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 |