Filing Research | WISDOMTREE TR Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Prospera Financial Services Inc	Shares	100.1KSH	$4.8M
2	Berbice Capital Management LLC	Shares	75.0KSH	$3.6M
3	AdvisorNet Financial, Inc	Shares	70.3KSH	$3.3M
4	CLG LLC	Shares	68.8KSH	$3.3M
5	WADDELL & ASSOCIATES, LLC	Shares	54.1KSH	$2.6M
6	NWAM LLC	Shares	28.7KSH	$1.4M
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	22.6KSH	$1.1M
8	WMG Financial Advisors, LLC	Shares	20.3KSH	$965.3K
9	Bison Wealth, LLC	Shares	21.4KSH	$936.0K
10	Waldron Private Wealth LLC	Shares	15.6KSH	$741.5K
11	Evanson Financial, LLC	Shares	9.6KSH	$454.1K
12	Wealthcare Advisory Partners LLC	Shares	9.0KSH	$426.3K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	9.0KSH	$404.4K
14	Procyon Advisors, LLC	Shares	8.5KSH	$404.2K
15	Key FInancial Inc	Shares	8.5KSH	$402.5K
16	Strategic Blueprint, LLC	Shares	7.7KSH	$367.5K
17	Capital Investment Counsel, LLC	Shares	6.9KSH	$329.2K
18	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	6.9KSH	$328.6K
19	Oxinas Partners, LLC	Shares	6.7KSH	$318.8K
20	MRA Advisory Group	Shares	6.7KSH	$318.5K
21	PEDDOCK CAPITAL ADVISORS, LLC	Shares	6.3KSH	$296.9K
22	Barry Investment Advisors, LLC	Shares	5.6KSH	$265.9K
23	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.5KSH	$262.4K
24	CARY STREET PARTNERS FINANCIAL LLC	Shares	5.5KSH	$261.8K
25	KPP Advisory Services LLC	Shares	5.2KSH	$244.6K
26	Certified Advisory Corp	Shares	4.9KSH	$232.6K
27	Apollon Financial, LLC	Shares	4.4KSH	$210.8K
28	Aries Wealth Management	Shares	4.4KSH	$207.1K
29	Total Clarity Wealth Management, Inc.	Shares	4.2KSH	$201.2K
30	HARBOR INVESTMENT ADVISORY, LLC	Shares	4.0KSH	$191.0K
31	Farther Finance Advisors, LLC	Shares	2.9KSH	$135.4K
32	WOLFF WIESE MAGANA LLC	Shares	2.8KSH	$134.2K
33	FINANCIAL CONSULATE, INC	Shares	2.1KSH	$100.2K
34	Center for Financial Planning, Inc.	Shares	2.0KSH	$95.1K
35	JNBA Financial Advisors	Shares	1.0KSH	$47.5K
36	Provenance Wealth Advisors, LLC	Shares	769SH	$36.5K
37	Allied Private Wealth LLC	Shares	500SH	$21.3K
38	Golden State Wealth Management, LLC	Shares	407SH	$19.3K
39	EVOLUTION WEALTH MANAGEMENT INC.	Shares	317SH	$15.0K
40	IFP Advisors, Inc	Shares	250SH	$11.9K

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

40 / 40 loaded

#		Instrument
1	CLG LLC new	Shares	+68.8K	+$3.3M	$3.3M
2	Berbice Capital Management LLC added	Shares	+48.7K	+$2.8M	$3.6M
3	Prospera Financial Services Inc added	Shares	+683	+$1.9M	$4.8M
4	AdvisorNet Financial, Inc trimmed	Shares	-496	+$1.3M	$3.3M
5	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+22.6K	+$1.1M	$1.1M
6	WADDELL & ASSOCIATES, LLC added	Shares	+878	+$1.1M	$2.6M
7	NWAM LLC added	Shares	+2.3K	+$618.6K	$1.4M
8	WMG Financial Advisors, LLC added	Shares	+4.2K	+$509.8K	$965.3K
9	Procyon Advisors, LLC new	Shares	+8.5K	+$404.2K	$404.2K
10	Strategic Blueprint, LLC new	Shares	+7.7K	+$367.5K	$367.5K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6.5K	+$332.4K	$404.4K
12	Capital Investment Counsel, LLC new	Shares	+6.9K	+$329.2K	$329.2K
13	Oxinas Partners, LLC new	Shares	+6.7K	+$318.8K	$318.8K
14	MRA Advisory Group new	Shares	+6.7K	+$318.5K	$318.5K
15	Waldron Private Wealth LLC unchanged	Shares	0	+$300.5K	$741.5K
16	PEDDOCK CAPITAL ADVISORS, LLC new	Shares	+6.3K	+$296.9K	$296.9K
17	Barry Investment Advisors, LLC new	Shares	+5.6K	+$265.9K	$265.9K
18	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+5.5K	+$262.4K	$262.4K
19	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+5.5K	+$261.8K	$261.8K
20	KPP Advisory Services LLC new	Shares	+5.2K	+$244.6K	$244.6K
21	Certified Advisory Corp new	Shares	+4.9K	+$232.6K	$232.6K
22	Apollon Financial, LLC new	Shares	+4.4K	+$210.8K	$210.8K
23	Aries Wealth Management new	Shares	+4.4K	+$207.1K	$207.1K
24	Total Clarity Wealth Management, Inc. new	Shares	+4.2K	+$201.2K	$201.2K
25	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$172.8K	$426.3K
26	Key FInancial Inc trimmed	Shares	-891	+$138.0K	$402.5K
27	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$133.2K	$328.6K
28	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+411	+$89.0K	$191.0K
29	FINANCIAL CONSULATE, INC added	Shares	+1.4K	+$81.2K	$100.2K
30	WOLFF WIESE MAGANA LLC added	Shares	+100	+$57.2K	$134.2K
31	Farther Finance Advisors, LLC unchanged	Shares	0	+$52.8K	$135.4K
32	Center for Financial Planning, Inc. unchanged	Shares	0	+$38.6K	$95.1K
33	JNBA Financial Advisors unchanged	Shares	0	+$19.2K	$47.5K
34	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$14.8K	$36.5K
35	IFP Advisors, Inc new	Shares	+250	+$11.9K	$11.9K
36	Golden State Wealth Management, LLC unchanged	Shares	0	+$7.8K	$19.3K
37	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$6.1K	$15.0K
38	Bison Wealth, LLC trimmed	Shares	-1.5K	-$8.7K	$936.0K
39	Team Financial Group, LLC exited	Shares	-1.7K	-$47.4K	$0
40	Breachway Investments LLC exited	Shares	-34.2K	-$989.0K	$0