News + Filings Key Docs Charts Holdings 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 |
<< Prev Next >> |
|
|
|
|