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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
WisdomTree SmallCap Earnings Fund $795,000

    Assets

    Assets

    Last updated on Oct. 5, 2017
      • $1.4B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $782.9K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    8

    name start date
    Suzana Bogoevska
    March 2016
    Colin C. Grover
    April 2016
    Gary J Brancaleone
    March 2013
    John Robert Bergmann
    November 2017
    Jennifer Chin Flaherty
    March 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Liberty Wealth Advisors, LLC IAR $144,559,391

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Anthony Robert Watson Chief Investment Officer June, 2012 less than 5%
        Florence Anne Affatato General Counsel/Chief Compliance Officer October, 2015 less than 5%
        John Robert Bergmann President April, 2016 less than 5%
        James Scott Gladney Chairman And Managing Partner September, 2015 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets