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 $110M 3% Dec 2024
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Sym Financial Corporation 2.4M $83M 8% Dec 2024
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CWM 721k $25M 6% Dec 2024
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WJ Interests 709k $25M 0% Dec 2024
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Resources Investment Advisors 495k $17M 4% Dec 2024
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Wealthcare Advisory Partners 280k $9.8M 15% Dec 2024
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Professional Financial Advisors 220k $7.7M 4% Dec 2024
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Jane Street 100k $3.5M 329% Dec 2024
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AQR Capital Management 53k $1.8M -8% Dec 2024
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Accurate Wealth Management 47k $1.6M -5% Dec 2024
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LPL Financial 41k $1.4M 18% Dec 2024
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Fermata Advisors 35k $1.2M -5% Dec 2024
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Commonwealth Equity Services 28k $985k -1% Dec 2024
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Leading Edge Financial Planning 23k $808k 2% Dec 2024
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Kestra Advisory Services 15k $521k 100% Dec 2024
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Morton Capital Management 14k $478k -19% Dec 2024
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Wealth Enhancement Advisory Services 11k $398k 100% Dec 2024
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Advisor Group Holdings 11k $435k 0% Dec 2024
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Goss Wealth Management 10k $359k 100% Dec 2024
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IHT Wealth Management 8.8k $308k -62% Dec 2024
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Efficient Wealth Management 8.4k $296k 0% Dec 2024
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Kestra Private Wealth Services 6.5k $229k 7% Dec 2024
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Cardiff Park Advisors 2.9k $101k 0% Dec 2024
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Morgan Stanley 477.00 $17k -2% Dec 2024
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UBS Group 269.00 $9.4k 100% Dec 2024
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Nelson, Van Denburg & Campbell Wealth Management 217.00 $7.6k 0% Dec 2024
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Transce3nd 95.00 $3.3k 100% Dec 2024
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FMR 1.00 $35.000000 0% Dec 2024
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Goldman Sachs Group Sep 2024 20k $789k
Empirical Finance Sep 2024 6.3k $246k
Jpmorgan Chase & Co Sep 2024 3.7k $147k
Northwest Capital Management Sep 2024 195.00 $7.7k