Who owns WISDOMTREE TR?
- Ticker: WDEF
- CUSIP Number: 97717y337
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
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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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management | 112k | $3.2M | 32% | Dec 2025 |
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| CI Private Wealth | 35k | $1.0M | 0% | Dec 2025 |
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| Insight Advisors, LLC/ PA | 15k | $422k | 100% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 12k | $366k | 100% | Dec 2025 |
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| Jane Street | 11k | $324k | 100% | Dec 2025 |
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| SFMG Wealth Advisors | 11k | $313k | 23% | Dec 2025 |
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| Gts Securities | 11k | $304k | 100% | Dec 2025 |
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| Smartleaf Asset Management | 5.1k | $147k | 100% | Dec 2025 |
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| Halbert Hargrove Global Advisors | 3.1k | $91k | 100% | Dec 2025 |
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| National Bank Of Canada /fi/ | 3.0k | $88k | 100% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 3.0k | $86k | 21% | Dec 2025 |
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| Country Trust Bank | 869.00 | $25k | 100% | Dec 2025 |
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| Pnc Financial Services | 606.00 | $18k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 400.00 | $12k | 100% | Dec 2025 |
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| Farther Finance Advisors | 80.00 | $2.3k | 100% | Dec 2025 |
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| Hickory Point Bank & Trust | 50.00 | $1.5k | 100% | Mar 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Forthright Family Wealth Advisory | Sep 2025 | 25k | $852k |
| Atria Investments | Sep 2025 | 22k | $735k |
| World Equity Group | Sep 2025 | 16k | $523k |