Sep 2025
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WJ Interests 662k $29M -6% Dec 2025
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Resources Investment Advisors 486k $21M 1% Dec 2025
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Wealthcare Advisory Partners 296k $13M 3% Dec 2025
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46 Peaks 275k $12M 100% Dec 2025
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Professional Financial Advisors 272k $12M 2% Dec 2025
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LPL Financial 121k $5.3M -39% Dec 2025
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Susquehanna International 103k $4.6M 100% Dec 2025
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AQR Capital Management 56k $2.4M 1% Sep 2025
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Fermata Advisors 55k $2.4M 11% Dec 2025
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Kestra Advisory Services 26k $1.1M 1% Dec 2025
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Leading Edge Financial Planning 23k $1.0M 2% Dec 2025
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Advisor Group Holdings 20k $863k 214% Dec 2025
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Commonwealth Equity Services 19k $851k -4% Dec 2025
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WealthPlan Investment Management 19k $839k 100% Dec 2025
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IHT Wealth Management 14k $675k 100% Dec 2025
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Jpmorgan Chase & Co 13k $543k 100% Sep 2025
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Efficient Wealth Management 8.4k $371k 0% Dec 2025
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Mariner Wealth Advisors 7.9k $349k 100% Dec 2025
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Accurate Wealth Management 5.5k $250k -8% Dec 2025
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Barnes Wealth Management Group 5.2k $228k 0% Dec 2025
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Goss Wealth Management 5.0k $220k 5% Dec 2025
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Strategic Wealth Partners 3.5k $150k 100% Sep 2025
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Cardiff Park Advisors 2.9k $126k 0% Dec 2025
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Northwestern Mutual Wealth Management Company 1.5k $67k 140% Dec 2025
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Atlantic Trust 495.00 $22k 0% Dec 2025
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O'shaughnessy Asset Management 316.00 $14k 0% Dec 2025
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Farther Finance Advisors 210.00 $9.3k 0% Dec 2025
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Hantz Financial Services 160.00 $7.0k 100% Dec 2025
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FMR 1.00 $43.000000 -99% Sep 2025
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Sep 2025 89k $3.8M
Goldman Sachs Group Sep 2025 6.4k $274k
UBS Group Sep 2025 737.00 $32k