Filing Research | WISDOMTREE TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Security National Bank	Shares	52.3KSH	$1.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.6KSH	$408.1K
3	Forthright Family Wealth Advisory LLC	Shares	10.4KSH	$282.3K
4	Bison Wealth, LLC	Shares	7.8KSH	$234.1K
5	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	3.5KSH	$96.2K
6	COUNTRY TRUST BANK	Shares	869SH	$23.6K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	500SH	$14.0K
8	Hickory Point Bank & Trust	Shares	50SH	$1.4K
9	Capital Advisors, Ltd. LLC	Shares	15.2KSH	$414

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

10 / 10 loaded

#		Instrument
1	Forthright Family Wealth Advisory LLC new	Shares	+10.4K	+$282.3K	$282.3K
2	Bison Wealth, LLC new	Shares	+7.8K	+$234.1K	$234.1K
3	Capital Advisors, Ltd. LLC added	Shares	+3.8K	+$61	$414
4	Hickory Point Bank & Trust unchanged	Shares	0	-$187	$1.4K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$2.3K	$14.0K
6	COUNTRY TRUST BANK unchanged	Shares	0	-$3.3K	$23.6K
7	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	-$13.3K	$96.2K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+175	-$57.9K	$408.1K
9	Castle Rock Wealth Management, LLC exited	Shares	-24.5K	-$790.5K	$0
10	Security National Bank trimmed	Shares	-21.3K	-$854.2K	$1.4M

Filing Research | WISDOMTREE TR Institutional Holdings