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 | 355k | $11M | 5142% | Mar 2026 |
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| Aprio Wealth Management | 322k | $10M | 8% | Mar 2026 |
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| Bsc Private Wealth Management | 225k | $7.0M | -51% | Mar 2026 |
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| Sterling Manor Financial | 210k | $6.5M | 100% | Mar 2026 |
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| tru Independence | 205k | $6.4M | 15% | Mar 2026 |
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| LPL Financial | 160k | $5.0M | 23% | Mar 2026 |
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| Noble Wealth Management PBC | 126k | $4.0M | 6% | Jun 2026 |
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| Citadel Advisors | 105k | $3.3M | -29% | Mar 2026 |
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| Chicago Partners Investment | 99k | $3.2M | 2% | Mar 2026 |
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| Old Mission Capital | 98k | $3.1M | 100% | Mar 2026 |
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| Goldman Sachs Group | 40k | $1.2M | 261% | Mar 2026 |
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| Cambridge Investment Research Advisors | 34k | $1.1M | 22% | Mar 2026 |
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| Legacy Financial Advisors | 33k | $1.0M | -95% | Mar 2026 |
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| Creative Planning | 27k | $842k | 0% | Mar 2026 |
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| Kestra Advisory Services | 24k | $738k | -3% | Mar 2026 |
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| Cetera Investment Advisers | 23k | $713k | 15% | Mar 2026 |
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| Hrt Financial | 19k | $577k | 100% | Mar 2026 |
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| Jane Street | 15k | $478k | 53% | Mar 2026 |
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| Goldenstone Wealth Management | 13k | $416k | 0% | Mar 2026 |
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| Sanctuary Advisors | 13k | $406k | -17% | Mar 2026 |
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| Dynamic Advisors Solutions | 13k | $395k | -57% | Jun 2026 |
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| Private Advisor | 9.7k | $304k | -3% | Mar 2026 |
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| SMI Advisory Services | 7.5k | $241k | 100% | Jun 2026 |
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| Balance Wealth | 7.1k | $222k | -39% | Mar 2026 |
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| Farther Finance Advisors | 3.4k | $108k | 0% | Jun 2026 |
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| Cherry Tree Wealth Management | 981.00 | $31k | -19% | Mar 2026 |
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| GHP Investment Advisors | 637.00 | $20k | 100% | Mar 2026 |
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| Rothschild Investment | 476.00 | $15k | 0% | Mar 2026 |
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| Ashton Thomas Private Wealth | 468.00 | $15k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 143.00 | $4.5k | -13% | Mar 2026 |
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| Advisor Group Holdings | 125.00 | $3.9k | -91% | Mar 2026 |
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| Aptus Capital Advisors | 72.00 | $2.2k | 0% | Mar 2026 |
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| FMR | 48.00 | $1.5k | -66% | Mar 2026 |
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| UBS Group | 9.00 | $280.999800 | -92% | Mar 2026 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlackRock | Dec 2025 | 3.3k | $108k |
| AE Wealth Management | Dec 2025 | 370.00 | $12k |