WISDOMTREE TR

Ticker: WTPI CUSIP: 97717X560 Class: ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC1,027,662$33,933
MORGAN STANLEY656,531$21,679
CARY STREET PARTNERS FINANCIAL LLC302,958$10,004
CASTLE WEALTH MANAGEMENT LLC269,944$8,914
Granite Bay Wealth Management, LLC265,494$8,767
TRUST POINT INC.228,617$7,549
Solutions 4 Wealth, Ltd186,966$6,174
Cetera Investment Advisers166,888$5,511
Compass Financial Services Inc147,838$4,882
CENTRAL TRUST Co125,285$4,137
Opes Wealth Management LLC112,780$3,724
Private Capital Management, LLC104,415$3,448
ENVESTNET ASSET MANAGEMENT INC100,253$3,310
RAYMOND JAMES FINANCIAL INC98,786$3,262
WealthPlan Investment Management, LLC88,324$2,916
UBS Group AG66,068$2,182
Avestar Capital, LLC61,916$2,044
PFG Investments, LLC54,492$1,799
Tidemark, LLC52,362$1,729
ROYAL BANK OF CANADA46,608$1,539
Sanctuary Advisors, LLC44,690$1,476
RESOLUTE CAPITAL, LLC42,873$1,416
NewEdge Advisors, LLC41,824$1,381
Arkadios Wealth Advisors38,604$1,275
Visionary Wealth Advisors37,379$1,234
OSAIC HOLDINGS, INC.36,174$1,195
TrueMark Investments, LLC34,568$1,141
Cresset Asset Management, LLC31,494$1,040
CARY STREET PARTNERS INVESTMENT ADVISORY LLC29,279$967
PARK AVENUE SECURITIES LLC28,795$1
CWM, LLC28,240$1
CreativeOne Wealth, LLC26,328$869
Prosperity Financial Group, Inc.24,979$825
Rockefeller Capital Management L.P.24,568$811
Diversify Advisory Services, LLC24,234$816
Creative Planning24,145$797
JPMORGAN CHASE & CO23,508$776
Kestra Advisory Services, LLC21,697$716
Private Advisor Group, LLC21,402$707
WCG Wealth Advisors LLC20,461$676
Kovack Advisors, Inc.18,886$624
Envestnet Portfolio Solutions, Inc.16,199$535
Avory & Company, LLC15,167$501
WealthPLAN Partners, LLC14,078$465
MML INVESTORS SERVICES, LLC13,866$458
Meridian Wealth Management, LLC13,805$456
U.S. Capital Wealth Advisors, LLC11,822$390
Apollon Wealth Management, LLC11,221$371
US BANCORP \DE\10,667$352
Merit Financial Group, LLC10,403$344
COMMONWEALTH EQUITY SERVICES, LLC9,756$322
Collaborative Wealth Managment Inc.9,610$317
Atlantic Private Wealth, LLC8,793$290
SUSQUEHANNA INTERNATIONAL GROUP, LLP8,737$288
Synergy Investment Management, LLC8,199$271
HB Wealth Management, LLC8,194$271
Tactive Advisors, LLC7,857$259
White & Co Financial Planning Inc6,690$221
Keating Financial Advisory Services, Inc.6,643$219
Cascades Capital Asset Management, LLC4,100$135
TD PRIVATE CLIENT WEALTH LLC3,305$109
REAP Financial Group, LLC2,614$86
COMERICA BANK2,274$75
Founders Financial Alliance, LLC1,433$47
Triumph Capital Management1,400$46
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,238$41
Farther Finance Advisors, LLC1,198$40
Allworth Financial LP900$30
Federation des caisses Desjardins du Quebec661$22
Geneos Wealth Management Inc.548$18
Aptus Capital Advisors, LLC500$17
Global Wealth Strategies & Associates499$16
AE Wealth Management LLC325$11
PNC Financial Services Group, Inc.214$7
Smartleaf Asset Management LLC52$2
Covestor Ltd40$0
FMR LLC36$1
Pinnacle Wealth Planning Services, Inc.20$1
BLAIR WILLIAM & CO/IL18$1
SHP Wealth Management14$0
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC12$0
Team Financial Group, LLC9$0
DHJJ Financial Advisors, Ltd.2$0
WELLS FARGO & COMPANY/MN1$0
Total (84 institutions)5,001,435$163,281