Who owns WISDOMTREE TR?
- Ticker: GCC
- CUSIP Number: 97717y683
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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 595k | $11M | 10% | Mar 2024 |
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| Morgan Stanley | 583k | $11M | -31% | Mar 2024 |
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| Warren Street Wealth Advisors | 494k | $9.1M | 5% | Mar 2024 |
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| Leo Wealth | 366k | $6.8M | 5% | Mar 2024 |
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| Cambridge Investment Research Advisors | 277k | $5.1M | 4% | Mar 2024 |
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| Wells Fargo & Company | 239k | $4.4M | -29% | Mar 2024 |
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| Wayfinding Financial | 160k | $3.0M | 6% | Mar 2024 |
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| Team Financial Group | 108k | $2.0M | -49% | Mar 2024 |
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| Empirical Asset Management | 89k | $1.6M | 0% | Mar 2024 |
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| Envestnet Asset Management | 86k | $1.6M | -24% | Mar 2024 |
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| LPL Financial | 79k | $1.5M | -89% | Mar 2024 |
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| Jane Street | 74k | $1.4M | -85% | Mar 2024 |
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| Klr Investment Advisors | 41k | $800k | -13% | Mar 2024 |
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| Raymond James Financial Services Advisors | 41k | $754k | -29% | Mar 2024 |
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| National Asset Management | 38k | $676k | -34% | Mar 2024 |
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| Beacon Pointe Advisors | 38k | $634k | -18% | Dec 2023 |
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| Kestra Private Wealth Services | 35k | $640k | -36% | Mar 2024 |
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| Private Advisor | 30k | $547k | -50% | Mar 2024 |
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| Fermata Advisors | 29k | $541k | -5% | Mar 2024 |
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| Susquehanna International | 24k | $434k | 100% | Mar 2024 |
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| Arkadios Wealth Advisors | 22k | $408k | 0% | Mar 2024 |
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| Advisor Group Holdings | 20k | $365k | -37% | Mar 2024 |
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| Stifel Financial | 18k | $332k | 14% | Mar 2024 |
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| Townsquare Capital | 17k | $314k | 100% | Mar 2024 |
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| Sigma Planning | 14k | $263k | 100% | Mar 2024 |
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| Covenant Asset Management | 12k | $218k | 2% | Mar 2024 |
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| Smithfield Trust Company | 5.2k | $95k | 0% | Mar 2024 |
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| Brian McDonald | 2.4k | $44k | 100% | Mar 2024 |
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| GoalVest Advisory | 2.2k | $41k | 0% | Mar 2024 |
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| Frazier Financial Advisors | 755.00 | $14k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 588.00 | $11k | 0% | Mar 2024 |
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| Proequities | 550.00 | $10M | 0% | Mar 2024 |
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| Barrett & Company | 440.00 | $8.1k | 0% | Mar 2024 |
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| Asset Dedication | 202.00 | $3.0k | 0% | Mar 2024 |
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| Covestor | 175.00 | $3.0k | 16% | Mar 2024 |
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| Steward Partners Investment Advisory | 100.00 | $1.8k | 100% | Mar 2024 |
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| Tower Research Capital | 12.00 | $221.000400 | 0% | Mar 2024 |
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| Ronald Blue Trust | 1.00 | $22.000000 | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 1.00 | $15.000000 | 100% | Mar 2024 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Merit Financial Group | Dec 2023 | 248k | $4.2M |
| Bank Of Montreal | Dec 2023 | 136k | $2.4M |
| Avestar Capital | Dec 2023 | 136k | $2.3M |
| HPM Partners | Dec 2023 | 43k | $734k |
| Thrivent Financial for Lutherans | Sep 2023 | 39k | $714k |
| Flow Traders US | Dec 2023 | 34k | $582k |
| Perigon Wealth Management | Dec 2023 | 15k | $246k |
| New Century Financial Group | Dec 2023 | 11k | $186k |
| Charter Oak Capital Management | Dec 2023 | 11k | $181k |
| UBS Group | Dec 2023 | 1.6k | $28k |
| Cape Investment Advisory | Sep 2023 | 1.0k | $18k |
| AlphaCore Capital | Sep 2023 | 400.00 | $7.2k |
| Cutler | Dec 2023 | 255.00 | $3.3k |