WISDOMTREE TR
(97717W315)
Funds Reporting Holdings of WISDOMTREE TR according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Cornerstone Capital Inc | 353,265 | $15,777k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 353,265 | $15,777k | Jun 30, 2019 | Aug 14, 2019 | |
| Accredited Investors Inc | 318,532 | $14,226k | Jun 30, 2019 | Aug 13, 2019 | |
| Bridgecreek Investment Management LLC | 172,750 | $7,715k | Jun 30, 2019 | Aug 14, 2019 | |
| GM Advisory Group Inc | 172,542 | $7,706k | Jun 30, 2019 | Aug 9, 2019 | |
| Menlo Advisors LLC | 131,780 | $5,885k | Jun 30, 2019 | Jul 17, 2019 | |
| Mcnamara Financial Services Inc | 111,426 | $4,885k | Jun 30, 2019 | Jul 12, 2019 | |
| Cambridge Investment Research Advisors Inc | 108,795 | $4,859k | Jun 30, 2019 | Aug 15, 2019 | |
| Cheviot Value Management LLC | 76,569 | $3,420k | Jun 30, 2019 | Aug 14, 2019 | |
| Parkside Advisors LLC | 69,160 | $3,089k | Jun 30, 2019 | Jul 10, 2019 | |
| Private Vista LLC | 63,638 | $2,843k | Jun 30, 2019 | Jul 19, 2019 | |
| GFS Advisors LLC | 60,379 | $2,697k | Jun 30, 2019 | Aug 1, 2019 | |
| Janney Capital Management LLC | 54,413 | $2,430k | Jun 30, 2019 | Jul 29, 2019 | |
| Unison Advisors LLC | 36,599 | $1,635k | Jun 30, 2019 | Jul 11, 2019 | |
| Wilshire Associates Incorporated | 35,845 | $1,601k | Jun 30, 2019 | Aug 14, 2019 | |
| Lucas Capital Management LLC | 30,448 | $1,360k | Jun 30, 2019 | Jul 29, 2019 | |
| Oarsman Capital Inc | 15,827 | $707k | Jun 30, 2019 | Aug 13, 2019 | |
| Creative Planning Inc | 12,707 | $567k | Jun 30, 2019 | Jul 26, 2019 | |
| Gentrust LLC | 11,794 | $527k | Jun 30, 2019 | Aug 2, 2019 | |
| 3D Asset Management Inc | 10,126 | $452k | Jun 30, 2019 | Aug 5, 2019 | |
| Guild Investment Management Inc | 9,950 | $444k | Jun 30, 2019 | Jul 29, 2019 | |
| Cahill Financial Advisors Inc | 9,090 | $406k | Jun 30, 2019 | Aug 14, 2019 | |
| KWMG LLC | 8,482 | $379k | Jun 30, 2019 | Jul 10, 2019 | |
| Klingman and Associates LLC | 7,070 | $316k | Jun 30, 2019 | Jul 24, 2019 | |
| Mengis Capital Management Inc | 4,856 | $216k | Jun 30, 2019 | Jul 18, 2019 | |
| Wells Trecaso Financial Group LLC | 4,544 | $203k | Jun 30, 2019 | Jul 22, 2019 | |
| Daiwa SB Investments USA Ltd | 4,080 | $179k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 4,080 | $179k | Mar 31, 2019 | Apr 18, 2019 | |
| Millburn Ridgefield Corporation | 1,563 | $70k | Jun 30, 2019 | Jul 18, 2019 | |
| Asset Planning Services Inc | 1,385 | $62k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 1,385 | $62k | Jun 30, 2019 | Jul 17, 2019 | |
| Cedar Wealth Management LLC | 1,000 | $45k | Jun 30, 2019 | Jul 24, 2019 | |
| Biltmore Family Office LLC | 1,000 | $45k | Jun 30, 2019 | Jul 31, 2019 |