Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	23.4KSH	$3.1M
2	WealthBridge Capital Management, LLC	Shares	20.9KSH	$2.7M
3	Well Done, LLC	Shares	13.3KSH	$1.7M
4	Apollon Wealth Management, LLC	Shares	11.5KSH	$1.5M
5	Prospera Financial Services Inc	Shares	10.3KSH	$1.3M
6	AMARILLO NATIONAL BANK	Shares	7.0KSH	$922.0K
7	Dickmeyer Boyce Financial Management, Inc.	Shares	6.2KSH	$811.8K
8	Graves Light Lenhart Wealth, Inc.	Shares	3.3KSH	$436.0K
9	Spire Wealth Management	Shares	2.9KSH	$376.8K
10	WEBSTER BANK, N. A.	Shares	2.4KSH	$312.1K
11	Fingerlakes Wealth Management, Inc.	Shares	2.3KSH	$297.4K
12	AUGUSTINE ASSET MANAGEMENT INC	Shares	2.0KSH	$260.6K
13	Merit Financial Group, LLC	Shares	1.8KSH	$241.4K
14	Key FInancial Inc	Shares	1.8KSH	$241.1K
15	SAX WEALTH ADVISORS, LLC	Shares	2.1KSH	$238.0K
16	Steigerwald, Gordon & Koch Inc.	Shares	1.7KSH	$219.2K
17	Farther Finance Advisors, LLC	Shares	1.1KSH	$145.7K
18	ARCADIA INVESTMENT ADVISORS LLC	Shares	643SH	$84.3K
19	Independence Bank of Kentucky	Shares	625SH	$82.0K
20	Bravera Wealth	Shares	488SH	$64.0K
21	Capital Investment Advisory Services, LLC	Shares	456SH	$59.8K
22	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	408SH	$53.5K
23	1620 INVESTMENT ADVISORS, INC.	Shares	375SH	$49.2K
24	ALBION FINANCIAL GROUP /UT	Shares	310SH	$40.7K
25	Ritter Daniher Financial Advisory LLC / DE	Shares	308SH	$40.3K
26	Hughes Financial Services, LLC	Shares	253SH	$33.2K
27	Quaker Wealth Management, LLC	Shares	226SH	$29.6K
28	CoreCap Advisors, LLC	Shares	200SH	$26.2K
29	Dynamic Wealth Strategies, LLC	Shares	117SH	$15.3K
30	Hartford Financial Management Inc.	Shares	54SH	$7.1K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	52SH	$6.7K

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

32 / 32 loaded

#		Instrument
1	FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed	Shares	-131	+$345.1K	$3.1M
2	WealthBridge Capital Management, LLC trimmed	Shares	-220	+$296.3K	$2.7M
3	Well Done, LLC trimmed	Shares	-56	+$198.3K	$1.7M
4	Apollon Wealth Management, LLC trimmed	Shares	-60	+$170.9K	$1.5M
5	Prospera Financial Services Inc trimmed	Shares	-312	+$122.2K	$1.3M
6	AMARILLO NATIONAL BANK trimmed	Shares	-175	+$88.2K	$922.0K
7	Dickmeyer Boyce Financial Management, Inc. trimmed	Shares	-159	+$77.1K	$811.8K
8	Spire Wealth Management added	Shares	+227	+$70.5K	$376.8K
9	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$51.3K	$436.0K
10	Fingerlakes Wealth Management, Inc. added	Shares	+9	+$36.1K	$297.4K
11	AUGUSTINE ASSET MANAGEMENT INC unchanged	Shares	0	+$30.6K	$260.6K
12	Merit Financial Group, LLC added	Shares	+3	+$28.7K	$241.4K
13	Key FInancial Inc added	Shares	+1	+$28.4K	$241.1K
14	CoreCap Advisors, LLC new	Shares	+200	+$26.2K	$26.2K
15	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$25.8K	$219.2K
16	Farther Finance Advisors, LLC unchanged	Shares	0	+$15.9K	$145.7K
17	ARCADIA INVESTMENT ADVISORS LLC unchanged	Shares	0	+$9.9K	$84.3K
18	Independence Bank of Kentucky unchanged	Shares	0	+$9.6K	$82.0K
19	Bravera Wealth unchanged	Shares	0	+$7.5K	$64.0K
20	Hartford Financial Management Inc. new	Shares	+54	+$7.1K	$7.1K
21	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$7.0K	$59.8K
22	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$6.3K	$53.5K
23	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$5.8K	$49.2K
24	Ritter Daniher Financial Advisory LLC / DE added	Shares	+2	+$4.9K	$40.3K
25	Hughes Financial Services, LLC unchanged	Shares	0	+$3.9K	$33.2K
26	ALBION FINANCIAL GROUP /UT trimmed	Shares	-10	+$3.6K	$40.7K
27	Quaker Wealth Management, LLC unchanged	Shares	0	+$3.5K	$29.6K
28	Dynamic Wealth Strategies, LLC unchanged	Shares	0	+$1.8K	$15.3K
29	SAX WEALTH ADVISORS, LLC unchanged	Shares	0	+$1.5K	$238.0K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$713	$6.7K
31	WEBSTER BANK, N. A. trimmed	Shares	-324	-$786	$312.1K
32	PPS&V ASSET MANAGEMENT CONSULTANTS, INC. exited	Shares	-4.1K	-$472.7K	$0