Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	MB, LEVIS & ASSOCIATES, LLC	Shares	158.7KSH	$18.0M
2	Stonebridge Wealth Management, LLC	Shares	85.7KSH	$9.7M
3	Evanson Financial, LLC	Shares	76.2KSH	$8.7M
4	PRECEDENT WEALTH PARTNERS, LLC	Shares	55.0KSH	$6.3M
5	FFG RETIREMENT ADVISORS LLC	Shares	44.8KSH	$5.1M
6	D.A. DAVIDSON & CO.	Shares	33.4KSH	$3.8M
7	Avidian Wealth Enterprises, LLC	Shares	30.4KSH	$3.5M
8	Apella Capital, LLC	Shares	26.1KSH	$3.0M
9	Envestnet Portfolio Solutions, Inc.	Shares	17.2KSH	$2.0M
10	Dynamic Advisor Solutions LLC	Shares	17.2KSH	$2.0M
11	J.W. COLE ADVISORS, INC.	Shares	16.1KSH	$1.8M
12	Barnes Wealth Management Group, Inc	Shares	15.5KSH	$1.8M
13	Dickmeyer Boyce Financial Management, Inc.	Shares	15.0KSH	$1.7M
14	UHLMANN PRICE SECURITIES, LLC	Shares	12.5KSH	$1.4M
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	11.6KSH	$1.3M
16	Merit Financial Group, LLC	Shares	11.5KSH	$1.3M
17	Melone Private Wealth, LLC	Shares	10.5KSH	$1.2M
18	SBI Securities Co., Ltd.	Shares	9.2KSH	$1.0M
19	SFG Wealth Management, LLC.	Shares	8.2KSH	$935.2K
20	Farther Finance Advisors, LLC	Shares	8.2KSH	$931.0K
21	TFC Financial Management, Inc.	Shares	8.0KSH	$907.9K
22	ShoreHaven Wealth Partners, LLC	Shares	7.8KSH	$887.2K
23	Oxinas Partners, LLC	Shares	7.3KSH	$834.4K
24	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.2KSH	$592.4K
25	Relyea Zuckerberg Hanson LLC	Shares	4.9KSH	$556.0K
26	Nelson Capital Management, LLC	Shares	4.7KSH	$534.3K
27	Avior Wealth Management, LLC	Shares	4.5KSH	$511.1K
28	Maltin Wealth Management, Inc.	Shares	4.0KSH	$454.8K
29	Tempus Wealth Planning, LLC	Shares	3.9KSH	$444.1K
30	EVOLUTION WEALTH MANAGEMENT INC.	Shares	3.9KSH	$443.7K
31	Capital Advisors Wealth Management, LLC	Shares	3.9KSH	$443.0K
32	Comprehensive Financial Consultants Institutional, Inc.	Shares	3.5KSH	$393.9K
33	Sequoia Financial Advisors, LLC	Shares	3.5KSH	$392.8K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.4KSH	$387.0K
35	Tranquility Partners, LLC	Shares	3.4KSH	$381.6K
36	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	3.3KSH	$379.7K
37	Clear Trail Advisors, LLC	Shares	3.0KSH	$341.1K
38	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	3.0KSH	$339.7K
39	Friday Financial	Shares	2.8KSH	$318.4K
40	Blue Trust, Inc.	Shares	2.6KSH	$301.2K
41	Cooper Financial Group	Shares	2.6KSH	$299.6K
42	Richardson Capital Management LLC	Shares	2.5KSH	$289.1K
43	DAVENPORT & Co LLC	Shares	2.5KSH	$285.2K
44	Revisor Wealth Management LLC	Shares	2.5KSH	$283.6K
45	J. L. Bainbridge & Co., Inc.	Shares	2.3KSH	$262.2K
46	OLD NATIONAL BANCORP /IN/	Shares	2.3KSH	$262.2K
47	Apollon Wealth Management, LLC	Shares	2.3KSH	$258.6K
48	WEBSTER BANK, N. A.	Shares	2.2KSH	$254.7K
49	Retireful, LLC	Shares	2.1KSH	$240.7K
50	CV Advisors LLC	Shares	1.9KSH	$216.0K

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

50 / 81 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+9.9K	+$1.2M	$3.8M
2	SFG Wealth Management, LLC. new	Shares	+8.2K	+$935.2K	$935.2K
3	MB, LEVIS & ASSOCIATES, LLC added	Shares	+421	+$754.4K	$18.0M
4	Stonebridge Wealth Management, LLC added	Shares	+197	+$404.2K	$9.7M
5	Dynamic Advisor Solutions LLC added	Shares	+2.5K	+$350.2K	$2.0M
6	Dickmeyer Boyce Financial Management, Inc. added	Shares	+2.3K	+$320.7K	$1.7M
7	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+223	+$269.8K	$6.3M
8	FFG RETIREMENT ADVISORS LLC added	Shares	+458	+$250.0K	$5.1M
9	Retireful, LLC new	Shares	+2.1K	+$240.7K	$240.7K
10	Envestnet Portfolio Solutions, Inc. added	Shares	+1.4K	+$231.7K	$2.0M
11	Apella Capital, LLC trimmed	Shares	-107	+$116.3K	$3.0M
12	Kentucky Trust Co new	Shares	+914	+$103.9K	$103.9K
13	UHLMANN PRICE SECURITIES, LLC added	Shares	+229	+$81.1K	$1.4M
14	J.W. COLE ADVISORS, INC. added	Shares	+59	+$78.4K	$1.8M
15	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+265	+$52.2K	$592.4K
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$51.6K	$1.3M
17	Barnes Wealth Management Group, Inc trimmed	Shares	-168	+$50.8K	$1.8M
18	Versant Capital Management, Inc new	Shares	+379	+$43.1K	$43.1K
19	Farther Finance Advisors, LLC added	Shares	+7	+$42.2K	$931.0K
20	TFC Financial Management, Inc. added	Shares	+39	+$39.9K	$907.9K
21	Avidian Wealth Enterprises, LLC trimmed	Shares	-993	+$27.4K	$3.5M
22	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+67	+$24.8K	$443.7K
23	Capital Advisors Wealth Management, LLC added	Shares	+63	+$24.3K	$443.0K
24	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+100	+$24.3K	$339.7K
25	Maltin Wealth Management, Inc. added	Shares	+37	+$21.9K	$454.8K
26	Relyea Zuckerberg Hanson LLC unchanged	Shares	0	+$21.8K	$556.0K
27	Nelson Capital Management, LLC unchanged	Shares	0	+$21.0K	$534.3K
28	ShoreHaven Wealth Partners, LLC trimmed	Shares	-134	+$20.3K	$887.2K
29	Melone Private Wealth, LLC trimmed	Shares	-256	+$19.0K	$1.2M
30	Merit Financial Group, LLC trimmed	Shares	-296	+$18.8K	$1.3M
31	Friday Financial unchanged	Shares	0	+$17.7K	$318.4K
32	Sequoia Financial Advisors, LLC added	Shares	+19	+$17.5K	$392.8K
33	Tempus Wealth Planning, LLC unchanged	Shares	0	+$17.4K	$444.1K
34	Cooper Financial Group added	Shares	+39	+$16.0K	$299.6K
35	Tranquility Partners, LLC unchanged	Shares	0	+$15.0K	$381.6K
36	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$14.9K	$379.7K
37	Comprehensive Financial Consultants Institutional, Inc. trimmed	Shares	-18	+$13.5K	$393.9K
38	Clear Trail Advisors, LLC unchanged	Shares	0	+$13.4K	$341.1K
39	B. Riley Wealth Advisors, Inc. added	Shares	+4	+$12.0K	$214.0K
40	DAVENPORT & Co LLC added	Shares	+4	+$11.6K	$285.2K
41	Richardson Capital Management LLC unchanged	Shares	0	+$11.4K	$289.1K
42	Revisor Wealth Management LLC unchanged	Shares	0	+$11.1K	$283.6K
43	Avior Wealth Management, LLC trimmed	Shares	-88	+$10.5K	$511.1K
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+18	+$10.4K	$215.4K
45	J. L. Bainbridge & Co., Inc. unchanged	Shares	0	+$10.3K	$262.2K
46	Apollon Wealth Management, LLC added	Shares	+1	+$10.2K	$258.6K
47	CV Advisors LLC unchanged	Shares	0	+$8.5K	$216.0K
48	Gemmer Asset Management LLC unchanged	Shares	0	+$8.4K	$213.2K
49	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$4.9K	$125.3K
50	Torren Management, LLC added	Shares	+8	+$4.7K	$98.5K

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