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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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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 2.1M | $54M | 10% | Mar 2026 |
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| Envestnet Asset Management | 292k | $7.4M | 17% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 256k | $6.5M | 3% | Dec 2025 |
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| Willow Financial | 239k | $6.0M | -2% | Mar 2026 |
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| Park Edge Advisors | 228k | $5.8M | 32% | Mar 2026 |
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| Sanchez Wealth Management Group | 174k | $4.4M | 3% | Mar 2026 |
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| Lionsbridge Wealth Management | 85k | $2.2M | -6% | Mar 2026 |
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| Steward Partners Investment Advisory | 73k | $1.8M | 254% | Mar 2026 |
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| Royal Bank of Canada | 45k | $1.1M | 100% | Mar 2026 |
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| LPL Financial | 32k | $796k | 100% | Mar 2026 |
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| Hilltop National Bank | 23k | $584k | 0% | Mar 2026 |
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| Western Wealth Management | 10k | $260k | 100% | Mar 2026 |
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| Raymond James Financial | 8.0k | $204k | 0% | Dec 2025 |
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| Sound Income Strategies | 130.00 | $3.3k | 1% | Mar 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 9.9k | $251k |
| Jpmorgan Chase & Co | Sep 2025 | 2.9k | $75k |