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Explore the largest stock and ETF buys and sells made by funds
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WisdomTree
WT
Market cap
$3.57B
Overview
Fund Trends
Fund Holders
23.58
USD
+0.07
0.3%
At close
Updated
Aug 24, 10:09 AM EDT
Pre-market
After hours
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.3%
5 days
3.24%
1 month
21.23%
3 months
22.56%
6 months
41.28%
Year to date
88.49%
1 year
79.45%
5 years
274.88%
10 years
136.98%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
176
NA
176
Navellier & Associates
Reno,
Nevada
$162K
–
–
–
177
KAS
177
Kestra Advisory Services
Austin,
Texas
$158K
+$129K
+13,768
New
178
ET
178
Entropy Technologies
New York
$157K
-$67.4K
-7,200
-35%
179
IPW
179
Impact Partnership Wealth
Marietta,
Georgia
$156K
-$543
-58
-0.4%
180
PCS
180
Personal CFO Solutions
Chester,
New Jersey
$154K
+$9.23K
+986
+8%
181
SCM
181
SCS Capital Management
Boston,
Massachusetts
$150K
+$122K
+13,000
New
182
P
182
&Partners
Nashville,
Tennessee
$147K
-$4.06K
-434
-3%
183
183
Carson Wealth (CWM LLC)
Omaha,
Nebraska
$143K
+$88.2K
+9,418
+313%
184
AIP
184
Ameritas Investment Partners
Lincoln,
Nebraska
$141K
-$12.4K
-1,327
-10%
185
CFG
185
Cooper Financial Group
Irvine,
California
$138K
+$5.67K
+605
+5%
186
JWM
186
JGP Wealth Management
Bend,
Oregon
$136K
–
–
–
187
AAS
187
Avantax Advisory Services
Dallas,
Texas
$134K
+$109K
+11,662
New
188
APW
188
Austin Private Wealth
Austin,
Texas
$129K
+$3.45K
+368
+3%
189
189
Vanguard Personalized Indexing Management
Oakland,
California
$128K
+$104K
+11,152
New
190
SPA
190
Sherbrooke Park Advisers
White Plains,
New York
$126K
+$102K
+10,923
New
191
191
Wolverine Trading
Chicago,
Illinois
$121K
+$99.2K
+10,592
New
192
SFS
192
Sowell Financial Services
North Little Rock,
Arkansas
$120K
+$97.5K
+10,414
New
193
193
Russell Investments Group
London,
United Kingdom
$81.4K
+$768
+82
+1%
194
VCM
194
Versant Capital Management
Phoenix,
Arizona
$64.1K
+$2.88K
+307
+6%
195
TCM
195
Traub Capital Management
Needham,
Massachusetts
$57.5K
+$46.8K
+5,000
New
196
196
KBC Group
Brussels,
Belgium
$52K
-$30.7K
-3,281
-42%
197
GI
197
GAMMA Investing
Foster City,
California
$50.4K
-$1.4K
-149
-3%
198
PAS
198
Point72 Asia (Singapore)
Singapore
$46.1K
+$37.5K
+4,008
New
199
AAP
199
Arax Advisory Partners
Denver,
Colorado
$43.1K
+$34.4K
+3,669
+4,958%
200
FHA
200
First Horizon Advisors
Memphis,
Tennessee
$29.7K
+$1.81K
+193
+8%
1
6
7
8
9
10
12
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Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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