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 | 908k | $43M | 27% | Jun 2026 |
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| Horizon Wealth Management | 359k | $17M | -35% | Jun 2026 |
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| Ameriprise Financial | 328k | $16M | 16% | Jun 2026 |
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| Kestra Advisory Services | 301k | $14M | 7% | Jun 2026 |
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| Hancock Prospecting Pty | 275k | $13M | 0% | Jun 2026 |
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| Advisory Services Network | 270k | $13M | -1% | Jun 2026 |
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| Assetmark | 240k | $11M | -40% | Jun 2026 |
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| Jpmorgan Chase & Co | 227k | $10M | 100% | Jun 2026 |
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| Jane Street | 204k | $9.7M | 100% | Jun 2026 |
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| Advocacy Wealth Management Services | 199k | $9.4M | -13% | Jun 2026 |
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| Raymond James Financial | 181k | $8.6M | 51% | Jun 2026 |
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| Bank of America Corporation | 141k | $6.7M | -11% | Jun 2026 |
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| Commonwealth Equity Services | 120k | $5.7M | 2% | Jun 2026 |
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| Prospera Financial Services | 100k | $4.8M | 1% | Jun 2026 |
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| Advisor Group Holdings | 100k | $4.7M | 6% | Jun 2026 |
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| Branch Banking & Trust Company | 95k | $4.5M | -8% | Jun 2026 |
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| Perigon Wealth Management | 84k | $4.0M | 1% | Jun 2026 |
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| Tradition Wealth Management | 79k | $3.7M | 9% | Jun 2026 |
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| Berbice Capital Management | 75k | $3.6M | 186% | Jun 2026 |
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| Rockefeller Capital Management | 71k | $3.4M | -24% | Jun 2026 |
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| AdvisorNet Financial | 70k | $3.3M | -1% | Jun 2026 |
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| CLG | 69k | $3.3M | 100% | Jun 2026 |
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| Stifel Financial | 65k | $3.1M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 64k | $3.0M | -3% | Jun 2026 |
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| Cetera Investment Advisers | 60k | $2.8M | 26% | Jun 2026 |
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| Integrated Advisors Network | 55k | $2.6M | 115% | Jun 2026 |
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| Waddell & Associates | 54k | $2.6M | 2% | Jun 2026 |
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| Private Advisor | 50k | $2.4M | -9% | Jun 2026 |
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| Creative Financial Designs | 46k | $2.2M | 8% | Jun 2026 |
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| Modern Wealth Management | 32k | $1.5M | 100% | Jun 2026 |
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| Marshall Wace | 31k | $1.5M | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 28k | $1.3M | 8% | Jun 2026 |
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| Mml Investors Services | 27k | $1.3M | 64% | Jun 2026 |
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| Nwam | 26k | $744k | 1% | Mar 2026 |
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| Creative Planning | 24k | $1.2M | 1% | Jun 2026 |
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| Belpointe Asset Management | 24k | $1.1M | -6% | Jun 2026 |
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| Independent Financial Group | 23k | $1.1M | 100% | Jun 2026 |
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| Hartland & Co | 22k | $1.0M | 29% | Jun 2026 |
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| Armis Advisers | 21k | $936k | -7% | Jun 2026 |
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| Kovack Advisors | 21k | $957k | 155% | Jun 2026 |
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| WMG Financial Advisors | 20k | $965k | 26% | Jun 2026 |
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| Susquehanna International | 20k | $964k | -81% | Jun 2026 |
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| Ausdal Financial Partners | 20k | $942k | 1% | Jun 2026 |
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| Solstein Capital | 19k | $892k | 100% | Jun 2026 |
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| Envestnet Asset Management | 18k | $875k | 38% | Jun 2026 |
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| Colony | 17k | $826k | 1% | Jun 2026 |
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| Sweeney & Michel | 17k | $693k | -1% | Jun 2026 |
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| Kestra Private Wealth Services | 17k | $797k | 2% | Jun 2026 |
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| Integrity Alliance | 16k | $761k | 5% | Jun 2026 |
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| Mariner Wealth Advisors | 16k | $760k | 7% | Jun 2026 |
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| Waldron | 16k | $742k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 16k | $738k | 0% | Jun 2026 |
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| GFS Advisors | 15k | $474.926400 | 100% | Jun 2026 |
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| Wsfs Capital Management | 13k | $598k | -3% | Jun 2026 |
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| Gateway Wealth Partners | 11k | $539k | -51% | Jun 2026 |
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| Oxford Financial | 9.9k | $468k | 0% | Jun 2026 |
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| Western Wealth Management | 9.8k | $467k | -4% | Jun 2026 |
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| Tulsa Wealth Advisors | 9.8k | $467k | 2% | Jun 2026 |
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| Evanson Financial | 9.6k | $454k | 100% | Jun 2026 |
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| Evanson Asset Management | 9.6k | $270k | 0% | Mar 2026 |
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| Acorn Wealth Advisors | 9.1k | $434k | 100% | Jun 2026 |
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| HighPoint Advisor | 9.1k | $433k | 1% | Jun 2026 |
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| COFG Advisors | 9.0k | $429k | -3% | Jun 2026 |
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| International Assets Investment Management | 9.0k | $404k | 262% | Jun 2026 |
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| Wealthcare Advisory Partners | 9.0k | $426k | 0% | Jun 2026 |
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| HighTower Advisors | 8.9k | $424k | -5% | Jun 2026 |
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| Procyon Private Wealth Partners | 8.5k | $404k | 100% | Jun 2026 |
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| Key FInancial | 8.5k | $403k | -10% | Jun 2026 |
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| Morgan Stanley | 8.5k | $239k | 27% | Mar 2026 |
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| W.H. Cornerstone Investments | 8.4k | $398k | 0% | Jun 2026 |
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| Geneos Wealth Management | 8.1k | $386k | 0% | Jun 2026 |
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| HPM Partners | 7.9k | $377k | 0% | Jun 2026 |
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| Bsc Private Wealth Management | 7.9k | $376k | 0% | Jun 2026 |
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| Strategic Blueprint | 7.7k | $368k | 100% | Jun 2026 |
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| Sherman Asset Management | 7.2k | $340k | 328% | Jun 2026 |
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| Arkadios Wealth Advisors | 7.0k | $332k | 100% | Jun 2026 |
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| Gwn Securities | 7.0k | $331k | 100% | Jun 2026 |
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| Insigneo Advisory Services | 6.9k | $329k | 100% | Jun 2026 |
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| Capital Investment Counsel | 6.9k | $329k | 100% | Jun 2026 |
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| Halbert Hargrove Global Advisors | 6.9k | $329k | 0% | Jun 2026 |
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| ValMark Advisers | 6.9k | $328k | -70% | Jun 2026 |
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| Fox Hill Wealth Management | 6.9k | $328k | 100% | Jun 2026 |
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| Ashton Thomas Private Wealth | 6.9k | $327k | -9% | Jun 2026 |
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| Atria Investments | 6.8k | $324k | 100% | Jun 2026 |
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| Oxinas Partners Wealth Management | 6.7k | $319k | 100% | Jun 2026 |
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| Provident Wealth Management | 6.7k | $319k | -6% | Jun 2026 |
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| Morris Retirement Advisors | 6.7k | $319k | 100% | Jun 2026 |
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| Garrett Wealth Advisory Group | 6.7k | $318k | 100% | Jun 2026 |
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| Goss Wealth Management | 6.6k | $315k | 1168% | Jun 2026 |
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| Savant Capital Management | 6.5k | $247k | 100% | Jun 2026 |
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| Peddock Capital Advisors | 6.3k | $297k | 100% | Jun 2026 |
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| Argent Trust | 6.1k | $289k | 100% | Jun 2026 |
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| Resources Investment Advisors | 5.8k | $275k | 100% | Jun 2026 |
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| MidFirst Bank | 5.8k | $274k | 0% | Jun 2026 |
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| Cascade Financial Partners | 5.7k | $270k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 5.6k | $259k | 0% | Jun 2026 |
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| Barry Investment Advisors | 5.6k | $266k | 100% | Jun 2026 |
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| Flagship Harbor Advisors | 5.5k | $262k | 100% | Jun 2026 |
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| Cary Street Partners Financial | 5.5k | $262k | 100% | Jun 2026 |
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| Goldman Sachs Group | 5.5k | $262k | 100% | Jun 2026 |
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| Transcend Wealth Collective | 5.5k | $260k | 100% | Jun 2026 |
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| Lido Advisors | 5.3k | $252k | 100% | Jun 2026 |
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| Wedbush Morgan Securities | 5.2k | $245k | 100% | Jun 2026 |
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| KPP Advisory Services | 5.2k | $245k | 100% | Jun 2026 |
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| Certified Advisory Corp | 4.9k | $233k | 100% | Jun 2026 |
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| Regions Bank | 4.8k | $230k | 100% | Jun 2026 |
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| Vise Technologies | 4.6k | $220k | 100% | Jun 2026 |
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| United Capital Financial Advisers | 4.5k | $214k | 100% | Jun 2026 |
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| Apollon Financial | 4.4k | $211k | 100% | Jun 2026 |
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| Aries Wealth Management | 4.4k | $207k | 100% | Jun 2026 |
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| Retirement Planning Group | 4.3k | $205k | 100% | Jun 2026 |
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| Total Clarity Wealth Management | 4.2k | $201k | 100% | Jun 2026 |
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| Harbor Investment Advisory | 4.0k | $191k | 11% | Jun 2026 |
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| SRS Capital Advisors | 4.0k | $190k | 13% | Jun 2026 |
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| Harbour Investments | 3.8k | $182k | 12% | Jun 2026 |
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| AE Wealth Management | 3.5k | $164k | 30% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 3.4k | $162k | 40% | Jun 2026 |
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| Cranbrook Wealth Management | 3.2k | $153k | 100% | Jun 2026 |
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| Farther Finance Advisors | 2.9k | $135k | 0% | Jun 2026 |
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| Wolff Wiese Magana | 2.8k | $134k | 4% | Jun 2026 |
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| Larson Financial Group | 2.5k | $119k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 2.1k | $101k | -4% | Jun 2026 |
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| Financial Consulate | 2.1k | $100k | 214% | Jun 2026 |
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| Center for Financial Planning | 2.0k | $95k | 0% | Jun 2026 |
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| Glassman Wealth Services | 2.0k | $95k | 100% | Jun 2026 |
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| Pnc Financial Services | 2.0k | $95k | 0% | Jun 2026 |
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| Frazier Financial Advisors | 2.0k | $93k | 0% | Jun 2026 |
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| Forum Finance Group | 1.9k | $72k | 0% | Jun 2026 |
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| FMR | 1.8k | $86k | 217% | Jun 2026 |
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| Private Trust Co Na | 1.8k | $84k | -22% | Jun 2026 |
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| Integrated Wealth Concepts | 1.7k | $82k | 100% | Jun 2026 |
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| EFG International | 1.5k | $71k | 0% | Jun 2026 |
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| Global Retirement Partners | 1.4k | $69k | 0% | Jun 2026 |
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| Mercer Global Advisors | 1.2k | $58k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 1.1k | $51k | 205% | Jun 2026 |
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| Prestige Wealth Management Group | 1.1k | $50k | 0% | Jun 2026 |
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| JNBA Financial Advisors | 1.0k | $48k | 0% | Jun 2026 |
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| EPG Wealth Management | 1.0k | $48k | 0% | Jun 2026 |
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| UBS Group | 979.00 | $47k | -76% | Jun 2026 |
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| Kingdom Financial Group | 913.00 | $43k | 0% | Jun 2026 |
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| Us Bancorp | 806.00 | $38k | 100% | Jun 2026 |
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| Provenance Wealth Advisors | 769.00 | $37k | 0% | Jun 2026 |
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| Woodard & Co Asset Management Group | 650.00 | $31k | 0% | Jun 2026 |
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| Comprehensive Financial Planning | 613.00 | $29k | 0% | Jun 2026 |
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| Glen Eagle Advisors | 600.00 | $29k | 100% | Jun 2026 |
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| MCF Advisors | 585.00 | $28k | 0% | Jun 2026 |
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| Centerpoint Advisors | 575.00 | $27k | 0% | Jun 2026 |
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| Allied Private Wealth | 500.00 | $21k | 100% | Jun 2026 |
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| Gen-Wealth Partners | 417.00 | $20k | 0% | Jun 2026 |
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| Golden State Wealth Management | 407.00 | $19k | 0% | Jun 2026 |
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| Wells Fargo & Company | 211.00 | $10k | -86% | Jun 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Mar 2026 | 66k | $1.9M |
| Breachway Investments | Mar 2026 | 34k | $989k |
| Citadel Advisors | Mar 2026 | 15k | $435k |
| D. E. Shaw & Co | Mar 2026 | 7.9k | $222k |
| First Command Advisory Services | Mar 2026 | 5.9k | $167k |
| MAI Wealth Advisors | Mar 2026 | 2.6k | $74k |
| Team Financial Group | Mar 2026 | 1.7k | $47k |
| Simplex Trading | Mar 2026 | 1.4k | $41k |
| Glass Jacobson Investment Advisors | Mar 2026 | 1.0k | $29k |
| Lloyd Advisory Services | Mar 2026 | 913.00 | $26k |