WISDOMTREE TRUST WISDOMTREE - Security Detail

Security Name:	WISDOMTREE TRUST WISDOMTREE
Ticker:	AGZD
Security Type:	OTHER
Exchange:	US
CUSIP:	97717W380

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.13B	-	57	-
2024-09-30	$0.13B	-5.2%	54	-5.3%
2024-12-31	$0.10B	-19.4%	52	-3.7%

Institution	Value	Shares	% of Portfolio
HERSHEY FINANCIAL ADVISERS, LLC	$4.1M	181K	3.6%
SYKON CAPITAL LLC	$3.9M	172K	1.3%
TRILOGY CAPITAL INC.	$20.2M	899K	1.0%
WBI INVESTMENTS, LLC	$2.0M	87K	0.5%
WIN ADVISORS, INC	$0.9M	41K	0.5%
AXS INVESTMENTS LLC	$1.5M	67K	0.4%
INTERACTIVE FINANCIAL ADVISORS, INC.	$0.5M	21K	0.3%
MCADAM, LLC	$4.6M	203K	0.3%
SILVER OAK SECURITIES, INCORPORATED	$2.5M	111K	0.2%
MODERN WEALTH MANAGEMENT, LLC	$4.5M	200K	0.2%
TRUEMARK INVESTMENTS, LLC	$0.4M	19K	0.1%
SIGMA PLANNING CORP	$1.5M	66K	0.1%
GLADSTONE INSTITUTIONAL ADVISORY LLC	$1.1M	48K	0.1%
SOVRAN ADVISORS, LLC	$0.3M	12K	0.0%
SYNTEGRA PRIVATE WEALTH GROUP, LLC	$0.4M	17K	0.0%
RETIREMENT PLANNING GROUP, LLC	$0.7M	29K	0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV	$0.3M	14K	0.0%
CHERRY TREE WEALTH MANAGEMENT, LLC	$0.1M	3K	0.0%
FRONT ROW ADVISORS LLC	$0.0M	2K	0.0%
AVANTAX ADVISORY SERVICES, INC.	$2.8M	124K	0.0%
DOGWOOD WEALTH MANAGEMENT LLC	$0.0M	2K	0.0%
CAPTRUST FINANCIAL ADVISORS	$5.1M	228K	0.0%
LPL FINANCIAL LLC	$13.0M	578K	0.0%
OLD MISSION CAPITAL LLC	$0.4M	19K	0.0%
HIGHTOWER ADVISORS, LLC	$4.2M	188K	0.0%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
GBIL	US	GOLDMAN SACHS ACCESS TREASUR	0.008	2	262
CWB	US	SPDR BLOOMBERG CONVERTIBLE S	0.005	2	381
USFR	US	WISDOMTREE FLOATING RATE TRE	0.005	2	402
BIL	US	SPDR BLOOMBERG 1-3 MONTH T-B	0.004	3	806
SPYG	US	SPDR PORTFOLIO S&P 500 GROWT	0.003	2	780
DIA	US	SPDR DJIA TRUST	0.002	2	880
VNQ	US	VANGUARD REAL ESTATE ETF	0.002	2	1236
XLF	US	FINANCIAL SELECT SECTOR SPDR	0.002	2	1251
RSP	US	INVESCO S&P 500 EQUAL WEIGHT	0.001	2	1336
QQQ	US	INVESCO QQQ TRUST SERIES 1	0.001	2	2323