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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 $1,363,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $602.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $541.5K
        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

    12

    name start date
    Carol Sue Fischer
    April 2010
    Christine Renae Burkhart
    September 2019
    Xavier Jose Urpi
    January 2013
    Brooke Cutler Ashland
    December 2011
    Brittany Alethea Johnson
    November 2015

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Matthew Cutler Patten Chief Executive Officer, Member October, 2003 25% to 50%
      Erich Mark Patten President, Member October, 2003 25% to 50%
      Carol Sue Fischer Director Of Client Relations, Member October, 2003 5% to 10%
      Brooke Cutler Ashland Chairman, Chief Compliance Officer, Member October, 2003 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees