Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	3.4MSH	$145.0M
2	Composition Wealth, LLC	Shares	662.0KSH	$28.3M
3	Catalyst Capital Advisors LLC	Shares	617.1KSH	$26.4M
4	Millburn Ridgefield LLC /DE/	Shares	617.1KSH	$26.4M
5	SBI Securities Co., Ltd.	Shares	269.3KSH	$11.5M
6	Randolph Co Inc	Shares	219.3KSH	$9.4M
7	Leibman Financial Services, Inc.	Shares	144.2KSH	$6.2M
8	Sharper & Granite LLC	Shares	50.3KSH	$2.2M
9	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	Shares	33.1KSH	$1.4M
10	Cohen Klingenstein LLC	Shares	32.0KSH	$1.4M
11	Oxinas Partners, LLC	Shares	26.3KSH	$1.1M
12	Whitaker-Myers Wealth Managers, LTD.	Shares	26.2KSH	$1.1M
13	NAPLES GLOBAL ADVISORS, LLC	Shares	24.2KSH	$1.0M
14	Mirae Asset Global Investments Co., Ltd.	Shares	22.0KSH	$941.2K
15	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	Shares	18.1KSH	$777.1K
16	WASHINGTON GROWTH STRATEGIES LLC	Shares	14.9KSH	$636.7K
17	LANARK FINANCIAL, INC.	Shares	13.4KSH	$572.2K
18	BALDWIN WEALTH PARTNERS LLC/MA	Shares	13.1KSH	$559.1K
19	BigSur Wealth Management LLC	Shares	12.6KSH	$536.9K
20	Harbour Capital Advisors, LLC	Shares	12.6KSH	$536.5K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.4KSH	$484.6K
22	IFP Advisors, Inc	Shares	10.8KSH	$461.1K
23	Congress Park Capital LLC	Shares	10.7KSH	$459.5K
24	Dynamic Advisor Solutions LLC	Shares	10.0KSH	$429.9K
25	Merit Financial Group, LLC	Shares	9.6KSH	$411.0K
26	Envestnet Portfolio Solutions, Inc.	Shares	9.3KSH	$398.3K
27	Crewe Advisors LLC	Shares	9.2KSH	$391.4K
28	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	9.1KSH	$387.2K
29	HARBOUR INVESTMENT MANAGEMENT LLC	Shares	8.9KSH	$382.9K
30	Blue Zone Wealth Advisors, LLC	Shares	8.9KSH	$380.0K
31	Capital Investment Advisory Services, LLC	Shares	8.8KSH	$374.3K
32	Peak Financial Management, Inc.	Shares	8.6KSH	$370.0K
33	Diversified Trust Co	Shares	8.6KSH	$366.2K
34	GHP Investment Advisors, Inc.	Shares	8.1KSH	$346.7K
35	Valeo Financial Advisors, LLC	Shares	7.9KSH	$339.2K
36	J.W. COLE ADVISORS, INC.	Shares	6.9KSH	$296.3K
37	Procyon Advisors, LLC	Shares	6.9KSH	$293.7K
38	Farther Finance Advisors, LLC	Shares	6.4KSH	$275.7K
39	FLC Capital Advisors	Shares	5.9KSH	$254.1K
40	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	5.9KSH	$250.8K
41	Pettinga Financial Advisors LLC	Shares	5.8KSH	$250.3K
42	RFG Advisory, LLC	Shares	5.8KSH	$246.6K
43	E&G Advisors, LLC	Shares	5.2KSH	$220.5K
44	Sava Infond d.o.o.	Shares	5.0KSH	$213.9K
45	TRUST CO OF TOLEDO NA /OH/	Shares	4.4KSH	$190.1K
46	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	4.1KSH	$175.4K
47	Rosenberg Matthew Hamilton	Shares	4.1KSH	$175.1K
48	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.5KSH	$109.1K
49	SIGNATUREFD, LLC	Shares	1.7KSH	$71.7K
50	FINANCIAL CONSULATE, INC	Shares	1.5KSH	$64.2K

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

50 / 73 loaded

#		Instrument
1	Composition Wealth, LLC added	Shares	+67.6K	+$4.1M	$28.3M
2	MEITAV INVESTMENT HOUSE LTD trimmed	Shares	-89.7K	+$3.1M	$145.0M
3	Catalyst Capital Advisors LLC added	Shares	+29.4K	+$2.4M	$26.4M
4	Millburn Ridgefield LLC /DE/ added	Shares	+29.4K	+$2.4M	$26.4M
5	Leibman Financial Services, Inc. added	Shares	+6.3K	+$540.8K	$6.2M
6	Randolph Co Inc trimmed	Shares	-94	+$430.3K	$9.4M
7	Valeo Financial Advisors, LLC new	Shares	+7.9K	+$339.2K	$339.2K
8	Farther Finance Advisors, LLC added	Shares	+3.2K	+$142.3K	$275.7K
9	Oxinas Partners, LLC added	Shares	+851	+$86.8K	$1.1M
10	Sharper & Granite LLC trimmed	Shares	-670	+$72.2K	$2.2M
11	J.W. COLE ADVISORS, INC. added	Shares	+1.4K	+$70.1K	$296.3K
12	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. unchanged	Shares	0	+$65.5K	$1.4M
13	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$48.0K	$1.0M
14	Envestnet Portfolio Solutions, Inc. added	Shares	+688	+$46.5K	$398.3K
15	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$43.6K	$941.2K
16	RFG Advisory, LLC added	Shares	+497	+$31.7K	$246.6K
17	FLC Capital Advisors added	Shares	+469	+$30.9K	$254.1K
18	Capital Investment Advisory Services, LLC added	Shares	+300	+$29.6K	$374.3K
19	WASHINGTON GROWTH STRATEGIES LLC unchanged	Shares	0	+$29.5K	$636.7K
20	Congress Park Capital LLC added	Shares	+200	+$29.4K	$459.5K
21	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	+$25.9K	$559.1K
22	IFP Advisors, Inc unchanged	Shares	0	+$21.3K	$461.1K
23	Crewe Advisors LLC unchanged	Shares	0	+$18.1K	$391.4K
24	MOODY LYNN LIEBERSON & WALKER, LLC unchanged	Shares	0	+$17.9K	$387.2K
25	Blue Zone Wealth Advisors, LLC unchanged	Shares	0	+$17.6K	$380.0K
26	Diversified Trust Co unchanged	Shares	0	+$16.9K	$366.2K
27	GHP Investment Advisors, Inc. unchanged	Shares	0	+$16.0K	$346.7K
28	Procyon Advisors, LLC trimmed	Shares	-50	+$11.6K	$293.7K
29	Sava Infond d.o.o. unchanged	Shares	0	+$9.9K	$213.9K
30	Peak Financial Management, Inc. trimmed	Shares	-200	+$9.0K	$370.0K
31	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$8.8K	$190.1K
32	Rosenberg Matthew Hamilton unchanged	Shares	0	+$8.1K	$175.1K
33	SIGNATUREFD, LLC added	Shares	+113	+$7.9K	$71.7K
34	HARBOUR INVESTMENT MANAGEMENT LLC trimmed	Shares	-240	+$7.9K	$382.9K
35	E&G Advisors, LLC trimmed	Shares	-100	+$6.1K	$220.5K
36	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$3.0K	$64.2K
37	SRH ADVISORS, LLC unchanged	Shares	0	+$1.1K	$24.2K
38	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$887	$19.2K
39	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$396	$8.6K
40	Spire Wealth Management unchanged	Shares	0	+$396	$8.6K
41	Bogart Wealth, LLC unchanged	Shares	0	+$201	$4.4K
42	Walsh & Associates, LLC unchanged	Shares	0	+$199	$4.3K
43	Davis Capital Management unchanged	Shares	0	+$127	$2.7K
44	Blue Trust, Inc. unchanged	Shares	0	+$100	$2.1K
45	Reyes Financial Architecture, Inc. unchanged	Shares	0	+$56	$1.2K
46	Roble, Belko & Company, Inc unchanged	Shares	0	+$1	$14
47	FNY Investment Advisers, LLC exited	Shares	-103	-$4	$0
48	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$123	$175.4K
49	CoreCap Advisors, LLC trimmed	Shares	-25	-$139	$19.0K
50	BARRETT & COMPANY, INC. exited	Shares	-4	-$163	$0

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