Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree International Multifactor Fund include Creative Planning .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | SK Wealth Management, LLC | 47,848 | 311.88 | 1,508 | 339.36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,967 | 282 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7,561 | 238 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,382 | 1 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,719 | 211 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32,512 | 319.67 | 1,021 | 351.77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17,625 | 0.96 | 554 | 8.64 | ||||
| 2025-08-08 | 13F | Creative Planning | 20,574 | 646 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,986 | 435.20 | 282 | 475.51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9,760 | 23.50 | 307 | 33.04 |
