Filing Research | Wisdomtree Trust U.S. Value Fund Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	FIRST COMMUNITY TRUST NA	Shares	545.8KSH	$55.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	248.7KSH	$26.0M
3	TRUST CO OF TOLEDO NA /OH/	Shares	200.1KSH	$20.4M
4	Prism Advisors, Inc.	Shares	184.9KSH	$18.8M
5	Onyx Bridge Wealth Group LLC	Shares	165.3KSH	$16.8M
6	Systelligence, LLC	Shares	160.5KSH	$16.3M
7	FLAGSHIP HARBOR ADVISORS, LLC	Shares	160.0KSH	$16.3M
8	Envestnet Portfolio Solutions, Inc.	Shares	107.2KSH	$10.9M
9	Team Financial Group, LLC	Shares	106.3KSH	$10.8M
10	D.A. DAVIDSON & CO.	Shares	73.9KSH	$7.5M
11	Leslie Global Wealth, LLC	Shares	39.6KSH	$7.1M
12	COLUMBIA ADVISORY PARTNERS LLC	Shares	66.6KSH	$6.8M
13	LANARK FINANCIAL, INC.	Shares	45.3KSH	$4.6M
14	Nilsine Partners, LLC	Shares	43.8KSH	$4.5M
15	OPTIMA CAPITAL LLC	Shares	38.0KSH	$3.9M
16	Bay Capital Advisors, LLC	Shares	37.9KSH	$3.9M
17	Sequoia Financial Advisors, LLC	Shares	36.9KSH	$3.8M
18	J.W. COLE ADVISORS, INC.	Shares	36.4KSH	$3.7M
19	Santori & Peters, Inc.	Shares	30.3KSH	$3.1M
20	Cooper Financial Group	Shares	22.7KSH	$2.3M
21	FIRST NATIONAL BANK SIOUX FALLS	Shares	22.2KSH	$2.2M
22	IFP Advisors, Inc	Shares	16.0KSH	$1.6M
23	Etesian Wealth Advisors, Inc.	Shares	15.2KSH	$1.5M
24	Sonoma Allocations LLC	Shares	14.9KSH	$1.5M
25	RFG Advisory, LLC	Shares	14.0KSH	$1.4M
26	TopTier Wealth Management, LLC	Shares	12.3KSH	$1.2M
27	Cyndeo Wealth Partners, LLC	Shares	12.1KSH	$1.2M
28	MATAURO, LLC	Shares	11.5KSH	$1.2M
29	Guilbault Capital LLC	Shares	11.3KSH	$1.1M
30	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	9.7KSH	$986.9K
31	Atlas Brown,Inc.	Shares	9.7KSH	$983.2K
32	RVW Wealth, LLC	Shares	9.5KSH	$967.4K
33	FIFTH THIRD SECURITIES, INC.	Shares	9.3KSH	$946.5K
34	Capital Investment Advisory Services, LLC	Shares	8.1KSH	$826.5K
35	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	8.0KSH	$811.5K
36	Ballew Advisors, Inc	Shares	7.5KSH	$778.4K
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	7.4KSH	$755.2K
38	CARY STREET PARTNERS FINANCIAL LLC	Shares	6.9KSH	$702.3K
39	LRI Investments, LLC	Shares	5.8KSH	$589.1K
40	Nova Wealth Management, Inc.	Shares	5.5KSH	$556.3K
41	XY Planning Network, Inc.	Shares	5.0KSH	$504.7K
42	WILLNER & HELLER, LLC	Shares	4.7KSH	$478.7K
43	Verus Financial Partners, Inc.	Shares	3.9KSH	$398.5K
44	Bison Wealth, LLC	Shares	3.7KSH	$381.6K
45	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	3.7KSH	$373.8K
46	Farrell Financial LLC	Shares	3.5KSH	$350.9K
47	Wealthcare Advisory Partners LLC	Shares	3.3KSH	$330.8K
48	Redhawk Wealth Advisors, Inc.	Shares	3.2KSH	$322.1K
49	Dynamic Advisor Solutions LLC	Shares	3.1KSH	$319.7K
50	CATHY PARETO & ASSOCIATES, INC	Shares	2.9KSH	$290.6K

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

50 / 65 loaded

#		Instrument
1	FIRST COMMUNITY TRUST NA new	Shares	+545.8K	+$55.5M	$55.5M
2	D.A. DAVIDSON & CO. added	Shares	+70.7K	+$7.2M	$7.5M
3	TRUST CO OF TOLEDO NA /OH/ added	Shares	+32.1K	+$4.4M	$20.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.8K	+$3.5M	$26.0M
5	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+8.4K	+$1.9M	$16.3M
6	Prism Advisors, Inc. added	Shares	+312	+$1.3M	$18.8M
7	Cyndeo Wealth Partners, LLC new	Shares	+12.1K	+$1.2M	$1.2M
8	Guilbault Capital LLC new	Shares	+11.3K	+$1.1M	$1.1M
9	Team Financial Group, LLC added	Shares	+3.1K	+$1.0M	$10.8M
10	J.W. COLE ADVISORS, INC. added	Shares	+6.6K	+$875.7K	$3.7M
11	Sonoma Allocations LLC added	Shares	+7.4K	+$827.1K	$1.5M
12	Ballew Advisors, Inc new	Shares	+7.5K	+$778.4K	$778.4K
13	LANARK FINANCIAL, INC. added	Shares	+4.4K	+$730.7K	$4.6M
14	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+1.8K	+$635.1K	$6.8M
15	Leslie Global Wealth, LLC trimmed	Shares	-28.9K	+$588.4K	$7.1M
16	Bay Capital Advisors, LLC added	Shares	+3.4K	+$587.8K	$3.9M
17	Fiduciary Alliance LLC new	Shares	+2.6K	+$269.5K	$269.5K
18	Etesian Wealth Advisors, Inc. added	Shares	+1.7K	+$263.9K	$1.5M
19	Sequoia Financial Advisors, LLC trimmed	Shares	-16	+$256.7K	$3.8M
20	Santori & Peters, Inc. added	Shares	+420	+$251.7K	$3.1M
21	OPTIMA CAPITAL LLC trimmed	Shares	-228	+$243.8K	$3.9M
22	IFP Advisors, Inc added	Shares	+933	+$200.6K	$1.6M
23	Capital Investment Advisory Services, LLC added	Shares	+1.5K	+$198.2K	$826.5K
24	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+1.3K	+$148.8K	$373.8K
25	Nilsine Partners, LLC trimmed	Shares	-130	+$148.5K	$4.5M
26	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+736	+$125.5K	$811.5K
27	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+743	+$118.7K	$702.3K
28	TopTier Wealth Management, LLC added	Shares	+204	+$105.1K	$1.2M
29	RFG Advisory, LLC added	Shares	+61	+$103.7K	$1.4M
30	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+168	+$83.8K	$986.9K
31	Nova Wealth Management, Inc. added	Shares	+424	+$78.3K	$556.3K
32	MATAURO, LLC trimmed	Shares	-47	+$75.8K	$1.2M
33	Atlas Brown,Inc. added	Shares	+69	+$74.1K	$983.2K
34	FIFTH THIRD SECURITIES, INC. added	Shares	+35	+$68.4K	$946.5K
35	RVW Wealth, LLC unchanged	Shares	0	+$66.5K	$967.4K
36	XY Planning Network, Inc. added	Shares	+307	+$65.2K	$504.7K
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+14	+$53.2K	$755.2K
38	Spire Wealth Management new	Shares	+434	+$44.1K	$44.1K
39	LRI Investments, LLC added	Shares	+2	+$40.7K	$589.1K
40	WILLNER & HELLER, LLC added	Shares	+10	+$33.8K	$478.7K
41	Dynamic Advisor Solutions LLC added	Shares	+100	+$31.5K	$319.7K
42	Wealthcare Advisory Partners LLC added	Shares	+70	+$29.4K	$330.8K
43	Redhawk Wealth Advisors, Inc. added	Shares	+60	+$27.8K	$322.1K
44	CATHY PARETO & ASSOCIATES, INC added	Shares	+1	+$20.1K	$290.6K
45	Verus Financial Partners, Inc. unchanged	Shares	0	+$16.8K	$398.5K
46	Farrell Financial LLC trimmed	Shares	-146	+$10.2K	$350.9K
47	Torren Management, LLC added	Shares	+2	+$3.1K	$42.4K
48	JNBA Financial Advisors added	Shares	+1	+$2.4K	$32.2K
49	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$1.2K	$17.6K
50	Morton Brown Family Wealth, LLC unchanged	Shares	0	+$1.1K	$16.7K

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