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 $146M 0% Jun 2026
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Sym Financial Corporation 2.5M $115M 1% Jun 2026
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CWM 907k $40M 2% Mar 2026
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Resources Investment Advisors 505k $24M 0% Jun 2026
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Wealthcare Advisory Partners 309k $14M 4% Jun 2026
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WJ Interests 307k $14M -55% Jun 2026
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46 Peaks 275k $13M -2% Jun 2026
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Professional Financial Advisors 259k $12M 9% Jun 2026
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Mather Group 193k $9.0M 176% Jun 2026
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LPL Financial 80k $3.7M 12% Jun 2026
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Jpmorgan Chase & Co 78k $3.6M 100% Jun 2026
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Jane Street 68k $3.2M -42% Jun 2026
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AQR Capital Management 68k $3.2M 10% Jun 2026
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Regions Bank 52k $2.4M 100% Jun 2026
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Fermata Advisors 52k $2.4M -3% Jun 2026
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Advisor Group Holdings 34k $1.6M 13% Jun 2026
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Citadel Advisors 30k $1.4M 100% Jun 2026
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Leading Edge Financial Planning 27k $1.3M 12% Jun 2026
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Kestra Advisory Services 26k $1.2M -2% Jun 2026
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Goldman Sachs Group 23k $1.1M -20% Jun 2026
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Commonwealth Equity Services 19k $873k -1% Jun 2026
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WealthPlan Investment Management 16k $726k -22% Jun 2026
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Susquehanna International 13k $588k -90% Jun 2026
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Efficient Wealth Management 8.4k $393k 0% Jun 2026
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Steel Peak Wealth Management 6.6k $309k 7% Jun 2026
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Goss Wealth Management 4.9k $227k -12% Jun 2026
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Inspire Advisors 4.6k $216k -3% Jun 2026
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Northwestern Mutual Wealth Management Company 3.1k $144k 128% Jun 2026
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Triumph Capital Management 1.7k $74k 100% Mar 2026
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Morgan Stanley 1.1k $50k 0% Mar 2026
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Royal Bank of Canada 1.0k $48k 0% Jun 2026
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O'shaughnessy Asset Management 316.00 $15k 0% Jun 2026
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Hantz Financial Services 160.00 $7.0k 0% Jun 2026
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Larson Financial Group 71.00 $3.3k 0% Jun 2026
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Hanson McClain Advisors 61.00 $2.8k 100% Jun 2026
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Farther Finance Advisors 50.00 $2.3k -68% Jun 2026
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Action Point Financial Planning 40.00 $1.8k 100% Jun 2026
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FMR 26.00 $1.2k 767% Jun 2026
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Strategic Wealth Partners 1.00 $36.000000 0% Jun 2026
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
IHT Wealth Management Mar 2026 14k $631k
Accurate Wealth Management Mar 2026 4.6k $211k
Cardiff Park Advisors Mar 2026 2.9k $126k
Essential Partners Mar 2026 28.00 $1.2k