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 | 619k | $19M | 1% | Dec 2024 |
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| Sanctuary Advisors | 240k | $7.4M | 14% | Dec 2024 |
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| Aprio Wealth Management | 158k | $4.9M | 14% | Dec 2024 |
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| LPL Financial | 124k | $3.8M | 52% | Dec 2024 |
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| Chicago Partners Investment | 91k | $2.8M | -16% | Dec 2024 |
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| Citadel Advisors | 70k | $2.2M | -9% | Dec 2024 |
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| Noble Wealth Management PBC | 49k | $1.5M | 100% | Dec 2024 |
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| Old Mission Capital | 31k | $950k | -1% | Dec 2024 |
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| Creative Planning | 27k | $824k | 3% | Dec 2024 |
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| Cetera Investment Advisers | 21k | $639k | -3% | Dec 2024 |
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| Thrivent Financial for Lutherans | 18k | $569k | 0% | Dec 2024 |
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| Quadrant Private Wealth Management | 16k | $479k | 11% | Dec 2024 |
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| Kestra Advisory Services | 12k | $356k | 0% | Dec 2024 |
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| Flow Traders US | 10k | $309k | 100% | Dec 2024 |
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| Atomi Financial Group | 9.8k | $302k | -7% | Dec 2024 |
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| Oarsman Capital | 3.5k | $109k | 2% | Dec 2024 |
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| Cherry Tree Wealth Management | 1.2k | $40k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 274.00 | $8.4k | 0% | Dec 2024 |
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| FMR | 128.00 | $3.9k | 32% | Dec 2024 |
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| Advisor Group Holdings | 85.00 | $2.8k | 0% | Dec 2024 |
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| Aptus Capital Advisors | 72.00 | $2.3k | 0% | Dec 2024 |
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| Morgan Stanley | 1.00 | $31.000000 | 100% | Dec 2024 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dynamic Advisors Solutions | Sep 2024 | 15k | $488k |