Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	5.4MSH	$316.3M
2	Wealthcare Advisory Partners LLC	Shares	1.0MSH	$60.9M
3	RATIONAL ADVISORS, INC.	Shares	735.0KSH	$43.4M
4	Professional Financial Advisors, LLC	Shares	518.2KSH	$30.6M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	327.8KSH	$19.4M
6	Fermata Advisors, LLC	Shares	117.7KSH	$6.9M
7	Insight Wealth Strategies, LLC	Shares	39.1KSH	$2.3M
8	Morton Capital Management LLC/CA	Shares	33.1KSH	$2.0M
9	Golden State Wealth Management, LLC	Shares	27.9KSH	$1.7M
10	Innova Wealth Partners	Shares	23.2KSH	$1.4M
11	Herold Advisors, Inc.	Shares	23.0KSH	$1.4M
12	XY Planning Network, Inc.	Shares	18.0KSH	$1.1M
13	Bison Wealth, LLC	Shares	14.4KSH	$854.5K
14	Accurate Wealth Management, LLC	Shares	13.9KSH	$826.7K
15	ORBA Wealth Advisors, L.L.C.	Shares	13.9KSH	$822.2K
16	Merit Financial Group, LLC	Shares	12.8KSH	$758.5K
17	NDWM LLC	Shares	11.8KSH	$699.7K
18	ACT Advisors, LLC.	Shares	11.4KSH	$675.9K
19	Wedmont Private Capital	Shares	10.1KSH	$595.8K
20	Barnes Wealth Management Group, Inc	Shares	5.1KSH	$301.3K
21	J.W. COLE ADVISORS, INC.	Shares	5.1KSH	$298.8K
22	TopTier Wealth Management, LLC	Shares	4.7KSH	$280.3K
23	Prospera Financial Services Inc	Shares	4.5KSH	$267.1K
24	Team Financial Group, LLC	Shares	4.3KSH	$254.7K
25	Traynor Capital Management, Inc.	Shares	3.9KSH	$229.5K
26	FLAGSHIP HARBOR ADVISORS, LLC	Shares	3.7KSH	$219.4K
27	Worth Asset Management, LLC	Shares	3.6KSH	$213.9K
28	CoreCap Advisors, LLC	Shares	1.3KSH	$78.7K
29	Farther Finance Advisors, LLC	Shares	745SH	$44.0K
30	EVOLUTION WEALTH MANAGEMENT INC.	Shares	623SH	$36.8K
31	IFP Advisors, Inc	Shares	405SH	$23.9K
32	Crewe Advisors LLC	Shares	227SH	$13.4K
33	Abound Wealth Management	Shares	106SH	$6.3K

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

35 / 35 loaded

#		Instrument
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-60.6K	+$33.8M	$316.3M
2	Wealthcare Advisory Partners LLC added	Shares	+43.6K	+$9.4M	$60.9M
3	Professional Financial Advisors, LLC added	Shares	+9.8K	+$4.1M	$30.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.3K	+$2.4M	$19.4M
5	Fermata Advisors, LLC trimmed	Shares	-1.8K	+$717.0K	$6.9M
6	Insight Wealth Strategies, LLC added	Shares	+1.5K	+$341.6K	$2.3M
7	Prospera Financial Services Inc new	Shares	+4.5K	+$267.1K	$267.1K
8	Morton Capital Management LLC/CA added	Shares	+90	+$233.4K	$2.0M
9	Traynor Capital Management, Inc. new	Shares	+3.9K	+$229.5K	$229.5K
10	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+3.7K	+$219.4K	$219.4K
11	Worth Asset Management, LLC new	Shares	+3.6K	+$213.9K	$213.9K
12	Innova Wealth Partners added	Shares	+362	+$178.7K	$1.4M
13	XY Planning Network, Inc. added	Shares	+518	+$147.9K	$1.1M
14	Golden State Wealth Management, LLC trimmed	Shares	-1.5K	+$116.7K	$1.7M
15	Herold Advisors, Inc. trimmed	Shares	-1.0K	+$105.4K	$1.4M
16	Merit Financial Group, LLC added	Shares	+35	+$90.5K	$758.5K
17	NDWM LLC trimmed	Shares	-99	+$76.6K	$699.7K
18	Wedmont Private Capital unchanged	Shares	0	+$53.9K	$595.8K
19	Barnes Wealth Management Group, Inc added	Shares	+67	+$38.6K	$301.3K
20	J.W. COLE ADVISORS, INC. added	Shares	+11	+$35.5K	$298.8K
21	Team Financial Group, LLC added	Shares	+24	+$31.0K	$254.7K
22	TopTier Wealth Management, LLC trimmed	Shares	-102	+$27.4K	$280.3K
23	Farther Finance Advisors, LLC added	Shares	+252	+$18.2K	$44.0K
24	CoreCap Advisors, LLC unchanged	Shares	0	+$9.2K	$78.7K
25	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$4.3K	$36.8K
26	IFP Advisors, Inc unchanged	Shares	0	+$2.8K	$23.9K
27	Crewe Advisors LLC unchanged	Shares	0	+$1.6K	$13.4K
28	Abound Wealth Management trimmed	Shares	-2	+$608	$6.3K
29	Longview Financial Advisors, Inc. exited	Shares	0	-$47	$0
30	Bison Wealth, LLC trimmed	Shares	-527	-$20.6K	$854.5K
31	ORBA Wealth Advisors, L.L.C. trimmed	Shares	-3.4K	-$79.2K	$822.2K
32	ACT Advisors, LLC. trimmed	Shares	-4.2K	-$141.8K	$675.9K
33	Strategic Blueprint, LLC exited	Shares	-4.1K	-$215.4K	$0
34	Accurate Wealth Management, LLC trimmed	Shares	-6.0K	-$257.8K	$826.7K
35	RATIONAL ADVISORS, INC. trimmed	Shares	-561.5K	-$25.9M	$43.4M