Filing Research | WISDOMTREE TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Selective Wealth Management, Inc.	Shares	206.8KSH	$7.2M
2	Bison Wealth, LLC	Shares	17.0KSH	$581.6K
3	Cypress Point Wealth Management, LLC	Shares	17.6KSH	$565.2K
4	Comprehensive Financial Consultants Institutional, Inc.	Shares	8.1KSH	$259.9K
5	Merit Financial Group, LLC	Shares	6.7KSH	$215.7K
6	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	5.7KSH	$183.0K
7	Farther Finance Advisors, LLC	Shares	430SH	$13.8K
8	Versant Capital Management, Inc	Shares	400SH	$12.8K
9	Carolina Wealth Advisors, LLC	Shares	354SH	$11.3K
10	LANARK FINANCIAL, INC.	Shares	284SH	$9.1K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	160SH	$5.3K
12	EVOLUTION WEALTH MANAGEMENT INC.	Shares	162SH	$5.2K
13	Financial Management Professionals, Inc.	Shares	1SH	$32
14	First PREMIER Bank	Shares	574SH	$18

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

19 / 19 loaded

#		Instrument
1	Selective Wealth Management, Inc. trimmed	Shares	-3.3K	+$1.5M	$7.2M
2	Comprehensive Financial Consultants Institutional, Inc. new	Shares	+8.1K	+$259.9K	$259.9K
3	Bison Wealth, LLC trimmed	Shares	-186	+$107.9K	$581.6K
4	Cypress Point Wealth Management, LLC unchanged	Shares	0	+$83.5K	$565.2K
5	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$27.0K	$183.0K
6	Merit Financial Group, LLC trimmed	Shares	-599	+$15.5K	$215.7K
7	Farther Finance Advisors, LLC unchanged	Shares	0	+$2.0K	$13.8K
8	Versant Capital Management, Inc unchanged	Shares	0	+$1.9K	$12.8K
9	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.3K	$9.1K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$916	$5.3K
11	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$767	$5.2K
12	Financial Management Professionals, Inc. unchanged	Shares	0	+$5	$32
13	First PREMIER Bank unchanged	Shares	0	+$2	$18
14	Team Financial Group, LLC exited	Shares	-4	-$109	$0
15	Marshall & Sterling Wealth Advisors Inc. exited	Shares	-44	-$1.2K	$0
16	IFP Advisors, Inc exited	Shares	-125	-$3.4K	$0
17	Carolina Wealth Advisors, LLC trimmed	Shares	-264	-$5.5K	$11.3K
18	Opal Wealth Advisors, LLC exited	Shares	-6.2K	-$170.2K	$0
19	FIRST COMMUNITY TRUST NA exited	Shares	-13.3K	-$363.6K	$0

Filing Research | WISDOMTREE TR Institutional Holdings