Filing Research | WISDOMTREE Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Trust Point Inc.	Shares	2.5MSH	$163.6M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.2MSH	$76.6M
3	RVW Wealth, LLC	Shares	1.1MSH	$70.9M
4	COLUMBIA ADVISORY PARTNERS LLC	Shares	436.6KSH	$28.8M
5	Ritter Daniher Financial Advisory LLC / DE	Shares	345.4KSH	$22.8M
6	Etesian Wealth Advisors, Inc.	Shares	297.7KSH	$19.7M
7	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	257.0KSH	$17.0M
8	Sound Income Strategies, LLC	Shares	237.6KSH	$15.7M
9	Oxinas Partners, LLC	Shares	190.5KSH	$12.6M
10	Centurion Wealth Management LLC	Shares	161.5KSH	$10.7M
11	LANARK FINANCIAL, INC.	Shares	131.1KSH	$8.7M
12	KPP Advisory Services LLC	Shares	79.2KSH	$5.2M
13	Herold Advisors, Inc.	Shares	67.4KSH	$4.5M
14	FLAGSHIP HARBOR ADVISORS, LLC	Shares	63.3KSH	$4.2M
15	Formidable Asset Management, LLC	Shares	76.9KSH	$4.1M
16	Golden State Wealth Management, LLC	Shares	59.7KSH	$3.9M
17	Comprehensive Financial Consultants Institutional, Inc.	Shares	50.9KSH	$3.4M
18	TopTier Wealth Management, LLC	Shares	43.2KSH	$2.9M
19	RFG Advisory, LLC	Shares	39.8KSH	$2.6M
20	Bison Wealth, LLC	Shares	32.1KSH	$2.1M
21	GK Wealth Management LLC	Shares	17.1KSH	$1.1M
22	Farrell Financial LLC	Shares	14.8KSH	$977.9K
23	XY Planning Network, Inc.	Shares	12.4KSH	$816.0K
24	Clarity Asset Management, Inc.	Shares	9.8KSH	$648.3K
25	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	7.8KSH	$513.8K
26	Intrua Financial, LLC	Shares	7.2KSH	$475.1K
27	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	7.1KSH	$471.4K
28	CoreCap Advisors, LLC	Shares	7.1KSH	$465.6K
29	Legacy Advisors, LLC	Shares	6.2KSH	$411.0K
30	Falcon Wealth Planning	Shares	5.6KSH	$370.7K
31	Dynamic Advisor Solutions LLC	Shares	5.1KSH	$336.4K
32	Team Financial Group, LLC	Shares	4.6KSH	$306.1K
33	Tempus Wealth Planning, LLC	Shares	4.6KSH	$304.9K
34	Colonial River Investments, LLC	Shares	4.3KSH	$285.6K
35	UHLMANN PRICE SECURITIES, LLC	Shares	3.6KSH	$235.0K
36	J.W. COLE ADVISORS, INC.	Shares	3.6KSH	$234.5K
37	Enclave Advisors LLC	Shares	3.2KSH	$208.9K
38	Orgel Wealth Management, LLC	Shares	3.2KSH	$208.4K
39	IFP Advisors, Inc	Shares	1.3KSH	$88.1K
40	JNBA Financial Advisors	Shares	754SH	$49.8K
41	Fortitude Family Office, LLC	Shares	268SH	$17.7K
42	Capital Investment Advisory Services, LLC	Shares	225SH	$14.9K
43	EVOLUTION WEALTH MANAGEMENT INC.	Shares	188SH	$12.4K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	31SH	$2.0K
45	PARK AVENUE SECURITIES LLC	Shares	14.5KSH	$959

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

46 / 46 loaded

#		Instrument
1	Trust Point Inc. trimmed	Shares	-32.0K	+$29.5M	$163.6M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+139.2K	+$22.1M	$76.6M
3	RVW Wealth, LLC added	Shares	+7.6K	+$13.9M	$70.9M
4	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+10.6K	+$6.1M	$28.8M
5	Ritter Daniher Financial Advisory LLC / DE added	Shares	+9.3K	+$4.8M	$22.8M
6	Sound Income Strategies, LLC added	Shares	+34.5K	+$4.7M	$15.7M
7	Centurion Wealth Management LLC added	Shares	+49.3K	+$4.7M	$10.7M
8	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+20.9K	+$4.4M	$17.0M
9	Etesian Wealth Advisors, Inc. added	Shares	+2.9K	+$3.9M	$19.7M
10	KPP Advisory Services LLC added	Shares	+41.2K	+$3.2M	$5.2M
11	LANARK FINANCIAL, INC. added	Shares	+22.1K	+$2.8M	$8.7M
12	Oxinas Partners, LLC added	Shares	+4.8K	+$2.7M	$12.6M
13	Herold Advisors, Inc. added	Shares	+6.8K	+$1.2M	$4.5M
14	GK Wealth Management LLC new	Shares	+17.1K	+$1.1M	$1.1M
15	Golden State Wealth Management, LLC added	Shares	+5.2K	+$1.0M	$3.9M
16	Formidable Asset Management, LLC added	Shares	+21.9K	+$884.0K	$4.1M
17	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+2.8K	+$791.5K	$3.4M
18	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-207	+$786.7K	$4.2M
19	TopTier Wealth Management, LLC added	Shares	+4.3K	+$771.8K	$2.9M
20	RFG Advisory, LLC added	Shares	+2.2K	+$620.2K	$2.6M
21	Clarity Asset Management, Inc. added	Shares	+5.9K	+$441.1K	$648.3K
22	Team Financial Group, LLC new	Shares	+4.6K	+$306.1K	$306.1K
23	UHLMANN PRICE SECURITIES, LLC new	Shares	+3.6K	+$235.0K	$235.0K
24	J.W. COLE ADVISORS, INC. new	Shares	+3.6K	+$234.5K	$234.5K
25	Orgel Wealth Management, LLC new	Shares	+3.2K	+$208.4K	$208.4K
26	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+2.1K	+$207.9K	$513.8K
27	XY Planning Network, Inc. added	Shares	+883	+$195.3K	$816.0K
28	Farrell Financial LLC added	Shares	+85	+$191.2K	$977.9K
29	CoreCap Advisors, LLC added	Shares	+1.8K	+$184.3K	$465.6K
30	Bison Wealth, LLC added	Shares	+1.8K	+$131.7K	$2.1M
31	Dynamic Advisor Solutions LLC added	Shares	+695	+$101.3K	$336.4K
32	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$90.0K	$471.4K
33	Intrua Financial, LLC trimmed	Shares	-111	+$84.7K	$475.1K
34	Legacy Advisors, LLC unchanged	Shares	0	+$78.4K	$411.0K
35	IFP Advisors, Inc added	Shares	+1.1K	+$77.3K	$88.1K
36	Falcon Wealth Planning trimmed	Shares	-64	+$67.3K	$370.7K
37	Tempus Wealth Planning, LLC added	Shares	+10	+$58.7K	$304.9K
38	Fortitude Family Office, LLC new	Shares	+268	+$17.7K	$17.7K
39	Capital Investment Advisory Services, LLC new	Shares	+225	+$14.9K	$14.9K
40	JNBA Financial Advisors unchanged	Shares	0	+$9.5K	$49.8K
41	Colonial River Investments, LLC trimmed	Shares	-880	+$7.5K	$285.6K
42	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$2.4K	$12.4K
43	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$391	$2.0K
44	PARK AVENUE SECURITIES LLC added	Shares	+2.7K	+$329	$959
45	Enclave Advisors LLC trimmed	Shares	-830	-$4.5K	$208.9K
46	BARTLETT & CO. WEALTH MANAGEMENT LLC exited	Shares	-108	-$6.7K	$0