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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management | 756k | $15M | 2% | Sep 2024 |
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| Advisory Services Network | 337k | $7.0M | 0% | Sep 2024 |
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| LPL Financial | 335k | $6.7M | -12% | Sep 2024 |
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| Raymond James & Associates | 223k | $4.4M | -38% | Sep 2024 |
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| Kestra Advisory Services | 147k | $2.9M | -66% | Sep 2024 |
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| Bank of America Corporation | 146k | $2.9M | -62% | Sep 2024 |
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| Raymond James Financial Services Advisors | 125k | $2.5M | -2% | Sep 2024 |
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| Jane Street | 116k | $2.3M | 87% | Sep 2024 |
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| Susquehanna International | 114k | $2.3M | 79% | Sep 2024 |
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| Flow Traders US | 107k | $2.1M | 100% | Sep 2024 |
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| Prospera Financial Services | 96k | $1.9M | 1% | Sep 2024 |
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| Stifel Financial | 96k | $2.0M | 11% | Jun 2024 |
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| Branch Banking & Trust Company | 92k | $1.9M | 1% | Jun 2024 |
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| Orca Investment Management | 73k | $1.4M | 100% | Sep 2024 |
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| Masso Torrence Wealth Management | 72k | $1.5M | 1% | Jun 2024 |
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| AdvisorNet Financial | 72k | $1.4M | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 61k | $1.2M | -1% | Sep 2024 |
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| Rockefeller Capital Management | 61k | $1.3M | 207% | Jun 2024 |
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| Commonwealth Equity Services | 57k | $1.1M | 15% | Sep 2024 |
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| Cascade Financial Partners | 53k | $1.1M | 105% | Sep 2024 |
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| Waddell & Associates | 53k | $1.1M | 10% | Sep 2024 |
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| Perigon Wealth Management | 50k | $988k | 100% | Sep 2024 |
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| Private Advisor | 49k | $978k | -16% | Sep 2024 |
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| D. E. Shaw & Co | 47k | $930k | -24% | Sep 2024 |
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| Cetera Investment Advisers | 41k | $864k | -4% | Jun 2024 |
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| Cambridge Investment Research Advisors | 35k | $693k | -3% | Sep 2024 |
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| Citadel Advisors | 27k | $541k | 100% | Sep 2024 |
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| Flagship Harbor Advisors | 23k | $458k | 46% | Sep 2024 |
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| Insight Advisors, LLC/ PA | 20k | $404k | 29% | Sep 2024 |
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| Creative Planning | 18k | $359k | -8% | Sep 2024 |
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| Advisor Group Holdings | 18k | $350k | -45% | Sep 2024 |
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| Mml Investors Services | 17k | $347k | -27% | Sep 2024 |
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| Fox Hill Wealth Management | 17k | $360k | 0% | Jun 2024 |
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| Provident Wealth Management | 16k | $312k | -33% | Sep 2024 |
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| Janney Montgomery Scott | 14k | $285k | 100% | Sep 2024 |
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| Merriman Wealth Management | 14k | $272k | -7% | Sep 2024 |
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| Wsfs Capital Management | 13k | $263k | 100% | Sep 2024 |
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| Acorn Wealth Advisors | 13k | $274k | 100% | Jun 2024 |
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| Sweeney & Michel | 13k | $265k | -17% | Sep 2024 |
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| Kestra Private Wealth Services | 12k | $238k | 3% | Sep 2024 |
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| Western Wealth Management | 12k | $232k | 2% | Sep 2024 |
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| United Capital Financial Advisers | 11k | $225k | 0% | Sep 2024 |
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| Kovack Advisors | 11k | $221k | -20% | Sep 2024 |
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| Wealth Alliance Advisory Group | 11k | $218k | 0% | Sep 2024 |
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| Transcend Wealth Collective | 11k | $210k | 2% | Sep 2024 |
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| H D Vest Advisory Services | 9.6k | $201k | 100% | Jun 2024 |
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| Key FInancial | 9.5k | $189k | 0% | Sep 2024 |
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| Geneos Wealth Management | 9.4k | $196k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 8.7k | $181k | 61% | Jun 2024 |
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| Smartleaf Asset Management | 6.4k | $128k | 1% | Sep 2024 |
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| Private Ocean | 4.6k | $96k | 100% | Jun 2024 |
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| Hanson McClain Advisors | 4.0k | $80k | 0% | Sep 2024 |
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| Morgan Stanley | 3.0k | $62k | 138% | Jun 2024 |
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| Atlantic Trust | 2.8k | $56k | -15% | Sep 2024 |
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| Larson Financial Group | 2.5k | $50k | 0% | Sep 2024 |
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| Harbour Investments | 2.4k | $48k | 10% | Sep 2024 |
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| PSI Advisors | 2.3k | $46k | -8% | Sep 2024 |
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| AllSquare Wealth Management | 2.1k | $45k | 100% | Jun 2024 |
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| First Command Advisory Services | 2.0k | $40k | 0% | Sep 2024 |
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| Institutional & Family Asset Management | 1.7k | $35k | 0% | Jun 2024 |
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| SRS Capital Advisors | 1.2k | $25k | 100% | Sep 2024 |
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| Carmichael Hill & Associates | 1.1k | $21k | 0% | Sep 2024 |
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| Prestige Wealth Management Group | 1.1k | $21k | 0% | Sep 2024 |
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| JNBA Financial Advisors | 1.0k | $20k | 0% | Sep 2024 |
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| Harbor Investment Advisory | 965.00 | $19k | 0% | Sep 2024 |
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| Woodard & Co Asset Management Group | 650.00 | $13k | 0% | Sep 2024 |
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| Centerpoint Advisors | 575.00 | $11k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 466.00 | $9.3k | 100% | Sep 2024 |
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| MCF Advisors | 400.00 | $8.0k | 100% | Sep 2024 |
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| Royal Bank of Canada | 400.00 | $8.0k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 385.00 | $7.7k | -80% | Sep 2024 |
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| Goss Wealth Management | 314.00 | $6.6k | 47% | Jun 2024 |
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| Simplex Trading | 301.00 | $5.0k | -74% | Sep 2024 |
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| Hoey Investments | 300.00 | $6.3k | 0% | Sep 2024 |
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| Glen Eagle Advisors | 270.00 | $5.4k | 0% | Sep 2024 |
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| AlphaMark Advisors | 250.00 | $5.0k | 0% | Sep 2024 |
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| CWM | 176.00 | $4.0k | 0% | Sep 2024 |
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| Wells Fargo & Company | 145.00 | $2.9k | -88% | Sep 2024 |
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| Wiser Advisor Group | 110.00 | $2.3k | 100% | Jun 2024 |
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| MeadowBrook Investment Advisors | 100.00 | $2.0k | 0% | Sep 2024 |
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| Chilton Capital Management | 94.00 | $1.9k | 100% | Sep 2024 |
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| Rise Advisors | 60.00 | $1.2k | 0% | Sep 2024 |
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| Farther Finance Advisors | 55.00 | $1.1k | 0% | Sep 2024 |
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| Continuum Advisory | 48.00 | $1.0k | 100% | Sep 2024 |
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| Coppell Advisory Solutions | 2.00 | $40.000000 | 0% | Sep 2024 |
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| Planning Capital Management Corp | 1.00 | $20.000000 | 0% | Sep 2024 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stratos Wealth Partners | Jun 2024 | 858k | $18M |
| Millennium Management | Jun 2024 | 23k | $488k |
| Manhattan West Asset Management | Jun 2024 | 21k | $428k |
| Envestnet Asset Management | Jun 2024 | 17k | $361k |
| Halbert Hargrove Global Advisors | Jun 2024 | 9.8k | $205k |
| International Assets Investment Management | Jun 2024 | 7.0k | $146k |
| Sym Financial Corporation | Mar 2024 | 2.8k | $58k |
| Pnc Financial Services | Jun 2024 | 1.6k | $33k |
| Stone House Investment Management | Mar 2024 | 1.4k | $29k |
| Register Financial Advisors | Jun 2024 | 700.00 | $15k |
| Main Street Group | Jun 2024 | 660.00 | $14k |
| Ancora Advisors | Jun 2024 | 638.00 | $13k |
| Spire Wealth Management | Jun 2024 | 500.00 | $10k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Jun 2024 | 300.00 | $6.3k |
| Scarborough Advisors | Jun 2024 | 275.00 | $5.7k |
| Great Lakes Retirement | Jun 2024 | 240.00 | $5.0k |