IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree TR

CUSIP: 97717W448 | 100 institutional holders

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2023

Osaic Holdings, Inc.33,070
0.0% of portfolio›$1.2M
Jane Street Group, LLC19,153
0.0% of portfolio›$671.7K
Citadel Advisors LLC15,085
0.0% of portfolio›$529.0K
Bank of America Corp12,177
0.0% of portfolio›$427.0K
Flow Traders U.S. LLC11,047
0.0% of portfolio›$387
Beach Investment Counsel Inc10,500
0.0% of portfolio›$368
Sunesis Advisors, LLC8,429
0.2% of portfolio›$295.6K
Morgan Stanley6,783
0.0% of portfolio›$237.9K
Federation des caisses Desjardins du Quebec2,909
0.0% of portfolio›$102.0K
Bank of Montreal2,068
0.0% of portfolio›$74.4K
Blair William & Co700
0.0% of portfolio›$24.5K
JPMorgan Chase & Co235
0.0% of portfolio›$8.2K
Impact Partnership Wealth, LLC100
0.0% of portfolio›$3.5K
National Bank of Canada33
0.0% of portfolio›$1.1K
Wells Fargo & Company1
0.0% of portfolio›$18
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Osaic Holdings, Inc.
33,070$1.2M0.0%IndexLowScottsdale, AZ2023-11-13
Jane Street Group, LLC
19,153$671.7K0.0%CoreVery HighNew York, NY2023-11-15
Citadel Advisors LLC
15,085$529.0K0.0%CoreVery HighMiami, FL2023-11-14
Bank of America Corp
12,177$427.0K0.0%CoreLowCharlotte, NC2023-11-14
Flow Traders U.S. LLC
11,047$3870.0%ETFVery HighNew York, NY2023-11-14
Beach Investment Counsel Inc
10,500$3680.0%ValueVery LowWest Conshohocken, PA2023-10-24
Sunesis Advisors, LLC
8,429$295.6K0.2%ETFLowOverland Park, KS2023-10-20
Morgan Stanley
6,783$237.9K0.0%CoreLowNew York, NY2023-11-15
Federation des caisses Desjardins du Quebec
2,909$102.0K0.0%ValueMediumLevis, Austria2024-08-15
Bank of Montreal
2,068$74.4K0.0%CoreLowToronto, Australia2023-11-01
Blair William & Co
700$24.5K0.0%MomentumLowChicago, IL2023-11-09
JPMorgan Chase & Co
235$8.2K0.0%GrowthMediumNew York, NY2023-11-14
Impact Partnership Wealth, LLC
100$3.5K0.0%ETFHighMarietta, GA2023-10-17
National Bank of Canada
33$1.1K0.0%CoreMediumMontreal, Austria2023-10-10
Wells Fargo & Company
1$180.0%CoreLowSan Francisco, CA2023-11-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-10-30