Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Revolve Wealth Partners, LLC	Shares	454.1KSH	$19.6M
2	Venturi Wealth Management, LLC	Shares	187.1KSH	$8.1M
3	Premier Path Wealth Partners, LLC	Shares	170.2KSH	$7.3M
4	CGN Advisors LLC	Shares	142.3KSH	$6.1M
5	Merit Financial Group, LLC	Shares	83.7KSH	$3.6M
6	Impact Capital Partners LLC	Shares	78.8KSH	$3.4M
7	SigFig Wealth Management, LLC	Shares	74.9KSH	$3.2M
8	IFP Advisors, Inc	Shares	51.9KSH	$2.2M
9	Financial Enhancement Group LLC	Shares	32.9KSH	$1.4M
10	City Center Advisors, LLC	Shares	16.7KSH	$719.0K
11	Sharkey, Howes & Javer	Shares	11.3KSH	$487.8K
12	Key FInancial Inc	Shares	10.8KSH	$464.5K
13	WORLD EQUITY GROUP, INC.	Shares	10.7KSH	$461.2K
14	CIDEL ASSET MANAGEMENT INC	Shares	10.2KSH	$440.5K
15	Kondo Wealth Advisors, Inc.	Shares	9.3KSH	$402.3K
16	UHLMANN PRICE SECURITIES, LLC	Shares	9.3KSH	$401.5K
17	Princeton Global Asset Management LLC	Shares	7.8KSH	$337.6K
18	EVOLUTION WEALTH MANAGEMENT INC.	Shares	7.0KSH	$303.6K
19	Trilogy Capital Inc.	Shares	6.7KSH	$288.7K
20	LANARK FINANCIAL, INC.	Shares	6.6KSH	$286.4K
21	Emprise Bank	Shares	6.3KSH	$272.5K
22	Breakwater Capital Group	Shares	6.2KSH	$268.7K
23	PRAIRIE ADVISORY, LLC	Shares	6.2KSH	$267.8K
24	Oxinas Partners, LLC	Shares	5.9KSH	$255.7K
25	Oregon Pacific Wealth Management, LLC	Shares	5.6KSH	$240.0K
26	Trust Co	Shares	5.1KSH	$221.7K
27	Foster Group, Inc.	Shares	4.7KSH	$202.7K
28	Farther Finance Advisors, LLC	Shares	3.8KSH	$162.3K
29	CoreCap Advisors, LLC	Shares	2.6KSH	$112.5K
30	Golden State Wealth Management, LLC	Shares	2.1KSH	$91.4K
31	Beaird Harris Wealth Management, LLC	Shares	1.4KSH	$62.0K
32	AdvisorNet Financial, Inc	Shares	198SH	$8.5K
33	TSFG, LLC	Shares	148.1KSH	$6.4K
34	PARK AVENUE SECURITIES LLC	Shares	7.6KSH	$328
35	Capital Advisors, Ltd. LLC	Shares	658SH	$28

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

41 / 41 loaded

#		Instrument
1	Premier Path Wealth Partners, LLC added	Shares	+42.3K	+$2.2M	$7.3M
2	Revolve Wealth Partners, LLC added	Shares	+21.3K	+$2.2M	$19.6M
3	Venturi Wealth Management, LLC added	Shares	+17.8K	+$1.3M	$8.1M
4	Impact Capital Partners LLC added	Shares	+4.9K	+$428.3K	$3.4M
5	SigFig Wealth Management, LLC added	Shares	+1.2K	+$257.6K	$3.2M
6	Foster Group, Inc. new	Shares	+4.7K	+$202.7K	$202.7K
7	CIDEL ASSET MANAGEMENT INC added	Shares	+3.5K	+$171.6K	$440.5K
8	Farther Finance Advisors, LLC added	Shares	+3.6K	+$156.1K	$162.3K
9	IFP Advisors, Inc trimmed	Shares	-61	+$150.2K	$2.2M
10	City Center Advisors, LLC added	Shares	+997	+$89.1K	$719.0K
11	WORLD EQUITY GROUP, INC. added	Shares	+396	+$47.6K	$461.2K
12	UHLMANN PRICE SECURITIES, LLC added	Shares	+131	+$32.7K	$401.5K
13	Key FInancial Inc trimmed	Shares	-29	+$30.5K	$464.5K
14	Kondo Wealth Advisors, Inc. added	Shares	+16	+$28.1K	$402.3K
15	Trust Co added	Shares	+313	+$27.7K	$221.7K
16	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+149	+$26.7K	$303.6K
17	Breakwater Capital Group added	Shares	+28	+$19.5K	$268.7K
18	Emprise Bank unchanged	Shares	0	+$18.6K	$272.5K
19	Oregon Pacific Wealth Management, LLC trimmed	Shares	-23	+$15.5K	$240.0K
20	Golden State Wealth Management, LLC added	Shares	+77	+$9.3K	$91.4K
21	Sharkey, Howes & Javer trimmed	Shares	-658	+$6.9K	$487.8K
22	TSFG, LLC added	Shares	+133.8K	+$5.8K	$6.4K
23	CoreCap Advisors, LLC trimmed	Shares	-66	+$5.0K	$112.5K
24	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$4.2K	$62.0K
25	AdvisorNet Financial, Inc unchanged	Shares	0	+$582	$8.5K
26	PARK AVENUE SECURITIES LLC added	Shares	+202	+$31	$328
27	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$2	$28
28	Trilogy Capital Inc. trimmed	Shares	-741	-$10.1K	$288.7K
29	Sound Income Strategies, LLC exited	Shares	-504	-$20.6K	$0
30	Oxinas Partners, LLC trimmed	Shares	-1.1K	-$25.3K	$255.7K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-654	-$26.8K	$0
32	Financial Enhancement Group LLC trimmed	Shares	-735	-$51.2K	$1.4M
33	Princeton Global Asset Management LLC trimmed	Shares	-2.2K	-$65.1K	$337.6K
34	TopTier Wealth Management, LLC exited	Shares	-1.8K	-$71.8K	$0
35	Team Financial Group, LLC exited	Shares	-2.2K	-$88.2K	$0
36	LANARK FINANCIAL, INC. trimmed	Shares	-3.2K	-$109.4K	$286.4K
37	Wealthcare Advisory Partners LLC exited	Shares	-6.7K	-$267.4K	$0
38	NATIONS FINANCIAL GROUP INC, /IA/ /ADV exited	Shares	-10.2K	-$411.1K	$0
39	D.A. DAVIDSON & CO. exited	Shares	-61.0K	-$2.4M	$0
40	Merit Financial Group, LLC trimmed	Shares	-117.1K	-$4.5M	$3.6M
41	CGN Advisors LLC trimmed	Shares	-289.5K	-$11.2M	$6.1M