WISDOMTREE TR
(97717W760)
Relatórios de fundos WISDOMTREE TR de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| 3D Asset Management Inc | 553,943 | $36,017k | Jun 30, 2019 | Aug 5, 2019 | |
| Carlson Capital Management LLC | 187,844 | $12,214k | Jun 30, 2019 | Jul 15, 2019 | |
| GHP Investment Advisors Inc | 134,960 | $8,775k | Jun 30, 2019 | Aug 2, 2019 | |
| Shakespeare Wealth Management Inc | 102,284 | $6,651k | Jun 30, 2019 | Aug 12, 2019 | |
| Wescap Management Group Inc | 87,328 | $5,678k | Jun 30, 2019 | Aug 6, 2019 | |
| Heartland Advisors Inc | 85,628 | $5,568k | Jun 30, 2019 | Aug 8, 2019 | |
| Barber Financial Group | 73,052 | $4,750k | Jun 30, 2019 | Aug 9, 2019 | |
| Neumann Capital Management LLC | 61,142 | $3,975k | Jun 30, 2019 | Jul 25, 2019 | |
| Telos Capital Management Inc | 47,268 | $3,073k | Jun 30, 2019 | Jul 19, 2019 | |
| Marietta Wealth Management LLC | 38,175 | $2,482k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambridge Investment Research Advisors Inc | 36,172 | $2,352k | Jun 30, 2019 | Aug 15, 2019 | |
| Parkside Advisors LLC | 35,948 | $2,337k | Jun 30, 2019 | Jul 10, 2019 | |
| Stratford Consulting LLC | 35,362 | $2,299k | Jun 30, 2019 | Aug 2, 2019 | |
| Unison Advisors LLC | 22,698 | $1,476k | Jun 30, 2019 | Jul 11, 2019 | |
| The Fiduciary Group LLC | 21,268 | $1,383k | Jun 30, 2019 | Aug 14, 2019 | |
| Hengehold Capital Management LLC | 16,567 | $1,077k | Jun 30, 2019 | Jul 23, 2019 | |
| Cahill Financial Advisors Inc | 14,007 | $911k | Jun 30, 2019 | Aug 14, 2019 | |
| Private Vista LLC | 12,516 | $814k | Jun 30, 2019 | Jul 19, 2019 | |
| Bristlecone Advisors LLC | 12,436 | $809k | Jun 30, 2019 | Jul 19, 2019 | |
| Biltmore Family Office LLC | 12,325 | $801k | Jun 30, 2019 | Jul 31, 2019 | |
| Managed Account Services Inc | 10,622 | $699k | Jun 30, 2019 | Jul 15, 2019 | |
| Signet Financial Management LLC | 9,089 | $588k | Jun 30, 2019 | Aug 13, 2019 | |
| Evensky & KATZ LLC | 8,555 | $563k | Mar 31, 2019 | Aug 6, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 6,540 | $425k | Jun 30, 2019 | Aug 12, 2019 | |
| Quantum Capital Management LLC | 5,980 | $389k | Jun 30, 2019 | Aug 14, 2019 | |
| Bingham Osborn & Scarborough LLC | 5,531 | $360k | Jun 30, 2019 | Aug 2, 2019 | |
| Family Legacy Inc | 4,600 | $299k | Jun 30, 2019 | Jul 25, 2019 | |
| Lexaurum Advisors LLC | 4,351 | $283k | Jun 30, 2019 | Jul 19, 2019 |