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 | 2.3M | $57M | 6% | Jun 2026 |
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| LPL Financial | 426k | $11M | 1252% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 314k | $7.9M | 6% | Jun 2026 |
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| Envestnet Asset Management | 309k | $7.8M | 6% | Jun 2026 |
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| Willow Financial | 239k | $6.0M | -2% | Mar 2026 |
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| Park Edge Advisors | 234k | $5.9M | 3% | Jun 2026 |
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| Lionsbridge Wealth Management | 82k | $2.1M | -5% | Jun 2026 |
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| Steward Partners Investment Advisory | 61k | $1.5M | -17% | Jun 2026 |
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| Royal Bank of Canada | 45k | $1.1M | 0% | Jun 2026 |
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| Hilltop National Bank | 23k | $581k | 0% | Jun 2026 |
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| Raymond James Financial | 14k | $340k | 0% | Jun 2026 |
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| ForthRight Wealth Management | 13k | $331k | 100% | Jun 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sanchez Wealth Management Group | Mar 2026 | 174k | $4.4M |