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% Dec 2025
 View chart
Stenger Family Office 950k $48M 10% Dec 2025
 View chart
CWM 890k $39M 2% Dec 2025
 View chart
WJ Interests 687k $30M 4% Mar 2026
 View chart
Resources Investment Advisors 486k $21M 1% Dec 2025
 View chart
Wealthcare Advisory Partners 297k $13M 0% Mar 2026
 View chart
46 Peaks 275k $12M 100% Dec 2025
 View chart
Professional Financial Advisors 238k $11M -12% Mar 2026
 View chart
LPL Financial 121k $5.3M -39% Dec 2025
 View chart
Susquehanna International 103k $4.6M 100% Dec 2025
 View chart
Mather Group 70k $3.1M 100% Mar 2026
 View chart
AQR Capital Management 65k $2.8M 16% Dec 2025
 View chart
Fermata Advisors 53k $2.3M -3% Mar 2026
 View chart
Kestra Advisory Services 26k $1.1M 1% Dec 2025
 View chart
Leading Edge Financial Planning 23k $1.0M 2% Dec 2025
 View chart
Advisor Group Holdings 20k $863k 214% Dec 2025
 View chart
Commonwealth Equity Services 19k $851k -4% Dec 2025
 View chart
WealthPlan Investment Management 19k $839k 100% Dec 2025
 View chart
IHT Wealth Management 14k $675k 100% Dec 2025
 View chart
Efficient Wealth Management 8.4k $371k 0% Dec 2025
 View chart
Mariner Wealth Advisors 7.9k $349k 100% Dec 2025
 View chart
Accurate Wealth Management 5.5k $250k -8% Dec 2025
 View chart
Barnes Wealth Management Group 5.2k $228k 0% Dec 2025
 View chart
Goss Wealth Management 5.0k $220k 5% Dec 2025
 View chart
Cardiff Park Advisors 2.9k $126k 0% Dec 2025
 View chart
Northwestern Mutual Wealth Management Company 1.5k $67k 140% Dec 2025
 View chart
Atlantic Trust 495.00 $22k 0% Dec 2025
 View chart
O'shaughnessy Asset Management 316.00 $14k 0% Dec 2025
 View chart
Hantz Financial Services 160.00 $7.0k 100% Dec 2025
 View chart
Farther Finance Advisors 156.00 $7.0k -26% Mar 2026
 View chart

Who sold out of Wisdomtree Tr?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Sep 2025 89k $3.8M
Goldman Sachs Group Sep 2025 6.4k $274k
UBS Group Sep 2025 737.00 $32k