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 | 714k | $20M | 6% | Mar 2026 |
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| Horizon Wealth Management | 550k | $16M | 4% | Mar 2026 |
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| Assetmark | 400k | $11M | 381159% | Mar 2026 |
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| Advisory Services Network | 288k | $8.4M | 0% | Dec 2025 |
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| Ameriprise Financial | 282k | $8.0M | 2% | Mar 2026 |
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| Kestra Advisory Services | 281k | $7.9M | 81% | Mar 2026 |
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| Hancock Prospecting Pty | 275k | $7.7M | 0% | Mar 2026 |
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| Advocacy Wealth Management Services | 227k | $6.4M | 19% | Mar 2026 |
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| Bank of America Corporation | 159k | $4.5M | 100% | Mar 2026 |
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| Raymond James Financial | 142k | $4.1M | 22% | Dec 2025 |
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| Commonwealth Equity Services | 118k | $3.3M | 6% | Mar 2026 |
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| Susquehanna International | 115k | $3.4M | -7% | Dec 2025 |
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| Branch Banking & Trust Company | 104k | $2.9M | 3% | Mar 2026 |
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| Prospera Financial Services | 99k | $2.8M | -6% | Mar 2026 |
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| Rockefeller Capital Management | 94k | $2.6M | -1% | Mar 2026 |
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| Advisor Group Holdings | 93k | $2.7M | 6% | Dec 2025 |
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| Perigon Wealth Management | 84k | $2.4M | 0% | Mar 2026 |
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| AdvisorNet Financial | 71k | $2.0M | 4% | Mar 2026 |
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| Flow Traders US | 66k | $1.9M | -54% | Mar 2026 |
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| Janney Montgomery Scott | 66k | $1.9M | 229% | Mar 2026 |
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| Stifel Financial | 65k | $1.8M | 23% | Mar 2026 |
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| Private Advisor | 54k | $1.5M | -2% | Mar 2026 |
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| Waddell & Associates | 53k | $1.5M | 0% | Mar 2026 |
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| Tradition Wealth Management | 50k | $1.5M | 50% | Dec 2025 |
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| Cetera Investment Advisers | 48k | $1.3M | 23% | Mar 2026 |
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| Creative Financial Designs | 42k | $1.2M | -5% | Mar 2026 |
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| Breachway Investments | 34k | $989k | -2% | Mar 2026 |
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| Nwam | 26k | $744k | 1% | Mar 2026 |
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| Berbice Capital Management | 26k | $741k | 1409% | Mar 2026 |
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| Integrated Advisors Network | 26k | $727k | -20% | Mar 2026 |
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| Cambridge Investment Research Advisors | 26k | $723k | 17% | Mar 2026 |
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| Belpointe Asset Management | 25k | $706k | 103% | Mar 2026 |
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| Creative Planning | 24k | $680k | 4% | Mar 2026 |
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| ValMark Advisers | 23k | $653k | 43% | Mar 2026 |
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| Gateway Wealth Partners | 23k | $652k | 125% | Mar 2026 |
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| Armis Advisers | 23k | $945k | 0% | Mar 2026 |
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| Ausdal Financial Partners | 20k | $553k | -2% | Mar 2026 |
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| Colony | 19k | $542k | 100% | Dec 2025 |
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| Hartland & Co | 17k | $484k | 100% | Mar 2026 |
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| Sweeney & Michel | 17k | $542k | 5% | Mar 2026 |
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| Mml Investors Services | 17k | $467k | -39% | Mar 2026 |
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| Kestra Private Wealth Services | 17k | $465k | -22% | Mar 2026 |
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| WMG Financial Advisors | 16k | $456k | -16% | Mar 2026 |
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| Waldron | 16k | $441k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 16k | $441k | 2% | Mar 2026 |
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| Citadel Advisors | 15k | $435k | 100% | Mar 2026 |
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| Integrity Alliance | 15k | $433k | 1% | Mar 2026 |
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| Mariner Wealth Advisors | 15k | $424k | 9% | Mar 2026 |
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| Gts Securities | 14k | $404k | 100% | Dec 2025 |
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| Envestnet Asset Management | 13k | $376k | -6% | Mar 2026 |
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| Wsfs Capital Management | 13k | $368k | 0% | Mar 2026 |
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| Western Wealth Management | 10k | $288k | -7% | Mar 2026 |
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| Oxford Financial | 9.9k | $278k | 0% | Mar 2026 |
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| Tulsa Wealth Advisors | 9.6k | $271k | 100% | Mar 2026 |
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| Evanson Asset Management | 9.6k | $270k | 0% | Mar 2026 |
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| HighTower Advisors | 9.4k | $265k | 2% | Mar 2026 |
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| Key FInancial | 9.4k | $265k | -1% | Mar 2026 |
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| COFG Advisors | 9.3k | $262k | -12% | Mar 2026 |
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| Wealthcare Advisory Partners | 9.0k | $254k | 0% | Mar 2026 |
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| Morgan Stanley | 8.5k | $239k | 27% | Mar 2026 |
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| W.H. Cornerstone Investments | 8.4k | $237k | 0% | Mar 2026 |
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| Geneos Wealth Management | 8.1k | $229k | -11% | Mar 2026 |
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| Kovack Advisors | 8.1k | $234k | 0% | Mar 2026 |
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| HPM Partners | 7.9k | $224k | 0% | Mar 2026 |
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| Bsc Private Wealth Management | 7.9k | $223k | -1% | Mar 2026 |
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| D. E. Shaw & Co | 7.9k | $222k | -23% | Mar 2026 |
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| Ashton Thomas Private Wealth | 7.6k | $215k | 0% | Mar 2026 |
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| Provident Wealth Management | 7.1k | $201k | -6% | Mar 2026 |
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| Halbert Hargrove Global Advisors | 6.9k | $195k | 3% | Mar 2026 |
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| Gwn Securities | 6.9k | $200k | -19% | Dec 2025 |
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| First Command Advisory Services | 5.9k | $167k | 0% | Mar 2026 |
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| MidFirst Bank | 5.8k | $163k | 0% | Mar 2026 |
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| Smartleaf Asset Management | 5.6k | $151k | -6% | Mar 2026 |
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| Hanson McClain Advisors | 4.2k | $122k | -1% | Dec 2025 |
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| UBS Group | 4.0k | $113k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 3.6k | $102k | 17% | Mar 2026 |
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| SRS Capital Advisors | 3.5k | $100k | -16% | Mar 2026 |
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| Harbour Investments | 3.4k | $97k | 496% | Mar 2026 |
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| Farther Finance Advisors | 2.9k | $83k | -4% | Mar 2026 |
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| Wolff Wiese Magana | 2.7k | $77k | 14% | Mar 2026 |
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| AE Wealth Management | 2.7k | $75k | 21% | Mar 2026 |
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| MAI Wealth Advisors | 2.6k | $74k | 145% | Mar 2026 |
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| Atlantic Trust | 2.5k | $74k | 62% | Dec 2025 |
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| Larson Financial Group | 2.5k | $73k | 0% | Dec 2025 |
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| International Assets Investment Management | 2.5k | $72k | -2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.4k | $69k | 425% | Mar 2026 |
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| Private Trust Co Na | 2.3k | $64k | 39% | Mar 2026 |
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| Center for Financial Planning | 2.0k | $57k | 100% | Mar 2026 |
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| Pnc Financial Services | 2.0k | $57k | 0% | Mar 2026 |
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| Frazier Financial Advisors | 2.0k | $55k | 100% | Mar 2026 |
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| Forum Finance Group | 1.9k | $44k | 100% | Mar 2026 |
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| Simplex Trading | 1.8k | $52k | -43% | Dec 2025 |
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| Team Financial Group | 1.7k | $47k | 100% | Mar 2026 |
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| Sherman Asset Management | 1.7k | $47k | 142% | Mar 2026 |
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| EFG International | 1.5k | $44k | 100% | Dec 2025 |
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| Wells Fargo & Company | 1.5k | $41k | -62% | Mar 2026 |
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| Global Retirement Partners | 1.4k | $42k | 71% | Dec 2025 |
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| Prestige Wealth Management Group | 1.1k | $30k | 0% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 1.0k | $29k | 25% | Mar 2026 |
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| JNBA Financial Advisors | 1.0k | $28k | 0% | Mar 2026 |
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| EPG Wealth Management | 1.0k | $28k | 0% | Mar 2026 |
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| Lloyd Advisory Services | 913.00 | $26k | 100% | Mar 2026 |
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| Kingdom Financial Group | 913.00 | $26k | 0% | Mar 2026 |
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| Provenance Wealth Advisors | 769.00 | $22k | 0% | Mar 2026 |
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| Financial Consulate | 672.00 | $19k | 100% | Mar 2026 |
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| Woodard & Co Asset Management Group | 650.00 | $18k | 0% | Mar 2026 |
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| Comprehensive Financial Planning | 612.00 | $17k | 0% | Mar 2026 |
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| MCF Advisors | 585.00 | $17k | 0% | Mar 2026 |
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| Centerpoint Advisors | 575.00 | $16k | 0% | Mar 2026 |
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| FMR | 570.00 | $17k | 0% | Dec 2025 |
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| Gen-Wealth Partners | 417.00 | $12k | 0% | Mar 2026 |
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| Golden State Wealth Management | 407.00 | $12k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 351.00 | $9.9k | 83% | Mar 2026 |
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| Founders Financial Alliance | 320.00 | $9.0k | 0% | Mar 2026 |
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| Evolution Wealth Management | 317.00 | $8.9k | 0% | Mar 2026 |
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| Wiser Advisor Group | 312.00 | $8.8k | 0% | Mar 2026 |
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| CWM | 164.00 | $5.0k | -7% | Dec 2025 |
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| Murphy & Mullick Capital Management Corp | 63.00 | $1.8k | 0% | Mar 2026 |
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| Union Bankshares | 51.00 | $1.4k | 100% | Mar 2026 |
|
| O'shaughnessy Asset Management | 26.00 | $734.000800 | 100% | Mar 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Orca Investment Management | Dec 2025 | 63k | $1.8M |
| Cascade Financial Partners | Dec 2025 | 38k | $1.1M |
| Insight Advisors, LLC/ PA | Dec 2025 | 30k | $871k |
| Herbst Group | Dec 2025 | 22k | $645k |
| Fox Hill Wealth Management | Dec 2025 | 15k | $427k |
| Money Concepts Capital Corp | Dec 2025 | 14k | $395k |
| Atomi Financial Group | Sep 2025 | 12k | $334k |
| Cary Street Partners Financial | Dec 2025 | 11k | $327k |
| Independent Financial Group | Sep 2025 | 11k | $320k |
| Atria Investments | Dec 2025 | 7.8k | $226k |
| Flagship Harbor Advisors | Dec 2025 | 6.6k | $191k |
| Barclays | Sep 2025 | 4.0k | $114k |
| Goss Wealth Management | Dec 2025 | 524.00 | $15k |
| Jones Financial Companies, L.L | Sep 2025 | 100.00 | $2.9k |
| Royal Bank of Canada | Sep 2025 | 100.00 | $3.0k |