| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MORGAN STANLEY | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
| WELLS FARGO & COMPANY/MN | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 22 |
| UBS Group AG | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 17 |
| Parallax Volatility Advisers, L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 17 |
| ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
| JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2018 | 16 |
| BANK OF AMERICA CORP /DE/ | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 16 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 16 |
| MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
| THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 13 |
| PNC FINANCIAL SERVICES GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
| WealthTrust-Arizona, LLC | 7 | 7 | 0.00% | 0.21% | 1.45% | Q2 2013 | Q4 2014 | 7 |
| Mirae Asset Global Investments Co., Ltd. | 4 | 3 | 0.01% | 0.06% | 0.14% | Q4 2010 | Q2 2014 | 7 |
| FIRST INTERSTATE BANK | 7 | 7 | 0.03% | 0.06% | 0.08% | Q3 2015 | Q1 2017 | 7 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
| UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
| JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 5 |
| Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
| INGALLS & SNYDER LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2017 | 5 |
| CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 5 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
| Highlander Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
| First City Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 4 |
| Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 4 |
| Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
| FLOW TRADERS U.S. LLC | 2 | 2 | 0.03% | 0.06% | 0.15% | Q3 2017 | Q3 2018 | 4 |
| HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2011 | 4 |
| FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
| Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
| SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 3 |
| RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 3 |
| Capital Advisors, Ltd. LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
| Cambria Investment Management, L.P. | 2 | 1 | 0.07% | 0.12% | 0.19% | Q1 2016 | Q1 2017 | 3 |
| Windhaven Investment Management, Inc. | 3 | 3 | 0.01% | 0.97% | 2.89% | Q2 2013 | Q4 2013 | 3 |
| Main Management LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q3 2013 | 2 |
| BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 2 |
| Wharton Business Group, LLC | 2 | 2 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q3 2013 | 2 |
| JOHN G ULLMAN & ASSOCIATES INC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
| THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
| STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
| BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
| Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
| CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
| Emery Howard Portfolio Management, Inc. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2013 | Q4 2013 | 1 |
| STIFEL FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
| Torch Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
| LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
| Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
| WILMINGTON TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
| RiverFront Investment Group, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2010 | Q3 2010 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
| Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.