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Who holds WTPI

WISDOMTREE TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC1.9M$61.8M0.0%
Granite Bay Wealth Management, LLC1.3M$41.3M3.8%
MORGAN STANLEY853.4K$28.0M0.0%
CARY STREET PARTNERS FINANCIAL LLC356.7K$11.7M0.3%
RAYMOND JAMES FINANCIAL INC298.2K$9.8M0.0%
CASTLE WEALTH MANAGEMENT LLC284.3K$9.3M2.8%
WealthPlan Investment Management, LLC242.4K$7.9M0.4%
Solutions 4 Wealth, Ltd240.5K$7.9M10.2%
Cetera Investment Advisers221.6K$7.3M0.0%
Pinnacle Financial Partners, Inc.202.1K$6.6M0.0%
Compass Financial Services Inc175.1K$5.7M2.1%
CENTRAL TRUST Co174.6K$5.7M0.1%
Kestra Advisory Services, LLC157.3K$5.2M0.0%
Private Capital Management, LLC123.5K$4.1M0.4%
EP Wealth Advisors, LLC122.9K$4.0M0.0%
US BANCORP \DE\116.1K$3.8M0.0%
JPMORGAN CHASE & CO96.7K$3.2M0.0%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC95.6K$3.1M0.6%
Trust Point Inc.85.8K$2.8M0.2%
UBS Group AG74.6K$2.4M0.0%
RESOLUTE CAPITAL, LLC64.0K$2.1M0.7%
Avestar Capital, LLC63.8K$2.1M0.1%
LANARK FINANCIAL, INC.63.3K$2.1M0.1%
OSAIC HOLDINGS, INC.57.5K$1.9M0.0%
PFG Investments, LLC55.4K$1.8M0.1%
ROYAL BANK OF CANADA53.9K$1.8M0.0%
Visionary Wealth Advisors47.2K$1.5M0.1%
Tidemark, LLC47.0K$1.5M0.3%
Sanctuary Advisors, LLC44.5K$1.5M0.0%
NewEdge Advisors, LLC40.6K$1.3M0.0%
Arkadios Wealth Advisors39.6K$1.3M0.0%
Creative Planning38.4K$1.3M0.0%
Cresset Asset Management, LLC36.3K$1.2M0.0%
Alpine Bank Wealth Management35.4K$1.2M0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP34.8K$1.1M0.0%
ENVESTNET ASSET MANAGEMENT INC34.0K$1.1M0.0%
Prosperity Financial Group, Inc.30.5K$999,1830.3%
OLD MISSION CAPITAL LLC27.7K$908,4460.0%
JANE STREET GROUP, LLC26.9K$882,2480.0%
WealthPLAN Partners, LLC24.5K$804,7960.2%
Private Advisor Group, LLC24.5K$804,0560.0%
HARBOUR INVESTMENTS, INC.22.4K$733,7420.0%
Kovack Advisors, Inc.19.7K$645,7330.0%
Diversify Advisory Services, LLC19.5K$641,7490.0%
DIVERSIFY WEALTH MANAGEMENT, LLC19.5K$641,7490.0%
MML INVESTORS SERVICES, LLC19.5K$639,3570.0%
Avory & Company, LLC15.3K$500,6050.6%
Maridea Wealth Management LLC14.1K$462,1330.1%
Arax Advisory Partners14.0K$458,3060.0%
Advyzon Investment Management, LLC12.8K$420,6960.0%
Tactive Advisors, LLC12.4K$407,6600.1%
WCG Wealth Advisors LLC12.0K$393,8760.0%
COMMONWEALTH EQUITY SERVICES, LLC11.7K$385,1400.0%
Apollon Wealth Management, LLC11.2K$367,9370.0%
Merit Financial Group, LLC10.4K$341,1140.0%
Ameritas Advisory Services, LLC9.8K$321,8960.0%
Synergy Investment Management, LLC8.6K$281,9850.1%
Integrated Wealth Concepts LLC7.9K$257,6060.0%
KESTRA PRIVATE WEALTH SERVICES, LLC7.3K$240,2850.0%
Roan Capital Partners7.2K$236,9730.2%
Top Fund Holdings
13F
Top Fund Holdings

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