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 2.9M $104M 4% Dec 2023
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Sym Financial Corporation 2.1M $74M 1% Dec 2023
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WJ Interests 703k $26M 4% Mar 2024
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CWM 573k $21M 8% Mar 2024
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Wealthcare Advisory Partners 223k $8.3M 126% Mar 2024
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Professional Financial Advisors 140k $5.0M 11% Dec 2023
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Citadel Advisors 37k $1.3M 100% Dec 2023
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AQR Capital Management 37k $1.3M 100% Dec 2023
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Fermata Advisors 35k $1.3M 3% Mar 2024
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Commonwealth Equity Services 27k $965k 26% Dec 2023
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Jane Street 26k $916k -62% Dec 2023
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Advisor Group Holdings 14k $495k 6% Dec 2023
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Efficient Wealth Management 8.4k $301k 0% Dec 2023
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Cardiff Park Advisors 2.8k $99k 100% Dec 2023
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UBS Group 475.00 $17k 100% Dec 2023
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Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
RHS Financial Sep 2023 10k $324k
Goldman Sachs Group Sep 2023 6.5k $208k