Filing Research | WisdomTree China ex-State-Owned Fund Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	SBI Securities Co., Ltd.	Shares	15.1KSH	$586.1K
2	Summit Investment Advisory Services, LLC	Shares	5.3KSH	$207.9K
3	Triumph Capital Management	Shares	225SH	$8.7K

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

6 / 6 loaded

#		Instrument
1	Summit Investment Advisory Services, LLC unchanged	Shares	0	+$5.7K	$207.9K
2	Triumph Capital Management unchanged	Shares	0	+$238	$8.7K
3	Activest Wealth Management exited	Shares	-1	-$27	$0
4	Farther Finance Advisors, LLC exited	Shares	-8	-$303	$0
5	TopTier Wealth Management, LLC exited	Shares	-38	-$1.4K	$0
6	SBI Securities Co., Ltd. trimmed	Shares	-1.1K	-$26.8K	$586.1K

Filing Research | WisdomTree China ex-State-Owned Fund Institutional Holdings