Filing Research | WISDOMTREE U.S. LARGECAP FUND Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	Team Financial Group, LLC	Shares	457.4KSH	$35.6M
2	Stenger Family Office, LLC	Shares	184.2KSH	$14.3M
3	EASTERN BANK	Shares	117.1KSH	$9.1M
4	TopTier Wealth Management, LLC	Shares	80.3KSH	$6.2M
5	BEACON FINANCIAL GROUP	Shares	37.4KSH	$2.9M
6	Systelligence, LLC	Shares	36.2KSH	$2.8M
7	Pine Valley Investments Ltd Liability Co	Shares	36.1KSH	$2.8M
8	ROCKLAND TRUST CO	Shares	35.6KSH	$2.8M
9	LongView Wealth Management	Shares	35.4KSH	$2.7M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.6KSH	$1.3M
11	Herold Advisors, Inc.	Shares	13.5KSH	$1.0M
12	Melone Private Wealth, LLC	Shares	8.6KSH	$672.0K
13	Cornerstone Wealth Management, LLC	Shares	8.6KSH	$672.0K
14	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	8.6KSH	$670.1K
15	E&G Advisors, LLC	Shares	7.6KSH	$593.5K
16	Investment Partners Asset Management, Inc.	Shares	6.7KSH	$522.5K
17	SWMG, LLC	Shares	6.2KSH	$490.7K
18	OPTIMA CAPITAL LLC	Shares	5.4KSH	$416.3K
19	Focus Financial Network, Inc.	Shares	4.8KSH	$372.4K
20	BAR HARBOR WEALTH MANAGEMENT	Shares	4.7KSH	$367.4K
21	CGN Advisors LLC	Shares	4.2KSH	$327.5K
22	CoreCap Advisors, LLC	Shares	4.1KSH	$321.8K
23	MOLLER WEALTH PARTNERS	Shares	3.7KSH	$290.2K
24	LANARK FINANCIAL, INC.	Shares	3.7KSH	$288.5K
25	JOHNSON INVESTMENT COUNSEL INC	Shares	3.4KSH	$266.8K
26	Farther Finance Advisors, LLC	Shares	3.3KSH	$254.6K
27	SECURED RETIREMENT ADVISORS, LLC	Shares	3.1KSH	$239.9K
28	Apollon Wealth Management, LLC	Shares	3.0KSH	$232.0K
29	RMR Wealth Builders	Shares	2.7KSH	$209.6K
30	Nova Wealth Management, Inc.	Shares	2.0KSH	$158.8K
31	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.9KSH	$151.7K
32	SJS Investment Consulting Inc.	Shares	1.7KSH	$134.3K
33	Vision Retirement, LLC	Shares	342SH	$26.6K
34	Triumph Capital Management	Shares	200SH	$15.6K
35	Spire Wealth Management	Shares	100SH	$7.8K
36	Blue Trust, Inc.	Shares	81SH	$6.3K
37	Main Street Group, LTD	Shares	50SH	$3.9K
38	Darwin Wealth Management, LLC	Shares	35SH	$2.7K
39	PARK AVENUE SECURITIES LLC	Shares	4.3KSH	$335

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

40 / 40 loaded

#		Instrument
1	Team Financial Group, LLC added	Shares	+6.6K	+$4.9M	$35.6M
2	EASTERN BANK added	Shares	+7.0K	+$1.6M	$9.1M
3	Stenger Family Office, LLC trimmed	Shares	-7.7K	+$1.3M	$14.3M
4	Pine Valley Investments Ltd Liability Co added	Shares	+7.5K	+$860.6K	$2.8M
5	TopTier Wealth Management, LLC added	Shares	+91	+$783.1K	$6.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.9K	+$576.1K	$1.3M
7	LongView Wealth Management added	Shares	+2.5K	+$365.4K	$2.7M
8	ROCKLAND TRUST CO trimmed	Shares	-52	+$340.6K	$2.8M
9	BEACON FINANCIAL GROUP trimmed	Shares	-509	+$327.8K	$2.9M
10	RMR Wealth Builders new	Shares	+2.7K	+$209.6K	$209.6K
11	E&G Advisors, LLC added	Shares	+225	+$89.2K	$593.5K
12	Investment Partners Asset Management, Inc. added	Shares	+345	+$88.5K	$522.5K
13	Cornerstone Wealth Management, LLC trimmed	Shares	-65	+$79.2K	$672.0K
14	Melone Private Wealth, LLC trimmed	Shares	-119	+$75.5K	$672.0K
15	Herold Advisors, Inc. trimmed	Shares	-1.0K	+$61.4K	$1.0M
16	PARSONS CAPITAL MANAGEMENT INC/RI trimmed	Shares	-344	+$60.0K	$670.1K
17	OPTIMA CAPITAL LLC added	Shares	+85	+$57.6K	$416.3K
18	Focus Financial Network, Inc. added	Shares	+69	+$51.1K	$372.4K
19	BAR HARBOR WEALTH MANAGEMENT unchanged	Shares	0	+$45.7K	$367.4K
20	LANARK FINANCIAL, INC. added	Shares	+94	+$42.3K	$288.5K
21	CGN Advisors LLC unchanged	Shares	0	+$40.8K	$327.5K
22	CoreCap Advisors, LLC added	Shares	+4	+$40.3K	$321.8K
23	MOLLER WEALTH PARTNERS unchanged	Shares	0	+$36.1K	$290.2K
24	JOHNSON INVESTMENT COUNSEL INC added	Shares	+5	+$33.6K	$266.8K
25	SECURED RETIREMENT ADVISORS, LLC unchanged	Shares	0	+$29.9K	$239.9K
26	Farther Finance Advisors, LLC trimmed	Shares	-11	+$29.5K	$254.6K
27	Apollon Wealth Management, LLC unchanged	Shares	0	+$28.9K	$232.0K
28	Vision Retirement, LLC new	Shares	+342	+$26.6K	$26.6K
29	SWMG, LLC trimmed	Shares	-634	+$22.8K	$490.7K
30	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$18.9K	$151.7K
31	SJS Investment Consulting Inc. unchanged	Shares	0	+$16.7K	$134.3K
32	Nova Wealth Management, Inc. trimmed	Shares	-169	+$8.3K	$158.8K
33	Triumph Capital Management unchanged	Shares	0	+$1.9K	$15.6K
34	Spire Wealth Management unchanged	Shares	0	+$968	$7.8K
35	Blue Trust, Inc. unchanged	Shares	0	+$784	$6.3K
36	Main Street Group, LTD unchanged	Shares	0	+$484	$3.9K
37	Darwin Wealth Management, LLC unchanged	Shares	0	+$339	$2.7K
38	PARK AVENUE SECURITIES LLC added	Shares	+337	+$65	$335
39	KMG FIDUCIARY PARTNERS, LLC exited	Shares	-25.2K	-$1.7M	$0
40	Systelligence, LLC trimmed	Shares	-107.2K	-$7.0M	$2.8M