Filing Research | WISDOMTREE INTERNATIONAL EQUITY FUND Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	LRI Investments, LLC	Shares	386.4KSH	$28.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	216.8KSH	$16.0M
3	MOLLER WEALTH PARTNERS	Shares	97.7KSH	$7.2M
4	JFS WEALTH ADVISORS, LLC	Shares	63.2KSH	$4.6M
5	Key FInancial Inc	Shares	62.7KSH	$4.6M
6	Merit Financial Group, LLC	Shares	59.9KSH	$4.4M
7	Smallwood Wealth Investment Management, LLC	Shares	59.0KSH	$4.3M
8	MISSION WEALTH MANAGEMENT, LP	Shares	57.2KSH	$4.2M
9	Falcon Wealth Planning	Shares	40.5KSH	$3.0M
10	Envision Financial LLC	Shares	35.3KSH	$2.6M
11	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	29.0KSH	$2.1M
12	COURIER CAPITAL LLC	Shares	27.1KSH	$2.0M
13	Shakespeare Wealth Management, LLC	Shares	26.6KSH	$1.9M
14	TopTier Wealth Management, LLC	Shares	26.6KSH	$1.9M
15	Kondo Wealth Advisors, Inc.	Shares	15.4KSH	$1.1M
16	Octavia Wealth Advisors, LLC	Shares	13.6KSH	$996.9K
17	DAVENPORT & Co LLC	Shares	13.3KSH	$974.3K
18	Intrua Financial, LLC	Shares	12.8KSH	$935.0K
19	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	7.1KSH	$517.8K
20	BEACON FINANCIAL GROUP	Shares	6.7KSH	$488.8K
21	INSPIRION WEALTH ADVISORS, LLC	Shares	6.3KSH	$463.8K
22	TCV Trust & Wealth Management, Inc.	Shares	5.8KSH	$423.4K
23	HOWARD WEALTH MANAGEMENT, LLC	Shares	5.6KSH	$411.1K
24	Arlington Financial Advisors, LLC	Shares	4.6KSH	$335.8K
25	McNamara Financial Services, Inc.	Shares	4.5KSH	$329.4K
26	New Perspectives, Inc	Shares	4.2KSH	$305.7K
27	4WEALTH ADVISORS, INC.	Shares	3.1KSH	$223.4K
28	Hickory Point Bank & Trust	Shares	2.3KSH	$165.9K
29	Independence Bank of Kentucky	Shares	2.1KSH	$152.3K
30	Three Bearings Fiduciary Advisors, Inc.	Shares	855SH	$62.6K
31	Creative Capital Management Investments LLC	Shares	539SH	$39.5K
32	LANARK FINANCIAL, INC.	Shares	490SH	$35.9K
33	EverSource Wealth Advisors, LLC	Shares	325SH	$23.8K
34	Farther Finance Advisors, LLC	Shares	248SH	$18.2K
35	Abound Wealth Management	Shares	113SH	$8.3K

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

36 / 36 loaded

#		Instrument
1	Falcon Wealth Planning added	Shares	+28.9K	+$2.2M	$3.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.6K	+$1.3M	$16.0M
3	LRI Investments, LLC trimmed	Shares	-133	+$1.3M	$28.3M
4	Merit Financial Group, LLC added	Shares	+3.0K	+$406.9K	$4.4M
5	Smallwood Wealth Investment Management, LLC added	Shares	+1.4K	+$294.6K	$4.3M
6	MOLLER WEALTH PARTNERS trimmed	Shares	-559	+$285.8K	$7.2M
7	MISSION WEALTH MANAGEMENT, LP added	Shares	+83	+$195.8K	$4.2M
8	Key FInancial Inc trimmed	Shares	-1.1K	+$132.8K	$4.6M
9	COURIER CAPITAL LLC added	Shares	+231	+$106.2K	$2.0M
10	Intrua Financial, LLC added	Shares	+135	+$51.9K	$935.0K
11	Kondo Wealth Advisors, Inc. trimmed	Shares	-243	+$34.2K	$1.1M
12	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-900	+$33.5K	$2.1M
13	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+136	+$33.0K	$517.8K
14	Octavia Wealth Advisors, LLC trimmed	Shares	-196	+$31.6K	$996.9K
15	INSPIRION WEALTH ADVISORS, LLC added	Shares	+92	+$26.9K	$463.8K
16	JFS WEALTH ADVISORS, LLC trimmed	Shares	-2.7K	+$22.2K	$4.6M
17	TCV Trust & Wealth Management, Inc. unchanged	Shares	0	+$19.2K	$423.4K
18	HOWARD WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$18.7K	$411.1K
19	4WEALTH ADVISORS, INC. trimmed	Shares	-11	+$14.1K	$223.4K
20	New Perspectives, Inc unchanged	Shares	0	+$13.9K	$305.7K
21	McNamara Financial Services, Inc. trimmed	Shares	-46	+$11.7K	$329.4K
22	Hickory Point Bank & Trust unchanged	Shares	0	+$7.5K	$165.9K
23	Creative Capital Management Investments LLC unchanged	Shares	0	+$1.8K	$39.5K
24	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.6K	$35.9K
25	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$1.1K	$23.8K
26	Farther Finance Advisors, LLC added	Shares	+3	+$809	$18.2K
27	Abound Wealth Management unchanged	Shares	0	+$376	$8.3K
28	Three Bearings Fiduciary Advisors, Inc. trimmed	Shares	-51	-$722	$62.6K
29	Shakespeare Wealth Management, LLC trimmed	Shares	-1.3K	-$5.4K	$1.9M
30	Arlington Financial Advisors, LLC trimmed	Shares	-300	-$5.7K	$335.8K
31	DAVENPORT & Co LLC trimmed	Shares	-731	-$6.9K	$974.3K
32	Independence Bank of Kentucky trimmed	Shares	-335	-$16.5K	$152.3K
33	BEACON FINANCIAL GROUP trimmed	Shares	-993	-$47.2K	$488.8K
34	Envision Financial LLC trimmed	Shares	-4.8K	-$215.8K	$2.6M
35	TopTier Wealth Management, LLC trimmed	Shares	-5.6K	-$305.5K	$1.9M
36	KMG FIDUCIARY PARTNERS, LLC exited	Shares	-9.7K	-$681.2K	$0