WISDOMTREE TR
(97717W208)
Funds Reporting Holdings of WISDOMTREE TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Harvest Capital Management Inc | 69,545 | $5,060k | Jun 30, 2019 | Aug 7, 2019 | |
Cobiz Wealth LLC | 69,272 | $5,041k | Jun 30, 2019 | Jul 8, 2019 | |
Corda Investment Management LLC | 20,139 | $1,465k | Jun 30, 2019 | Aug 9, 2019 | |
Cambridge Investment Research Advisors Inc | 18,915 | $1,376k | Jun 30, 2019 | Aug 15, 2019 | |
The Fiduciary Group LLC | 8,286 | $603k | Jun 30, 2019 | Aug 14, 2019 | |
KMS Financial Services Inc | 7,940 | $471k | Sep 30, 2014 | Nov 17, 2014 | |
Interactive Financial Advisors Inc | 4,462 | $325k | Jun 30, 2019 | Jul 17, 2019 | |
Peak Asset Management LLC | 3,513 | $256k | Jun 30, 2019 | Aug 15, 2019 | |
West Coast Financial LLC | 3,000 | $218k | Jun 30, 2019 | Jul 16, 2019 | |
Cedar Wealth Management LLC | 1,223 | $89k | Jun 30, 2019 | Jul 24, 2019 | |
Armor Investment Advisors LLC | 215 | $16k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 215 | $16k | Jun 30, 2019 | Aug 13, 2019 |