WisdomTree Trust (DWM) [Rocket]

Ownership

WisdomTree Trust (DWM)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
BANK OF AMERICA CORP /DE/	4,387,792	-78,731	184,506,655,000	0.02		Hist	06/30/2023
MORGAN STANLEY	3,401,766	-48,748	143,044,272,000	0.01		Hist	06/30/2023
Linscomb & Williams, Inc.	1,994,714	-109,708	81,703,473,000	4.78		Hist	09/30/2023
UBS Group AG	1,759,449	-30,604	73,984,830,000	0.02		Hist	06/30/2023
LPL Financial LLC	1,652,099	173,660	67,703,023,000	0.05		Hist	03/31/2023
AMERIPRISE FINANCIAL INC	1,401,416	-1,242	58,996,432,000	0.02		Hist	06/30/2023
Financial Planning & Information Services, Inc.	1,125,449	109,425	47,325,147,000	8.73		Hist	06/30/2023
WELLS FARGO & COMPANY/MN	988,880	-54,940	41,582,406,000	0.01		Hist	06/30/2023
AE Wealth Management LLC	736,317	96,643	30,962,112,000	0.19		Hist	06/30/2023
Baird Financial Group, Inc.	731,730	20,572	30,769,246,000	0.08		Hist	06/30/2023
ADVISOR GROUP HOLDINGS, INC.	694,795	-81,661	29,264,953,000			Hist	06/30/2023
Raymond James Financial Services Advisors, Inc.	655,421	7,265	26,964,186,000	0.05		Hist	12/31/2022
Sandy Spring Bank	605,086	32,512	25,443,867,000	1.36		Hist	06/30/2023
ROYAL BANK OF CANADA	578,799	-128,349	24,339,000,000	0.01		Hist	06/30/2023
UNITED CAPITAL FINANCIAL ADVISERS, LLC	549,868	16,739	23,121,945,000	0.13		Hist	06/30/2023
RAYMOND JAMES & ASSOCIATES	521,878	111,169	21,470,179,000	0.02		Hist	12/31/2022
KEYBANK NATIONAL ASSOCIATION/OH	497,936	20,197	20,405,420,000	0.10		Hist	03/31/2023
IAG Wealth Partners, LLC	484,442	17,886	20,370,812,000	5.38		Hist	06/30/2023
Cetera Advisor Networks LLC	485,235	12,240	19,884,913,000	0.15		Hist	03/31/2023
COLDSTREAM CAPITAL MANAGEMENT INC	443,010	-56,785	18,628,585,000	0.59		Hist	06/30/2023
Soltis Investment Advisors LLC	438,454	142,161	18,436,972,000	2.14		Hist	06/30/2023
ENVESTNET ASSET MANAGEMENT INC	415,772	-97,809	17,483,223,000	0.01		Hist	06/30/2023
Rockefeller Capital Management L.P.	411,038	77,605	17,284,160,000	0.07		Hist	06/30/2023
JNBA Financial Advisors	374,931	-5,988	15,765,858,000	1.89		Hist	06/30/2023
Kestra Advisory Services, LLC	359,605	-141,418	15,121,390,000	0.15		Hist	06/30/2023
HUNTINGTON NATIONAL BANK	342,079	3,663	14,384,453,000	0.13		Hist	06/30/2023
MAI Capital Management	345,924	7,062	14,175,974,000	0.22		Hist	03/31/2023
Melone Private Wealth, LLC	314,888	16,932	12,897,820,000	9.22		Hist	09/30/2023
STIFEL FINANCIAL CORP	292,831	13,223	12,313,403,000	0.02		Hist	06/30/2023
JPMORGAN CHASE & CO	292,285	-372	12,290,584,000	0.00		Hist	06/30/2023
Private Wealth Strategies, L.L.C.	260,518	4,488	10,670,804,000	2.66		Hist	09/30/2023
Destination Wealth Management	242,943	7,069	10,215,751,000	0.38		Hist	06/30/2023
FIRST HAWAIIAN BANK	237,765	2,621	9,738,854,000	0.33		Hist	09/30/2023
Concord Wealth Partners	230,481	-5,267	9,481,988,000	2.85		Hist	12/31/2022
CX Institutional	207,761	8,065	8,547,307,000	0.52		Hist	12/31/2022
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