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
Halbert Hargrove Global Advisors 3.1M $137M 0% Mar 2026
 View chart
Sym Financial Corporation 2.4M $107M 0% Mar 2026
 View chart
CWM 890k $39M 2% Dec 2025
 View chart
WJ Interests 687k $30M 4% Mar 2026
 View chart
Resources Investment Advisors 506k $22M 4% Mar 2026
 View chart
Wealthcare Advisory Partners 297k $13M 0% Mar 2026
 View chart
46 Peaks 281k $12M 2% Mar 2026
 View chart
Professional Financial Advisors 238k $11M -12% Mar 2026
 View chart
Jane Street 117k $5.2M 100% Mar 2026
 View chart
Susquehanna International 103k $4.6M 100% Dec 2025
 View chart
LPL Financial 72k $3.2M -41% Mar 2026
 View chart
Mather Group 70k $3.1M 100% Mar 2026
 View chart
AQR Capital Management 62k $2.7M -4% Mar 2026
 View chart
Fermata Advisors 53k $2.3M -3% Mar 2026
 View chart
Goldman Sachs Group 29k $1.3M 100% Mar 2026
 View chart
Kestra Advisory Services 26k $1.2M 2% Mar 2026
 View chart
Leading Edge Financial Planning 24k $1.1M 5% Mar 2026
 View chart
WealthPlan Investment Management 20k $879k 5% Mar 2026
 View chart
Advisor Group Holdings 20k $863k 214% Dec 2025
 View chart
Commonwealth Equity Services 19k $831k -2% Mar 2026
 View chart
IHT Wealth Management 14k $675k 100% Dec 2025
 View chart
Efficient Wealth Management 8.4k $371k 0% Mar 2026
 View chart
Steel Peak Wealth Management 6.2k $274k 100% Mar 2026
 View chart
Goss Wealth Management 5.6k $245k 11% Mar 2026
 View chart
Inspire Advisors 4.8k $210k 100% Mar 2026
 View chart
Accurate Wealth Management 4.6k $211k -17% Mar 2026
 View chart
Cardiff Park Advisors 2.9k $126k 0% Mar 2026
 View chart
Triumph Capital Management 1.7k $74k 100% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 1.4k $60k -10% Mar 2026
 View chart
Morgan Stanley 1.1k $50k 0% Mar 2026
 View chart
Royal Bank of Canada 1.0k $46k 100% Mar 2026
 View chart
Atlantic Trust 495.00 $22k 0% Dec 2025
 View chart
O'shaughnessy Asset Management 316.00 $14k 0% Mar 2026
 View chart
Hantz Financial Services 160.00 $7.0k 0% Mar 2026
 View chart
Farther Finance Advisors 156.00 $7.0k -26% Mar 2026
 View chart
Essential Partners 28.00 $1.2k 0% Mar 2026
 View chart
Strategic Wealth Partners 1.00 $34.000000 -99% Mar 2026
 View chart

Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Stenger Family Office Dec 2025 950k $48M
Jpmorgan Chase & Co Sep 2025 13k $543k
Mariner Wealth Advisors Dec 2025 7.9k $349k
Barnes Wealth Management Group Dec 2025 5.2k $228k
FMR Sep 2025 1.00 $43.000000