WISDOMTREE TRUST
(97717X628)
Funds Reporting Holdings of WISDOMTREE TRUST according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Janney Capital Management LLC | 1,755,049 | $43,999k | Jun 30, 2019 | Jul 29, 2019 | |
CWH Capital Management Inc | 884,735 | $22,180k | Jun 30, 2019 | Aug 14, 2019 | |
ACG Wealth Inc | 808,621 | $20,272k | Jun 30, 2019 | Aug 6, 2019 | |
Gentrust LLC | 627,692 | $15,736k | Jun 30, 2019 | Aug 2, 2019 | |
Capital Planning Advisors LLC | 527,883 | $13,234k | Jun 30, 2019 | Aug 9, 2019 | |
Cornerstone Advisory LLC | 244,773 | $6,136k | Jun 30, 2019 | Aug 8, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 194,614 | $4,879k | Jun 30, 2019 | Aug 14, 2019 | |
Sawtooth Solutions LLC | 170,746 | $4,281k | Jun 30, 2019 | Aug 8, 2019 | |
Newport Wealth Strategies Inc | 94,165 | $2,363k | Jun 30, 2019 | Jul 22, 2019 | |
Nottingham Advisors Inc | 77,157 | $1,934k | Jun 30, 2019 | Jul 17, 2019 | |
Northwest Wealth Management LLC | 53,958 | $1,353k | Jun 30, 2019 | Jul 23, 2019 | |
Cambridge Investment Research Advisors Inc | 53,911 | $1,352k | Jun 30, 2019 | Aug 15, 2019 | |
Oarsman Capital Inc | 43,141 | $1,082k | Jun 30, 2019 | Aug 13, 2019 | |
Johanson Financial Advisors Inc | 37,005 | $928k | Jun 30, 2019 | Jul 29, 2019 | |
Barry Investment Advisors LLC | 32,888 | $825k | Jun 30, 2019 | Jul 26, 2019 | |
Wealth and Pension Services Group Inc | 26,412 | $662k | Jun 30, 2019 | Aug 15, 2019 | |
Leicht Financial Planning and Wealth Management Inc | 25,840 | $648k | Jun 30, 2019 | Aug 2, 2019 | |
Shepherd Kaplan Krochuk LLC | 14,420 | $362k | Jun 30, 2019 | Aug 12, 2019 | |
Huber Financial Advisors LLC | 13,553 | $340k | Jun 30, 2019 | Aug 5, 2019 | |
Toroso Investments LLC | 10,000 | $250k | Jun 30, 2019 | Aug 15, 2019 | |
Global Trust Asset Management LLC | 1,095 | $27k | Jun 30, 2019 | Jul 23, 2019 |