Who owns WISDOMTREE TR?
- Ticker: XC
- CUSIP Number: 97717y535
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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors | 634k | $22M | -1% | Sep 2025 |
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| Bsc Private Wealth Management | 451k | $16M | 2% | Sep 2025 |
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| Aprio Wealth Management | 264k | $9.1M | 18% | Sep 2025 |
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| tru Independence | 156k | $5.4M | 7% | Sep 2025 |
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| Citadel Advisors | 145k | $5.0M | 192% | Sep 2025 |
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| LPL Financial | 141k | $4.9M | 8% | Sep 2025 |
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| Chicago Partners Investment | 93k | $3.3M | 0% | Sep 2025 |
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| Old Mission Capital | 33k | $1.2M | 302% | Sep 2025 |
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| Flow Traders US | 29k | $1.0M | 100% | Sep 2025 |
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| Dynamic Advisors Solutions | 27k | $942k | 13% | Sep 2025 |
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| Creative Planning | 26k | $916k | 2% | Sep 2025 |
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| Kestra Advisory Services | 21k | $732k | -7% | Sep 2025 |
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| Cambridge Investment Research Advisors | 20k | $701k | 51% | Sep 2025 |
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| Cetera Investment Advisers | 19k | $658k | 6% | Sep 2025 |
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| Jane Street | 16k | $565k | -11% | Sep 2025 |
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| Balance Wealth | 12k | $403k | -71% | Sep 2025 |
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| Private Advisor | 9.7k | $335k | -17% | Sep 2025 |
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| Oarsman Capital | 6.1k | $211k | 100% | Sep 2025 |
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| BlackRock | 3.3k | $115k | 0% | Sep 2025 |
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| UBS Group | 1.3k | $47k | -10% | Sep 2025 |
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| Cherry Tree Wealth Management | 1.2k | $42k | 0% | Sep 2025 |
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| Advisor Group Holdings | 535.00 | $19k | -59% | Sep 2025 |
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| Rothschild Investment | 476.00 | $17k | 0% | Sep 2025 |
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| AE Wealth Management | 370.00 | $13k | 100% | Sep 2025 |
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| Farther Finance Advisors | 210.00 | $7.3k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 72.00 | $2.5k | 0% | Sep 2025 |
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| FMR | 55.00 | $1.9k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 1.00 | $35.000000 | 0% | Sep 2025 |
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| Morgan Stanley | 1.00 | $43.000000 | 100% | Jun 2025 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Uhlmann Price Securities | Jun 2025 | 9.1k | $312k |
| RMR Wealth Builders | Jun 2025 | 6.5k | $225k |
| Jpmorgan Chase & Co | Mar 2025 | 3.4k | $102k |