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Overview

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Insights

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

Holdings

ETF Holdings

Name Assets
WisdomTree Total Dividend Fund $1,114,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $5.9B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 8K
        Accounts
      • $722.2K
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    33

    name start date
    Robert Francis Bodio
    August 1998
    James Thomas Da Silva
    November 2018
    Philip Perry Jameson
    April 1994
    John Edward Levangie
    October 2018
    Steven David Keirn
    February 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Gw & Wade Asset Management Company, LLC Broker-Dealer --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Timothy Pinch Management Committee Co-Head September, 2007 less than 5%
        Roger William Wade Management Committee Co-Head September, 2007 less than 5%
        Robert Francis Bodio Management Committee Member December, 2013 less than 5%
        Eric Herd Rosenberg Management Committee Member December, 2013 less than 5%
        Robert James Emens Management Committee Member December, 2013 less than 5%
        Matthew George Valentine Chief Compliance Officer December, 2018 less than 5%
        Heather Schirmer Mahoney General Counsel November, 2018 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Commissions
          • Other