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 $144M 0% Sep 2026
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Sym Financial Corporation 2.5M $115M 2% Sep 2026
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Resources Investment Advisors 505k $24M 0% Jun 2026
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Wealthcare Advisory Partners 317k $15M 2% Sep 2026
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WJ Interests 302k $14M -2% Sep 2026
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Professional Financial Advisors 267k $12M 3% Sep 2026
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46 Peaks 262k $12M -5% Sep 2026
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Mather Group 194k $8.9M 0% Sep 2026
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LPL Financial 93k $4.3M 16% Sep 2026
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Jpmorgan Chase & Co 78k $3.6M 100% Jun 2026
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Regions Bank 71k $3.2M 36% Sep 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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Fermata Advisors 57k $2.6M 10% Sep 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 28k $1.3M 1% Sep 2026
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Kestra Advisory Services 26k $1.2M 0% Sep 2026
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Goldman Sachs Group 23k $1.1M -20% Jun 2026
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Commonwealth Equity Services 19k $857k 0% Sep 2026
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WealthPlan Investment Management 13k $609k -15% Sep 2026
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Susquehanna International 13k $588k -90% Jun 2026
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Efficient Wealth Management 8.4k $387k 0% Sep 2026
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Clifford Swan Investment Counsel 6.5k $300k 100% Sep 2026
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Steel Peak Wealth Management 5.9k $269k -12% Sep 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 1.8k $83k 8% Sep 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% Sep 2026
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Nuveen 160.00 $7.4k 100% Sep 2026
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Larson Financial Group 71.00 $3.3k 0% Sep 2026
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Hanson McClain Advisors 61.00 $2.8k 0% Sep 2026
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Farther Finance Advisors 50.00 $2.3k 0% Sep 2026
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Action Point Financial Planning 40.00 $1.8k 100% Jun 2026
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FMR 1.00 $46.000000 -96% Sep 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