Who owns WISDOMTREE TR?
- Ticker: WDEF
- CUSIP Number: 97717y337
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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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management | 261k | $8.1M | 134% | Mar 2026 |
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| Security National Bank | 74k | $2.3M | 100% | Mar 2026 |
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| Royal Bank of Canada | 58k | $1.8M | 45% | Mar 2026 |
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| Jane Street | 36k | $1.1M | 218% | Mar 2026 |
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| CI Private Wealth | 35k | $1.1M | 0% | Mar 2026 |
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| Castle Rock Wealth Management | 25k | $791k | 100% | Mar 2026 |
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| LPL Financial | 17k | $534k | 100% | Mar 2026 |
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| Insigneo Advisory Services | 12k | $372k | 100% | Mar 2026 |
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| Capital Advisors | 11k | $353k | 100% | Mar 2026 |
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| Change Path | 11k | $337k | 100% | Mar 2026 |
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| SFMG Wealth Advisors | 11k | $334k | 0% | Mar 2026 |
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| Gts Securities | 11k | $304k | 100% | Dec 2025 |
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| Citadel Advisors | 8.3k | $255k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 5.1k | $149k | 1% | Mar 2026 |
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| Bank Of Montreal | 4.0k | $124k | 100% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 3.5k | $110k | 13% | Mar 2026 |
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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 | $92k | 0% | Mar 2026 |
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| Pnc Financial Services | 1.9k | $57k | 206% | Mar 2026 |
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| Harbour Investments | 1.6k | $48k | 100% | Mar 2026 |
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| TD Waterhouse Canada | 1.1k | $35k | 100% | Mar 2026 |
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| Country Trust Bank | 869.00 | $27k | 0% | Mar 2026 |
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| Golden State Equity Partners | 794.00 | $25k | 100% | Mar 2026 |
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| Ancora Advisors | 759.00 | $24k | 100% | Mar 2026 |
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| International Assets Investment Management | 500.00 | $16k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 400.00 | $12k | 100% | Dec 2025 |
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| Hickory Point Bank & Trust | 50.00 | $1.5k | 100% | Mar 2026 |
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| UBS Group | 37.00 | $1.1k | 100% | Mar 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Insight Advisors, LLC/ PA | Dec 2025 | 15k | $422k |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $366k |
| Farther Finance Advisors | Dec 2025 | 80.00 | $2.3k |