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 $134M -1% Sep 2025
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Sym Financial Corporation 2.4M $104M 2% Sep 2025
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CWM 874k $37M 13% Sep 2025
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Stenger Family Office 860k $43M 8% Sep 2025
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WJ Interests 702k $30M -4% Sep 2025
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Resources Investment Advisors 482k $21M -8% Sep 2025
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Wealthcare Advisory Partners 289k $12M 2% Sep 2025
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Professional Financial Advisors 265k $11M 6% Sep 2025
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LPL Financial 200k $8.5M 220% Sep 2025
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Jane Street 89k $3.8M -24% Sep 2025
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AQR Capital Management 56k $2.4M 1% Sep 2025
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Fermata Advisors 50k $2.1M 9% Sep 2025
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Kestra Advisory Services 26k $1.1M 0% Sep 2025
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Leading Edge Financial Planning 23k $975k -6% Sep 2025
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Commonwealth Equity Services 20k $859k -23% Sep 2025
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Jpmorgan Chase & Co 13k $543k 100% Sep 2025
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Efficient Wealth Management 8.4k $360k 0% Sep 2025
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Morgan Stanley 6.5k $265k 100% Jun 2025
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Goldman Sachs Group 6.4k $274k 100% Sep 2025
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Advisor Group Holdings 6.2k $262k 71% Sep 2025
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Accurate Wealth Management 6.0k $259k -4% Sep 2025
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Barnes Wealth Management Group 5.1k $220k 0% Sep 2025
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Goss Wealth Management 4.7k $203k -29% Sep 2025
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Strategic Wealth Partners 3.5k $150k 100% Sep 2025
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Cardiff Park Advisors 2.9k $122k 0% Sep 2025
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UBS Group 737.00 $32k 100% Sep 2025
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Northwestern Mutual Wealth Management Company 628.00 $27k 100% Sep 2025
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Atlantic Trust 495.00 $21k 0% Sep 2025
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O'shaughnessy Asset Management 316.00 $14k 0% Sep 2025
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Farther Finance Advisors 210.00 $9.0k -41% Sep 2025
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FMR 1.00 $43.000000 -99% Sep 2025
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