Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Stonebridge Financial Group, LLC	Shares	289.8KSH	$17.2M
2	XML Financial, LLC	Shares	97.1KSH	$5.8M
3	COLUMBIA ADVISORY PARTNERS LLC	Shares	79.5KSH	$4.7M
4	Stonebridge Wealth Management, LLC	Shares	61.1KSH	$3.6M
5	Dickmeyer Boyce Financial Management, Inc.	Shares	43.2KSH	$2.6M
6	LifeWealth Investments, LLC	Shares	31.8KSH	$1.9M
7	HARBOR INVESTMENT ADVISORY, LLC	Shares	20.3KSH	$1.2M
8	PRECEDENT WEALTH PARTNERS, LLC	Shares	15.7KSH	$930.7K
9	Team Financial Group, LLC	Shares	10.0KSH	$596.1K
10	Princeton Global Asset Management LLC	Shares	9.2KSH	$544.8K
11	Wealthcare Capital Partners, LLC	Shares	8.9KSH	$529.4K
12	Avidian Wealth Enterprises, LLC	Shares	8.9KSH	$526.2K
13	FIRST NATIONAL BANK SIOUX FALLS	Shares	9.1KSH	$500.5K
14	TopTier Wealth Management, LLC	Shares	6.8KSH	$402.4K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.3KSH	$370.7K
16	RMR Wealth Builders	Shares	6.2KSH	$366.1K
17	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.7KSH	$339.9K
18	Marshall & Sterling Wealth Advisors Inc.	Shares	5.4KSH	$320.9K
19	Venturi Wealth Management, LLC	Shares	5.1KSH	$305.5K
20	Farther Finance Advisors, LLC	Shares	3.9KSH	$231.8K
21	OPTIMA CAPITAL LLC	Shares	3.6KSH	$214.8K
22	Bison Wealth, LLC	Shares	3.5KSH	$204.6K
23	SBI Securities Co., Ltd.	Shares	2.0KSH	$117.5K
24	Golden State Wealth Management, LLC	Shares	1.2KSH	$73.9K
25	LANARK FINANCIAL, INC.	Shares	1.1KSH	$64.4K
26	CoreCap Advisors, LLC	Shares	354SH	$21.0K
27	IFP Advisors, Inc	Shares	285SH	$16.9K
28	LVM CAPITAL MANAGEMENT LTD/MI	Shares	148.5KSH	$8.8K
29	Capital Investment Advisory Services, LLC	Shares	148SH	$8.8K
30	EVOLUTION WEALTH MANAGEMENT INC.	Shares	122SH	$7.2K
31	Main Street Group, LTD	Shares	51SH	$3.0K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	20SH	$1.2K
33	PARK AVENUE SECURITIES LLC	Shares	6.5KSH	$386
34	Capital Advisors, Ltd. LLC	Shares	2.6KSH	$154

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

33 / 33 loaded

#		Instrument
1	Stonebridge Financial Group, LLC added	Shares	+8.2K	+$2.3M	$17.2M
2	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+801	+$550.8K	$4.7M
3	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+6.1K	+$453.7K	$1.2M
4	LifeWealth Investments, LLC added	Shares	+3.5K	+$389.1K	$1.9M
5	Dickmeyer Boyce Financial Management, Inc. added	Shares	+890	+$323.5K	$2.6M
6	XML Financial, LLC trimmed	Shares	-6.1K	+$300.5K	$5.8M
7	Farther Finance Advisors, LLC new	Shares	+3.9K	+$231.8K	$231.8K
8	OPTIMA CAPITAL LLC new	Shares	+3.6K	+$214.8K	$214.8K
9	Stonebridge Wealth Management, LLC trimmed	Shares	-5.1K	+$118.5K	$3.6M
10	Wealthcare Capital Partners, LLC added	Shares	+337	+$74.9K	$529.4K
11	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-544	+$71.5K	$930.7K
12	Team Financial Group, LLC added	Shares	+35	+$66.1K	$596.1K
13	Princeton Global Asset Management LLC trimmed	Shares	-243	+$45.8K	$544.8K
14	Avidian Wealth Enterprises, LLC trimmed	Shares	-236	+$44.2K	$526.2K
15	TopTier Wealth Management, LLC added	Shares	+1	+$43.4K	$402.4K
16	FLAGSHIP HARBOR ADVISORS, LLC unchanged	Shares	0	+$36.6K	$339.9K
17	Venturi Wealth Management, LLC trimmed	Shares	-26	+$31.5K	$305.5K
18	RMR Wealth Builders trimmed	Shares	-165	+$30.7K	$366.1K
19	IFP Advisors, Inc new	Shares	+285	+$16.9K	$16.9K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-468	+$10.4K	$370.7K
21	SBI Securities Co., Ltd. trimmed	Shares	-50	+$10.0K	$117.5K
22	LANARK FINANCIAL, INC. added	Shares	+36	+$8.9K	$64.4K
23	CoreCap Advisors, LLC unchanged	Shares	0	+$2.3K	$21.0K
24	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$946	$8.8K
25	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$780	$7.2K
26	Main Street Group, LTD unchanged	Shares	0	+$325	$3.0K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$117	$1.2K
28	PARK AVENUE SECURITIES LLC added	Shares	+462	+$66	$386
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$16	$154
30	FIRST NATIONAL BANK SIOUX FALLS unchanged	Shares	0	$0	$500.5K
31	Golden State Wealth Management, LLC trimmed	Shares	-167	-$868	$73.9K
32	Bison Wealth, LLC trimmed	Shares	-446	-$11.2K	$204.6K
33	Marshall & Sterling Wealth Advisors Inc. trimmed	Shares	-2.8K	-$113.0K	$320.9K