Who owns WISDOMTREE TR?
- Ticker: WTBN
- CUSIP Number: 97717y451
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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Who bought or sold WISDOMTREE TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Park Edge Advisors | 127k | $3.2M | 102% | Dec 2024 |
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Wiley Bros.-aintree Capital | 81k | $2.1M | 100% | Sep 2024 |
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Envestnet Asset Management | 79k | $2.0M | 100% | Sep 2024 |
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Lionsbridge Wealth Management | 23k | $563k | -6% | Dec 2024 |
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Citadel Advisors | 12k | $307k | -48% | Sep 2024 |
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UBS Group | 654.00 | $17k | 596% | Sep 2024 |
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Steward Partners Investment Advisory | 100.00 | $2.6k | 0% | Sep 2024 |
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Sound Income Strategies | 1.00 | $12.000000 | 100% | Dec 2024 |
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Who sold out of Wisdomtree Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
FMR | Jun 2024 | 1.00 | $25.000000 |