Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 110 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	434.8KSH	$23.4M
2	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	402.7KSH	$21.7M
3	ASPIRIANT, LLC	Shares	360.8KSH	$19.4M
4	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	270.8KSH	$14.6M
5	D.A. DAVIDSON & CO.	Shares	196.2KSH	$10.6M
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	123.1KSH	$6.6M
7	Freedom Day Solutions, LLC	Shares	96.2KSH	$5.2M
8	Stonebridge Wealth Management, LLC	Shares	96.1KSH	$5.2M
9	Old Port Advisors	Shares	94.2KSH	$5.1M
10	Investors Research Corp	Shares	88.6KSH	$4.8M
11	Composition Wealth, LLC	Shares	74.1KSH	$4.0M
12	Good Harbor Advisors, Inc.	Shares	67.2KSH	$3.6M
13	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	65.6KSH	$3.5M
14	J.W. COLE ADVISORS, INC.	Shares	63.3KSH	$3.4M
15	Apeiron RIA LLC	Shares	54.9KSH	$3.0M
16	Dynamic Advisor Solutions LLC	Shares	45.4KSH	$2.4M
17	FFG RETIREMENT ADVISORS LLC	Shares	42.3KSH	$2.3M
18	MOODY NATIONAL BANK TRUST DIVISION	Shares	39.7KSH	$2.1M
19	GREENLEAF TRUST	Shares	39.4KSH	$2.1M
20	First City Capital Management, Inc.	Shares	35.0KSH	$1.9M
21	Rathbones Group PLC	Shares	33.3KSH	$1.8M
22	IFP Advisors, Inc	Shares	30.4KSH	$1.6M
23	Eagle Strategies LLC	Shares	27.6KSH	$1.5M
24	Financial Partners Group, Inc	Shares	27.2KSH	$1.5M
25	Wealthcare Advisory Partners LLC	Shares	26.8KSH	$1.4M
26	Sincerus Advisory, LLC	Shares	26.1KSH	$1.4M
27	LANARK FINANCIAL, INC.	Shares	25.3KSH	$1.4M
28	Mirador Capital Partners LP	Shares	24.4KSH	$1.3M
29	BEACON FINANCIAL GROUP	Shares	24.1KSH	$1.3M
30	Evanson Financial, LLC	Shares	20.7KSH	$1.1M
31	Great Diamond Partners, LLC	Shares	20.5KSH	$1.1M
32	Next Level Private LLC	Shares	19.1KSH	$1.0M
33	Avidian Wealth Enterprises, LLC	Shares	17.9KSH	$961.0K
34	J2 Capital Management Inc	Shares	17.7KSH	$951.4K
35	SBI Securities Co., Ltd.	Shares	16.9KSH	$910.7K
36	Fearless Solutions, LLC dba Best Invest	Shares	16.3KSH	$874.1K
37	KRAEMATON INVESTMENT ADVISORS, INC	Shares	15.9KSH	$856.0K
38	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	15.9KSH	$854.3K
39	Sunbeam Capital Management, LLC	Shares	15.5KSH	$833.8K
40	Farther Finance Advisors, LLC	Shares	15.2KSH	$815.4K
41	MISSION WEALTH MANAGEMENT, LP	Shares	15.1KSH	$811.9K
42	JNBA Financial Advisors	Shares	14.6KSH	$786.1K
43	WADDELL & ASSOCIATES, LLC	Shares	14.5KSH	$778.8K
44	ERn Financial, LLC	Shares	13.6KSH	$731.3K
45	Camelot Portfolios, LLC	Shares	13.4KSH	$723.4K
46	Barnes Wealth Management Group, Inc	Shares	13.2KSH	$710.8K
47	ROMANO BROTHERS AND COMPANY	Shares	12.6KSH	$675.1K
48	Apollon Wealth Management, LLC	Shares	12.3KSH	$662.2K
49	Montecito Bank & Trust	Shares	11.4KSH	$613.8K
50	Rockingstone Advisors LLC	Shares	11.2KSH	$602.4K

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

50 / 112 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+41.5K	+$4.3M	$23.4M
2	Freedom Day Solutions, LLC added	Shares	+34.0K	+$2.1M	$5.2M
3	D.A. DAVIDSON & CO. added	Shares	+10.4K	+$1.3M	$10.6M
4	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+4.2K	+$1.3M	$3.5M
5	J2 Capital Management Inc new	Shares	+17.7K	+$951.4K	$951.4K
6	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-16.0K	+$854.2K	$21.7M
7	Sunbeam Capital Management, LLC new	Shares	+15.5K	+$833.8K	$833.8K
8	Investors Research Corp added	Shares	+6.8K	+$702.7K	$4.8M
9	Good Harbor Advisors, Inc. added	Shares	+6.4K	+$595.9K	$3.6M
10	Old Port Advisors added	Shares	+2.2K	+$496.0K	$5.1M
11	Stonebridge Wealth Management, LLC added	Shares	+478	+$417.7K	$5.2M
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-2.1K	+$401.5K	$6.6M
13	Composition Wealth, LLC added	Shares	+1.5K	+$380.3K	$4.0M
14	Capital Investment Advisory Services, LLC added	Shares	+6.1K	+$337.4K	$423.6K
15	J.W. COLE ADVISORS, INC. added	Shares	+1.3K	+$324.1K	$3.4M
16	GREENLEAF TRUST added	Shares	+2.5K	+$283.4K	$2.1M
17	Apollon Wealth Management, LLC added	Shares	+4.7K	+$283.4K	$662.2K
18	ASPIRIANT, LLC trimmed	Shares	-24.3K	+$272.1K	$19.4M
19	Dynamic Advisor Solutions LLC added	Shares	+1.2K	+$248.2K	$2.4M
20	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.7K	+$244.0K	$811.9K
21	Wealthcare Advisory Partners LLC added	Shares	+2.4K	+$231.3K	$1.4M
22	First City Capital Management, Inc. added	Shares	+1.3K	+$208.3K	$1.9M
23	Austin Wealth Management, LLC new	Shares	+3.8K	+$203.1K	$203.1K
24	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+3.8K	+$202.5K	$202.5K
25	Apeiron RIA LLC trimmed	Shares	-767	+$186.9K	$3.0M
26	FFG RETIREMENT ADVISORS LLC added	Shares	+153	+$180.9K	$2.3M
27	Financial Partners Group, Inc added	Shares	+1.1K	+$166.6K	$1.5M
28	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$163.0K	$2.1M
29	Avidian Wealth Enterprises, LLC added	Shares	+449	+$95.6K	$961.0K
30	Sincerus Advisory, LLC trimmed	Shares	-279	+$93.1K	$1.4M
31	Next Level Private LLC added	Shares	+254	+$91.1K	$1.0M
32	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+911	+$87.6K	$556.0K
33	Great Diamond Partners, LLC added	Shares	+52	+$86.7K	$1.1M
34	GGM Financial LLC new	Shares	+1.4K	+$76.1K	$76.1K
35	SBI Securities Co., Ltd. added	Shares	+33	+$71.1K	$910.7K
36	Fearless Solutions, LLC dba Best Invest trimmed	Shares	-2	+$66.5K	$874.1K
37	BRANDYWINE OAK PRIVATE WEALTH LLC unchanged	Shares	0	+$65.1K	$854.3K
38	WADDELL & ASSOCIATES, LLC unchanged	Shares	0	+$59.4K	$778.8K
39	JNBA Financial Advisors trimmed	Shares	-37	+$58.1K	$786.1K
40	LANARK FINANCIAL, INC. trimmed	Shares	-945	+$56.7K	$1.4M
41	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	+$51.5K	$675.1K
42	FINANCIAL CONSULATE, INC new	Shares	+926	+$49.8K	$49.8K
43	GAMMA Investing LLC added	Shares	+824	+$47.6K	$87.9K
44	Montecito Bank & Trust unchanged	Shares	0	+$46.8K	$613.8K
45	Rockingstone Advisors LLC unchanged	Shares	0	+$45.9K	$602.4K
46	KRAEMATON INVESTMENT ADVISORS, INC trimmed	Shares	-477	+$41.5K	$856.0K
47	ERn Financial, LLC trimmed	Shares	-301	+$40.8K	$731.3K
48	Farther Finance Advisors, LLC trimmed	Shares	-559	+$37.7K	$815.4K
49	Key FInancial Inc trimmed	Shares	-46	+$35.9K	$500.5K
50	Barnes Wealth Management Group, Inc trimmed	Shares	-382	+$35.2K	$710.8K

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