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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 Total Dividend Fund $318,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $668.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 397
        Accounts
      • $1.7M
        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

    7

    name start date
    Joy Arlene Puyear
    September 2007
    Jonathan Scott Drubner
    January 2017
    Dennis Clinton Blodgett
    October 2002
    David William Shiell
    October 2002
    Joseph Randall Lum
    June 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Accounting Services -- --
      Big Sky Asset Management LLC IAR $99,371,000
      Intersect Capital Insurance Services, LLC -- --
      Intersect Ventures LLC -- --

        Leadership

        Ownership

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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Joseph R. Mclean Co-Managing Member January, 2016 25% to 50%
        David William Shiell Co-Managing Member/President June, 1998 25% to 50%
        Devin Robert Blodgett Chief Compliance Officer January, 2017 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees