Rocket


News + Filings
Key Docs
Charts
Ownership

Wisdom Tree Trust (DTD)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
BANK OF AMERICA CORP /DE/ 1,957,988128,136121,571,476,0000.01  Hist 06/30/2023
MORGAN STANLEY 928,5381,29557,652,960,0000.01  Hist 06/30/2023
LPL Financial LLC 513,89444,06731,136,850,0000.02  Hist 03/31/2023
WELLS FARGO & COMPANY/MN 400,899-21,77724,891,820,0000.01  Hist 06/30/2023
Vertex Planning Partners, LLC 337,814-195,23720,974,871,0007.14  Hist 06/30/2023
Pinnacle Financial Group, LLC / IL 319,8842,65919,861,575,00011.28  Hist 06/30/2023
626 Financial, LLC 315,9665,02319,618,327,00012.52  Hist 06/30/2023
HighTower Advisors, LLC 227,6245,06314,131,000,0000.03  Hist 06/30/2023
AMERIPRISE FINANCIAL INC 128,875-39,3678,001,860,0000.00  Hist 06/30/2023
Melone Private Wealth, LLC 114,7545,5766,904,734,0004.94  Hist 09/30/2023
Kestra Advisory Services, LLC 102,0453,8926,335,974,0000.06  Hist 06/30/2023
UBS Group AG 100,8727376,263,142,0000.00  Hist 06/30/2023
FFG RETIREMENT ADVISORS LLC 96,624-29,1515,854,448,0005.01  Hist 03/31/2023
CITADEL ADVISORS LLC 90,68580,5815,630,632,0000.00  Hist 06/30/2023
Veritable, L.P. 62,697-1103,892,857,0000.06  Hist 06/30/2023
Mariner, LLC 61,9651,6713,847,386,0000.01  Hist 06/30/2023
ROYAL BANK OF CANADA 60,94512,4153,784,000,0000.00  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 60,6436,4813,765,320,0000.00  Hist 06/30/2023
JPMORGAN CHASE & CO 48,5718,6983,015,774,0000.00  Hist 06/30/2023
Steward Partners Investment Advisory, LLC 47,3986282,942,973,0000.04  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 42,141-8,5842,617,125,000   Hist 06/30/2023
Certified Advisory Corp 40,098-5522,489,672,0000.46  Hist 06/30/2023
JANE STREET GROUP, LLC 40,075-7,8792,488,257,0000.00  Hist 06/30/2023
Corient Private Wealth LLC 38,33238,3322,380,047,0000.01  Hist 06/30/2023
Cetera Advisor Networks LLC 39,2042,2772,375,368,0000.02  Hist 03/31/2023
Bank of New York Mellon Corp 37,693-16,4182,340,358,0000.00  Hist 06/30/2023
ARVEST TRUST CO N A 35,895-2,1742,302,983,0000.14  Hist 06/30/2023
Sunbelt Securities, Inc. 37,5841872,247,173,0000.36  Hist 03/31/2023
My Legacy Advisors, LLC 34,9876,2092,196,484,0000.86  Hist 06/30/2023
True Wealth Design, LLC 34,312-4172,130,427,0000.78  Hist 06/30/2023
Capital Advisory Group Advisory Services, LLC 33,420-2352,026,923,0001.38  Hist 12/31/2022
Atria Investments, Inc 32,21132,2112,000,005,0000.04  Hist 06/30/2023
Avant Capital LLC 29,1516,1801,809,965,0002.00  Hist 06/30/2023
AVANTAX ADVISORY SERVICES, INC. 27,796-4731,725,844,0000.02  Hist 06/30/2023
LCNB CORP 27,6965711,719,645,0000.73  Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy