Ticker: WTV CUSIP: 97717W547 Class: WISDOMTREE US VA
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vericrest Private Wealth | 30,860 | $2,879 |
| Advisor Resource Council | 21,656 | $2,103 |
| Powers Advisory Group, LLC | 12,819 | $1,196 |
| Etesian Wealth Advisors, Inc. | 12,762 | $1,191 |
| UPTICK PARTNERS, LLC | 13,270 | $1,238 |
| Atlas Brown,Inc. | 9,399 | $877 |
| Osprey Private Wealth LLC | 6,198 | $578 |
| MidAtlantic Capital Management, Inc. | 2,561 | $239 |
| ADG Wealth Management Group, LLC | 2,164 | $202 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 5,998 | $560 |
| Astoria Portfolio Advisors LLC. | 3,856 | $382 |
| Gateway Wealth Partners, LLC | 4,846 | $452 |
| SWMG, LLC | 2,054 | $206 |
| Bison Wealth, LLC | 4,399 | $411 |
| SILVER OAK SECURITIES, INCORPORATED | 5,404 | $508 |
| FIRST NATIONAL BANK OF OMAHA | 8,116 | $763 |
| Dynamic Advisor Solutions LLC | 2,905 | $271 |
| MAI Capital Management | 8,642 | $806 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,926 | $273 |
| Farther Finance Advisors, LLC | 2,641 | $246 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 626 Financial, LLC | 113,214 | 135,538 | +22,324 (+19.7%) |
| Cornerstone Planning Group LLC | 373 | 130,629 | +130,256 (+34921.2%) |
| Systelligence, LLC | 186,439 | 205,082 | +18,643 (+10.0%) |
| PMG Wealth Management, Inc. | 36,116 | 38,556 | +2,440 (+6.8%) |
| Valued Retirements, Inc. | 14,785 | 17,333 | +2,548 (+17.2%) |
| Onyx Bridge Wealth Group LLC | 229,510 | 236,493 | +6,983 (+3.0%) |
| Bay Capital Advisors, LLC | 28,136 | 31,167 | +3,031 (+10.8%) |
| USAdvisors Wealth Management, LLC | 62,683 | 68,666 | +5,983 (+9.5%) |
| TRUST CO OF TOLEDO NA /OH/ | 135,350 | 149,628 | +14,278 (+10.5%) |
| Avant Capital LLC | 7,199 | 9,565 | +2,366 (+32.9%) |
| Centerpoint Advisory Group | 6,289 | 8,173 | +1,884 (+30.0%) |
| Insight Advisors, LLC/ PA | 83,381 | 86,556 | +3,175 (+3.8%) |
| CERTUITY, LLC | 2,220 | 27,799 | +25,579 (+1152.2%) |
| United Advisor Group, LLC | 11,796 | 23,666 | +11,870 (+100.6%) |
| Kestra Advisory Services, LLC | 197,647 | 403,492 | +205,845 (+104.1%) |
| FIRST NATIONAL BANK SIOUX FALLS | 8,696 | 12,464 | +3,768 (+43.3%) |
| Ameritas Advisory Services, LLC | 1,665 | 20,769 | +19,104 (+1147.4%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,474 | 351,911 | +347,437 (+7765.7%) |
| WILLNER & HELLER, LLC | 3,059 | 3,958 | +899 (+29.4%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 137,067 | 142,320 | +5,253 (+3.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OPTIMA CAPITAL LLC | 55,354 | 37,994 | -17,360 (-31.4%) |
| Prism Advisors, Inc. | 208,086 | 196,228 | -11,858 (-5.7%) |
| Ruggaard & Associates LLC | 84,967 | 77,459 | -7,508 (-8.8%) |
| Leslie Global Wealth, LLC | 72,940 | 71,010 | -1,930 (-2.6%) |
| CEERA INVESTMENTS, LLC | 56,065 | 54,798 | -1,267 (-2.3%) |
| Sunbelt Securities, Inc. | 34,577 | 29,455 | -5,122 (-14.8%) |
| Steward Partners Investment Advisory, LLC | 47,323 | 1,218 | -46,105 (-97.4%) |
| Capital Asset Advisory Services LLC | 122,290 | 119,455 | -2,835 (-2.3%) |
| Cooper Financial Group | 30,554 | 29,176 | -1,378 (-4.5%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 122,314 | 119,111 | -3,203 (-2.6%) |
| Modern Wealth Management, LLC | 68,843 | 65,212 | -3,631 (-5.3%) |
| Atria Investments, Inc | 10,725 | 4,739 | -5,986 (-55.8%) |
| Empirical Asset Management, LLC | 2,630 | 2,244 | -386 (-14.7%) |
| Brinker Capital Investments, LLC | 65,189 | 59,668 | -5,521 (-8.5%) |
| PRIVATE TRUST CO NA | 2,734 | 1,770 | -964 (-35.3%) |
| Concurrent Investment Advisors, LLC | 56,789 | 54,785 | -2,004 (-3.5%) |
| Fifth Third Securities, Inc. | 11,220 | 10,576 | -644 (-5.7%) |
| JANE STREET GROUP, LLC | 19,952 | 5,787 | -14,165 (-71.0%) |
| Arkadios Wealth Advisors | 15,137 | 13,673 | -1,464 (-9.7%) |
| Sequoia Financial Advisors, LLC | 39,003 | 36,898 | -2,105 (-5.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Strategic Financial Concepts, LLC | 18,829 | $1,714 |
| KANE INVESTMENT MANAGEMENT, INC. | 3,386 | $308 |
| Crossmark Global Holdings, Inc. | 25,924 | $2,358 |
| ORG Partners LLC | 2,906 | $264 |
| Consolidated Portfolio Review Corp | 4,654 | $424 |
| Valmark Advisers, Inc. | 14,554 | $1,325 |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,300 | $209 |
| HOEY INVESTMENTS, INC | 870 | $79 |
| US BANCORP \DE\ | 220 | $20 |
| UBS Group AG | 127 | $12 |
| JFS WEALTH ADVISORS, LLC | 41 | $4 |
| Main Street Group, LTD | 22 | $2 |
| Wealthspire Advisors, LLC | 5 | $0 |
| FMR LLC | 3 | $0 |