investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

WISDOMTREE TR
(97717W505)

Funds Reporting Holdings of WISDOMTREE TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Connecticut Wealth Management LLC 833,791 $30,183k Jun 30, 2019 Jul 29, 2019
Inspirion Wealth Advisors LLC 604,652 $21,888k Jun 30, 2019 Jul 15, 2019
Cardan Capital Partners LLC 400,637 $14,503k Jun 30, 2019 Jul 16, 2019
Cambridge Investment Research Advisors Inc 313,133 $11,335k Jun 30, 2019 Aug 15, 2019
Transamerica Financial Advisors Inc 212,408 $7,690k Jun 30, 2019 Aug 21, 2019
Johanson Financial Advisors Inc 136,697 $4,945k Jun 30, 2019 Jul 29, 2019
Newfocus Financial Group LLC 133,517 $4,833k Jun 30, 2019 Jul 23, 2019
TMD & Associates Inc 123,773 $4,481k Jun 30, 2019 Aug 9, 2019
Vestor Capital LLC 101,987 $3,692k Jun 30, 2019 Aug 6, 2019
Capital Wealth Management LLC 95,665 $3,463k Jun 30, 2019 Aug 12, 2019
Sawtooth Solutions LLC 57,372 $2,077k Jun 30, 2019 Aug 8, 2019
Newport Wealth Strategies Inc 38,942 $1,412k Jun 30, 2019 Jul 22, 2019
Cottage Street Advisors LLC 28,699 $1,039k Jun 30, 2019 Aug 2, 2019
IMS Capital Management Inc 27,445 $994k Jun 30, 2019 Aug 14, 2019
Harborview Advisors LLC 26,213 $949k Jun 30, 2019 Aug 7, 2019
New England Investment & Retirement Group Inc 12,343 $447k Jun 30, 2019 Jul 31, 2019
Lucia Wealth Services LLC 11,600 $420k Jun 30, 2019 Jul 23, 2019
Founders Financial Securities LLC 10,773 $390k Jun 30, 2019 Jul 22, 2019
Fernwood Investment Management LLC 8,085 $293k Jun 30, 2019 Aug 1, 2019
Vontobel Swiss Wealth Advisors AG 7,807 $283k Jun 30, 2019 Aug 12, 2019
Creative Planning Inc 7,217 $261k Jun 30, 2019 Jul 26, 2019
West Oak Capital LLC 2,150 $78k Jun 30, 2019 Jul 12, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.