Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 269 loaded

#		Instrument	quantity
1	WADDELL & ASSOCIATES, LLC	Shares	1.0MSH	$99.2M
2	RVW Wealth, LLC	Shares	842.3KSH	$80.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	727.5KSH	$70.6M
4	IAM Advisory, LLC	Shares	668.5KSH	$63.9M
5	Spinnaker Investment Group, LLC	Shares	642.3KSH	$61.4M
6	BEACON FINANCIAL GROUP	Shares	580.5KSH	$55.5M
7	Duncan Williams Asset Management, LLC	Shares	533.7KSH	$51.0M
8	Intrua Financial, LLC	Shares	497.2KSH	$47.5M
9	Team Financial Group, LLC	Shares	407.4KSH	$39.0M
10	IFP Advisors, Inc	Shares	407.0KSH	$38.9M
11	HOWARD FINANCIAL SERVICES, LTD.	Shares	398.6KSH	$38.1M
12	Winthrop Advisory Group LLC	Shares	356.9KSH	$34.1M
13	Choice Wealth Advisors LLC	Shares	331.0KSH	$31.6M
14	Amplius Wealth Advisors, LLC	Shares	309.7KSH	$29.6M
15	Stenger Family Office, LLC	Shares	292.2KSH	$27.9M
16	Farther Finance Advisors, LLC	Shares	273.6KSH	$26.2M
17	Cresta Advisors, Ltd.	Shares	250.5KSH	$23.9M
18	ACT Advisors, LLC.	Shares	243.5KSH	$23.3M
19	D.A. DAVIDSON & CO.	Shares	237.3KSH	$22.7M
20	Compass Financial Services Inc	Shares	231.4KSH	$22.1M
21	COLUMBIA ADVISORY PARTNERS LLC	Shares	229.6KSH	$22.0M
22	CRA Financial Services, LLC	Shares	221.3KSH	$21.2M
23	Boyce & Associates Wealth Consulting, Inc.	Shares	206.4KSH	$19.7M
24	EAGLE WEALTH STRATEGIES LLC	Shares	198.8KSH	$19.0M
25	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	Shares	197.5KSH	$18.9M
26	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	195.7KSH	$18.7M
27	Heck Capital Advisors, LLC	Shares	191.2KSH	$18.3M
28	MB, LEVIS & ASSOCIATES, LLC	Shares	174.4KSH	$16.7M
29	Focus Financial Network, Inc.	Shares	169.2KSH	$16.2M
30	TopTier Wealth Management, LLC	Shares	163.4KSH	$15.6M
31	Lauer Wealth, LLC	Shares	151.5KSH	$14.6M
32	Williams Financial, LLC	Shares	147.0KSH	$14.1M
33	Avidian Wealth Enterprises, LLC	Shares	139.7KSH	$13.4M
34	Oxinas Partners, LLC	Shares	136.8KSH	$13.1M
35	Alpha Zero LLC	Shares	133.1KSH	$12.9M
36	Marshall & Sterling Wealth Advisors Inc.	Shares	128.0KSH	$12.2M
37	Wealthcare Advisory Partners LLC	Shares	114.9KSH	$11.0M
38	FLAGSHIP HARBOR ADVISORS, LLC	Shares	100.0KSH	$9.6M
39	Sequoia Financial Advisors, LLC	Shares	97.8KSH	$9.4M
40	Nvest Wealth Strategies, Inc.	Shares	89.5KSH	$8.6M
41	Gray Private Wealth, LLC	Shares	88.8KSH	$8.5M
42	Riverbend Wealth Management, LLC	Shares	88.7KSH	$8.5M
43	ALBION FINANCIAL GROUP /UT	Shares	85.3KSH	$8.2M
44	Latko Wealth Management, Ltd.	Shares	85.0KSH	$8.1M
45	Golden State Wealth Management, LLC	Shares	77.1KSH	$7.4M
46	FFG RETIREMENT ADVISORS LLC	Shares	70.6KSH	$6.8M
47	Capital Investment Advisory Services, LLC	Shares	66.3KSH	$6.3M
48	Prospera Financial Services Inc	Shares	66.0KSH	$6.3M
49	Melone Private Wealth, LLC	Shares	64.2KSH	$6.1M
50	CGN Advisors LLC	Shares	64.0KSH	$6.1M

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

50 / 284 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+194.7K	+$19.2M	$26.2M
2	Spinnaker Investment Group, LLC added	Shares	+73.9K	+$11.5M	$61.4M
3	WADDELL & ASSOCIATES, LLC added	Shares	+11.0K	+$9.0M	$99.2M
4	Winthrop Advisory Group LLC added	Shares	+62.4K	+$8.3M	$34.1M
5	RVW Wealth, LLC added	Shares	+12.3K	+$7.6M	$80.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.7K	+$7.5M	$70.6M
7	Duncan Williams Asset Management, LLC added	Shares	+26.0K	+$6.4M	$51.0M
8	IAM Advisory, LLC added	Shares	+4.8K	+$5.6M	$63.9M
9	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+23.2K	+$5.1M	$38.1M
10	BEACON FINANCIAL GROUP added	Shares	+5.8K	+$5.0M	$55.5M
11	Amplius Wealth Advisors, LLC added	Shares	+26.3K	+$4.7M	$29.6M
12	Team Financial Group, LLC added	Shares	+15.7K	+$4.5M	$39.0M
13	Intrua Financial, LLC trimmed	Shares	-729	+$3.8M	$47.5M
14	IFP Advisors, Inc added	Shares	+247	+$3.2M	$38.9M
15	Choice Wealth Advisors LLC added	Shares	+3.0K	+$2.8M	$31.6M
16	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+27.0K	+$2.8M	$5.6M
17	ACT Advisors, LLC. added	Shares	+9.4K	+$2.7M	$23.3M
18	Cresta Advisors, Ltd. added	Shares	+8.6K	+$2.7M	$23.9M
19	Alpha Zero LLC added	Shares	+15.2K	+$2.5M	$12.9M
20	D.A. DAVIDSON & CO. added	Shares	+4.7K	+$2.3M	$22.7M
21	Compass Financial Services Inc added	Shares	+3.7K	+$2.1M	$22.1M
22	CRA Financial Services, LLC added	Shares	+4.2K	+$2.1M	$21.2M
23	COLUMBIA ADVISORY PARTNERS LLC added	Shares	+3.2K	+$2.1M	$22.0M
24	Heck Capital Advisors, LLC added	Shares	+5.1K	+$1.9M	$18.3M
25	Boyce & Associates Wealth Consulting, Inc. added	Shares	+3.4K	+$1.9M	$19.7M
26	Williams Financial, LLC added	Shares	+7.7K	+$1.8M	$14.1M
27	G&S Capital LLC new	Shares	+18.4K	+$1.8M	$1.8M
28	Marshall & Sterling Wealth Advisors Inc. added	Shares	+8.6K	+$1.8M	$12.2M
29	Impact Capital Partners LLC added	Shares	+18.0K	+$1.7M	$2.1M
30	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+2.2K	+$1.7M	$18.7M
31	TopTier Wealth Management, LLC added	Shares	+5.0K	+$1.7M	$15.6M
32	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV trimmed	Shares	-188	+$1.5M	$18.9M
33	Avidian Wealth Enterprises, LLC added	Shares	+4.5K	+$1.5M	$13.4M
34	EAGLE WEALTH STRATEGIES LLC trimmed	Shares	-1.3K	+$1.4M	$19.0M
35	MB, LEVIS & ASSOCIATES, LLC added	Shares	+86	+$1.4M	$16.7M
36	Fermata Advisors, LLC added	Shares	+7.8K	+$1.1M	$5.6M
37	Riverbend Wealth Management, LLC added	Shares	+4.6K	+$1.1M	$8.5M
38	MISSION WEALTH MANAGEMENT, LP added	Shares	+10.4K	+$1.0M	$1.4M
39	Stenger Family Office, LLC trimmed	Shares	-15.3K	+$927.4K	$27.9M
40	Dynamic Advisor Solutions LLC added	Shares	+4.9K	+$906.1K	$5.8M
41	Gray Private Wealth, LLC added	Shares	+2.2K	+$883.0K	$8.5M
42	Meridian Financial Advisors, LLC added	Shares	+3.8K	+$802.7K	$5.7M
43	Embree Financial Group added	Shares	+7.7K	+$791.7K	$1.4M
44	Wealthcare Advisory Partners LLC trimmed	Shares	-1.3K	+$779.0K	$11.0M
45	Golden State Wealth Management, LLC added	Shares	+1.3K	+$716.3K	$7.4M
46	Dickmeyer Boyce Financial Management, Inc. added	Shares	+3.1K	+$705.9K	$5.3M
47	Prospera Financial Services Inc added	Shares	+1.8K	+$673.2K	$6.3M
48	Nvest Wealth Strategies, Inc. trimmed	Shares	-269	+$672.7K	$8.6M
49	ALBION FINANCIAL GROUP /UT trimmed	Shares	-10	+$662.5K	$8.2M
50	FFG RETIREMENT ADVISORS LLC added	Shares	+498	+$593.2K	$6.8M

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