Filing Research | WISDOMTREE TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	B. Riley Wealth Advisors, Inc.	Shares	289.0KSH	$6.5M
2	Systelligence, LLC	Shares	281.8KSH	$6.3M
3	COLUMBIA ADVISORY PARTNERS LLC	Shares	88.5KSH	$2.0M
4	Prospera Financial Services Inc	Shares	71.5KSH	$1.6M
5	GILPIN WEALTH MANAGEMENT, LLC	Shares	28.5KSH	$640.9K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.8KSH	$447.7K
7	Duncan Williams Asset Management, LLC	Shares	15.1KSH	$339.1K
8	Melone Private Wealth, LLC	Shares	11.1KSH	$250.2K
9	HHM Wealth Advisors, LLC	Shares	1.7KSH	$37.3K
10	SBI Securities Co., Ltd.	Shares	847SH	$19.1K
11	DHJJ Financial Advisors, Ltd.	Shares	1SH	$23

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

12 / 12 loaded

#		Instrument
1	B. Riley Wealth Advisors, Inc. added	Shares	+16.3K	+$479.8K	$6.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.2K	+$166.1K	$447.7K
3	Prospera Financial Services Inc added	Shares	+1.7K	+$73.9K	$1.6M
4	COLUMBIA ADVISORY PARTNERS LLC trimmed	Shares	-1.0K	+$21.8K	$2.0M
5	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$14.1K	$640.9K
6	Melone Private Wealth, LLC added	Shares	+161	+$9.1K	$250.2K
7	HHM Wealth Advisors, LLC unchanged	Shares	0	+$823	$37.3K
8	SBI Securities Co., Ltd. added	Shares	+18	+$817	$19.1K
9	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	$0	$23
10	Duncan Williams Asset Management, LLC trimmed	Shares	-645	-$6.7K	$339.1K
11	JCSD Capital, LLC exited	Shares	-3.2K	-$70.9K	$0
12	Systelligence, LLC trimmed	Shares	-73.0K	-$1.5M	$6.3M

Filing Research | WISDOMTREE TR Institutional Holdings