Who owns WISDOMTREE TR?
- Ticker: WTAI
- CUSIP Number: 97717y543
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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners | 809k | $17M | 22% | Mar 2024 |
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| Kestra Advisory Services | 627k | $13M | -7% | Dec 2023 |
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| Advisory Services Network | 351k | $7.3M | -5% | Mar 2024 |
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| LPL Financial | 288k | $6.0M | 74% | Mar 2024 |
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| Raymond James & Associates | 288k | $6.0M | 113% | Mar 2024 |
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| Bank of America Corporation | 257k | $5.3M | 432% | Mar 2024 |
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| Raymond James Financial Services Advisors | 122k | $2.5M | 9% | Mar 2024 |
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| Prospera Financial Services | 93k | $1.9M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 90k | $1.9M | 2% | Mar 2024 |
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| Stifel Financial | 87k | $1.8M | 25% | Mar 2024 |
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| Masso Torrence Wealth Management | 72k | $1.5M | -8% | Mar 2024 |
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| AdvisorNet Financial | 65k | $1.3M | 9015% | Mar 2024 |
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| Private Advisor | 54k | $1.1M | 46% | Mar 2024 |
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| Cambridge Investment Research Advisors | 54k | $1.1M | 34% | Mar 2024 |
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| Citadel Advisors | 52k | $1.1M | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 50k | $1.0M | 38% | Mar 2024 |
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| Waddell & Associates | 49k | $1.0M | 94% | Mar 2024 |
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| Commonwealth Equity Services | 46k | $950k | 201% | Mar 2024 |
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| D. E. Shaw & Co | 34k | $706k | 100% | Mar 2024 |
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| Advisor Group Holdings | 32k | $669k | -4% | Mar 2024 |
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| Provident Wealth Management | 30k | $624k | 100% | Mar 2024 |
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| Envestnet Asset Management | 26k | $544k | 100% | Mar 2024 |
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| Rockefeller Capital Management | 22k | $462k | -9% | Dec 2023 |
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| Manhattan West Asset Management | 21k | $441k | 100% | Mar 2024 |
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| Kingsview Wealth Management | 21k | $432k | 19% | Mar 2024 |
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| Jane Street | 18k | $368k | -86% | Mar 2024 |
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| Fox Hill Wealth Management | 17k | $356k | 100% | Mar 2024 |
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| Moloney Securities Asset Management | 17k | $346k | 0% | Mar 2024 |
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| Flagship Harbor Advisors | 16k | $326k | 100% | Mar 2024 |
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| Creative Planning | 14k | $296k | 100% | Mar 2024 |
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| Sweeney & Michel | 14k | $272k | 25% | Mar 2024 |
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| Western Wealth Management | 12k | $239k | 100% | Mar 2024 |
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| Merriman Wealth Management | 12k | $239k | 100% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 11k | $237k | 100% | Mar 2024 |
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| Wealth Alliance Advisory Group | 11k | $227k | 0% | Mar 2024 |
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| Halbert Hargrove Global Advisors | 10k | $209k | 100% | Mar 2024 |
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| Morris Retirement Advisors | 9.7k | $202k | -9% | Mar 2024 |
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| Geneos Wealth Management | 9.4k | $195k | 0% | Mar 2024 |
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| Key FInancial | 8.0k | $167k | 60% | Mar 2024 |
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| Smartleaf Asset Management | 6.5k | $136k | 2% | Mar 2024 |
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| Steward Partners Investment Advisory | 5.4k | $112k | 53% | Mar 2024 |
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| Hanson McClain Advisors | 4.0k | $84k | 100% | Mar 2024 |
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| First Command Advisory Services | 3.7k | $887k | 83% | Mar 2024 |
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| Atlantic Trust | 2.8k | $59k | 100% | Mar 2024 |
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| Sym Financial Corporation | 2.8k | $58k | 0% | Mar 2024 |
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| Harbour Investments | 2.1k | $44k | 0% | Dec 2023 |
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| PSI Advisors | 1.8k | $37k | 16% | Mar 2024 |
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| Institutional & Family Asset Management | 1.7k | $35k | 100% | Mar 2024 |
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| Stone House Investment Management | 1.4k | $29k | 100% | Mar 2024 |
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| Morgan Stanley | 1.3k | $26k | 100% | Mar 2024 |
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| Carmichael Hill & Associates | 1.1k | $22k | 0% | Mar 2024 |
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| Prestige Wealth Management Group | 1.1k | $22k | 0% | Mar 2024 |
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| Spire Wealth Management | 1.0k | $21k | 385% | Mar 2024 |
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| JNBA Financial Advisors | 1.0k | $21k | 0% | Mar 2024 |
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| EPG Wealth Management | 1.0k | $21k | 0% | Dec 2023 |
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| Umb Bank N A | 770.00 | $16k | 0% | Mar 2024 |
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| Ancora Advisors | 750.00 | $16k | 0% | Mar 2024 |
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| Register Financial Advisors | 700.00 | $15k | 100% | Mar 2024 |
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| Woodard & Co Asset Management Group | 650.00 | $14k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 600.00 | $13k | -21% | Mar 2024 |
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| Centerpoint Advisors | 575.00 | $12k | 0% | Mar 2024 |
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| Pnc Financial Services | 537.00 | $11k | 0% | Mar 2024 |
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| FMR | 520.00 | $11k | 2500% | Mar 2024 |
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| Aptus Capital Advisors | 335.00 | $7.0k | 100% | Mar 2024 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 300.00 | $6.2k | 100% | Mar 2024 |
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| Scarborough Advisors | 275.00 | $5.7k | 0% | Mar 2024 |
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| Highlander Capital Management | 275.00 | $5.7k | 0% | Mar 2024 |
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| AlphaMark Advisors | 250.00 | $5.0k | 0% | Mar 2024 |
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| Goss Wealth Management | 214.00 | $4.5k | 0% | Mar 2024 |
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| CWM | 176.00 | $4.0k | 0% | Mar 2024 |
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| Caldwell Sutter Capital | 100.00 | $2.1k | 0% | Mar 2024 |
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| MeadowBrook Investment Advisors | 100.00 | $2.1k | 0% | Mar 2024 |
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| Rise Advisors | 60.00 | $1.2k | 0% | Mar 2024 |
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| Farther Finance Advisors | 55.00 | $1.1k | -66% | Mar 2024 |
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| Coppell Advisory Solutions | 2.00 | $41.000000 | 100% | Dec 2023 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 82k | $1.4M |
| Bank Of Montreal | Dec 2023 | 75k | $1.6M |
| Belpointe Asset Management | Sep 2023 | 22k | $382k |
| Mariner Wealth Advisors | Dec 2023 | 10k | $215k |
| Wellington Shields & Co | Dec 2023 | 8.5k | $176k |
| Royal Bank of Canada | Dec 2023 | 5.7k | $118k |
| Private Ocean | Dec 2023 | 4.6k | $95k |
| Wellington Shields Capital Management | Dec 2023 | 4.5k | $93k |
| Simplex Trading | Dec 2023 | 935.00 | $19k |