WISDOMTREE TR
(97717X669)
Funds Reporting Holdings of WISDOMTREE TR according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Huber Financial Advisors LLC | 867,631 | $37,872k | Jun 30, 2019 | Aug 5, 2019 | |
| Cambridge Investment Research Advisors Inc | 346,891 | $15,142k | Jun 30, 2019 | Aug 15, 2019 | |
| Capital Planning Advisors LLC | 123,611 | $5,396k | Jun 30, 2019 | Aug 9, 2019 | |
| Cahill Financial Advisors Inc | 103,633 | $4,524k | Jun 30, 2019 | Aug 14, 2019 | |
| Hengehold Capital Management LLC | 101,425 | $4,427k | Jun 30, 2019 | Jul 23, 2019 | |
| Private Wealth Advisors Inc | 44,021 | $1,922k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 44,021 | $1,922k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 44,021 | $1,922k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 44,021 | $1,922k | Jun 30, 2019 | Aug 7, 2019 | |
| Cardan Capital Partners LLC | 36,229 | $1,581k | Jun 30, 2019 | Jul 16, 2019 | |
| Sequoia Wealth Management LLC | 24,133 | $1,071k | Jun 30, 2019 | Aug 6, 2019 | |
| Triangle Securities Wealth Management | 12,030 | $530k | Jun 30, 2019 | Jul 10, 2019 | |
| Founders Financial Securities LLC | 7,315 | $319k | Jun 30, 2019 | Jul 22, 2019 | |
| Interactive Financial Advisors Inc | 7,118 | $311k | Jun 30, 2019 | Jul 17, 2019 | |
| Shepherd Financial Partners LLC | 6,867 | $300k | Jun 30, 2019 | Aug 5, 2019 | |
| Fairview Capital Investment Management LLC | 6,694 | $292k | Jun 30, 2019 | Aug 14, 2019 | |
| Mirador Capital Partners LP | 5,669 | $247k | Jun 30, 2019 | Aug 6, 2019 | |
| SVA Plumb Wealth Management LLC | 5,254 | $229k | Jun 30, 2019 | Aug 13, 2019 | |
| Interocean Capital LLC | 4,957 | $216k | Jun 30, 2019 | Aug 13, 2019 |