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 |
|---|---|---|---|---|---|
| Morgan Stanley | 421k | $13M | 100% | Mar 2026 |
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| Oarsman Capital | 383k | $12M | 8% | Jun 2026 |
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| Aprio Wealth Management | 297k | $9.4M | -8% | Jun 2026 |
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| tru Independence | 219k | $6.9M | 7% | Jun 2026 |
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| Sterling Manor Financial | 210k | $6.5M | 100% | Mar 2026 |
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| LPL Financial | 209k | $6.6M | 30% | Jun 2026 |
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| Noble Wealth Management PBC | 126k | $4.0M | 6% | Jun 2026 |
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| Citadel Advisors | 109k | $3.4M | 3% | Jun 2026 |
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| Chicago Partners Investment | 100k | $3.1M | 1% | Jun 2026 |
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| Old Mission Capital | 55k | $1.7M | -44% | Jun 2026 |
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| Cetera Investment Advisers | 33k | $1.0M | 42% | Jun 2026 |
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| Creative Planning | 27k | $860k | 0% | Jun 2026 |
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| Kestra Advisory Services | 22k | $709k | -5% | Jun 2026 |
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| Legacy Financial Advisors | 22k | $702k | -33% | Jun 2026 |
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| Goldenstone Wealth Management | 13k | $422k | 0% | Jun 2026 |
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| Dynamic Advisors Solutions | 13k | $395k | -57% | Jun 2026 |
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| Sanctuary Advisors | 12k | $378k | -8% | Jun 2026 |
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| Private Advisor | 8.1k | $258k | -16% | Jun 2026 |
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| SMI Advisory Services | 7.5k | $241k | 100% | Jun 2026 |
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| Hrt Financial | 6.5k | $205k | -65% | Jun 2026 |
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| Farther Finance Advisors | 3.4k | $108k | 0% | Jun 2026 |
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| Royal Bank of Canada | 1.2k | $36k | 100% | Jun 2026 |
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| Cherry Tree Wealth Management | 981.00 | $31k | -19% | Mar 2026 |
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| Central Trust & Investment | 600.00 | $19k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 600.00 | $19k | 100% | Jun 2026 |
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| Rothschild Investment | 476.00 | $15k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 468.00 | $15k | 0% | Jun 2026 |
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| Advisor Group Holdings | 122.00 | $3.9k | -2% | Jun 2026 |
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| Aptus Capital Advisors | 72.00 | $2.3k | 0% | Jun 2026 |
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| FMR | 40.00 | $1.3k | -17% | Jun 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bsc Private Wealth Management | Mar 2026 | 225k | $7.0M |
| Goldman Sachs Group | Mar 2026 | 40k | $1.2M |
| Cambridge Investment Research Advisors | Mar 2026 | 34k | $1.1M |
| Jane Street | Mar 2026 | 15k | $478k |
| Balance Wealth | Mar 2026 | 7.1k | $222k |
| GHP Investment Advisors | Mar 2026 | 637.00 | $20k |
| O'shaughnessy Asset Management | Mar 2026 | 143.00 | $4.5k |