Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	Boothe Investment Group, Inc.	Shares	446.1KSH	$25.4M
2	Sharper & Granite LLC	Shares	114.0KSH	$6.5M
3	CATHY PARETO & ASSOCIATES, INC	Shares	93.1KSH	$5.3M
4	PFG Advisors	Shares	51.6KSH	$2.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.9KSH	$2.4M
6	Sage Capital Management, LLC	Shares	36.9KSH	$2.1M
7	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	30.9KSH	$1.8M
8	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	23.3KSH	$1.3M
9	BigSur Wealth Management LLC	Shares	23.2KSH	$1.3M
10	Eagle Strategies LLC	Shares	21.1KSH	$1.2M
11	Hyposwiss Advisors SA	Shares	20.7KSH	$1.2M
12	Harbour Capital Advisors, LLC	Shares	14.4KSH	$810.7K
13	Prospera Financial Services Inc	Shares	13.4KSH	$764.9K
14	FULCRUM WEALTH ADVISORS, LLC	Shares	11.7KSH	$665.1K
15	Hickory Point Bank & Trust	Shares	11.4KSH	$648.3K
16	Bogart Wealth, LLC	Shares	11.1KSH	$632.4K
17	Marion Wealth Management	Shares	10.2KSH	$583.2K
18	CRUX WEALTH ADVISORS	Shares	9.5KSH	$542.5K
19	DAVENPORT & Co LLC	Shares	7.8KSH	$443.4K
20	E&G Advisors, LLC	Shares	7.6KSH	$431.4K
21	Thrive Wealth Management, LLC	Shares	7.5KSH	$424.7K
22	Next Level Private LLC	Shares	7.3KSH	$417.2K
23	Investment Partners Asset Management, Inc.	Shares	7.3KSH	$416.4K
24	Finley Financial, LLC	Shares	6.6KSH	$375.1K
25	RDA Financial Network	Shares	6.4KSH	$367.1K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	4.5KSH	$253.8K
27	Plancorp, LLC	Shares	4.5KSH	$252.8K
28	Sunesis Advisors, LLC	Shares	4.4KSH	$250.8K
29	HOWARD WEALTH MANAGEMENT, LLC	Shares	4.4KSH	$250.5K
30	Wealthcare Advisory Partners LLC	Shares	3.8KSH	$218.9K
31	Merit Financial Group, LLC	Shares	3.7KSH	$211.3K
32	West Financial Advisors, LLC	Shares	3.3KSH	$188.4K
33	Atlantic Edge Private Wealth Management, LLC	Shares	3.0KSH	$171.0K
34	IFP Advisors, Inc	Shares	2.3KSH	$131.3K
35	TOMPKINS FINANCIAL CORP	Shares	1.6KSH	$88.9K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	811SH	$45.8K
37	GAMMA Investing LLC	Shares	753SH	$42.9K
38	Farther Finance Advisors, LLC	Shares	742SH	$42.3K
39	Capital Investment Advisory Services, LLC	Shares	725SH	$41.3K
40	CoreCap Advisors, LLC	Shares	681SH	$38.8K
41	Community Financial Services Group, LLC	Shares	668SH	$37.7K
42	SBI Securities Co., Ltd.	Shares	657SH	$37.4K
43	EASTERN BANK	Shares	486SH	$27.7K
44	Noble Wealth Management PBC	Shares	450SH	$25.6K
45	StrongBox Wealth, LLC	Shares	340SH	$19.4K
46	FINANCIAL CONSULATE, INC	Shares	322SH	$18.4K
47	Provenance Wealth Advisors, LLC	Shares	314SH	$17.9K
48	VIMA LLC	Shares	314SH	$17.9K
49	LANARK FINANCIAL, INC.	Shares	251SH	$14.3K
50	FIRST HORIZON CORP	Shares	248SH	$14.1K

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

50 / 63 loaded

#		Instrument
1	Boothe Investment Group, Inc. trimmed	Shares	-327	+$2.1M	$25.4M
2	BigSur Wealth Management LLC added	Shares	+17.6K	+$1.0M	$1.3M
3	Sharper & Granite LLC added	Shares	+1.1K	+$591.1K	$6.5M
4	PFG Advisors added	Shares	+4.8K	+$494.6K	$2.9M
5	Sage Capital Management, LLC added	Shares	+2.5K	+$303.8K	$2.1M
6	CRUX WEALTH ADVISORS added	Shares	+4.5K	+$280.0K	$542.5K
7	Plancorp, LLC new	Shares	+4.5K	+$252.8K	$252.8K
8	Wealthcare Advisory Partners LLC new	Shares	+3.8K	+$218.9K	$218.9K
9	Eagle Strategies LLC added	Shares	+921	+$147.3K	$1.2M
10	Hyposwiss Advisors SA unchanged	Shares	0	+$129.9K	$1.2M
11	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$109.3K	$1.3M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.1K	+$99.3K	$2.4M
13	CATHY PARETO & ASSOCIATES, INC trimmed	Shares	-6.5K	+$98.9K	$5.3M
14	LAUREL OAK WEALTH MANAGEMENT, LLC trimmed	Shares	-1.0K	+$90.9K	$1.8M
15	IFP Advisors, Inc added	Shares	+1.1K	+$67.5K	$131.3K
16	Bogart Wealth, LLC added	Shares	+30	+$53.7K	$632.4K
17	Hickory Point Bank & Trust unchanged	Shares	0	+$53.5K	$648.3K
18	Marion Wealth Management unchanged	Shares	0	+$48.1K	$583.2K
19	FULCRUM WEALTH ADVISORS, LLC trimmed	Shares	-206	+$44.1K	$665.1K
20	Thrive Wealth Management, LLC added	Shares	+127	+$41.7K	$424.7K
21	Next Level Private LLC added	Shares	+59	+$37.4K	$417.2K
22	Investment Partners Asset Management, Inc. unchanged	Shares	0	+$34.3K	$416.4K
23	Finley Financial, LLC unchanged	Shares	0	+$30.9K	$375.1K
24	DAVENPORT & Co LLC trimmed	Shares	-118	+$30.4K	$443.4K
25	RDA Financial Network unchanged	Shares	0	+$30.3K	$367.1K
26	EASTERN BANK new	Shares	+486	+$27.7K	$27.7K
27	E&G Advisors, LLC trimmed	Shares	-210	+$24.6K	$431.4K
28	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+42	+$23.1K	$253.8K
29	Sunesis Advisors, LLC unchanged	Shares	0	+$20.7K	$250.8K
30	HOWARD WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$20.7K	$250.5K
31	StrongBox Wealth, LLC new	Shares	+340	+$19.4K	$19.4K
32	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$14.1K	$171.0K
33	Capital Investment Advisory Services, LLC added	Shares	+157	+$11.6K	$41.3K
34	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$7.3K	$88.9K
35	Prospera Financial Services Inc trimmed	Shares	-1.1K	+$7.2K	$764.9K
36	GAMMA Investing LLC unchanged	Shares	0	+$3.5K	$42.9K
37	Farther Finance Advisors, LLC unchanged	Shares	0	+$3.1K	$42.3K
38	SBI Securities Co., Ltd. unchanged	Shares	0	+$3.1K	$37.4K
39	Community Financial Services Group, LLC unchanged	Shares	0	+$2.5K	$37.7K
40	West Financial Advisors, LLC trimmed	Shares	-253	+$2.3K	$188.4K
41	Noble Wealth Management PBC unchanged	Shares	0	+$2.1K	$25.6K
42	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.5K	$18.4K
43	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$1.5K	$17.9K
44	Activest Wealth Management added	Shares	+3	+$1.3K	$13.8K
45	LANARK FINANCIAL, INC. added	Shares	+1	+$1.3K	$14.3K
46	FIRST HORIZON CORP unchanged	Shares	0	+$1.2K	$14.1K
47	Harbour Capital Advisors, LLC trimmed	Shares	-400	+$1.1K	$810.7K
48	Key FInancial Inc unchanged	Shares	0	+$1.0K	$12.4K
49	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$940	$11.4K
50	CoreCap Advisors, LLC trimmed	Shares	-51	+$533	$38.8K

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