Who owns WISDOMTREE TR?
- Ticker: WTAI
- CUSIP Number: 97717y543
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 |
|---|---|---|---|---|---|
| LPL Financial | 674k | $20M | 32% | Dec 2025 |
|
| Horizon Wealth Management | 528k | $15M | 100% | Dec 2025 |
|
| Advisory Services Network | 288k | $8.4M | 0% | Dec 2025 |
|
| Hancock Prospecting Pty | 275k | $7.9M | 100% | Sep 2025 |
|
| Ameriprise Financial | 252k | $7.2M | 302% | Sep 2025 |
|
| Advocacy Wealth Management Services | 192k | $5.6M | -3% | Dec 2025 |
|
| Kestra Advisory Services | 156k | $4.5M | 3% | Dec 2025 |
|
| Flow Traders US | 145k | $4.2M | 540% | Dec 2025 |
|
| Raymond James Financial | 117k | $3.3M | -9% | Sep 2025 |
|
| Susquehanna International | 115k | $3.4M | -7% | Dec 2025 |
|
| Commonwealth Equity Services | 112k | $3.3M | 160% | Dec 2025 |
|
| Prospera Financial Services | 106k | $3.1M | 2% | Dec 2025 |
|
| Branch Banking & Trust Company | 101k | $2.9M | 5% | Dec 2025 |
|
| Rockefeller Capital Management | 94k | $2.8M | 0% | Dec 2025 |
|
| Advisor Group Holdings | 93k | $2.7M | 6% | Dec 2025 |
|
| Perigon Wealth Management | 84k | $2.4M | 0% | Dec 2025 |
|
| AdvisorNet Financial | 68k | $2.0M | -5% | Dec 2025 |
|
| Orca Investment Management | 63k | $1.8M | -1% | Dec 2025 |
|
| Private Advisor | 55k | $1.6M | 3% | Dec 2025 |
|
| Waddell & Associates | 53k | $1.6M | 0% | Dec 2025 |
|
| Stifel Financial | 53k | $1.5M | 2% | Dec 2025 |
|
| Tradition Wealth Management | 50k | $1.5M | 50% | Dec 2025 |
|
| Creative Financial Designs | 45k | $1.3M | 7% | Dec 2025 |
|
| Cetera Investment Advisers | 39k | $1.1M | 19% | Dec 2025 |
|
| Cascade Financial Partners | 38k | $1.1M | -1% | Sep 2025 |
|
| Breachway Investments | 35k | $1.0M | 100% | Dec 2025 |
|
| Integrated Advisors Network | 32k | $938k | 18% | Dec 2025 |
|
| Insight Advisors, LLC/ PA | 30k | $871k | 1% | Dec 2025 |
|
| Mml Investors Services | 27k | $794k | 23% | Dec 2025 |
|
| Nwam | 26k | $796k | -8% | Dec 2025 |
|
| Creative Planning | 23k | $675k | 17% | Dec 2025 |
|
| Herbst Group | 22k | $645k | 100% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 22k | $640k | -7% | Dec 2025 |
|
| Watts Gwilliam & Co | 21k | $611k | 0% | Sep 2025 |
|
| Kestra Private Wealth Services | 21k | $619k | 2% | Dec 2025 |
|
| Janney Montgomery Scott | 20k | $581k | 1% | Dec 2025 |
|
| Ausdal Financial Partners | 20k | $580k | 1% | Dec 2025 |
|
| WMG Financial Advisors | 19k | $558k | 75% | Dec 2025 |
|
| Colony | 19k | $542k | 100% | Dec 2025 |
|
| D. E. Shaw & Co | 17k | $496k | -10% | Sep 2025 |
|
| ValMark Advisers | 16k | $472k | 19% | Dec 2025 |
|
| Sweeney & Michel | 16k | $458k | 0% | Sep 2025 |
|
| Waldron | 16k | $455k | 3% | Dec 2025 |
|
| Fox Hill Wealth Management | 16k | $444k | -2% | Sep 2025 |
|
| Steward Partners Investment Advisory | 15k | $448k | 5% | Dec 2025 |
|
| Integrity Alliance | 15k | $442k | 0% | Dec 2025 |
|
| Envestnet Asset Management | 14k | $413k | 16% | Dec 2025 |
|
| Mariner Wealth Advisors | 14k | $401k | 100% | Dec 2025 |
|
| Money Concepts Capital Corp | 14k | $395k | 100% | Dec 2025 |
|
| Wsfs Capital Management | 13k | $379k | -1% | Dec 2025 |
|
| Belpointe Asset Management | 12k | $360k | 4% | Dec 2025 |
|
| Cary Street Partners Financial | 11k | $327k | 2% | Dec 2025 |
|
| Western Wealth Management | 11k | $320k | 23% | Dec 2025 |
|
| COFG Advisors | 11k | $307k | 100% | Dec 2025 |
|
| Gateway Wealth Partners | 10k | $299k | 100% | Dec 2025 |
|
| Oxford Financial | 9.9k | $287k | 0% | Dec 2025 |
|
| Evanson Asset Management | 9.6k | $279k | 0% | Dec 2025 |
|
| Key FInancial | 9.5k | $276k | 0% | Dec 2025 |
|
| HighTower Advisors | 9.1k | $266k | 23% | Dec 2025 |
|
| Geneos Wealth Management | 9.1k | $266k | 0% | Dec 2025 |
|
| Wealthcare Advisory Partners | 9.0k | $262k | 0% | Dec 2025 |
|
| Gwn Securities | 8.5k | $244k | -51% | Sep 2025 |
|
| W.H. Cornerstone Investments | 8.4k | $244k | 2% | Dec 2025 |
|
| Kovack Advisors | 8.1k | $235k | 100% | Dec 2025 |
|
| Bsc Private Wealth Management | 8.0k | $234k | 3% | Dec 2025 |
|
| HPM Partners | 7.9k | $231k | -16% | Dec 2025 |
|
| Atria Investments | 7.8k | $226k | 0% | Dec 2025 |
|
| Ashton Thomas Private Wealth | 7.6k | $223k | 1% | Dec 2025 |
|
| Provident Wealth Management | 7.6k | $220k | -11% | Dec 2025 |
|
| Smartleaf Asset Management | 7.0k | $201k | -1% | Sep 2025 |
|
| Halbert Hargrove Global Advisors | 6.7k | $195k | -1% | Dec 2025 |
|
| Flagship Harbor Advisors | 6.6k | $191k | 100% | Dec 2025 |
|
| First Command Advisory Services | 5.9k | $173k | 0% | Dec 2025 |
|
| MidFirst Bank | 5.8k | $168k | 100% | Dec 2025 |
|
| SRS Capital Advisors | 4.2k | $122k | 100% | Dec 2025 |
|
| Hanson McClain Advisors | 4.2k | $122k | -1% | Dec 2025 |
|
| AllSquare Wealth Management | 4.0k | $115k | 5% | Sep 2025 |
|
| Wells Fargo & Company | 3.9k | $114k | 100% | Dec 2025 |
|
| Harbor Investment Advisory | 3.1k | $90k | 100% | Dec 2025 |
|
| Farther Finance Advisors | 3.0k | $86k | 62% | Dec 2025 |
|
| International Assets Investment Management | 2.5k | $74k | 100% | Dec 2025 |
|
| Atlantic Trust | 2.5k | $74k | 62% | Dec 2025 |
|
| Larson Financial Group | 2.5k | $73k | 0% | Dec 2025 |
|
| Wolff Wiese Magana | 2.4k | $70k | 20% | Dec 2025 |
|
| AE Wealth Management | 2.2k | $64k | 24% | Dec 2025 |
|
| Pnc Financial Services | 2.0k | $58k | 0% | Dec 2025 |
|
| Simplex Trading | 1.8k | $52k | -43% | Dec 2025 |
|
| Berbice Capital Management | 1.7k | $51k | 100% | Dec 2025 |
|
| Private Trust Co Na | 1.6k | $47k | 1018% | Dec 2025 |
|
| EFG International | 1.5k | $44k | 100% | Dec 2025 |
|
| Global Retirement Partners | 1.4k | $42k | 71% | Dec 2025 |
|
| MAI Wealth Advisors | 1.1k | $31k | 0% | Dec 2025 |
|
| Prestige Wealth Management Group | 1.1k | $30k | 0% | Sep 2025 |
|
| JNBA Financial Advisors | 1.0k | $29k | 0% | Dec 2025 |
|
| EPG Wealth Management | 1.0k | $29k | 0% | Dec 2025 |
|
| Kingdom Financial Group | 913.00 | $27k | 100% | Dec 2025 |
|
| Glass Jacobson Investment Advisors | 810.00 | $24k | 0% | Dec 2025 |
|
| Provenance Wealth Advisors | 769.00 | $22k | 0% | Dec 2025 |
|
| Sherman Asset Management | 693.00 | $20k | -86% | Dec 2025 |
|
| Woodard & Co Asset Management Group | 650.00 | $19k | 0% | Dec 2025 |
|
| Comprehensive Financial Planning | 602.00 | $17k | 0% | Sep 2025 |
|
| MCF Advisors | 585.00 | $17k | 46% | Dec 2025 |
|
| Centerpoint Advisors | 575.00 | $17k | 0% | Dec 2025 |
|
| Harbour Investments | 575.00 | $17k | -8% | Dec 2025 |
|
| FMR | 568.00 | $16k | 2740% | Sep 2025 |
|
| Goss Wealth Management | 524.00 | $15k | 2083% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 466.00 | $14k | -84% | Dec 2025 |
|
| Gen-Wealth Partners | 417.00 | $12k | 100% | Dec 2025 |
|
| Golden State Wealth Management | 407.00 | $12k | 100% | Dec 2025 |
|
| Founders Financial Alliance | 320.00 | $9.3k | 100% | Dec 2025 |
|
| Evolution Wealth Management | 317.00 | $9.2k | 0% | Dec 2025 |
|
| Wiser Advisor Group | 310.00 | $8.9k | 100% | Sep 2025 |
|
| Aptus Capital Advisors | 192.00 | $5.6k | 1% | Dec 2025 |
|
| CWM | 164.00 | $5.0k | -7% | Dec 2025 |
|
| Accredited Wealth Management | 125.00 | $7.7k | 100% | Sep 2025 |
|
| Assetmark | 105.00 | $3.1k | 0% | Dec 2025 |
|
| Jones Financial Companies, L.L | 100.00 | $2.9k | 100% | Sep 2025 |
|
| Royal Bank of Canada | 100.00 | $3.0k | 100% | Sep 2025 |
|
| Murphy & Mullick Capital Management Corp | 63.00 | $1.8k | 0% | Sep 2025 |
|
Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Armis Advisers | Jun 2025 | 28k | $675k |
| Atomi Financial Group | Sep 2025 | 12k | $334k |
| SeaCrest Wealth Management | Sep 2025 | 8.0k | $243k |
| Sontag Advisory | Sep 2025 | 4.6k | $131k |
| Barclays | Sep 2025 | 4.0k | $114k |
| Glen Eagle Advisors | Jun 2025 | 270.00 | $6.6k |
| Guardian Wealth Advisors, Llc / Nc | Jun 2025 | 112.00 | $2.8k |