Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Warren Street Wealth Advisors, LLC	Shares	537.4KSH	$26.4M
2	Marathon Mission, Inc.	Shares	511.2KSH	$25.1M
3	MEITAV INVESTMENT HOUSE LTD	Shares	418.7KSH	$20.6M
4	HOWARD FINANCIAL SERVICES, LTD.	Shares	372.7KSH	$18.3M
5	WEALTH MANAGEMENT RESOURCES, INC.	Shares	257.5KSH	$12.7M
6	Goldstein Advisors, LLC	Shares	226.3KSH	$11.1M
7	Evergreen Private Wealth LLC	Shares	164.8KSH	$8.1M
8	Encompass More Asset Management	Shares	139.5KSH	$6.9M
9	IFP Advisors, Inc	Shares	127.2KSH	$6.3M
10	D.A. DAVIDSON & CO.	Shares	114.9KSH	$5.7M
11	Premier Path Wealth Partners, LLC	Shares	79.1KSH	$3.9M
12	Merit Financial Group, LLC	Shares	67.0KSH	$3.3M
13	Yoder Wealth Management, Inc.	Shares	55.5KSH	$2.7M
14	DRIVE WEALTH MANAGEMENT, LLC	Shares	53.0KSH	$2.6M
15	XML Financial, LLC	Shares	50.5KSH	$2.5M
16	Blackhawk Capital Partners, LLC	Shares	48.3KSH	$2.4M
17	BigSur Wealth Management LLC	Shares	44.5KSH	$2.2M
18	CLIENT 1ST ADVISORY GROUP, LLC	Shares	35.6KSH	$1.8M
19	Montecito Bank & Trust	Shares	35.4KSH	$1.7M
20	Oxinas Partners, LLC	Shares	33.4KSH	$1.6M
21	EverSource Wealth Advisors, LLC	Shares	30.8KSH	$1.5M
22	Sherry Group, Inc.	Shares	29.8KSH	$1.4M
23	FIRST FINANCIAL CORP /IN/	Shares	28.6KSH	$1.4M
24	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	28.2KSH	$1.4M
25	LANARK FINANCIAL, INC.	Shares	23.6KSH	$1.2M
26	XY Planning Network, Inc.	Shares	22.8KSH	$1.1M
27	Skyline Advisors, Inc.	Shares	15.6KSH	$766.3K
28	WEBSTER BANK, N. A.	Shares	15.0KSH	$739.7K
29	OMNI 360 Wealth, Inc.	Shares	14.5KSH	$711.4K
30	WORLD EQUITY GROUP, INC.	Shares	14.3KSH	$702.8K
31	MBE Wealth Management, LLC	Shares	13.6KSH	$668.2K
32	RFG Advisory, LLC	Shares	13.4KSH	$657.8K
33	Mayflower Financial Advisors, LLC	Shares	13.1KSH	$645.8K
34	TopTier Wealth Management, LLC	Shares	12.8KSH	$627.8K
35	Fermata Advisors, LLC	Shares	12.7KSH	$624.4K
36	Bison Wealth, LLC	Shares	12.7KSH	$615.9K
37	Security Financial Services, INC.	Shares	11.8KSH	$581.2K
38	CoreCap Advisors, LLC	Shares	10.1KSH	$498.8K
39	Grove Street Fiduciary, LLC	Shares	10.1KSH	$495.4K
40	Key FInancial Inc	Shares	10.1KSH	$494.4K
41	Farther Finance Advisors, LLC	Shares	9.3KSH	$459.2K
42	Herold Advisors, Inc.	Shares	9.0KSH	$441.0K
43	Revolve Wealth Partners, LLC	Shares	8.3KSH	$409.7K
44	Mason & Associates Inc	Shares	7.9KSH	$390.6K
45	Physician Wealth Advisors, Inc.	Shares	7.6KSH	$374.5K
46	Impact Capital Partners LLC	Shares	6.2KSH	$307.0K
47	KPP Advisory Services LLC	Shares	5.5KSH	$272.3K
48	Sunpointe, LLC	Shares	5.5KSH	$268.6K
49	Capital Investment Advisory Services, LLC	Shares	5.4KSH	$265.3K
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.1KSH	$245.0K

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

50 / 64 loaded

#		Instrument
1	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+35.9K	+$4.8M	$18.3M
2	Marathon Mission, Inc. added	Shares	+3.0K	+$4.8M	$25.1M
3	Warren Street Wealth Advisors, LLC trimmed	Shares	-5.5K	+$4.7M	$26.4M
4	Goldstein Advisors, LLC trimmed	Shares	-4.0K	+$1.9M	$11.1M
5	BigSur Wealth Management LLC added	Shares	+37.0K	+$1.9M	$2.2M
6	Encompass More Asset Management added	Shares	+7.2K	+$1.6M	$6.9M
7	Evergreen Private Wealth LLC trimmed	Shares	-4.0K	+$1.3M	$8.1M
8	Premier Path Wealth Partners, LLC added	Shares	+9.3K	+$1.1M	$3.9M
9	IFP Advisors, Inc trimmed	Shares	-2.1K	+$1.1M	$6.3M
10	D.A. DAVIDSON & CO. trimmed	Shares	-291	+$1.0M	$5.7M
11	Blackhawk Capital Partners, LLC added	Shares	+2.6K	+$542.3K	$2.4M
12	XML Financial, LLC added	Shares	+1.3K	+$512.7K	$2.5M
13	Yoder Wealth Management, Inc. trimmed	Shares	-16	+$496.2K	$2.7M
14	DRIVE WEALTH MANAGEMENT, LLC trimmed	Shares	-2.1K	+$397.9K	$2.6M
15	CLIENT 1ST ADVISORY GROUP, LLC unchanged	Shares	0	+$323.6K	$1.8M
16	Impact Capital Partners LLC new	Shares	+6.2K	+$307.0K	$307.0K
17	EverSource Wealth Advisors, LLC added	Shares	+487	+$299.0K	$1.5M
18	XY Planning Network, Inc. added	Shares	+1.8K	+$273.5K	$1.1M
19	Farther Finance Advisors, LLC added	Shares	+4.4K	+$260.4K	$459.2K
20	Sherry Group, Inc. trimmed	Shares	-227	+$234.3K	$1.4M
21	FIRST FINANCIAL CORP /IN/ trimmed	Shares	-838	+$226.1K	$1.4M
22	Refined Wealth Management new	Shares	+4.6K	+$224.8K	$224.8K
23	Cyndeo Wealth Partners, LLC new	Shares	+4.5K	+$223.6K	$223.6K
24	Oxinas Partners, LLC trimmed	Shares	-2.1K	+$218.9K	$1.6M
25	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+960	+$210.6K	$1.4M
26	Montecito Bank & Trust trimmed	Shares	-3.6K	+$175.9K	$1.7M
27	OMNI 360 Wealth, Inc. added	Shares	+412	+$147.9K	$711.4K
28	Key FInancial Inc added	Shares	+1.2K	+$139.4K	$494.4K
29	WEBSTER BANK, N. A. trimmed	Shares	-200	+$128.5K	$739.7K
30	LANARK FINANCIAL, INC. trimmed	Shares	-2.2K	+$125.3K	$1.2M
31	MBE Wealth Management, LLC unchanged	Shares	0	+$123.4K	$668.2K
32	Fermata Advisors, LLC trimmed	Shares	-5	+$115.1K	$624.4K
33	RFG Advisory, LLC trimmed	Shares	-250	+$111.4K	$657.8K
34	TopTier Wealth Management, LLC trimmed	Shares	-147	+$110.0K	$627.8K
35	WORLD EQUITY GROUP, INC. trimmed	Shares	-801	+$97.9K	$702.8K
36	Grove Street Fiduciary, LLC unchanged	Shares	0	+$91.5K	$495.4K
37	Mayflower Financial Advisors, LLC trimmed	Shares	-720	+$90.4K	$645.8K
38	Security Financial Services, INC. trimmed	Shares	-576	+$84.2K	$581.2K
39	Mason & Associates Inc unchanged	Shares	0	+$83.6K	$390.6K
40	CoreCap Advisors, LLC trimmed	Shares	-256	+$81.8K	$498.8K
41	Revolve Wealth Partners, LLC unchanged	Shares	0	+$75.6K	$409.7K
42	Physician Wealth Advisors, Inc. added	Shares	+94	+$72.9K	$374.5K
43	KPP Advisory Services LLC unchanged	Shares	0	+$50.3K	$272.3K
44	Sunpointe, LLC unchanged	Shares	0	+$49.6K	$268.6K
45	Capital Investment Advisory Services, LLC trimmed	Shares	-1	+$48.9K	$265.3K
46	AdvisorNet Financial, Inc added	Shares	+50	+$14.7K	$68.9K
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-702	+$12.3K	$245.0K
48	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$4.3K	$23.1K
49	HIGHLINE WEALTH PARTNERS LLC added	Shares	+2	+$3.7K	$19.5K
50	Noble Wealth Management PBC unchanged	Shares	0	+$2.0K	$10.7K

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