WISDOMTREE TR
(97717W851)
Funds Reporting Holdings of WISDOMTREE TR according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Quattro Advisors LLC | 2,125 | $102,595k | Jun 30, 2019 | Jul 26, 2019 | |
| Quattro Financial Advisors LLC | 2,125 | $102,595k | Jun 30, 2019 | Jul 26, 2019 | |
| Permian Investment Partners LP | 336,600 | $16,392k | Jun 30, 2019 | Aug 14, 2019 | |
| Partners Capital Investment Group LLP | 227,252 | $11,067k | Jun 30, 2019 | Aug 12, 2019 | |
| Gentrust LLC | 151,390 | $7,373k | Jun 30, 2019 | Aug 2, 2019 | |
| Menlo Advisors LLC | 110,900 | $5,400k | Jun 30, 2019 | Jul 17, 2019 | |
| Financial Advantage Inc | 110,463 | $5,379k | Jun 30, 2019 | Jul 23, 2019 | |
| Intercontinental Wealth Advisors LLC | 85,919 | $4,184k | Jun 30, 2019 | Aug 2, 2019 | |
| Global Endowment Management LP | 62,800 | $3,058k | Jun 30, 2019 | Aug 12, 2019 | |
| Valicenti Advisory Services Inc | 32,645 | $1,590k | Jun 30, 2019 | Jul 17, 2019 | |
| Foundations Investment Advisors LLC | 31,170 | $1,550k | Jun 30, 2019 | Jul 8, 2019 | |
| Permanens Capital LP | 29,571 | $1,440k | Jun 30, 2019 | Aug 9, 2019 | |
| GFS Advisors LLC | 23,834 | $1,161k | Jun 30, 2019 | Aug 1, 2019 | |
| LVW Advisors LLC | 20,742 | $1,010k | Jun 30, 2019 | Aug 14, 2019 | |
| QVR LLC | 20,000 | $974k | Put | Jun 30, 2019 | Aug 1, 2019 |
| EFG Asset Management Americas Corp | 18,222 | $887k | Jun 30, 2019 | Jul 9, 2019 | |
| Cambridge Investment Research Advisors Inc | 11,491 | $560k | Jun 30, 2019 | Aug 15, 2019 | |
| Oarsman Capital Inc | 10,395 | $506k | Jun 30, 2019 | Aug 13, 2019 | |
| Premia Global Advisors LLC | 7,710 | $375k | Jun 30, 2019 | Aug 13, 2019 | |
| White Lighthouse Investment Management Inc | 6,800 | $331k | Jun 30, 2019 | Jul 31, 2019 | |
| Stelac Advisory Services LLC | 5,530 | $269k | Jun 30, 2019 | Jul 29, 2019 | |
| Lombard Odier Transatlantic Limited | 2,700 | $115k | Sep 30, 2016 | Nov 14, 2016 | |
| Carroll Financial Associates Inc | 284 | $13k | Jun 30, 2019 | Jul 8, 2019 | |
| Fieldpoint Private Securities LLC | 100 | $5k | Jun 30, 2019 | Aug 14, 2019 | |
| Certified Advisory Corp | 104 | $5k | Jun 30, 2019 | Aug 7, 2019 | |
| 1919 Investment Counsel LLC | 87 | $5k | Sep 30, 2014 | Nov 14, 2014 | |
| Stonebridge Capital Advisors LLC | 54 | $3k | Jun 30, 2019 | Aug 15, 2019 | |
| Transamerica Financial Advisors Inc | 1 | $1k | Jun 30, 2019 | Aug 21, 2019 | |
| Financial Gravity Wealth Inc | 22 | $1k | Jun 30, 2019 | Jul 26, 2019 | |
| Allsquare Wealth Management LLC | 24 | $1k | Jun 30, 2019 | Aug 13, 2019 |