WISDOMTREE TR
(97717W604)
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 | 594,026 | $16,104k | Jun 30, 2019 | Jul 29, 2019 | |
Cambridge Investment Research Advisors Inc | 334,717 | $9,074k | Jun 30, 2019 | Aug 15, 2019 | |
New England Investment & Retirement Group Inc | 251,102 | $6,807k | Jun 30, 2019 | Jul 31, 2019 | |
Cobiz Wealth LLC | 237,333 | $6,434k | Jun 30, 2019 | Jul 8, 2019 | |
Stony Point Wealth Management Inc | 158,305 | $4,252k | Jun 30, 2019 | Jul 23, 2019 | |
Inspirion Wealth Advisors LLC | 129,117 | $3,500k | Jun 30, 2019 | Jul 15, 2019 | |
Private Vista LLC | 123,294 | $3,341k | Jun 30, 2019 | Jul 19, 2019 | |
Janney Capital Management LLC | 122,211 | $3,313k | Jun 30, 2019 | Jul 29, 2019 | |
Capital Wealth Management LLC | 113,143 | $3,068k | Jun 30, 2019 | Aug 12, 2019 | |
Vestor Capital LLC | 103,585 | $2,808k | Jun 30, 2019 | Aug 6, 2019 | |
Formidable Asset Management LLC | 107,579 | $2,639k | Dec 31, 2018 | Feb 6, 2019 | |
Family Legacy Inc | 40,854 | $1,108k | Jun 30, 2019 | Jul 25, 2019 | |
Wealthplan Partners Inc | 30,286 | $787k | Jun 30, 2019 | Aug 19, 2019 | |
Harborview Advisors LLC | 27,821 | $754k | Jun 30, 2019 | Aug 7, 2019 | |
Hengehold Capital Management LLC | 26,822 | $727k | Jun 30, 2019 | Jul 23, 2019 | |
Traynor Capital Management Inc | 8,001 | $216k | Jun 30, 2019 | Jul 26, 2019 | |
Fernwood Investment Management LLC | 7,928 | $215k | Jun 30, 2019 | Aug 1, 2019 | |
Mirador Capital Partners LP | 7,935 | $215k | Jun 30, 2019 | Aug 6, 2019 | |
Evensky & KATZ LLC | 446 | $12k | Mar 31, 2019 | Aug 6, 2019 |