Filing Research | WISDOMTREE TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Members Advisory Group LLC	Shares	170.5KSH	$6.4M
2	Heck Capital Advisors, LLC	Shares	146.4KSH	$5.5M
3	Wealthcare Advisory Partners LLC	Shares	9.5KSH	$361.0K
4	Beaumont Asset Management, L.L.C.	Shares	7.8KSH	$295.1K
5	Farther Finance Advisors, LLC	Shares	6.5KSH	$247.3K
6	Mesirow Financial Investment Management, Inc.	Shares	5.8KSH	$218.7K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	400SH	$14.7K
8	Security National Bank	Shares	323SH	$12.2K
9	EVOLUTION WEALTH MANAGEMENT INC.	Shares	152SH	$5.7K
10	IFP Advisors, Inc	Shares	127SH	$4.8K
11	Investors Research Corp	Shares	52SH	$2.0K

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

11 / 11 loaded

#		Instrument
1	Members Advisory Group LLC new	Shares	+170.5K	+$6.4M	$6.4M
2	Heck Capital Advisors, LLC new	Shares	+146.4K	+$5.5M	$5.5M
3	Wealthcare Advisory Partners LLC new	Shares	+9.5K	+$361.0K	$361.0K
4	Beaumont Asset Management, L.L.C. new	Shares	+7.8K	+$295.1K	$295.1K
5	Farther Finance Advisors, LLC new	Shares	+6.5K	+$247.3K	$247.3K
6	Mesirow Financial Investment Management, Inc. new	Shares	+5.8K	+$218.7K	$218.7K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+400	+$14.7K	$14.7K
8	Security National Bank new	Shares	+323	+$12.2K	$12.2K
9	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+152	+$5.7K	$5.7K
10	IFP Advisors, Inc new	Shares	+127	+$4.8K	$4.8K
11	Investors Research Corp new	Shares	+52	+$2.0K	$2.0K

Filing Research | WISDOMTREE TR Institutional Holdings