WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Veritable, L.P. 43430.06%0.07%0.08%Q4 2012Q2 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.03%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.04%0.09%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.09%0.22%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
WADE G W & INC 42420.06%0.16%0.46%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.09%1.73%7.94%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.01%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 41410.00%0.00%0.00%Q2 2013Q2 202341
J.P. Morgan Private Wealth Advisors LLC 3470.01%0.03%0.12%Q2 2013Q3 202341
AMERIPRISE FINANCIAL INC 28110.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 38380.00%0.00%0.01%Q1 2014Q2 202338
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1120.00%0.00%0.00%Q2 2013Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q3 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.49%0.60%0.69%Q4 2014Q3 202336
Janney Montgomery Scott LLC 2970.00%0.01%0.03%Q3 2014Q3 202336
HighTower Advisors, LLC 25110.00%0.04%0.07%Q3 2014Q3 202336
CUTLER INVESTMENT COUNSEL LLC 24120.07%0.29%0.57%Q2 2014Q3 202336
Tortoise Investment Management, LLC 34340.00%0.00%0.00%Q2 2015Q3 202334
Cetera Advisor Networks LLC 2160.01%0.03%0.14%Q3 2014Q3 202334
JANE STREET GROUP, LLC 1510.00%0.01%0.03%Q1 2014Q2 202333
Private Advisor Group, LLC 2110.00%0.01%0.02%Q3 2014Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2013Q3 202332
Willis Investment Counsel 1850.02%0.02%0.03%Q3 2015Q3 202331
Geneos Wealth Management Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.00%Q1 2016Q3 202331
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q3 2012Q3 202330
Clearwater Capital Advisors, LLC 30300.15%0.47%1.19%Q2 2016Q3 202330
ENVESTNET ASSET MANAGEMENT INC 1810.00%0.00%0.01%Q2 2013Q3 202329
UNITED CAPITAL FINANCIAL ADVISORS, LLC 28280.00%0.03%0.09%Q1 2014Q4 202028
Clearstead Advisors, LLC 28280.01%0.19%0.66%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.05%Q4 2016Q3 202328
Raymond James Financial Services Advisors, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
LCNB CORP 2160.52%0.81%1.15%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27270.00%0.01%0.02%Q4 2013Q2 202027
REGIONS FINANCIAL CORP 14130.00%0.00%0.00%Q4 2016Q3 202327
US BANCORP \DE\ 27270.00%0.00%0.00%Q2 2013Q4 201927
Tower Research Capital LLC (TRC) 1410.00%0.01%0.06%Q1 2014Q3 202226
Cetera Advisors LLC 16100.01%0.03%0.05%Q2 2013Q3 202326
TOMPKINS FINANCIAL CORP 15100.01%0.01%0.02%Q3 2017Q4 202325
Financial Architects, Inc 1820.01%0.02%0.04%Q2 2013Q2 202025
Steward Partners Investment Advisory, LLC 25250.00%0.04%0.08%Q3 2017Q3 202325
Creative Planning 1620.00%0.00%0.01%Q2 2013Q3 202325
Anchor Investment Management, LLC 25250.00%0.00%0.00%Q4 2017Q4 202325
CAPTRUST FINANCIAL ADVISORS 25250.01%0.02%0.04%Q3 2017Q3 202325
Gradient Capital Advisors, LLC 24240.19%0.29%0.56%Q4 2017Q3 202324
TRUST CO OF VIRGINIA /VA 1590.03%0.04%0.05%Q2 2013Q2 201924
Kendall Capital Management 24240.20%0.85%1.49%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Belpointe Asset Management LLC 1860.02%0.05%0.09%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Ballentine Partners, LLC 1770.01%0.03%0.08%Q2 2017Q3 202324
JPMORGAN CHASE & CO 2210.00%0.00%0.00%Q1 2017Q3 202323
COBIZ WEALTH, LLC 22220.04%0.07%0.12%Q2 2013Q3 201822
Certified Advisory Corp 11110.03%0.33%0.74%Q4 2017Q3 202322
Institute for Wealth Management, LLC. 2010.11%0.13%0.20%Q2 2017Q3 202322
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.04%0.13%0.24%Q4 2016Q3 202222
Advisory Services Network, LLC 1310.01%0.01%0.02%Q1 2017Q1 202322
JNBA Financial Advisors 1810.00%0.00%0.05%Q3 2014Q1 202121
First Allied Advisory Services, Inc. 1210.01%0.02%0.04%Q4 2013Q3 202021
Evercore Wealth Management, LLC 21210.02%0.02%0.03%Q3 2018Q3 202321
Baird Financial Group, Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
American Portfolios Advisors 20200.02%0.03%0.09%Q4 2017Q3 202220
Archer Investment Corp 20200.01%0.01%0.02%Q4 2018Q3 202320
Sigma Planning Corp 1190.02%0.03%0.05%Q4 2014Q3 202320
CITIGROUP INC 1010.00%0.00%0.00%Q3 2014Q1 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
CWM, LLC 1280.00%0.02%0.04%Q3 2018Q3 202320
Citadel Advisors 710.00%0.00%0.01%Q4 2014Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.01%0.01%0.01%Q4 2015Q2 202019
MOSELEY INVESTMENT MANAGEMENT INC 19190.15%0.29%0.43%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
TRUE Private Wealth Advisors 1610.03%0.03%0.04%Q3 2018Q3 202318
FLPUTNAM INVESTMENT MANAGEMENT CO 18180.00%0.01%0.02%Q2 2019Q3 202318
BOK Financial Private Wealth, Inc. 1020.00%0.03%0.04%Q2 2016Q3 202318
Global Retirement Partners, LLC 1250.00%0.01%0.04%Q4 2016Q3 202317
Connecticut Wealth Management, LLC 1071.16%3.11%5.01%Q2 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 1070.00%0.02%0.09%Q1 2017Q2 202217
Concert Wealth Management Inc. 17170.14%0.24%0.52%Q2 2013Q2 201717
WFG Advisors, LP 17170.01%0.04%0.08%Q2 2013Q2 201717
MML INVESTORS SERVICES, LLC 810.00%0.04%0.63%Q1 2017Q3 202317
Hotaling Investment Management, LLC 17170.13%0.16%0.20%Q4 2018Q4 202217
Windsor Financial Group, LLC 17170.14%0.18%0.21%Q2 2013Q2 201717
Stonebridge Capital Advisors LLC 1150.01%0.01%0.02%Q2 2019Q3 202316
BENEDICT FINANCIAL ADVISORS INC 16160.10%0.14%0.20%Q4 2014Q3 201816
Rockefeller Capital Management L.P. 16160.00%0.00%0.01%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.03%0.04%Q4 2019Q3 202316
Jacobi Capital Management LLC 16160.01%0.01%0.01%Q4 2017Q3 202116
EPIQ PARTNERS, LLC 16160.15%0.29%0.83%Q4 2019Q3 202316
Larson Financial Group LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 1310.00%0.02%0.03%Q1 2018Q3 202315
Rehmann Capital Advisory Group 1310.02%0.13%0.81%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
BlackRock Inc. 1410.00%0.00%0.00%Q1 2016Q1 202115
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
IAG Wealth Partners, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Homrich & Berg 14140.02%0.03%0.05%Q2 2018Q3 202114
MSI Financial Services Inc 860.00%0.01%0.02%Q2 2013Q4 201614
NEXT Financial Group, Inc 1110.01%0.03%0.04%Q4 2016Q4 202114
Laurel Wealth Advisors, Inc. 950.02%0.04%0.06%Q1 2019Q4 202214
Capital Advisory Group Advisory Services, LLC 14140.36%0.88%1.56%Q2 2020Q3 202314
Sunbelt Securities, Inc. 1110.02%0.24%0.44%Q4 2016Q3 202313
TRADITION CAPITAL MANAGEMENT LLC 13130.13%0.16%0.21%Q1 2016Q1 201913
BENJAMIN F. EDWARDS & COMPANY, INC. 1210.00%0.00%0.00%Q1 2016Q2 202213
LVZ, Inc. 13130.08%0.29%0.92%Q1 2015Q1 201813
Aurora Private Wealth, Inc. 850.12%0.21%0.38%Q1 2020Q2 202313
AlphaMark Advisors, LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
Key FInancial Inc 1210.09%0.12%0.15%Q1 2020Q3 202313
Investors Capital Advisory Services 13130.09%0.31%0.47%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.04%0.05%0.07%Q3 2020Q3 202313
BINGHAM OSBORN & SCARBOROUGH LLC 940.02%0.02%0.03%Q4 2017Q3 202113
COMERICA BANK 1210.00%0.01%0.02%Q4 2014Q3 202313
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q1 2013Q4 201512
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12120.01%0.16%0.23%Q4 2015Q3 201812
Wealthcare Advisory Partners LLC 1110.01%0.01%0.01%Q3 2017Q1 202112
V Wealth Advisors LLC 1110.06%0.07%0.12%Q2 2020Q2 202312
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
SHINE INVESTMENT ADVISORY SERVICES INC 12120.03%0.03%0.04%Q2 2017Q1 202012
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.06%0.12%Q4 2020Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 930.04%0.08%0.09%Q4 2018Q4 202112
Joseph P. Lucia & Associates, LLC 620.01%0.02%0.03%Q1 2019Q2 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q4 2015Q2 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Crestone Asset Management LLC 840.06%0.07%0.08%Q2 2020Q3 202312
Equitable Holdings, Inc. 12120.00%0.00%0.01%Q2 2020Q1 202312
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 740.01%0.07%0.20%Q3 2020Q3 202311
FLOW TRADERS U.S. LLC 650.01%0.09%0.27%Q3 2020Q3 202311
Summit Financial Wealth Advisors, LLC 11110.07%0.12%0.16%Q4 2015Q2 201811
Alpha Omega Wealth Management LLC 11110.01%0.01%0.02%Q4 2016Q2 201911
Allworth Financial LP 920.00%0.00%0.00%Q1 2015Q3 202311
J.W. COLE ADVISORS, INC. 740.02%0.07%0.15%Q3 2020Q2 202311
Squar Milner Financial Services LLC 11110.18%0.41%0.78%Q4 2017Q2 202011
Spire Wealth Management 11110.02%0.03%0.04%Q1 2021Q3 202311
1834 INVESTMENT ADVISORS CO 11110.00%0.00%0.01%Q4 2019Q2 202211
GREAT VALLEY ADVISOR GROUP, INC. 1010.02%0.20%0.36%Q4 2018Q3 202211
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.01%0.02%0.04%Q2 2021Q3 202310
DUBUQUE BANK & TRUST CO 10100.01%0.01%0.02%Q2 2016Q3 201810
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
FINANCIAL COUNSELORS INC 610.01%0.06%0.10%Q1 2015Q3 20199
Cordasco Financial Network 990.02%0.02%0.02%Q2 2020Q2 20229
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 990.01%0.01%0.01%Q4 2019Q4 20219
CHERRYDALE WEALTH MANAGEMENT, LLC 990.62%0.80%0.92%Q4 2021Q4 20239
REGENTATLANTIC CAPITAL LLC 990.06%0.07%0.08%Q3 2020Q3 20229
626 Financial, LLC 8112.45%13.10%14.64%Q1 2021Q3 20239
Waldron Private Wealth LLC 880.01%0.01%0.01%Q3 2021Q2 20238
Sandy Cove Advisors, LLC 880.23%0.32%0.40%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Addison Advisors LLC 710.01%0.01%0.02%Q4 2020Q4 20228
Brinker Capital Investments, LLC 880.00%0.00%0.00%Q2 2014Q1 20168
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Treynor Bancshares, Inc. 880.30%0.32%0.34%Q4 2021Q3 20238
Horrell Capital Management, Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
Baron Financial Group, LLC 880.05%0.08%0.12%Q3 2020Q2 20228
Independent Advisor Alliance 710.00%0.30%0.79%Q1 2017Q4 20198
Newbridge Financial Services Group, Inc. 880.01%0.01%0.02%Q2 2021Q1 20238
ARVEST TRUST CO N A 880.06%0.11%0.14%Q4 2021Q3 20238
FRANKLIN RESOURCES INC 880.00%0.00%0.00%Q2 2013Q1 20158
Pinnacle Financial Group, LLC / IL 8811.03%12.71%13.95%Q4 2021Q3 20238
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2021Q3 20238
Avant Capital LLC 881.68%1.82%2.01%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.06%Q4 2021Q3 20238
VERUS CAPITAL PARTNERS, LLC 620.03%0.10%0.12%Q4 2019Q3 20238
Allegheny Financial Group LTD 440.08%0.09%0.10%Q2 2021Q3 20238
Melone Private Wealth, LLC 884.78%4.96%5.15%Q4 2021Q3 20238
Mariner, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
AE Wealth Management LLC 880.00%0.02%0.03%Q4 2021Q3 20238
ATHERTON LANE ADVISERS, LLC 770.04%0.04%0.05%Q2 2014Q4 20157
Windsor Wealth Management, Inc. 430.04%0.05%0.08%Q2 2021Q2 20237
Compass Ion Advisors, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Integrated Advisors Network LLC 770.02%0.02%0.02%Q1 2021Q3 20227
My Legacy Advisors, LLC 770.27%0.77%0.95%Q1 2022Q3 20237
Ruggie Capital Group 610.03%0.04%0.05%Q3 2016Q2 20187
PARK AVENUE SECURITIES LLC 610.01%0.01%0.01%Q3 2021Q3 20237
Arrow Investment Advisors, LLC 433.65%4.41%5.13%Q3 2014Q4 20227
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
WHITTIER TRUST CO OF NEVADA INC 770.02%0.02%0.02%Q1 2022Q3 20237
Accel Wealth Management 770.00%0.00%0.01%Q3 2021Q1 20237
SIGNATUREFD, LLC 770.00%0.01%0.01%Q2 2018Q4 20197
ICA Group Wealth Management, LLC 770.07%0.08%0.09%Q1 2022Q3 20237
Sowell Financial Services LLC 510.00%0.05%0.25%Q3 2018Q4 20217
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.01%Q2 2014Q1 20227
Dorsey Wright & Associates 410.68%2.36%4.42%Q2 2014Q4 20227
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
Obsidian Personal Planning Solutions LLC 660.26%0.53%0.73%Q2 2022Q3 20236
Passive Capital Management, LLC. 660.16%0.18%0.21%Q4 2021Q1 20236
Barnett & Company, Inc. 660.03%0.04%0.07%Q3 2016Q4 20176
Chicago Partners Investment Group LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
M Holdings Securities, Inc. 510.02%0.02%0.02%Q1 2021Q1 20236
NewEdge Advisors, LLC 410.00%0.01%0.02%Q2 2017Q3 20236
Cerity Partners LLC 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
AdvisorNet Financial, Inc 310.00%0.00%0.01%Q4 2017Q1 20236
CFS Investment Advisory Services, LLC 510.03%0.04%0.05%Q4 2020Q3 20226
SG Americas Securities, LLC 510.00%0.01%0.01%Q3 2014Q1 20166
Beacon Pointe Advisors, LLC 420.00%0.01%0.01%Q1 2022Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
55I, LLC 660.01%0.03%0.07%Q2 2021Q3 20226
Private Advisory Group LLC 550.05%0.06%0.07%Q4 2021Q4 20225
MGO Private Wealth, LLC 550.98%1.77%3.32%Q3 2022Q3 20235
TRADITION ASSET MANAGEMENT LLC 550.13%0.13%0.13%Q2 2019Q2 20205
NORTH STAR ASSET MANAGEMENT INC 550.03%0.05%0.07%Q1 2022Q1 20235
Weaver Consulting Group 550.01%0.01%0.01%Q1 2019Q1 20205
Truadvice, LLC 410.06%0.59%1.48%Q3 2020Q3 20235
Virtu KCG Holdings LLC 310.01%0.02%0.08%Q2 2015Q1 20175
FIRST FOUNDATION ADVISORS 550.02%0.03%0.03%Q4 2015Q4 20165
Heritage Wealth Advisors 550.00%0.00%0.00%Q2 2022Q2 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Main Street Financial Solutions, LLC 550.04%0.04%0.04%Q4 2020Q4 20215
Kernodle & Katon Asset Management Group, LLC 550.00%0.01%0.01%Q4 2015Q4 20165
CoreCap Advisors, LLC 550.03%0.04%0.05%Q4 2021Q4 20225
CERTUITY, LLC 550.09%0.11%0.13%Q4 2020Q4 20215
Intersect Capital LLC 550.10%0.12%0.13%Q4 2018Q4 20195
PITTENGER & ANDERSON INC 550.00%0.00%0.00%Q2 2019Q2 20205
Tillar-Wenstrup Advisors, LLC 554.20%5.76%6.80%Q2 2014Q2 20155
INVESTMENT CENTERS OF AMERICA INC 550.03%0.09%0.12%Q3 2016Q3 20175
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 410.02%0.02%0.03%Q1 2022Q3 20235
StrategIQ Financial Group, LLC 550.10%0.11%0.12%Q2 2016Q2 20175
Arvest Bank Trust Division 440.02%0.03%0.04%Q4 2020Q3 20214
JD Financial Services Inc. 442.02%3.47%4.14%Q1 2021Q4 20214
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q2 2019Q1 20204
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 444.82%5.40%6.96%Q4 2022Q3 20234
Claro Advisors LLC 440.18%0.25%0.29%Q4 2022Q3 20234
Vertex Planning Partners, LLC 447.01%9.59%12.16%Q4 2022Q3 20234
WEALTHCARE CAPITAL MANAGEMENT LLC 440.00%0.03%0.08%Q1 2015Q4 20154
ETRADE Capital Management LLC 220.00%0.01%0.01%Q3 2019Q3 20204
ASSETMARK, INC 210.00%0.00%0.00%Q3 2020Q3 20234
True Wealth Design, LLC 440.63%0.85%1.12%Q4 2022Q3 20234
CVA Family Office, LLC 310.02%0.02%0.02%Q1 2020Q3 20214
Brown Miller Wealth Management, LLC 440.18%0.21%0.23%Q1 2022Q4 20224
Elk River Wealth Management, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
S.C. Financial Services, Inc. 440.42%0.84%1.02%Q1 2022Q4 20224
Regal Investment Advisors LLC 440.00%0.00%0.00%Q4 2014Q3 20154
Sharper & Granite LLC 440.72%0.82%0.94%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 441.13%1.19%1.25%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
Bridgewealth Advisory Group, LLC 440.54%0.73%1.04%Q4 2022Q3 20234
Alta Wealth Advisors LLC 440.30%0.36%0.38%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.19%0.19%0.20%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.01%0.02%Q4 2021Q1 20234
Essential Planning, LLC. 440.18%0.27%0.44%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.31%2.54%3.95%Q4 2022Q3 20234
Sandy Spring Bank 310.00%0.01%0.01%Q2 2022Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 440.30%0.37%0.44%Q4 2014Q3 20154
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q3 2016Q2 20174
NWAM LLC 330.13%0.14%0.15%Q2 2012Q4 20123
Genesis Wealth Advisors, LLC 330.03%0.04%0.04%Q4 2014Q2 20153
Dynamic Advisor Solutions LLC 330.04%0.05%0.06%Q2 2019Q4 20193
Allegiant Private Advisors, LLC 330.07%0.08%0.08%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20203
Oxler Private Wealth LLC 210.06%0.06%0.07%Q4 2020Q3 20223
B. Riley Wealth Management, Inc. 330.12%0.13%0.14%Q3 2014Q1 20153
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Blue Barn Wealth, LLC 330.18%0.21%0.24%Q2 2021Q4 20213
Sullivan, Bruyette, Speros & Blaney, LLC 210.01%0.01%0.01%Q4 2019Q1 20213
YorkBridge Wealth Partners, LLC 330.01%0.01%0.02%Q4 2016Q2 20173
Latitude Advisors, LLC 330.07%0.08%0.09%Q3 2021Q1 20223
Peak Capital Management LLC 330.06%0.08%0.10%Q1 2018Q3 20183
Consolidated Portfolio Review Corp 330.32%0.33%0.35%Q1 2023Q3 20233
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q4 2020Q4 20223
Smart Money Group LLC 332.91%3.78%5.05%Q1 2020Q3 20203
Ausdal Financial Partners, Inc. 210.11%0.13%0.15%Q3 2019Q2 20203
Avior Wealth Management, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Waverton Investment Management Ltd 210.06%0.35%0.62%Q4 2015Q3 20163
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Financial Advocates Investment Management 330.03%0.09%0.16%Q4 2017Q2 20183
Moloney Securities Asset Management, LLC 330.04%0.05%0.06%Q3 2021Q1 20223
PCA Investment Advisory Services Inc. 330.51%0.57%0.59%Q1 2023Q3 20233
Atria Investments, Inc 210.03%0.03%0.04%Q4 2022Q3 20233
SCOTIA CAPITAL INC. 330.02%0.02%0.02%Q2 2013Q4 20133
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q3 2017Q1 20213
GPS Wealth Strategies Group, LLC 330.02%0.04%0.08%Q4 2020Q2 20213
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sequoia Financial Advisors, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
ATLAS CAPITAL ADVISORS LLC 330.01%0.03%0.04%Q2 2022Q4 20223
WealthShield Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MANAGED ACCOUNT ADVISORS LLC 210.00%0.00%0.00%Q1 2014Q2 20153
East Coast Asset Management, LLC. 330.02%0.02%0.03%Q4 2012Q2 20133
AlphaStar Capital Management, LLC 210.04%0.06%0.06%Q3 2019Q2 20203
Crewe Advisors LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Vontobel Holding Ltd. 220.00%0.00%0.00%Q4 2020Q1 20212
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2017Q1 20202
OneAscent Financial Services LLC 220.26%0.28%0.29%Q2 2022Q3 20222
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q1 20222
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LIBRA WEALTH LLC 220.16%0.17%0.18%Q4 2021Q1 20222
AMUSSEN HUNSAKER ASSOCIATES LLC 220.06%0.07%0.07%Q2 2018Q3 20182
Covenant Multifamily Offices, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
American Trust 110.04%0.04%0.04%Q1 2022Q2 20232
PINNACLE FINANCIAL PARTNERS INC 220.01%0.01%0.01%Q1 2015Q2 20152
MARIPAU WEALTH MANAGEMENT LLC 220.71%0.76%0.82%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
First Heartland Consultants, Inc. 110.04%0.04%0.04%Q4 2019Q4 20202
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.02%Q1 2023Q3 20232
GYL FINANCIAL SYNERGIES, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Burns Matteson Capital Management, LLC 220.16%0.17%0.18%Q3 2022Q4 20222
PANORAMIC INVESTMENT ADVISORS, LLC 110.57%0.59%0.61%Q4 2022Q3 20232
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q2 20182
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.02%0.04%Q1 2015Q4 20162
Center for Financial Planning, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
BRADLEY FOSTER & SARGENT INC/CT 220.02%0.02%0.02%Q2 2013Q3 20132
Gateway Wealth Partners, LLC 220.07%0.08%0.09%Q2 2023Q3 20232
Carnick & Kubik, LLC 110.02%0.03%0.04%Q3 2015Q1 20162
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Revisor Wealth Management LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Total Clarity Wealth Management, Inc. 110.13%0.13%0.13%Q2 2022Q2 20221
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q3 2014Q3 20141
Garrett Wealth Advisory Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Foster Victor Wealth Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2016Q3 20161
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Joel Isaacson & Co., LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Guidant Wealth Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.02%0.02%0.02%Q4 2017Q4 20171
Realta Investment Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WASHINGTON CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q4 2013Q4 20131
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Bison Wealth, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
PATHSTONE FAMILY OFFICE, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Financial Planners of Cleveland, Inc. 110.42%0.42%0.42%Q4 2021Q4 20211
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ROOSEVELT INVESTMENT GROUP LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q3 20231
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2023Q1 20231
Activest Wealth Management 110.09%0.09%0.09%Q2 2023Q2 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Alpine Partners USVI, LLC 111.33%1.33%1.33%Q2 2013Q2 20131
Hanlon Investment Management, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Ground Swell Capital, LLC 111.05%1.05%1.05%Q4 2022Q4 20221
Golden State Wealth Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
MOTCO 110.01%0.01%0.01%Q2 2021Q2 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
TFG Advisers LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Valentine Capital Asset Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Claraphi Advisory Network, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Joseph Group Capital Management 110.09%0.09%0.09%Q4 2022Q4 20221
Argentus Capital Management, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Essex Financial Services, Inc. 110.07%0.07%0.07%Q1 2014Q1 20141
Samalin Investment Counsel, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Brookstone Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Team Financial Group, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Advisors Capital Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Altium Wealth Management LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Almanack Investment Partners, LLC. 110.12%0.12%0.12%Q4 2019Q4 20191
EVOKE WEALTH, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Tranquility Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q4 2015Q4 20151
180 WEALTH ADVISORS, LLC 110.43%0.43%0.43%Q2 2020Q2 20201
External links

This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.