Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	RFG Advisory, LLC	Shares	154.2KSH	$6.7M
2	LANARK FINANCIAL, INC.	Shares	113.5KSH	$4.9M
3	Oxinas Partners, LLC	Shares	112.9KSH	$4.9M
4	OPTIMA CAPITAL LLC	Shares	104.0KSH	$4.5M
5	Sharper & Granite LLC	Shares	71.4KSH	$3.1M
6	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	51.7KSH	$2.2M
7	Heck Capital Advisors, LLC	Shares	48.1KSH	$2.1M
8	Golden State Wealth Management, LLC	Shares	43.8KSH	$1.9M
9	Trilogy Capital Inc.	Shares	43.2KSH	$1.9M
10	JAMES INVESTMENT RESEARCH, INC.	Shares	28.2KSH	$1.2M
11	Bison Wealth, LLC	Shares	25.5KSH	$1.1M
12	David Kennon Inc	Shares	24.4KSH	$1.1M
13	WEBSTER BANK, N. A.	Shares	20.6KSH	$896.9K
14	Trinity Wealth Management, LLC	Shares	16.6KSH	$719.7K
15	BEACON FINANCIAL GROUP	Shares	15.8KSH	$686.3K
16	Farther Finance Advisors, LLC	Shares	13.9KSH	$605.5K
17	Barnes Wealth Management Group, Inc	Shares	13.9KSH	$603.4K
18	McNamara Financial Services, Inc.	Shares	13.0KSH	$566.2K
19	Wealthcare Advisory Partners LLC	Shares	12.6KSH	$546.6K
20	Worth Asset Management, LLC	Shares	12.2KSH	$531.8K
21	Merit Financial Group, LLC	Shares	9.6KSH	$418.4K
22	ALTERNA WEALTH MANAGEMENT, INC	Shares	8.0KSH	$346.7K
23	Team Financial Group, LLC	Shares	7.1KSH	$306.6K
24	FORM Wealth Advisors, LLC	Shares	6.9KSH	$299.6K
25	Dynamic Advisor Solutions LLC	Shares	6.7KSH	$290.8K
26	CoreCap Advisors, LLC	Shares	6.3KSH	$275.6K
27	Retireful, LLC	Shares	6.2KSH	$269.2K
28	OMNI 360 Wealth, Inc.	Shares	6.2KSH	$268.4K
29	HF Advisory Group, LLC	Shares	5.8KSH	$254.1K
30	Meridian Financial Advisors, LLC	Shares	5.7KSH	$247.5K
31	SWMG, LLC	Shares	4.7KSH	$203.6K
32	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	4.6KSH	$201.5K
33	EVOLUTION WEALTH MANAGEMENT INC.	Shares	3.8KSH	$165.3K
34	SBI Securities Co., Ltd.	Shares	2.4KSH	$102.4K
35	Darwin Wealth Management, LLC	Shares	1.1KSH	$49.6K
36	Reyes Financial Architecture, Inc.	Shares	1.0KSH	$44.6K
37	Key FInancial Inc	Shares	573SH	$24.9K
38	IFP Advisors, Inc	Shares	491SH	$21.3K
39	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	Shares	219SH	$9.5K
40	Capital Investment Advisory Services, LLC	Shares	163SH	$7.1K
41	PARK AVENUE SECURITIES LLC	Shares	18.5KSH	$806
42	EverSource Wealth Advisors, LLC	Shares	3SH	$130

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

44 / 44 loaded

#		Instrument
1	Heck Capital Advisors, LLC new	Shares	+48.1K	+$2.1M	$2.1M
2	LANARK FINANCIAL, INC. added	Shares	+6.8K	+$296.8K	$4.9M
3	Retireful, LLC new	Shares	+6.2K	+$269.2K	$269.2K
4	JAMES INVESTMENT RESEARCH, INC. added	Shares	+5.0K	+$219.3K	$1.2M
5	Farther Finance Advisors, LLC added	Shares	+4.0K	+$174.7K	$605.5K
6	Sharper & Granite LLC added	Shares	+3.8K	+$168.1K	$3.1M
7	OPTIMA CAPITAL LLC added	Shares	+2.7K	+$120.8K	$4.5M
8	RFG Advisory, LLC added	Shares	+2.5K	+$113.0K	$6.7M
9	Golden State Wealth Management, LLC added	Shares	+2.2K	+$97.4K	$1.9M
10	Oxinas Partners, LLC added	Shares	+1.7K	+$75.9K	$4.9M
11	Dynamic Advisor Solutions LLC added	Shares	+1.3K	+$56.5K	$290.8K
12	Trilogy Capital Inc. added	Shares	+1.2K	+$51.8K	$1.9M
13	BEACON FINANCIAL GROUP added	Shares	+906	+$39.8K	$686.3K
14	OMNI 360 Wealth, Inc. added	Shares	+809	+$35.3K	$268.4K
15	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+279	+$13.7K	$2.2M
16	HF Advisory Group, LLC added	Shares	+268	+$11.9K	$254.1K
17	FORM Wealth Advisors, LLC added	Shares	+75	+$3.5K	$299.6K
18	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+57	+$2.6K	$165.3K
19	Wealthcare Advisory Partners LLC added	Shares	+47	+$2.4K	$546.6K
20	Worth Asset Management, LLC added	Shares	+42	+$2.2K	$531.8K
21	WEBSTER BANK, N. A. unchanged	Shares	0	+$618	$896.9K
22	Darwin Wealth Management, LLC added	Shares	+10	+$457	$49.6K
23	ALTERNA WEALTH MANAGEMENT, INC unchanged	Shares	0	+$239	$346.7K
24	ACORN FINANCIAL ADVISORY SERVICES INC /ADV unchanged	Shares	0	+$139	$201.5K
25	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV added	Shares	+3	+$111	$9.5K
26	PARK AVENUE SECURITIES LLC added	Shares	+1.4K	+$62	$806
27	Key FInancial Inc unchanged	Shares	0	+$17	$24.9K
28	IFP Advisors, Inc unchanged	Shares	0	+$15	$21.3K
29	EverSource Wealth Advisors, LLC unchanged	Shares	0	$0	$130
30	Capital Investment Advisory Services, LLC trimmed	Shares	-7	-$300	$7.1K
31	Team Financial Group, LLC trimmed	Shares	-14	-$418	$306.6K
32	McNamara Financial Services, Inc. trimmed	Shares	-139	-$5.6K	$566.2K
33	TopTier Wealth Management, LLC exited	Shares	-172	-$7.5K	$0
34	Meridian Financial Advisors, LLC trimmed	Shares	-193	-$8.2K	$247.5K
35	FIRST HORIZON CORP exited	Shares	-200	-$8.7K	$0
36	Reyes Financial Architecture, Inc. trimmed	Shares	-229	-$9.9K	$44.6K
37	SBI Securities Co., Ltd. trimmed	Shares	-498	-$21.6K	$102.4K
38	CoreCap Advisors, LLC trimmed	Shares	-756	-$32.7K	$275.6K
39	David Kennon Inc trimmed	Shares	-1.2K	-$50.8K	$1.1M
40	Trinity Wealth Management, LLC trimmed	Shares	-1.3K	-$54.9K	$719.7K
41	SWMG, LLC trimmed	Shares	-1.8K	-$80.4K	$203.6K
42	Bison Wealth, LLC trimmed	Shares	-2.5K	-$108.3K	$1.1M
43	Barnes Wealth Management Group, Inc trimmed	Shares	-6.1K	-$264.2K	$603.4K
44	Merit Financial Group, LLC trimmed	Shares	-98.4K	-$4.3M	$418.4K