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 | 632k | $21M | 0% | Dec 2025 |
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| Bsc Private Wealth Management | 454k | $15M | 1% | Dec 2025 |
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| Aprio Wealth Management | 297k | $9.6M | 13% | Dec 2025 |
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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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| Citadel Advisors | 147k | $4.8M | 2% | Dec 2025 |
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| LPL Financial | 131k | $4.2M | -7% | Dec 2025 |
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| Noble Wealth Management PBC | 119k | $3.7M | 4% | Mar 2026 |
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| Chicago Partners Investment | 97k | $3.3M | 4% | Dec 2025 |
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| Dynamic Advisors Solutions | 29k | $907k | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 28k | $913k | 39% | Dec 2025 |
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| Creative Planning | 27k | $873k | 2% | Dec 2025 |
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| Kestra Advisory Services | 24k | $790k | 15% | Dec 2025 |
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| Cetera Investment Advisers | 20k | $645k | 5% | Dec 2025 |
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| Sanctuary Advisors | 16k | $510k | 0% | Dec 2025 |
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| Goldenstone Wealth Management | 13k | $431k | 100% | Dec 2025 |
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| Goldman Sachs Group | 11k | $360k | 100% | Dec 2025 |
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| Jane Street | 10k | $326k | -38% | Dec 2025 |
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| Private Advisor | 10k | $325k | 3% | Dec 2025 |
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| Balance Wealth | 7.1k | $222k | -39% | Mar 2026 |
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| Oarsman Capital | 6.8k | $220k | 11% | Dec 2025 |
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| Farther Finance Advisors | 3.4k | $107k | 1526% | Mar 2026 |
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| BlackRock | 3.3k | $108k | 0% | Dec 2025 |
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| Advisor Group Holdings | 1.3k | $43k | 147% | Dec 2025 |
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| Cherry Tree Wealth Management | 1.2k | $39k | 0% | Dec 2025 |
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| GHP Investment Advisors | 637.00 | $20k | 100% | Mar 2026 |
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| Rothschild Investment | 476.00 | $15k | 0% | Dec 2025 |
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| AE Wealth Management | 370.00 | $12k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 164.00 | $5.3k | 16300% | Dec 2025 |
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| FMR | 140.00 | $4.5k | 155% | Dec 2025 |
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| UBS Group | 108.00 | $3.5k | -92% | Dec 2025 |
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| Aptus Capital Advisors | 72.00 | $2.3k | 0% | Dec 2025 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 33k | $1.2M |
| Flow Traders US | Sep 2025 | 29k | $1.0M |