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

WISDOMTREE TR
(97717W562)

Funds Reporting Holdings of WISDOMTREE TR according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
3D Asset Management Inc 470,272 $16,873k Jun 30, 2019 Aug 5, 2019
ACG Wealth Inc 290,201 $10,412k Jun 30, 2019 Aug 6, 2019
Huber Financial Advisors LLC 280,334 $10,058k Jun 30, 2019 Aug 5, 2019
Cambridge Investment Research Advisors Inc 180,287 $6,469k Jun 30, 2019 Aug 15, 2019
Cutler Investment Counsel LLC 128,931 $4,626k Jun 30, 2019 Aug 5, 2019
Kelman Lazarov Inc 63,948 $2,294k Jun 30, 2019 Jul 22, 2019
Marietta Wealth Management LLC 61,774 $2,216k Jun 30, 2019 Aug 14, 2019
Barber Financial Group 57,530 $2,064k Jun 30, 2019 Aug 9, 2019
Perritt Capital Management Inc 46,987 $1,686k Jun 30, 2019 Aug 13, 2019
Cottage Street Advisors LLC 22,381 $803k Jun 30, 2019 Aug 2, 2019
Wealth and Pension Services Group Inc 18,080 $649k Jun 30, 2019 Aug 15, 2019
Unison Advisors LLC 14,678 $527k Jun 30, 2019 Jul 11, 2019
Wealth Advisors Group LLC 9,745 $350k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 9,745 $350k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 9,745 $350k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 9,745 $350k Jun 30, 2019 Aug 7, 2019
Forefront Analytics LLC 8,374 $301k Jun 30, 2019 Aug 14, 2019
Sequoia Wealth Management LLC 6,930 $241k Jun 30, 2019 Aug 6, 2019
Certified Advisory Corp 3,000 $108k Jun 30, 2019 Aug 7, 2019
Brand Asset Management Group Inc 1,161 $42k Jun 30, 2019 Jul 24, 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.