Filing Research | WT - WISDOMTREE INC Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	101.4KSH	$1.7M
2	COOKSON PEIRCE & CO INC	Shares	84.8KSH	$1.4M
3	BENJAMIN EDWARDS INC	Shares	82.9KSH	$1.4M
4	JAMES INVESTMENT RESEARCH, INC.	Shares	61.5KSH	$1.0M
5	Louisiana State Employees Retirement System	Shares	55.1KSH	$933.4K
6	Police & Firemen's Retirement System of New Jersey	Shares	40.2KSH	$681.3K
7	TT International Asset Management LTD	Shares	38.7KSH	$654.9K
8	NorthCrest Asset Manangement, LLC	Shares	32.8KSH	$651.4K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	32.3KSH	$546.6K
10	JGP Wealth Management, LLC	Shares	22.0KSH	$372.3K
11	LANARK FINANCIAL, INC.	Shares	16.8KSH	$284.7K
12	Stonebridge Wealth Management, LLC	Shares	15.6KSH	$264.9K
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	15.1KSH	$255.9K
14	Abel Hall, LLC	Shares	14.4KSH	$244.3K
15	Synergy Asset Management, LLC	Shares	13.2KSH	$224.2K
16	Cooper Financial Group	Shares	12.2KSH	$206.5K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.3KSH	$199.2K
18	Versant Capital Management, Inc	Shares	5.9KSH	$100.4K
19	GAMMA Investing LLC	Shares	5.1KSH	$86.8K
20	ELEVATION WEALTH PARTNERS, LLC	Shares	3.6KSH	$61.5K
21	FIRST HORIZON CORP	Shares	2.1KSH	$36.0K
22	SBI Securities Co., Ltd.	Shares	1.4KSH	$23.8K
23	Spire Wealth Management	Shares	1.0KSH	$16.9K
24	EverSource Wealth Advisors, LLC	Shares	629SH	$10.7K
25	Farther Finance Advisors, LLC	Shares	602SH	$10.2K
26	ADIRONDACK TRUST CO	Shares	600SH	$10.2K
27	Blue Trust, Inc.	Shares	400SH	$6.8K
28	IFP Advisors, Inc	Shares	252SH	$4.3K
29	SJS Investment Consulting Inc.	Shares	238SH	$4.0K
30	MassMutual Private Wealth & Trust, FSB	Shares	175SH	$3.0K
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	174.0KSH	$2.9K
32	HORIZON FINANCIAL SERVICES, LLC	Shares	133SH	$2.3K
33	WEST PACES ADVISORS INC.	Shares	120SH	$2.0K
34	Ares Financial Consulting, LLC	Shares	113SH	$1.9K
35	State of Alaska, Department of Revenue	Shares	91.8KSH	$1.6K
36	Torren Management, LLC	Shares	73SH	$1.2K
37	FARMERS & MERCHANTS INVESTMENTS INC	Shares	65SH	$1.1K
38	PARK AVENUE SECURITIES LLC	Shares	64.3KSH	$1.1K
39	True Wealth Design, LLC	Shares	54SH	$915
40	AMALGAMATED BANK	Shares	34.1KSH	$577
41	JFS WEALTH ADVISORS, LLC	Shares	21SH	$356
42	Cedar Mountain Advisors, LLC	Shares	20SH	$339
43	GILPIN WEALTH MANAGEMENT, LLC	Shares	12SH	$204
44	Abound Wealth Management	Shares	8SH	$136
45	Davis Capital Management	Shares	6SH	$102
46	GHP Investment Advisors, Inc.	Shares	5SH	$85
47	Mascoma Wealth Management LLC	Shares	2SH	$34

Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	COOKSON PEIRCE & CO INC new	Shares	+84.8K	+$1.4M	$1.4M
2	BENJAMIN EDWARDS INC added	Shares	+2.3K	+$230.5K	$1.4M
3	Synergy Asset Management, LLC new	Shares	+13.2K	+$224.2K	$224.2K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+6.7K	+$193.8K	$681.3K
5	Louisiana State Employees Retirement System added	Shares	+4.1K	+$190.8K	$933.4K
6	NorthCrest Asset Manangement, LLC added	Shares	+166	+$179.8K	$651.4K
7	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$146.4K	$1.0M
8	LANARK FINANCIAL, INC. added	Shares	+5.3K	+$117.6K	$284.7K
9	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1.5K	+$98.0K	$546.6K
10	JGP Wealth Management, LLC unchanged	Shares	0	+$52.3K	$372.3K
11	Stonebridge Wealth Management, LLC unchanged	Shares	0	+$37.2K	$264.9K
12	Abel Hall, LLC added	Shares	+96	+$35.7K	$244.3K
13	Cooper Financial Group added	Shares	+255	+$32.7K	$206.5K
14	Spire Wealth Management new	Shares	+1.0K	+$16.9K	$16.9K
15	Versant Capital Management, Inc added	Shares	+85	+$15.3K	$100.4K
16	GAMMA Investing LLC added	Shares	+141	+$14.2K	$86.8K
17	SBI Securities Co., Ltd. added	Shares	+591	+$11.9K	$23.8K
18	ELEVATION WEALTH PARTNERS, LLC added	Shares	+6	+$8.7K	$61.5K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.7K	+$7.0K	$199.2K
20	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-2.1K	+$5.4K	$255.9K
21	FIRST HORIZON CORP added	Shares	+5	+$5.1K	$36.0K
22	SJS Investment Consulting Inc. added	Shares	+234	+$4.0K	$4.0K
23	HORIZON FINANCIAL SERVICES, LLC new	Shares	+133	+$2.3K	$2.3K
24	WEST PACES ADVISORS INC. new	Shares	+120	+$2.0K	$2.0K
25	ADIRONDACK TRUST CO unchanged	Shares	0	+$1.4K	$10.2K
26	Blue Trust, Inc. unchanged	Shares	0	+$952	$6.8K
27	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$417	$3.0K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.6K	+$362	$2.9K
29	JFS WEALTH ADVISORS, LLC new	Shares	+21	+$356	$356
30	IFP Advisors, Inc trimmed	Shares	-19	+$323	$4.3K
31	Ares Financial Consulting, LLC unchanged	Shares	0	+$279	$1.9K
32	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+12	+$204	$204
33	Torren Management, LLC unchanged	Shares	0	+$174	$1.2K
34	PARK AVENUE SECURITIES LLC added	Shares	+354	+$158	$1.1K
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$155	$1.1K
36	True Wealth Design, LLC unchanged	Shares	0	+$128	$915
37	Davis Capital Management new	Shares	+6	+$102	$102
38	AMALGAMATED BANK added	Shares	+728	+$91	$577
39	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$48	$339
40	Mascoma Wealth Management LLC new	Shares	+2	+$34	$34
41	Abound Wealth Management unchanged	Shares	0	+$19	$136
42	GHP Investment Advisors, Inc. unchanged	Shares	0	+$12	$85
43	State of Alaska, Department of Revenue trimmed	Shares	-15.7K	-$10	$1.6K
44	SIGNATUREFD, LLC exited	Shares	-320	-$4.7K	$0
45	EverSource Wealth Advisors, LLC trimmed	Shares	-764	-$9.6K	$10.7K
46	Sound Income Strategies, LLC exited	Shares	-863	-$12.5K	$0
47	Team Financial Group, LLC exited	Shares	-2.0K	-$29.1K	$0
48	TT International Asset Management LTD trimmed	Shares	-14.1K	-$112.7K	$654.9K
49	OLD NATIONAL BANCORP /IN/ exited	Shares	-10.1K	-$147.2K	$0
50	Sowell Financial Services LLC exited	Shares	-11.6K	-$168.7K	$0

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