Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	Melone Private Wealth, LLC	Shares	83.0KSH	$7.7M
2	FFG RETIREMENT ADVISORS LLC	Shares	59.8KSH	$5.6M
3	Envision Financial LLC	Shares	44.1KSH	$4.1M
4	Merit Financial Group, LLC	Shares	37.5KSH	$3.5M
5	Certified Advisory Corp	Shares	31.9KSH	$3.0M
6	SONATA CAPITAL GROUP INC	Shares	19.0KSH	$1.8M
7	CHERRYDALE WEALTH MANAGEMENT, LLC	Shares	18.8KSH	$1.8M
8	Key FInancial Inc	Shares	17.6KSH	$1.6M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.8KSH	$1.5M
10	Sharper & Granite LLC	Shares	13.4KSH	$1.3M
11	JFS WEALTH ADVISORS, LLC	Shares	11.7KSH	$1.1M
12	KMG FIDUCIARY PARTNERS, LLC	Shares	11.2KSH	$1.0M
13	Spire Wealth Management	Shares	9.9KSH	$923.7K
14	OxenFree Capital LLC	Shares	9.5KSH	$899.1K
15	Ballentine Partners, LLC	Shares	8.6KSH	$805.7K
16	EVOLUTION WEALTH MANAGEMENT INC.	Shares	7.4KSH	$694.3K
17	Revisor Wealth Management LLC	Shares	7.0KSH	$649.3K
18	Sandy Cove Advisors, LLC	Shares	5.0KSH	$465.9K
19	ATLas Financial Planning LLC	Shares	4.9KSH	$456.9K
20	Asset Advisory Group, Inc.	Shares	4.8KSH	$449.2K
21	Sequoia Financial Advisors, LLC	Shares	4.8KSH	$447.9K
22	Gradient Capital Advisors, LLC	Shares	4.8KSH	$445.2K
23	Team Financial Group, LLC	Shares	4.5KSH	$418.5K
24	ARVEST INVESTMENTS, INC.	Shares	4.4KSH	$408.2K
25	MISSION WEALTH MANAGEMENT, LP	Shares	4.3KSH	$399.8K
26	Mayflower Financial Advisors, LLC	Shares	4.1KSH	$382.8K
27	IFP Advisors, Inc	Shares	4.1KSH	$382.1K
28	Amplius Wealth Advisors, LLC	Shares	3.8KSH	$354.3K
29	Allegheny Financial Group	Shares	3.5KSH	$323.4K
30	J.W. COLE ADVISORS, INC.	Shares	3.3KSH	$306.7K
31	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	3.2KSH	$300.7K
32	CoreCap Advisors, LLC	Shares	3.2KSH	$295.2K
33	GREATMARK INVESTMENT PARTNERS, INC.	Shares	3.0KSH	$279.7K
34	Wilkins Miller Wealth Management, LLC	Shares	3.0KSH	$279.6K
35	LANARK FINANCIAL, INC.	Shares	3.0KSH	$278.2K
36	Bison Wealth, LLC	Shares	2.4KSH	$226.5K
37	Columbia Bank	Shares	2.4KSH	$223.8K
38	Tranquility Partners, LLC	Shares	2.4KSH	$223.3K
39	CARY STREET PARTNERS FINANCIAL LLC	Shares	2.3KSH	$217.9K
40	LRI Investments, LLC	Shares	2.3KSH	$217.7K
41	TRUE Private Wealth Advisors	Shares	2.3KSH	$215.6K
42	Farther Finance Advisors, LLC	Shares	1.6KSH	$145.9K
43	Hilltop National Bank	Shares	986SH	$91.9K
44	Center for Financial Planning, Inc.	Shares	982SH	$91.6K
45	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	810SH	$75.5K
46	TOMPKINS FINANCIAL CORP	Shares	453SH	$42.2K
47	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	362SH	$33.8K
48	DHJJ Financial Advisors, Ltd.	Shares	14SH	$1.3K
49	PARK AVENUE SECURITIES LLC	Shares	12.8KSH	$1.2K

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

50 / 52 loaded

#		Instrument
1	Melone Private Wealth, LLC trimmed	Shares	-847	+$498.5K	$7.7M
2	FFG RETIREMENT ADVISORS LLC trimmed	Shares	-414	+$375.8K	$5.6M
3	TRUE Private Wealth Advisors new	Shares	+2.3K	+$215.6K	$215.6K
4	Certified Advisory Corp trimmed	Shares	-163	+$205.7K	$3.0M
5	Key FInancial Inc added	Shares	+700	+$181.6K	$1.6M
6	Merit Financial Group, LLC trimmed	Shares	-1.3K	+$144.2K	$3.5M
7	CHERRYDALE WEALTH MANAGEMENT, LLC added	Shares	+93	+$137.5K	$1.8M
8	SONATA CAPITAL GROUP INC unchanged	Shares	0	+$131.2K	$1.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2	+$127.6K	$1.5M
10	Farther Finance Advisors, LLC added	Shares	+1.1K	+$105.5K	$145.9K
11	Sharper & Granite LLC unchanged	Shares	0	+$92.6K	$1.3M
12	KMG FIDUCIARY PARTNERS, LLC added	Shares	+121	+$87.4K	$1.0M
13	JFS WEALTH ADVISORS, LLC added	Shares	+8	+$81.0K	$1.1M
14	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+270	+$74.6K	$694.3K
15	Spire Wealth Management trimmed	Shares	-6	+$67.7K	$923.7K
16	Ballentine Partners, LLC unchanged	Shares	0	+$59.5K	$805.7K
17	Revisor Wealth Management LLC unchanged	Shares	0	+$48.0K	$649.3K
18	J.W. COLE ADVISORS, INC. added	Shares	+232	+$42.7K	$306.7K
19	Sequoia Financial Advisors, LLC added	Shares	+46	+$37.1K	$447.9K
20	Sandy Cove Advisors, LLC added	Shares	+25	+$36.6K	$465.9K
21	OxenFree Capital LLC trimmed	Shares	-145	+$35.1K	$899.1K
22	ATLas Financial Planning LLC unchanged	Shares	0	+$33.7K	$456.9K
23	Asset Advisory Group, Inc. added	Shares	+2	+$33.3K	$449.2K
24	Team Financial Group, LLC added	Shares	+3	+$31.1K	$418.5K
25	Gradient Capital Advisors, LLC trimmed	Shares	-41	+$29.3K	$445.2K
26	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$28.3K	$382.8K
27	Amplius Wealth Advisors, LLC unchanged	Shares	0	+$26.2K	$354.3K
28	Allegheny Financial Group added	Shares	+17	+$25.4K	$323.4K
29	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+14	+$23.4K	$300.7K
30	ARVEST INVESTMENTS, INC. trimmed	Shares	-94	+$22.0K	$408.2K
31	GREATMARK INVESTMENT PARTNERS, INC. unchanged	Shares	0	+$20.7K	$279.7K
32	Wilkins Miller Wealth Management, LLC unchanged	Shares	0	+$20.7K	$279.6K
33	Columbia Bank unchanged	Shares	0	+$16.5K	$223.8K
34	Tranquility Partners, LLC unchanged	Shares	0	+$16.5K	$223.3K
35	LRI Investments, LLC unchanged	Shares	0	+$16.1K	$217.7K
36	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$16.1K	$217.9K
37	CoreCap Advisors, LLC trimmed	Shares	-75	+$15.3K	$295.2K
38	IFP Advisors, Inc trimmed	Shares	-152	+$15.1K	$382.1K
39	Bison Wealth, LLC added	Shares	+43	+$10.3K	$226.5K
40	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-240	+$8.8K	$399.8K
41	Hilltop National Bank unchanged	Shares	0	+$6.8K	$91.9K
42	Center for Financial Planning, Inc. unchanged	Shares	0	+$6.8K	$91.6K
43	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$5.6K	$75.5K
44	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$3.1K	$42.2K
45	PARK AVENUE SECURITIES LLC new	Shares	+12.8K	+$1.2K	$1.2K
46	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.1K	$33.8K
47	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$96	$1.3K
48	Sound Income Strategies, LLC exited	Shares	-60	-$5.2K	$0
49	JACKSON SQUARE CAPITAL, LLC exited	Shares	-2.4K	-$206.0K	$0
50	LANARK FINANCIAL, INC. trimmed	Shares	-4.7K	-$384.5K	$278.2K

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