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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 Dividend Fund $314,000

    Assets

    Assets

    Last updated on Dec. 5, 2019
      • $552.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 924
        Accounts
      • $597.4K
        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
    William Calvin Pitt
    January 2013
    Biljana Mckinley
    January 2013
    Ross Johnson Loomis
    May 2014
    Eric Josef Schaefer
    April 2015
    Elizabeth Strickland Larson
    May 2009

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Calvin Pitt President/Co-Founder March, 2009 50% to 75%
      Damon Anthony White Chief Operating Officer/Co-Founder/Chief Compliance Officer March, 2009 10% to 25%
      Biljana Mckinley Wealth Advisor/Co-Founder March, 2009 10% to 25%
      Elizabeth Cocke Trustee - Charles P. Cocke Trust March, 2009 5% to 10%
      Charles Pollard Cocke Trustee - Yukon Trust March, 2009 5% to 10%
      Donald Sullivan Trustee - Yukon Trust March, 2009 5% to 10%
      Elizabeth Strickland Larson Senior Wealth Advisor/Principal March, 2009 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees