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
Download as csv
Download as Excel
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 | 204k | $5.6M | -22% | Jun 2026 |
|
| Raymond James Financial | 107k | $2.9M | 25% | Jun 2026 |
|
| LPL Financial | 81k | $2.2M | 370% | Jun 2026 |
|
| Royal Bank of Canada | 58k | $1.6M | -1% | Jun 2026 |
|
| Advisor Group Holdings | 54k | $1.5M | 49% | Jun 2026 |
|
| Security National Bank | 52k | $1.4M | -29% | Jun 2026 |
|
| Jane Street | 46k | $1.3M | 30% | Jun 2026 |
|
| CI Private Wealth | 35k | $944k | 0% | Jun 2026 |
|
| Susquehanna International | 19k | $523k | 136% | Jun 2026 |
|
| Citadel Advisors | 16k | $429k | 91% | Jun 2026 |
|
| Capital Advisors | 15k | $414k | 34% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 15k | $408k | 100% | Jun 2026 |
|
| Forthright Family Wealth Advisory | 10k | $282k | 100% | Jun 2026 |
|
| SFMG Wealth Advisors | 10k | $282k | -4% | Jun 2026 |
|
| Integrated Investment Consultants | 9.2k | $249k | 100% | Jun 2026 |
|
| Change Path | 8.9k | $242k | -18% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 8.1k | $219k | 100% | Jun 2026 |
|
| Armis Advisers | 7.8k | $234k | 100% | Jun 2026 |
|
| National Bank Of Canada /fi/ | 6.5k | $177k | 0% | Jun 2026 |
|
| UBS Group | 6.4k | $174k | 17165% | Jun 2026 |
|
| Smartleaf Asset Management | 5.1k | $138k | 0% | Jun 2026 |
|
| Bank Of Montreal | 4.0k | $124k | 100% | Mar 2026 |
|
| Halbert Hargrove Global Advisors | 3.5k | $96k | 0% | Jun 2026 |
|
| Federation des caisses Desjardins du Quebec | 2.8k | $75k | -8% | Jun 2026 |
|
| Huntington National Bank | 2.3k | $62k | 0% | Jun 2026 |
|
| GFS Advisors | 1.5k | $13M | 100% | Jun 2026 |
|
| Pnc Financial Services | 1.3k | $34k | -33% | Jun 2026 |
|
| TD Waterhouse Canada | 1.1k | $30k | 0% | Jun 2026 |
|
| Continuum Advisory | 1.0k | $27k | 100% | Jun 2026 |
|
| Evermay Wealth Management | 1.0k | $27k | 100% | Jun 2026 |
|
| Country Trust Bank | 869.00 | $24k | 0% | Jun 2026 |
|
| Ancora Advisors | 759.00 | $21k | 0% | Jun 2026 |
|
| International Assets Investment Management | 500.00 | $14k | 0% | Jun 2026 |
|
| Integrated Wealth Concepts | 313.00 | $8.5k | 100% | Jun 2026 |
|
| Ashton Thomas Private Wealth | 300.00 | $8.2k | 100% | Jun 2026 |
|
| Private Trust Co Na | 168.00 | $4.6k | 100% | Jun 2026 |
|
| Goss Wealth Management | 150.00 | $4.1k | 100% | Jun 2026 |
|
| AE Wealth Management | 69.00 | $1.9k | 100% | Jun 2026 |
|
| Hickory Point Bank & Trust | 50.00 | $1.4k | 0% | Jun 2026 |
|
Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Castle Rock Wealth Management | Mar 2026 | 25k | $791k |
| Insigneo Advisory Services | Mar 2026 | 12k | $372k |
| Harbour Investments | Mar 2026 | 1.6k | $48k |
| Golden State Equity Partners | Mar 2026 | 794.00 | $25k |
| Hanson McClain Advisors | Mar 2026 | 400.00 | $12k |