Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 141 loaded

#		Instrument	quantity
1	Stonebridge Financial Group, LLC	Shares	396.8KSH	$22.4M
2	Marion Wealth Management	Shares	317.7KSH	$18.0M
3	Three Bearings Fiduciary Advisors, Inc.	Shares	284.2KSH	$16.1M
4	Avidian Wealth Enterprises, LLC	Shares	229.4KSH	$13.0M
5	PRECEDENT WEALTH PARTNERS, LLC	Shares	223.4KSH	$12.6M
6	Lee, Kelleher & Klein Wealth Management	Shares	223.0KSH	$12.6M
7	Farther Finance Advisors, LLC	Shares	198.3KSH	$11.2M
8	Melone Private Wealth, LLC	Shares	151.9KSH	$8.6M
9	Dynamic Advisor Solutions LLC	Shares	150.4KSH	$8.5M
10	Capital Investment Counsel, LLC	Shares	148.1KSH	$8.4M
11	Cornerstone Wealth Management, LLC	Shares	142.4KSH	$8.0M
12	Dickmeyer Boyce Financial Management, Inc.	Shares	124.8KSH	$7.1M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	123.4KSH	$7.0M
14	MJT & Associates Financial Advisory Group, Inc.	Shares	122.7KSH	$6.9M
15	D.A. DAVIDSON & CO.	Shares	114.9KSH	$6.5M
16	Roan Capital Partners	Shares	109.7KSH	$6.2M
17	Copper Harbor Investment Advisors, LLC	Shares	107.8KSH	$6.1M
18	JFS WEALTH ADVISORS, LLC	Shares	95.0KSH	$5.4M
19	Apeiron RIA LLC	Shares	88.5KSH	$5.0M
20	INSPIRION WEALTH ADVISORS, LLC	Shares	82.9KSH	$4.7M
21	Sage Capital Management, LLC	Shares	79.9KSH	$4.5M
22	BEACON FINANCIAL GROUP	Shares	76.3KSH	$4.3M
23	Independence Bank of Kentucky	Shares	65.1KSH	$3.7M
24	Wealthcare Advisory Partners LLC	Shares	59.3KSH	$3.3M
25	Intrua Financial, LLC	Shares	58.1KSH	$3.3M
26	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	57.4KSH	$3.2M
27	Brady Martz Wealth Solutions, LLC	Shares	55.7KSH	$3.1M
28	Oxinas Partners, LLC	Shares	49.1KSH	$2.8M
29	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	48.7KSH	$2.8M
30	HF Advisory Group, LLC	Shares	46.8KSH	$2.6M
31	JNBA Financial Advisors	Shares	46.4KSH	$2.6M
32	FIRST HAWAIIAN BANK	Shares	43.8KSH	$2.5M
33	Well Done, LLC	Shares	41.1KSH	$2.3M
34	Composition Wealth, LLC	Shares	39.6KSH	$2.2M
35	TopTier Wealth Management, LLC	Shares	38.9KSH	$2.2M
36	Apollon Wealth Management, LLC	Shares	36.5KSH	$2.1M
37	FINANCIAL ADVISORY PARTNERS, LLC	Shares	36.3KSH	$2.1M
38	Wealthcare Capital Partners, LLC	Shares	35.5KSH	$2.0M
39	YARGER WEALTH STRATEGIES, LLC	Shares	34.0KSH	$1.9M
40	HARBOR INVESTMENT ADVISORY, LLC	Shares	33.4KSH	$1.9M
41	MIDLAND WEALTH ADVISORS, LLC	Shares	32.5KSH	$1.8M
42	BENJAMIN EDWARDS INC	Shares	32.0KSH	$1.8M
43	Wealth Enhancement Trust Services, Inc.	Shares	28.7KSH	$1.6M
44	Southland Equity Partners LLC	Shares	27.5KSH	$1.6M
45	Merit Financial Group, LLC	Shares	24.1KSH	$1.4M
46	Envision Financial LLC	Shares	23.5KSH	$1.3M
47	EASTERN BANK	Shares	23.4KSH	$1.3M
48	OMNI 360 Wealth, Inc.	Shares	22.1KSH	$1.2M
49	Mosley Wealth Management	Shares	21.5KSH	$1.2M
50	Kaydan Wealth Management, Inc.	Shares	20.0KSH	$1.1M

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

50 / 148 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+30.7K	+$2.4M	$11.2M
2	Marion Wealth Management added	Shares	+17.7K	+$2.2M	$18.0M
3	Stonebridge Financial Group, LLC added	Shares	+8.7K	+$2.0M	$22.4M
4	Three Bearings Fiduciary Advisors, Inc. added	Shares	+924	+$1.2M	$16.1M
5	Mosley Wealth Management added	Shares	+20.3K	+$1.2M	$1.2M
6	Roan Capital Partners added	Shares	+11.9K	+$1.1M	$6.2M
7	Lee, Kelleher & Klein Wealth Management added	Shares	+1.6K	+$971.7K	$12.6M
8	Avidian Wealth Enterprises, LLC trimmed	Shares	-1.8K	+$819.5K	$13.0M
9	MJT & Associates Financial Advisory Group, Inc. added	Shares	+5.4K	+$771.2K	$6.9M
10	Composition Wealth, LLC added	Shares	+11.0K	+$738.3K	$2.2M
11	Capital Investment Counsel, LLC added	Shares	+2.5K	+$718.8K	$8.4M
12	Melone Private Wealth, LLC added	Shares	+1.5K	+$680.9K	$8.6M
13	Dickmeyer Boyce Financial Management, Inc. added	Shares	+1.1K	+$551.9K	$7.1M
14	Cornerstone Wealth Management, LLC trimmed	Shares	-376	+$547.0K	$8.0M
15	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-7.7K	+$482.4K	$12.6M
16	JFS WEALTH ADVISORS, LLC added	Shares	+557	+$407.3K	$5.4M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.3K	+$376.7K	$7.0M
18	Apeiron RIA LLC added	Shares	+3	+$352.2K	$5.0M
19	Sage Capital Management, LLC added	Shares	+280	+$332.7K	$4.5M
20	Intrua Financial, LLC added	Shares	+1.4K	+$302.7K	$3.3M
21	Wealthcare Advisory Partners LLC added	Shares	+878	+$282.0K	$3.3M
22	Independence Bank of Kentucky added	Shares	+80	+$263.5K	$3.7M
23	D.A. DAVIDSON & CO. trimmed	Shares	-3.7K	+$260.7K	$6.5M
24	Oxinas Partners, LLC added	Shares	+1.0K	+$248.0K	$2.8M
25	HF Advisory Group, LLC added	Shares	+982	+$237.8K	$2.6M
26	Brady Martz Wealth Solutions, LLC added	Shares	+290	+$236.9K	$3.1M
27	Wealthcare Capital Partners, LLC added	Shares	+1.8K	+$236.7K	$2.0M
28	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+1.8K	+$229.0K	$1.9M
29	Merit Financial Group, LLC added	Shares	+2.4K	+$222.8K	$1.4M
30	Sowell Financial Services LLC new	Shares	+3.8K	+$214.4K	$214.4K
31	FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed	Shares	-281	+$213.9K	$3.2M
32	FINANCIAL ADVISORY PARTNERS, LLC added	Shares	+1.2K	+$208.1K	$2.1M
33	Stenger Family Office, LLC new	Shares	+3.6K	+$202.6K	$202.6K
34	INSPIRION WEALTH ADVISORS, LLC trimmed	Shares	-2.4K	+$202.1K	$4.7M
35	River Street Advisors LLC new	Shares	+3.4K	+$192.6K	$192.6K
36	BENJAMIN EDWARDS INC added	Shares	+816	+$170.2K	$1.8M
37	TopTier Wealth Management, LLC added	Shares	+103	+$160.3K	$2.2M
38	Versant Capital Management, Inc new	Shares	+2.4K	+$134.9K	$134.9K
39	Well Done, LLC trimmed	Shares	-654	+$129.1K	$2.3M
40	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-1.3K	+$127.0K	$2.8M
41	Kaydan Wealth Management, Inc. added	Shares	+458	+$103.8K	$1.1M
42	Southland Equity Partners LLC trimmed	Shares	-273	+$95.1K	$1.6M
43	JNBA Financial Advisors trimmed	Shares	-1.9K	+$82.4K	$2.6M
44	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.1K	+$80.5K	$356.9K
45	Focus Financial Network, Inc. added	Shares	+122	+$75.3K	$977.8K
46	Meridian Financial Advisors, LLC added	Shares	+7	+$74.0K	$1.0M
47	Platform Technology Partners unchanged	Shares	0	+$68.7K	$975.0K
48	Holos Integrated Wealth LLC added	Shares	+16	+$67.7K	$1.1M
49	MARINO, STRAM & ASSOCIATES LLC added	Shares	+11	+$64.4K	$906.4K
50	BRADY FAMILY WEALTH, LLC unchanged	Shares	0	+$63.8K	$906.3K

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