Institutional Ownership Wisdomtree Tr Wisdomtree Batte (WBAT)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree Batte (WBAT). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 34,647 shares, which have been reported (via 13F filing form) to have a value of $933,000.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
27,809
shares
|
$777,261
0.0% of portfolio
|
Q1 2025
Added 39.29%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,288
shares
|
$91,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,000
shares
|
$55,900
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
815
shares
|
$22,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
286
shares
|
$7,993
0.0% of portfolio
|
Q2 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
130
shares
|
$3,633
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$2,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
85
shares
|
$2,375
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
56
shares
|
$1,565
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
46
shares
|
$1,285
0.0% of portfolio
|
Q1 2025
Reduced 90.32%
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
31
shares
|
$866
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|