Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Unison Advisors LLC	Shares	448.6KSH	$29.0M
2	Baker Ellis Asset Management LLC	Shares	163.1KSH	$10.6M
3	O'Connor Financial Group LLC	Shares	122.0KSH	$7.9M
4	Discipline Wealth Solutions, LLC	Shares	118.2KSH	$7.6M
5	Stonebridge Wealth Management, LLC	Shares	117.9KSH	$7.6M
6	Shore Point Advisors, LLC	Shares	109.8KSH	$5.6M
7	Leibman Financial Services, Inc.	Shares	80.4KSH	$5.2M
8	Econ Financial Services Corp	Shares	67.4KSH	$4.4M
9	Midway Capital Research & Management	Shares	45.3KSH	$2.9M
10	Alpha Omega Wealth Management LLC	Shares	43.3KSH	$2.8M
11	Great Point Wealth Advisors, LLC	Shares	41.3KSH	$2.7M
12	Sound Stewardship, LLC	Shares	37.1KSH	$2.4M
13	FFG RETIREMENT ADVISORS LLC	Shares	35.8KSH	$2.3M
14	Marathon Strategic Advisors, LLC	Shares	34.6KSH	$2.2M
15	FAMILY WEALTH PARTNERS, LLC	Shares	33.8KSH	$2.2M
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	30.7KSH	$2.0M
17	JOHNSON INVESTMENT COUNSEL INC	Shares	27.1KSH	$1.8M
18	NorthCrest Asset Manangement, LLC	Shares	25.4KSH	$1.6M
19	SHRIER WEALTH MANAGEMENT, LLC	Shares	20.5KSH	$1.3M
20	Evanson Financial, LLC	Shares	20.2KSH	$1.3M
21	Three Bearings Fiduciary Advisors, Inc.	Shares	20.2KSH	$1.3M
22	Cornerstone Wealth Management, LLC	Shares	19.7KSH	$1.3M
23	Lodestone Wealth Management LLC	Shares	16.3KSH	$1.1M
24	Covenant Asset Management, LLC	Shares	12.8KSH	$831.3K
25	TopTier Wealth Management, LLC	Shares	12.8KSH	$825.3K
26	NWAM LLC	Shares	11.6KSH	$749.1K
27	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	11.5KSH	$744.2K
28	WADDELL & ASSOCIATES, LLC	Shares	11.2KSH	$723.1K
29	SigFig Wealth Management, LLC	Shares	9.4KSH	$600.8K
30	Columbus Macro, LLC	Shares	9.2KSH	$596.5K
31	DAVENPORT & Co LLC	Shares	9.2KSH	$594.6K
32	WATERSHED PRIVATE WEALTH LLC	Shares	8.4KSH	$540.7K
33	JFS WEALTH ADVISORS, LLC	Shares	8.1KSH	$525.8K
34	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	7.7KSH	$498.6K
35	Farther Finance Advisors, LLC	Shares	7.5KSH	$487.4K
36	Wedmont Private Capital	Shares	7.2KSH	$468.5K
37	NOVEM GROUP	Shares	6.7KSH	$433.0K
38	PFG Investments, LLC	Shares	6.1KSH	$396.5K
39	Triasima Portfolio Management inc.	Shares	6.0KSH	$386.3K
40	Bison Wealth, LLC	Shares	5.5KSH	$362.1K
41	Meridian Financial Partners LLC	Shares	5.5KSH	$351.4K
42	Sovereign Financial Group, Inc.	Shares	5.3KSH	$345.1K
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.4KSH	$336.5K
44	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.0KSH	$320.8K
45	EASTERN BANK	Shares	4.6KSH	$295.4K
46	MFA WEALTH ADVISORS, LLC	Shares	3.7KSH	$239.6K
47	CoreCap Advisors, LLC	Shares	3.5KSH	$229.7K
48	Aspect Partners, LLC	Shares	3.4KSH	$217.7K
49	IFP Advisors, Inc	Shares	3.0KSH	$194.3K
50	EVOLUTION WEALTH MANAGEMENT INC.	Shares	2.7KSH	$172.9K

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

50 / 76 loaded

#		Instrument
1	Unison Advisors LLC added	Shares	+3.4K	+$2.3M	$29.0M
2	Leibman Financial Services, Inc. added	Shares	+12.8K	+$1.1M	$5.2M
3	Baker Ellis Asset Management LLC trimmed	Shares	-1.4K	+$668.8K	$10.6M
4	Shore Point Advisors, LLC added	Shares	+5.6K	+$633.0K	$5.6M
5	O'Connor Financial Group LLC added	Shares	+762	+$608.3K	$7.9M
6	Stonebridge Wealth Management, LLC added	Shares	+755	+$589.0K	$7.6M
7	Econ Financial Services Corp added	Shares	+435	+$336.8K	$4.4M
8	Sound Stewardship, LLC added	Shares	+2.4K	+$315.8K	$2.4M
9	Discipline Wealth Solutions, LLC trimmed	Shares	-4.2K	+$295.1K	$7.6M
10	Midway Capital Research & Management added	Shares	+854	+$260.0K	$2.9M
11	Alpha Omega Wealth Management LLC added	Shares	+262	+$215.2K	$2.8M
12	FFG RETIREMENT ADVISORS LLC added	Shares	+282	+$181.8K	$2.3M
13	Marathon Strategic Advisors, LLC added	Shares	+67	+$163.4K	$2.2M
14	FAMILY WEALTH PARTNERS, LLC trimmed	Shares	-336	+$135.6K	$2.2M
15	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+1.2K	+$125.1K	$744.2K
16	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-160	+$115.2K	$1.8M
17	NorthCrest Asset Manangement, LLC unchanged	Shares	0	+$111.9K	$1.6M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-686	+$100.1K	$2.0M
19	Cornerstone Wealth Management, LLC added	Shares	+117	+$97.9K	$1.3M
20	SHRIER WEALTH MANAGEMENT, LLC added	Shares	+16	+$95.7K	$1.3M
21	Bison Wealth, LLC added	Shares	+1.4K	+$92.4K	$362.1K
22	Lodestone Wealth Management LLC added	Shares	+265	+$91.1K	$1.1M
23	NOVEM GROUP added	Shares	+996	+$90.7K	$433.0K
24	Covenant Asset Management, LLC added	Shares	+272	+$75.6K	$831.3K
25	JFS WEALTH ADVISORS, LLC added	Shares	+607	+$74.0K	$525.8K
26	IFP Advisors, Inc added	Shares	+822	+$63.2K	$194.3K
27	NWAM LLC added	Shares	+63	+$57.2K	$749.1K
28	Columbus Macro, LLC added	Shares	+213	+$55.3K	$596.5K
29	WADDELL & ASSOCIATES, LLC trimmed	Shares	-1	+$51.5K	$723.1K
30	SigFig Wealth Management, LLC added	Shares	+61	+$41.6K	$600.8K
31	WATERSHED PRIVATE WEALTH LLC unchanged	Shares	0	+$38.5K	$540.7K
32	PFG Investments, LLC added	Shares	+80	+$33.1K	$396.5K
33	HENGEHOLD CAPITAL MANAGEMENT LLC trimmed	Shares	-66	+$31.5K	$498.6K
34	Decker Retirement Planning Inc. new	Shares	+485	+$31.4K	$31.4K
35	Farther Finance Advisors, LLC trimmed	Shares	-80	+$28.9K	$487.4K
36	Triasima Portfolio Management inc. unchanged	Shares	0	+$27.5K	$386.3K
37	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$22.9K	$320.8K
38	Three Bearings Fiduciary Advisors, Inc. trimmed	Shares	-1.2K	+$22.0K	$1.3M
39	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+64	+$16.2K	$172.9K
40	Aspect Partners, LLC unchanged	Shares	0	+$15.5K	$217.7K
41	Wedmont Private Capital unchanged	Shares	0	+$15.2K	$468.5K
42	SBI Securities Co., Ltd. added	Shares	+24	+$12.9K	$161.3K
43	CoreCap Advisors, LLC trimmed	Shares	-111	+$9.7K	$229.7K
44	DAVENPORT & Co LLC trimmed	Shares	-642	+$3.8K	$594.6K
45	Hickory Point Bank & Trust unchanged	Shares	0	+$2.8K	$38.8K
46	PARK AVENUE SECURITIES LLC added	Shares	+11.2K	+$1.9K	$17.6K
47	Piscataqua Savings Bank unchanged	Shares	0	+$1.5K	$21.2K
48	ELEVATION WEALTH PARTNERS, LLC added	Shares	+4	+$1.5K	$18.0K
49	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$1.1K	$9.1K
50	Trust Co unchanged	Shares	0	+$991	$13.9K

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