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
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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 |
|---|---|---|---|---|---|
| LPL Financial | 511k | $15M | 28% | Sep 2025 |
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| Advisory Services Network | 289k | $8.3M | 1% | Sep 2025 |
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| Hancock Prospecting Pty | 275k | $7.9M | 100% | Sep 2025 |
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| Ameriprise Financial | 252k | $7.2M | 302% | Sep 2025 |
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| Advocacy Wealth Management Services | 198k | $5.7M | 100% | Sep 2025 |
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| Kestra Advisory Services | 152k | $4.3M | 8% | Sep 2025 |
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| Susquehanna International | 123k | $3.5M | 133% | Sep 2025 |
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| Raymond James Financial | 117k | $3.3M | -9% | Sep 2025 |
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| Prospera Financial Services | 104k | $3.0M | 1% | Sep 2025 |
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| Branch Banking & Trust Company | 96k | $2.8M | -5% | Sep 2025 |
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| Rockefeller Capital Management | 94k | $2.7M | 45% | Sep 2025 |
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| Advisor Group Holdings | 88k | $2.5M | 10% | Sep 2025 |
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| Perigon Wealth Management | 84k | $2.4M | 82% | Sep 2025 |
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| AdvisorNet Financial | 72k | $2.0M | 1% | Sep 2025 |
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| Orca Investment Management | 64k | $1.8M | -1% | Sep 2025 |
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| Private Advisor | 54k | $1.5M | 0% | Sep 2025 |
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| Waddell & Associates | 53k | $1.5M | 0% | Sep 2025 |
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| Stifel Financial | 52k | $1.5M | 19% | Sep 2025 |
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| Commonwealth Equity Services | 43k | $1.2M | -23% | Sep 2025 |
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| Creative Financial Designs | 42k | $1.2M | 77% | Sep 2025 |
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| Cascade Financial Partners | 38k | $1.1M | -1% | Sep 2025 |
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| Tradition Wealth Management | 34k | $957k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 33k | $929k | 51% | Sep 2025 |
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| Insight Advisors, LLC/ PA | 30k | $843k | 0% | Sep 2025 |
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| Nwam | 28k | $834k | -28% | Sep 2025 |
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| Integrated Advisors Network | 27k | $776k | 26% | Sep 2025 |
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| Cambridge Investment Research Advisors | 24k | $675k | -45% | Sep 2025 |
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| Flow Traders US | 23k | $647k | 100% | Sep 2025 |
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| Mml Investors Services | 22k | $630k | 0% | Sep 2025 |
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| Watts Gwilliam & Co | 21k | $611k | 0% | Sep 2025 |
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| Kestra Private Wealth Services | 21k | $596k | 41% | Sep 2025 |
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| Ausdal Financial Partners | 20k | $564k | 53% | Sep 2025 |
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| Creative Planning | 20k | $563k | 8% | Sep 2025 |
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| Janney Montgomery Scott | 20k | $562k | 8% | Sep 2025 |
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| D. E. Shaw & Co | 17k | $496k | -10% | Sep 2025 |
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| Sweeney & Michel | 16k | $458k | 0% | Sep 2025 |
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| Fox Hill Wealth Management | 16k | $444k | -2% | Sep 2025 |
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| Integrity Alliance | 15k | $435k | 0% | Sep 2025 |
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| Waldron | 15k | $433k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 15k | $419k | 21% | Sep 2025 |
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| ValMark Advisers | 14k | $391k | 32% | Sep 2025 |
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| Wsfs Capital Management | 13k | $377k | 0% | Sep 2025 |
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| H D Vest Advisory Services | 13k | $311k | 15% | Jun 2025 |
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| Envestnet Asset Management | 12k | $348k | 4% | Sep 2025 |
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| Belpointe Asset Management | 12k | $339k | -4% | Sep 2025 |
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| Atomi Financial Group | 12k | $334k | 100% | Sep 2025 |
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| Cary Street Partners Financial | 11k | $315k | -12% | Sep 2025 |
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| WMG Financial Advisors | 11k | $313k | 100% | Sep 2025 |
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| Oxford Financial | 9.9k | $281k | 100% | Sep 2025 |
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| Evanson Asset Management | 9.6k | $273k | 100% | Sep 2025 |
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| Key FInancial | 9.5k | $275k | 0% | Sep 2025 |
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| HPM Partners | 9.4k | $270k | 100% | Sep 2025 |
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| Geneos Wealth Management | 9.1k | $261k | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 9.0k | $257k | 0% | Sep 2025 |
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| Western Wealth Management | 8.9k | $255k | -3% | Sep 2025 |
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| Gwn Securities | 8.5k | $244k | -51% | Sep 2025 |
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| Provident Wealth Management | 8.5k | $241k | -2% | Sep 2025 |
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| W.H. Cornerstone Investments | 8.2k | $235k | 100% | Sep 2025 |
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| SeaCrest Wealth Management | 8.0k | $243k | 100% | Sep 2025 |
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| Bsc Private Wealth Management | 7.8k | $222k | 100% | Sep 2025 |
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| Atria Investments | 7.8k | $222k | 100% | Sep 2025 |
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| Ashton Thomas Private Wealth | 7.5k | $215k | 100% | Sep 2025 |
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| HighTower Advisors | 7.4k | $212k | 100% | Sep 2025 |
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| Smartleaf Asset Management | 7.0k | $201k | -1% | Sep 2025 |
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| Halbert Hargrove Global Advisors | 6.8k | $194k | 21% | Sep 2025 |
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| First Command Advisory Services | 5.9k | $169k | 196% | Sep 2025 |
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| Morgan Stanley | 5.2k | $127k | 100% | Jun 2025 |
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| Sherman Asset Management | 5.0k | $142k | -46% | Sep 2025 |
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| Sontag Advisory | 4.6k | $131k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 4.2k | $120k | 3% | Sep 2025 |
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| Barclays | 4.0k | $114k | 0% | Sep 2025 |
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| AllSquare Wealth Management | 3.8k | $94k | 0% | Jun 2025 |
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| Simplex Trading | 3.1k | $88k | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 3.0k | $85k | 0% | Sep 2025 |
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| Larson Financial Group | 2.5k | $71k | 0% | Sep 2025 |
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| Pnc Financial Services | 2.0k | $57k | 0% | Sep 2025 |
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| Wolff Wiese Magana | 2.0k | $57k | 1527% | Sep 2025 |
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| Farther Finance Advisors | 1.8k | $52k | 1% | Sep 2025 |
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| AE Wealth Management | 1.8k | $51k | 0% | Sep 2025 |
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| Atlantic Trust | 1.6k | $44k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 1.1k | $31k | 0% | Sep 2025 |
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| Prestige Wealth Management Group | 1.1k | $30k | 0% | Sep 2025 |
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| JNBA Financial Advisors | 1.0k | $29k | 0% | Sep 2025 |
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| EPG Wealth Management | 1.0k | $29k | 0% | Sep 2025 |
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| Global Retirement Partners | 844.00 | $24k | 521% | Sep 2025 |
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| Glass Jacobson Investment Advisors | 810.00 | $23k | 0% | Sep 2025 |
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| Provenance Wealth Advisors | 769.00 | $22k | 100% | Sep 2025 |
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| Woodard & Co Asset Management Group | 650.00 | $19k | 0% | Sep 2025 |
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| Harbour Investments | 625.00 | $18k | 0% | Sep 2025 |
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| Comprehensive Financial Planning | 602.00 | $17k | 0% | Sep 2025 |
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| Centerpoint Advisors | 575.00 | $16k | 0% | Sep 2025 |
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| FMR | 568.00 | $16k | 2740% | Sep 2025 |
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| MCF Advisors | 400.00 | $11k | 0% | Sep 2025 |
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| Evolution Wealth Management | 317.00 | $9.1k | 33% | Sep 2025 |
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| Wiser Advisor Group | 310.00 | $8.9k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 190.00 | $5.4k | 0% | Sep 2025 |
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| CWM | 177.00 | $5.0k | 0% | Sep 2025 |
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| Private Trust Co Na | 145.00 | $4.1k | 0% | Sep 2025 |
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| Accredited Wealth Management | 125.00 | $7.7k | 100% | Sep 2025 |
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| Assetmark | 105.00 | $3.0k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 100.00 | $2.9k | 100% | Sep 2025 |
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| Royal Bank of Canada | 100.00 | $3.0k | 100% | Sep 2025 |
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| Murphy & Mullick Capital Management Corp | 63.00 | $1.8k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 30.00 | $860.001000 | 0% | Sep 2025 |
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| Goss Wealth Management | 24.00 | $685.999200 | -92% | Sep 2025 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Armis Advisers | Jun 2025 | 28k | $675k |
| Colony | Jun 2025 | 15k | $363k |
| Transcend Wealth Collective | Jun 2025 | 10k | $254k |
| Lido Advisors | Jun 2025 | 9.4k | $230k |
| UBS Group | Jun 2025 | 6.2k | $153k |
| SRS Capital Advisors | Jun 2025 | 1.9k | $47k |
| Park Square Financial Group | Jun 2025 | 300.00 | $7.4k |
| Glen Eagle Advisors | Jun 2025 | 270.00 | $6.6k |
| Guardian Wealth Advisors, Llc / Nc | Jun 2025 | 112.00 | $2.8k |