News + Filings Key Docs Charts Ownership
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Wisdom Tree Trust (DTD)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
BANK OF AMERICA CORP /DE/
| 1,957,988 | 128,136 | 121,571,476,000 | 0.01 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 928,538 | 1,295 | 57,652,960,000 | 0.01 | |
Hist
| 06/30/2023 |
LPL Financial LLC
| 513,894 | 44,067 | 31,136,850,000 | 0.02 | |
Hist
| 03/31/2023 |
WELLS FARGO & COMPANY/MN
| 400,899 | -21,777 | 24,891,820,000 | 0.01 | |
Hist
| 06/30/2023 |
Vertex Planning Partners, LLC
| 337,814 | -195,237 | 20,974,871,000 | 7.14 | |
Hist
| 06/30/2023 |
Pinnacle Financial Group, LLC / IL
| 319,884 | 2,659 | 19,861,575,000 | 11.28 | |
Hist
| 06/30/2023 |
626 Financial, LLC
| 315,966 | 5,023 | 19,618,327,000 | 12.52 | |
Hist
| 06/30/2023 |
HighTower Advisors, LLC
| 227,624 | 5,063 | 14,131,000,000 | 0.03 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 128,875 | -39,367 | 8,001,860,000 | 0.00 | |
Hist
| 06/30/2023 |
Melone Private Wealth, LLC
| 114,754 | 5,576 | 6,904,734,000 | 4.94 | |
Hist
| 09/30/2023 |
Kestra Advisory Services, LLC
| 102,045 | 3,892 | 6,335,974,000 | 0.06 | |
Hist
| 06/30/2023 |
UBS Group AG
| 100,872 | 737 | 6,263,142,000 | 0.00 | |
Hist
| 06/30/2023 |
FFG RETIREMENT ADVISORS LLC
| 96,624 | -29,151 | 5,854,448,000 | 5.01 | |
Hist
| 03/31/2023 |
CITADEL ADVISORS LLC
| 90,685 | 80,581 | 5,630,632,000 | 0.00 | |
Hist
| 06/30/2023 |
Veritable, L.P.
| 62,697 | -110 | 3,892,857,000 | 0.06 | |
Hist
| 06/30/2023 |
Mariner, LLC
| 61,965 | 1,671 | 3,847,386,000 | 0.01 | |
Hist
| 06/30/2023 |
ROYAL BANK OF CANADA
| 60,945 | 12,415 | 3,784,000,000 | 0.00 | |
Hist
| 06/30/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 60,643 | 6,481 | 3,765,320,000 | 0.00 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| 48,571 | 8,698 | 3,015,774,000 | 0.00 | |
Hist
| 06/30/2023 |
Steward Partners Investment Advisory, LLC
| 47,398 | 628 | 2,942,973,000 | 0.04 | |
Hist
| 06/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 42,141 | -8,584 | 2,617,125,000 | | |
Hist
| 06/30/2023 |
Certified Advisory Corp
| 40,098 | -552 | 2,489,672,000 | 0.46 | |
Hist
| 06/30/2023 |
JANE STREET GROUP, LLC
| 40,075 | -7,879 | 2,488,257,000 | 0.00 | |
Hist
| 06/30/2023 |
Corient Private Wealth LLC
| 38,332 | 38,332 | 2,380,047,000 | 0.01 | |
Hist
| 06/30/2023 |
Cetera Advisor Networks LLC
| 39,204 | 2,277 | 2,375,368,000 | 0.02 | |
Hist
| 03/31/2023 |
Bank of New York Mellon Corp
| 37,693 | -16,418 | 2,340,358,000 | 0.00 | |
Hist
| 06/30/2023 |
ARVEST TRUST CO N A
| 35,895 | -2,174 | 2,302,983,000 | 0.14 | |
Hist
| 06/30/2023 |
Sunbelt Securities, Inc.
| 37,584 | 187 | 2,247,173,000 | 0.36 | |
Hist
| 03/31/2023 |
My Legacy Advisors, LLC
| 34,987 | 6,209 | 2,196,484,000 | 0.86 | |
Hist
| 06/30/2023 |
True Wealth Design, LLC
| 34,312 | -417 | 2,130,427,000 | 0.78 | |
Hist
| 06/30/2023 |
Capital Advisory Group Advisory Services, LLC
| 33,420 | -235 | 2,026,923,000 | 1.38 | |
Hist
| 12/31/2022 |
Atria Investments, Inc
| 32,211 | 32,211 | 2,000,005,000 | 0.04 | |
Hist
| 06/30/2023 |
Avant Capital LLC
| 29,151 | 6,180 | 1,809,965,000 | 2.00 | |
Hist
| 06/30/2023 |
AVANTAX ADVISORY SERVICES, INC.
| 27,796 | -473 | 1,725,844,000 | 0.02 | |
Hist
| 06/30/2023 |
LCNB CORP
| 27,696 | 571 | 1,719,645,000 | 0.73 | |
Hist
| 06/30/2023 |
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