Who owns WisdomTree Total Earnings Fund?
- CUSIP Number: 97717W596
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Analyze quarterly positions in WisdomTree Total Earnings Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree Total Earnings Fund stock
Who bought or sold WisdomTree Total Earnings Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| My Legacy Advisors | 6.9k | $340k | -17% | Dec 2023 |
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| Bartlett & Co. | 165.00 | $8.0k | 0% | Dec 2023 |
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| IFP Advisors | 130.00 | $6.4k | 0% | Dec 2023 |
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Who sold out of WisdomTree Total Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| LPL Financial | Sep 2023 | 125k | $5.5M |
| Charter Oak Capital Management | Dec 2023 | 108k | $5.3M |
| Frank. Day | Dec 2023 | 36k | $1.8M |
| Raymond James Financial Services Advisors | Dec 2023 | 24k | $1.2M |
| Advisor Group Holdings | Dec 2023 | 22k | $1.1M |
| Citadel Advisors | Dec 2023 | 18k | $904k |
| Raymond James Trust | Dec 2023 | 15k | $735k |
| Morgan Stanley | Sep 2023 | 14k | $634k |
| Opes Wealth Management | Dec 2023 | 13k | $626k |
| Richard Bernstein Advisors | Sep 2023 | 13k | $560k |
| Great Valley Advisor Group | Dec 2023 | 10k | $501k |
| Jpmorgan Chase & Co | Dec 2023 | 9.8k | $484k |
| Susquehanna International | Sep 2023 | 8.7k | $386k |
| Smartleaf Asset Management | Dec 2023 | 8.5k | $419k |
| Commonwealth Equity Services | Dec 2023 | 8.1k | $400k |
| Lifeworks Advisors | Dec 2023 | 7.9k | $391k |
| Private Advisor | Dec 2023 | 7.4k | $365k |
| Spinnaker Trust | Dec 2023 | 7.4k | $364k |
| Stratos Wealth Partners | Dec 2023 | 5.1k | $250k |
| Institute For Wealth Management | Dec 2023 | 5.0k | $247k |
| Courier Capital Corp | Dec 2023 | 4.8k | $236k |
| Bouchey Financial | Dec 2023 | 4.6k | $228k |
| Choice Wealth Advisors | Dec 2023 | 4.3k | $211k |
| Wells Fargo & Company | Dec 2023 | 4.2k | $207k |
| Capital Advisors | Dec 2023 | 4.2k | $206k |
| Retirement Capital Strategies | Dec 2023 | 4.1k | $203k |
| Sunbelt Securities | Dec 2023 | 2.5k | $124k |
| Bank of America Corporation | Dec 2023 | 1.8k | $88k |
| UBS Group | Dec 2023 | 1.4k | $69k |
| Nbc Securities | Dec 2023 | 1.0k | $49k |
| Steward Partners Investment Advisory | Dec 2023 | 975.00 | $48k |
| ICA Group Wealth Management | Dec 2023 | 620.00 | $31k |
| Pnc Financial Services | Dec 2023 | 447.00 | $22k |
| Tyler-Stone Wealth Management | Dec 2023 | 350.00 | $17k |
| Bartlett & Co. Wealth Management | Dec 2023 | 165.00 | $8.1k |