WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 41410.00%0.00%0.01%Q3 2013Q3 202388
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.06%Q2 2013Q3 202344
Tortoise Investment Management, LLC 44440.21%0.62%1.28%Q4 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.02%1.07%3.13%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.09%0.30%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.05%0.11%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.01%0.15%0.36%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.64%1.95%2.74%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.28%2.51%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.10%0.31%0.91%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.04%0.61%2.49%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.35%1.28%2.20%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.20%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.07%0.46%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.03%0.13%0.36%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
ALBION FINANCIAL GROUP /UT 31100.03%0.14%0.28%Q2 2013Q3 202341
DAVENPORT & Co LLC 41410.00%0.01%0.03%Q3 2013Q3 202341
Creative Planning 3380.00%0.65%1.96%Q2 2013Q3 202341
Evanson Asset Management, LLC 40400.10%0.33%0.72%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.02%1.21%2.77%Q2 2013Q1 202340
SMITH, MOORE & CO. 40400.45%0.82%1.20%Q4 2013Q3 202340
HALBERT HARGROVE GLOBAL ADVISORS, LLC 39390.02%5.01%14.84%Q2 2013Q4 202239
America First Investment Advisors, LLC 38380.00%3.44%4.96%Q2 2013Q3 202238
Janney Montgomery Scott LLC 2990.00%0.01%0.02%Q3 2013Q3 202338
Hudock, Inc. 37370.00%0.00%0.01%Q3 2013Q3 202237
Neumann Capital Management, LLC 36361.23%3.16%4.87%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 3150.00%0.00%0.00%Q1 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.77%1.87%2.38%Q2 2013Q1 202236
Portland Global Advisors LLC 22140.10%0.69%1.16%Q2 2013Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.32%0.95%2.60%Q2 2013Q1 202236
Chicago Partners Investment Group LLC 35350.01%0.08%0.33%Q4 2014Q2 202335
PINNACLE ASSOCIATES LTD 23100.01%0.04%0.17%Q2 2013Q3 202333
CITIGROUP INC 33330.00%0.00%0.04%Q2 2013Q2 202133
Texas Yale Capital Corp. 33330.10%0.17%0.24%Q3 2015Q3 202333
BOSTON FAMILY OFFICE LLC 32320.08%0.12%0.19%Q4 2015Q3 202332
Ancora Advisors LLC 2810.00%0.27%1.18%Q2 2013Q3 202332
Colorado Capital Management, Inc. 32320.28%0.90%2.13%Q4 2015Q3 202332
Barrett Asset Management, LLC 32320.00%0.00%0.01%Q1 2014Q4 202132
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.02%Q3 2013Q3 202331
BOKF, NA 2830.00%0.20%0.81%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.06%Q4 2015Q3 202331
Citadel Advisors 410.00%0.00%0.01%Q3 2014Q3 202331
Community Financial Services Group, LLC 31310.54%1.08%2.66%Q2 2014Q4 202131
Private Advisor Group, LLC 1210.00%0.01%0.06%Q2 2014Q3 202331
Cetera Advisor Networks LLC 1010.01%0.13%0.34%Q1 2013Q3 202331
Raymond James Financial Services Advisors, Inc. 30300.00%0.01%0.02%Q2 2016Q3 202330
JANE STREET GROUP, LLC 910.00%0.02%0.09%Q1 2014Q3 202330
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 30300.12%0.42%0.70%Q2 2016Q3 202330
Homrich & Berg 2050.01%0.09%0.20%Q4 2013Q3 202130
3D ASSET MANAGEMENT, INC 30300.15%1.09%3.97%Q2 2013Q3 202030
Covington Capital Management 2110.01%0.19%0.76%Q3 2013Q3 202229
Covenant Asset Management, LLC 28280.14%0.43%0.76%Q4 2016Q3 202328
EisnerAmper Wealth Management Corporate Benefits, LLC 28283.74%7.20%8.95%Q1 2017Q4 202328
Valmark Advisers, Inc. 2610.00%0.17%0.53%Q3 2014Q1 202228
UNITED SERVICES AUTOMOBILE ASSOCIATION 27270.08%0.25%0.60%Q2 2013Q4 201927
Psagot Value Holdings Ltd. 27270.01%0.01%0.01%Q4 2013Q2 202027
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 27270.05%0.07%0.10%Q1 2017Q3 202327
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 27270.00%0.00%0.00%Q2 2013Q4 201927
AlphaMark Advisors, LLC 27270.01%0.05%0.20%Q1 2014Q3 202027
JPMORGAN CHASE & CO 2610.00%0.00%0.00%Q4 2013Q3 202327
White Pine Investment CO 27270.42%2.76%3.44%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.06%Q2 2013Q4 201927
LVM CAPITAL MANAGEMENT LTD/MI 2240.04%0.89%2.94%Q2 2013Q4 201926
Asset Dedication, LLC 26260.02%0.03%0.05%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.04%Q2 2017Q3 202326
Alpha Omega Wealth Management LLC 1510.01%0.13%0.40%Q4 2015Q3 202326
Geneos Wealth Management Inc. 1310.00%0.00%0.01%Q1 2016Q1 202325
Intercontinental Wealth Advisors, LLC 25250.06%0.18%0.39%Q2 2017Q2 202325
Allworth Financial LP 13120.00%0.11%0.72%Q3 2013Q3 202325
Stratford Consulting, LLC 25251.63%2.71%3.44%Q1 2014Q1 202025
J.P. Morgan Private Wealth Advisors LLC 25250.00%0.01%0.05%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
ROTHSCHILD INVESTMENT LLC /IL 24240.03%0.07%0.14%Q2 2013Q1 201924
Armor Investment Advisors, LLC 24241.10%1.34%1.60%Q4 2016Q3 202224
Ironsides Asset Advisors, LLC 2310.06%0.15%0.41%Q2 2014Q2 202024
Bank of New York Mellon Corp 1520.00%0.00%0.00%Q2 2013Q4 201924
SIMPLEX TRADING, LLC 910.00%0.00%0.00%Q1 2015Q3 202324
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.00%Q1 2012Q1 202324
Unison Advisors LLC 24240.66%1.70%5.98%Q4 2017Q3 202324
Patriot Financial Group Insurance Agency, LLC 23230.01%0.10%0.24%Q4 2016Q2 202223
OLD DOMINION CAPITAL MANAGEMENT INC 23230.71%3.70%4.54%Q2 2013Q4 201823
Financial Planning & Information Services, Inc. 23230.37%4.02%4.98%Q1 2018Q3 202323
Perigon Wealth Management, LLC 2110.00%0.12%0.21%Q3 2011Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
QS Investors, LLC 23230.00%0.00%0.00%Q4 2014Q2 202023
MADISON INVESTMENT HOLDINGS INC 22220.01%0.02%0.02%Q2 2013Q3 201822
GREENLEAF TRUST 22220.00%0.24%0.85%Q2 2013Q3 201822
NEXT Financial Group, Inc 610.00%0.03%0.12%Q2 2014Q4 202122
RPG Investment Advisory, LLC 22220.08%0.13%0.17%Q2 2018Q3 202322
HighTower Advisors, LLC 1140.00%0.02%0.05%Q4 2013Q3 202322
Motley Fool Wealth Management, LLC 22220.30%0.69%0.84%Q4 2014Q1 202022
Steward Partners Investment Advisory, LLC 1820.00%0.07%0.14%Q2 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.12%Q3 2018Q3 202321
Vontobel Swiss Wealth Advisors AG 1230.14%0.48%3.41%Q4 2014Q2 202121
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
WEBSTER BANK, N. A. 1730.00%0.01%0.07%Q3 2014Q4 202020
American Portfolios Advisors 20200.00%0.02%0.06%Q4 2017Q3 202220
OLD MISSION CAPITAL LLC 810.01%0.17%0.65%Q1 2015Q1 202320
NOESIS CAPITAL MANGEMENT CORP 20200.39%0.54%0.70%Q3 2013Q2 201820
Nicholas Hoffman & Company, LLC. 20200.05%0.36%0.95%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.02%0.22%0.63%Q4 2018Q3 202320
WESCAP Management Group, Inc. 20200.51%0.76%1.26%Q4 2018Q3 202320
BOSTON FINANCIAL MANGEMENT LLC 20200.60%0.73%0.92%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
Millburn Ridgefield Corp 20200.00%0.01%0.06%Q4 2016Q3 202120
FLOW TRADERS U.S. LLC 510.00%0.11%0.34%Q3 2014Q1 202320
NWAM LLC 1210.02%0.03%0.05%Q4 2017Q3 202320
Great Point Wealth Advisors, LLC 20203.48%5.40%7.52%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q2 2010Q3 202319
Cornerstone Capital, Inc. 19190.08%0.14%0.96%Q3 2015Q1 202019
Cerity Partners LLC 1360.08%0.17%0.36%Q1 2017Q3 202319
First Horizon Advisors, Inc. 1540.00%0.01%0.06%Q3 2013Q3 202219
Wealthspire Advisors, L.P. 18180.00%0.06%0.15%Q4 2015Q1 202018
Focused Wealth Management, Inc 18180.00%0.00%0.00%Q3 2013Q4 201718
CAPITAL MANAGEMENT CORP /VA 1320.05%1.22%3.46%Q1 2017Q2 202318
BANK OF NOVA SCOTIA 990.00%0.00%0.01%Q4 2018Q2 202318
VISTA INVESTMENT MANAGEMENT 1350.18%0.78%1.12%Q4 2018Q3 202318
NAPLES GLOBAL ADVISORS, LLC 810.03%0.10%0.20%Q4 2013Q4 202118
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q4 2017Q1 202218
Baird Financial Group, Inc. 1010.00%0.00%0.01%Q2 2015Q3 202318
BROWN ADVISORY INC 1620.00%0.02%0.15%Q3 2014Q1 202018
VICTORY CAPITAL MANAGEMENT INC 18180.01%0.02%0.04%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.07%0.11%Q2 2013Q3 201718
Lester Murray Antman dba SimplyRich 1440.18%0.59%1.88%Q4 2017Q2 202218
CREATIVE FINANCIAL DESIGNS INC /ADV 1010.00%0.00%0.01%Q2 2018Q3 202318
JOYN Advisors, Inc. 1710.11%3.90%8.24%Q3 2014Q1 201918
BANK OF THE WEST 940.02%0.04%0.08%Q1 2014Q4 201918
RFG Advisory, LLC 18180.01%0.03%0.05%Q2 2019Q3 202318
TRAIN BABCOCK ADVISORS LLC 1710.12%0.43%0.71%Q2 2013Q4 201718
BB&T SECURITIES, LLC 910.01%0.05%0.12%Q2 2013Q2 201818
WFG Advisors, LP 17170.00%0.01%0.04%Q2 2013Q2 201717
Cetera Advisors LLC 980.03%0.05%0.08%Q4 2013Q3 202317
Alexandria Capital, LLC 17170.01%0.02%0.03%Q2 2013Q2 201717
Coastline Trust Co 17170.06%0.09%0.14%Q1 2016Q1 202017
Carroll Financial Associates, Inc. 1610.00%0.13%0.44%Q4 2016Q4 202117
Global Retirement Partners, LLC 970.00%0.02%0.09%Q4 2016Q3 202316
Glassman Wealth Services 1510.00%0.01%0.01%Q4 2014Q1 202016
ROPES WEALTH ADVISORS LLC 1510.02%0.11%0.14%Q4 2016Q2 202316
LINCOLN NATIONAL CORP 16160.01%0.05%0.13%Q2 2016Q1 202016
Legacy Bridge, LLC 16160.04%0.05%0.09%Q4 2019Q3 202316
Cordasco Financial Network 16160.00%0.00%0.00%Q3 2018Q2 202216
Columbus Macro, LLC 16160.29%0.63%1.32%Q4 2019Q3 202316
BRADLEY FOSTER & SARGENT INC/CT 1150.01%0.07%0.15%Q2 2013Q2 201816
ASSETMARK, INC 810.00%0.02%0.07%Q3 2013Q4 202216
WOODMONT INVESTMENT COUNSEL LLC 1420.04%0.18%0.49%Q2 2013Q2 201716
AVANTAX ADVISORY SERVICES, INC. 16160.00%0.04%0.22%Q4 2019Q3 202316
BARCLAYS PLC 1020.00%0.00%0.00%Q2 2013Q3 202115
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.00%0.00%Q4 2014Q2 201815
FineMark National Bank & Trust 15150.00%0.01%0.02%Q2 2013Q4 201615
TCI Wealth Advisors, Inc. 15150.00%0.01%0.03%Q4 2019Q2 202315
Clearwater Capital Advisors, LLC 15150.06%0.14%0.20%Q2 2016Q4 201915
Sandy Spring Bank 15150.00%0.00%0.00%Q1 2020Q3 202315
RAY GERALD L & ASSOCIATES LTD 15150.04%0.07%0.11%Q1 2014Q3 201715
Renaissance Technologies 610.00%0.00%0.00%Q4 2017Q2 202315
VALLEY NATIONAL ADVISERS INC 1050.00%0.00%0.00%Q1 2017Q3 202315
CIBC WORLD MARKET INC. 810.00%0.00%0.01%Q3 2016Q3 202315
Montecito Bank & Trust 910.05%0.60%2.22%Q2 2013Q2 201915
Moser Wealth Advisors, LLC 1320.67%0.76%0.97%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
MSI Financial Services Inc 15150.01%0.02%0.05%Q2 2013Q4 201615
Cambria Investment Management, L.P. 15150.04%0.50%1.05%Q4 2014Q2 201815
Mariner, LLC 1410.00%0.01%0.03%Q1 2015Q3 202315
Bank OZK 1040.08%0.22%0.34%Q2 2017Q3 202314
LEAVELL INVESTMENT MANAGEMENT, INC. 860.02%0.06%0.13%Q2 2013Q3 202314
Biltmore Family Office, LLC 1040.07%1.15%2.26%Q4 2017Q3 202314
Wealthstreet Investment Advisors, LLC 14140.03%0.05%0.07%Q4 2017Q1 202114
BENJAMIN F. EDWARDS & COMPANY, INC. 1130.00%0.00%0.00%Q1 2017Q3 202214
MAI Capital Management 14140.01%0.13%0.54%Q4 2014Q1 201814
Brown Advisory Securities, LLC 1130.06%0.16%0.27%Q1 2014Q2 201914
PARK AVENUE SECURITIES LLC 14140.01%0.05%0.10%Q2 2020Q3 202314
NORTHERN CAPITAL MANAGEMENT LLC 14140.30%1.04%1.54%Q2 2013Q3 201614
TOMPKINS FINANCIAL CORP 1310.01%2.11%3.85%Q2 2013Q1 201714
COLONY GROUP LLC 950.01%0.07%0.27%Q4 2013Q1 202014
BlackRock Inc. 910.00%0.00%0.00%Q4 2015Q1 202314
WP Advisors, LLC 13130.30%0.41%0.66%Q4 2016Q4 201913
BlackRock Investment Management, LLC 13130.00%0.00%0.00%Q4 2013Q4 201613
TD Ameritrade Trust Co 13130.11%0.29%0.62%Q3 2014Q3 201713
Kestra Advisory Services, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
ATLAS CAPITAL ADVISORS LLC 940.01%0.01%0.03%Q1 2018Q3 202313
RiverFront Investment Group, LLC 13130.45%1.16%2.24%Q1 2010Q1 201313
Winning Points Advisors, LLC 1210.26%0.32%0.36%Q1 2017Q4 202113
Wealthcare Advisory Partners LLC 1110.00%0.04%0.10%Q2 2016Q1 202113
BEACON FINANCIAL GROUP 13130.32%0.41%0.54%Q1 2018Q1 202113
Winslow, Evans & Crocker, Inc. 1020.00%0.01%0.05%Q3 2016Q4 202012
Insight Advisors, LLC/ PA 12120.18%0.35%0.45%Q4 2020Q3 202312
S&CO INC 12120.08%0.12%0.14%Q4 2013Q3 201612
Rockefeller Capital Management L.P. 12120.00%0.02%0.03%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.31%0.48%0.79%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q2 201912
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.00%Q1 2017Q2 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Choate Investment Advisors 1110.03%0.99%2.21%Q2 2013Q3 202312
Sovereign Financial Group, Inc. 12120.25%0.67%1.40%Q4 2020Q3 202312
DUBUQUE BANK & TRUST CO 12120.00%0.00%0.01%Q2 2014Q1 201712
NORTHERN TRUST CORP 1010.00%0.00%0.00%Q2 2013Q2 202212
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Fund Evaluation Group, LLC 12120.10%0.56%1.12%Q1 2014Q4 201612
Tacita Capital Inc 12121.37%1.74%2.09%Q4 2020Q3 202312
Parallel Advisors, LLC 1110.00%0.00%0.00%Q3 2017Q4 202012
VSR Financial Services, Inc. 12120.12%0.21%0.38%Q2 2013Q1 201612
Brinker Capital Investments, LLC 12120.00%0.02%0.06%Q2 2013Q1 201612
Sterling Financial Planning, Inc. 12120.10%0.82%1.07%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Qube Research & Technologies Ltd 410.00%0.05%0.18%Q4 2019Q2 202312
Alerus Investment Advisors Corp 12120.00%0.01%0.01%Q2 2013Q1 201612
Main Management LLC 12120.11%0.16%0.18%Q2 2013Q1 201612
Cetera Investment Advisers 12120.01%0.03%0.07%Q4 2020Q3 202312
Stratos Wealth Partners, LTD. 810.00%0.01%0.03%Q4 2017Q3 202311
Spire Wealth Management 11110.01%0.01%0.01%Q1 2021Q3 202311
New England Private Wealth Advisors LLC 11110.16%0.66%1.49%Q4 2012Q2 201511
SIMON QUICK ADVISORS, LLC 620.00%0.05%0.09%Q1 2017Q3 202311
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Bedel Financial Consulting, Inc. 11110.00%0.00%0.01%Q3 2018Q1 202111
Addison Advisors LLC 1010.81%1.22%1.76%Q4 2020Q3 202311
Stillwater Capital Advisors, LLC 11110.07%0.10%0.16%Q2 2013Q4 201511
CWM, LLC 410.00%0.00%0.02%Q4 2016Q3 202311
CULBERTSON A N & CO INC 11110.12%0.18%0.28%Q2 2013Q4 201511
MUFG Americas Holdings Corp 11110.00%0.00%0.00%Q1 2013Q3 201511
New World Advisors LLC 920.23%0.47%0.84%Q1 2019Q4 202111
FinTrust Capital Advisors, LLC 11110.01%0.05%0.14%Q4 2018Q2 202111
Lake Point Wealth Management 520.00%0.02%0.19%Q4 2018Q2 202210
Strategic Wealth Partners, Ltd. 10100.03%0.37%0.83%Q4 2017Q1 202010
BAHL & GAYNOR INC 910.00%0.01%0.01%Q2 2013Q4 201510
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Veritable, L.P. 10100.01%0.05%0.09%Q1 2013Q2 201510
American Financial Advisors, LLC 10100.04%0.42%2.58%Q4 2019Q1 202210
Meridian Financial Partners LLC 10100.17%0.28%0.42%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 730.00%0.00%0.01%Q1 2019Q3 202110
FLPUTNAM INVESTMENT MANAGEMENT CO 10100.01%0.01%0.02%Q2 2021Q3 202310
OneDigital Investment Advisors LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Equitable Holdings, Inc. 10100.01%0.01%0.04%Q4 2019Q1 202210
Berger Financial Group, Inc 730.03%0.11%0.73%Q4 2020Q3 202310
Well Done, LLC 10100.04%0.10%0.14%Q1 2018Q2 202010
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10100.02%0.05%0.06%Q2 2014Q3 201610
Partnervest Advisory Services LLC 10100.01%0.52%1.04%Q2 2013Q3 201510
Savior LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
HOWE & RUSLING INC 990.00%0.01%0.01%Q3 2018Q3 20209
Virtu KCG Holdings LLC 610.01%0.05%0.11%Q3 2013Q2 20179
GYL FINANCIAL SYNERGIES, LLC 810.06%0.11%0.14%Q4 2019Q2 20229
CABOT WEALTH MANAGEMENT INC 990.05%0.37%1.13%Q2 2013Q2 20159
Bray Capital Advisors 990.09%0.46%0.92%Q4 2014Q4 20169
SouthState Corp 990.03%0.20%0.31%Q2 2013Q2 20159
Newbridge Financial Services Group, Inc. 990.00%0.01%0.04%Q1 2021Q1 20239
Vontobel Holding Ltd. 990.00%0.00%0.00%Q3 2021Q3 20239
Mosaic Financial Partners, Inc. 990.38%0.72%0.99%Q2 2013Q2 20159
Merriman Wealth Management, LLC 610.18%0.40%0.96%Q3 2013Q1 20229
Cutler Group LLC / CA 310.00%0.00%0.00%Q1 2016Q3 20239
Fusion Investment Group, LLC 991.81%2.68%3.80%Q4 2013Q4 20159
Cribstone Capital Management, LLC 990.00%0.00%0.01%Q2 2016Q2 20189
COBIZ WEALTH, LLC 990.07%0.18%0.44%Q2 2013Q2 20159
Kovitz Investment Group Partners, LLC 990.02%0.02%0.03%Q4 2019Q4 20219
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q1 2013Q4 20199
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2014Q2 20189
Laidlaw Group, LLC 991.14%1.43%1.75%Q2 2013Q2 20159
MITCHELL SINKLER & STARR/PA 990.24%0.32%0.52%Q2 2013Q2 20159
Accel Wealth Management 630.00%0.01%0.01%Q4 2020Q1 20239
Kathleen S. Wright Associates Inc. 880.60%0.83%1.07%Q4 2021Q3 20238
Marion Wealth Management 880.42%0.46%0.54%Q4 2021Q3 20238
TD Capital Management LLC 530.00%0.00%0.00%Q2 2021Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
Sound Income Strategies, LLC 620.00%0.01%0.02%Q4 2017Q3 20228
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Arete Wealth Advisors, LLC 880.05%0.06%0.09%Q1 2018Q4 20198
Financial Gravity Asset Management, Inc. 530.00%0.02%0.04%Q1 2018Q1 20208
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.00%0.00%Q3 2013Q2 20158
NATIONAL BANK OF CANADA /FI/ 880.03%0.05%0.08%Q4 2021Q3 20238
Concert Wealth Management Inc. 510.00%0.04%0.06%Q4 2013Q3 20168
Fieldpoint Private Securities, LLC 710.01%0.40%0.82%Q2 2020Q2 20228
Wedmont Private Capital 880.03%0.05%0.10%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.01%0.04%Q4 2020Q3 20228
Clearstead Advisors, LLC 880.05%0.07%0.08%Q4 2021Q3 20238
Shore Point Advisors, LLC 883.33%3.63%4.06%Q4 2021Q3 20238
Capital Analysts, LLC 520.00%0.00%0.02%Q4 2018Q3 20237
20/20 Capital Management, Inc. 770.09%0.36%0.68%Q4 2019Q2 20217
Smart Money Group LLC 770.57%0.88%1.32%Q1 2019Q3 20207
B. Riley Wealth Advisors, Inc. 770.00%0.07%0.10%Q2 2013Q4 20147
MADDEN SECURITIES Corp 770.12%0.15%0.17%Q1 2021Q3 20227
Swaine & Leidel Wealth Services, LLC 612.09%2.88%3.79%Q4 2019Q1 20227
MERCER GLOBAL ADVISORS INC /ADV 610.00%0.01%0.02%Q1 2019Q2 20237
3D/L Capital Management, LLC 610.02%0.10%0.15%Q4 2020Q1 20237
Bell Rock Capital LLC 770.04%0.17%0.29%Q2 2018Q4 20197
CAPITAL ONE FINANCIAL CORP 770.03%0.22%0.63%Q1 2020Q3 20217
WealthShield Partners, LLC 520.00%0.00%0.00%Q1 2018Q4 20197
Westover Capital Advisors, LLC 771.70%2.09%2.41%Q2 2013Q4 20147
Taylor Hoffman Wealth Management 610.01%0.01%0.01%Q3 2018Q2 20207
Baystate Wealth Management LLC 610.00%0.00%0.00%Q4 2020Q1 20237
Chemistry Wealth Management LLC 770.22%0.50%0.79%Q1 2022Q3 20237
Crestwood Advisors Group, LLC 770.08%2.62%4.01%Q2 2013Q4 20147
EASTERN BANK 430.03%0.69%0.94%Q2 2019Q3 20237
Sowell Financial Services LLC 520.00%0.01%0.04%Q4 2018Q1 20217
BLB&B Advisors, LLC 770.07%0.09%0.12%Q2 2013Q4 20147
TRUST CO OF OKLAHOMA 770.07%0.08%0.10%Q3 2020Q1 20227
Winfield Associates, Inc. 770.01%0.01%0.01%Q2 2014Q4 20157
Freedom Investment Management, Inc. 410.02%0.03%0.08%Q1 2013Q4 20217
Ameritas Investment Company, LLC 310.02%0.52%1.05%Q4 2018Q3 20217
LBA Wealth Management, LLC 770.10%0.15%0.19%Q4 2013Q2 20157
Advisors Preferred, LLC 520.00%0.04%0.08%Q3 2014Q3 20177
Asset Management Advisors, LLC 772.62%2.93%3.24%Q3 2020Q1 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.08%0.13%0.18%Q1 2022Q3 20237
NATIONAL PLANNING CORP 610.02%0.03%0.05%Q3 2013Q1 20177
Crosspoint Capital Strategies, LLC 520.00%0.00%0.02%Q4 2013Q4 20157
Lattice Strategies LLC 770.28%0.57%0.82%Q2 2013Q4 20147
GHP Investment Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
E&G Advisors, LP 770.23%0.37%0.57%Q4 2013Q2 20157
Aprio Wealth Management, LLC 610.07%3.58%6.87%Q4 2019Q2 20237
BLUESTEIN R H & CO LLC 510.01%0.02%0.03%Q4 2019Q3 20226
UBS AG 660.03%0.03%0.04%Q2 2013Q3 20146
WADDELL & ASSOCIATES, LLC 664.18%4.63%5.15%Q2 2021Q3 20226
COMMUNITY TRUST & INVESTMENT CO 661.57%1.72%1.82%Q2 2013Q3 20146
Eagle Ridge Investment Management 660.17%0.19%0.22%Q3 2015Q4 20166
Lansing Street Advisors 660.04%0.53%2.64%Q1 2022Q2 20236
Csenge Advisory Group 660.42%0.60%0.65%Q2 2022Q3 20236
Checchi Capital Advisers, LLC 660.22%0.30%0.41%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 510.00%0.00%0.00%Q4 2019Q1 20236
Ameritas Advisory Services, LLC 410.01%0.01%0.02%Q4 2021Q3 20236
Beacon Pointe Advisors, LLC 420.00%0.01%0.01%Q1 2022Q3 20236
HENGEHOLD CAPITAL MANAGEMENT LLC 330.55%1.19%1.79%Q2 2013Q3 20236
B. Riley Wealth Management, Inc. 660.00%0.00%0.00%Q1 2014Q2 20156
Verition Fund Management LLC 310.01%0.02%0.03%Q3 2014Q2 20206
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 661.53%2.14%2.86%Q2 2013Q3 20146
IFG Advisory, LLC 420.07%0.13%0.16%Q1 2018Q4 20196
Relative Value Partners Group, LLC 660.30%0.56%0.74%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 220.02%0.05%0.09%Q1 2017Q2 20206
Parkwood LLC 661.42%2.09%2.81%Q1 2014Q2 20156
My Legacy Advisors, LLC 660.22%0.24%0.26%Q2 2022Q3 20236
Alaska Permanent Fund Corp 660.00%0.04%0.19%Q3 2021Q4 20226
Kernodle & Katon Asset Management Group, LLC 660.01%0.04%0.06%Q4 2015Q1 20176
BESSEMER GROUP INC 310.00%0.02%0.04%Q2 2013Q4 20185
Cable Hill Partners, LLC 550.06%0.11%0.15%Q4 2018Q4 20195
Ledyard National Bank 550.00%0.00%0.00%Q4 2017Q4 20185
NewEdge Advisors, LLC 410.00%0.01%0.06%Q4 2017Q3 20235
Argentus Capital Management, LLC 550.00%0.01%0.04%Q3 2015Q3 20165
GREAT VALLEY ADVISOR GROUP, INC. 550.57%0.62%0.68%Q3 2022Q3 20235
WEST BANCORPORATION INC 410.01%0.03%0.06%Q4 2019Q4 20215
First Allied Advisory Services, Inc. 210.01%0.04%0.09%Q2 2013Q3 20205
FinTrust Investment Advisory Services, LLC 320.37%1.00%2.22%Q2 2013Q1 20185
Harel Insurance Investments & Financial Services Ltd. 550.00%0.01%0.02%Q4 2015Q4 20165
AVAII WEALTH MANAGEMENT, LLC 550.73%0.80%0.89%Q3 2022Q3 20235
Surevest, LLC 550.21%0.39%0.65%Q4 2018Q4 20195
REDMONT WEALTH ADVISORS LLC 550.35%0.37%0.38%Q4 2021Q4 20225
Avior Wealth Management, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
WEALTHCARE CAPITAL MANAGEMENT LLC 410.00%0.00%0.00%Q1 2015Q3 20165
CoreCap Advisors, LLC 550.02%0.02%0.03%Q4 2021Q4 20225
Horrell Capital Management, Inc. 550.00%0.04%0.05%Q2 2014Q2 20155
FIRST WILSHIRE SECURITIES MANAGEMENT INC 550.12%3.05%3.97%Q3 2019Q3 20205
BUCKINGHAM STRATEGIC WEALTH, LLC 410.02%0.03%0.05%Q3 2018Q4 20195
SG Americas Securities, LLC 210.00%0.01%0.02%Q4 2016Q3 20185
Transamerica Financial Advisors, Inc. 320.00%0.01%0.03%Q3 2017Q4 20185
Tillar-Wenstrup Advisors, LLC 551.91%2.25%2.79%Q2 2014Q2 20155
Regal Investment Advisors LLC 440.00%0.00%0.00%Q4 2014Q3 20154
Placemark Investments, Inc. 220.00%0.00%0.01%Q2 2013Q4 20144
Firestone Capital Management 210.01%0.01%0.02%Q1 2020Q3 20214
COMMUNITY BANK SYSTEM, INC. 440.05%0.10%0.12%Q4 2013Q3 20144
BOENNING & SCATTERGOOD, INC. 310.14%0.14%0.15%Q3 2021Q4 20224
Litman Gregory Wealth Management LLC 310.02%0.08%0.28%Q2 2013Q2 20144
Running Point Capital Advisors, LLC 440.38%0.40%0.46%Q4 2020Q3 20214
Financial Advocates Investment Management 440.08%0.16%0.21%Q4 2017Q3 20184
Community Bank, N.A. 440.10%0.11%0.11%Q4 2014Q3 20154
Lee Financial Co 220.00%0.00%0.00%Q4 2020Q3 20234
AlphaQ Advisors LLC 441.56%1.68%1.78%Q4 2022Q3 20234
Barnett & Company, Inc. 440.01%0.01%0.01%Q1 2019Q4 20194
True Wealth Design, LLC 440.11%0.14%0.15%Q4 2022Q3 20234
Empirical Finance, LLC 440.17%0.19%0.22%Q1 2017Q4 20174
HB Wealth Management, LLC 310.00%0.01%0.01%Q4 2021Q3 20234
Resurgent Financial Advisors LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q4 2013Q4 20224
WASHINGTON TRUST BANK 220.00%0.01%0.04%Q3 2016Q1 20184
Claro Advisors LLC 310.01%0.05%0.06%Q4 2018Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.39%0.44%0.51%Q4 2022Q3 20234
Strategic Capital Group LLC 440.01%0.33%0.49%Q2 2013Q1 20144
Fluent Financial, LLC 440.88%1.60%2.30%Q4 2017Q3 20184
CERTUITY, LLC 440.07%0.18%0.30%Q3 2021Q2 20224
FINANCIAL COUNSELORS INC 310.01%0.03%0.09%Q4 2013Q4 20204
WEDBUSH SECURITIES INC 440.03%0.04%0.05%Q3 2019Q2 20204
Western Wealth Management, LLC 440.03%0.04%0.05%Q1 2019Q4 20194
FFG RETIREMENT ADVISORS LLC 441.13%1.19%1.29%Q4 2022Q3 20234
Private Ocean, LLC 310.00%0.01%0.01%Q3 2021Q4 20224
Bartlett & Co. LLC 310.00%0.00%0.00%Q2 2017Q3 20194
Newman Dignan & Sheerar, Inc. 440.08%0.65%1.32%Q2 2013Q1 20144
Kovack Advisors, Inc. 440.05%0.07%0.10%Q4 2017Q3 20184
HC FINANCIAL ADVISORS INC 310.00%0.00%0.00%Q1 2020Q3 20214
CENTAURUS FINANCIAL, INC. 440.08%0.11%0.13%Q1 2018Q4 20184
Laurel Wealth Planning LLC 440.32%0.50%0.69%Q4 2022Q3 20234
CPWM, LLC 440.05%0.08%0.09%Q1 2017Q4 20174
IEQ CAPITAL, LLC 310.01%0.01%0.02%Q4 2019Q3 20214
TWO SIGMA SECURITIES, LLC 110.00%0.09%0.34%Q2 2015Q3 20204
Koshinski Asset Management, Inc. 310.01%0.01%0.03%Q3 2018Q1 20224
Epstein & White Financial LLC 440.15%1.56%5.14%Q4 2017Q3 20184
Risk Paradigm Group, LLC 220.01%0.02%0.03%Q1 2015Q2 20164
Blue Trust, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
PRIVATE TRUST CO NA 440.00%0.00%0.00%Q2 2022Q1 20234
INTEGRATED WEALTH COUNSEL, LLC 440.21%0.51%0.79%Q2 2013Q1 20144
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.02%Q1 2018Q4 20214
Venturi Wealth Management, LLC 310.00%0.22%0.87%Q4 2021Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.29%0.32%0.33%Q4 2022Q3 20234
Destiny Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q4 20214
Barber Financial Group, Inc. 440.14%0.19%0.26%Q4 2017Q3 20184
Capital One Investing, Inc. 440.67%0.72%0.76%Q4 2018Q3 20194
Seed Wealth Management, Inc. 440.28%0.28%0.29%Q4 2022Q3 20234
First Personal Financial Services 440.01%0.01%0.01%Q4 2014Q3 20154
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 440.18%0.23%0.29%Q4 2019Q3 20204
Klingman & Associates, LLC 440.02%0.03%0.03%Q4 2014Q3 20154
Sound Stewardship, LLC 441.86%1.88%1.90%Q4 2022Q3 20234
Intellectus Partners, LLC 210.02%0.02%0.03%Q2 2018Q1 20193
MFA WEALTH ADVISORS, LLC 333.25%3.27%3.28%Q1 2023Q3 20233
Tranquility Partners, LLC 330.25%0.27%0.30%Q2 2019Q4 20193
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
ZRC WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MARIETTA INVESTMENT PARTNERS LLC 330.15%0.17%0.18%Q2 2013Q4 20133
Farther Finance Advisors, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Keystone Financial Planning, Inc. 330.23%0.23%0.24%Q4 2013Q2 20143
Ballentine Partners, LLC 210.00%0.01%0.03%Q2 2017Q4 20213
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2017Q1 20203
Moran Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q1 2014Q3 20143
WIPFLI FINANCIAL ADVISORS LLC, 330.27%0.29%0.33%Q1 2022Q3 20223
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q1 2023Q3 20233
RAND WEALTH, LLC 330.03%0.03%0.04%Q1 2014Q3 20143
Ellevest, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
TRUST CO OF VERMONT 210.00%0.00%0.00%Q3 2022Q3 20233
Sigma Planning Corp 210.01%0.01%0.01%Q4 2019Q3 20203
COMERICA SECURITIES INC 330.07%0.07%0.08%Q2 2016Q4 20163
Birch Hill Investment Advisors LLC 330.10%0.11%0.13%Q2 2013Q4 20133
Cornerstone Wealth Management, LLC 210.00%0.02%0.06%Q2 2018Q3 20233
Long Wharf Investors, Inc. 330.60%0.79%1.15%Q2 2013Q4 20133
Investors Capital Advisory Services 330.04%0.04%0.04%Q1 2015Q3 20153
WEST CHESTER CAPITAL ADVISORS, INC 330.58%0.67%0.72%Q2 2013Q4 20133
Willow Street Advisors LLC 331.56%1.67%1.81%Q2 2013Q4 20133
Mengis Capital Management, Inc. 330.20%0.22%0.25%Q4 2014Q2 20153
Beaird Harris Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Wharton Business Group, LLC 330.03%0.03%0.04%Q1 2014Q3 20143
LFA - Lugano Financial Advisors SA 330.02%0.03%0.03%Q2 2018Q4 20183
Modera Wealth Management, LLC 210.01%0.06%0.14%Q1 2016Q3 20233
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q1 2022Q3 20223
AlphaCore Capital LLC 330.01%0.02%0.02%Q4 2019Q2 20203
NATIONAL INVESTMENT SERVICES INC /WI 330.31%0.37%0.41%Q2 2013Q4 20133
Total Clarity Wealth Management, Inc. 210.00%0.28%0.43%Q2 2022Q3 20233
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Exchange Capital Management, Inc. 330.01%0.62%1.02%Q2 2013Q4 20133
O'Connor Financial Group LLC 332.06%2.09%2.15%Q1 2023Q3 20233
STATE STREET CORP 330.00%0.00%0.00%Q2 2013Q4 20133
Financial Management Professionals, Inc. 330.00%0.00%0.00%Q4 2014Q2 20153
Advisory Services Network, LLC 110.00%0.00%0.01%Q1 2015Q4 20223
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Ameliora Wealth Management Ltd. 330.07%0.09%0.13%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.03%0.03%0.04%Q4 2017Q4 20183
Mirae Asset Global Investments Co., Ltd. 210.00%0.00%0.00%Q3 2016Q2 20193
PFG Investments, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Vantage Financial Partners Ltd., Inc. 210.14%0.14%0.15%Q4 2019Q3 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2017Q3 20183
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
BIP Wealth, LLC 330.85%0.94%0.99%Q1 2023Q3 20233
626 Financial, LLC 210.15%0.16%0.17%Q1 2021Q1 20223
Capital Investment Advisory Services, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
Bogart Wealth, LLC 330.00%0.00%0.01%Q3 2022Q1 20233
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2016Q3 20173
55I, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Almanack Investment Partners, LLC. 210.02%0.03%0.03%Q3 2020Q3 20223
Matisse Capital 330.33%0.35%0.38%Q1 2023Q3 20233
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2014Q1 20233
Wealthquest Corp 3315.22%20.51%23.48%Q4 2014Q2 20153
QUADRANT CAPITAL GROUP LLC 210.01%0.02%0.02%Q2 2020Q3 20233
PSI Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Second Half Financial Partners, LLC 223.79%3.79%3.79%Q1 2022Q2 20222
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Dynamic Advisor Solutions LLC 110.03%0.03%0.04%Q2 2019Q4 20192
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Occidental Asset Management, LLC 220.19%0.22%0.24%Q2 2023Q3 20232
Jane Street Holding, LLC 220.01%0.09%0.16%Q3 2013Q4 20132
Kistler-Tiffany Companies, LLC 220.07%0.07%0.08%Q2 2013Q3 20132
Antonetti Capital Management LLC 220.05%0.05%0.06%Q2 2013Q3 20132
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Ground Swell Capital, LLC 220.00%0.09%0.18%Q2 2014Q3 20142
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Jefferies Group LLC 220.00%0.00%0.00%Q3 2013Q4 20132
GALAXY CAPITAL TRADING LTD 221.16%1.82%2.48%Q2 2013Q3 20132
Parisi Gray Wealth Management 220.02%0.02%0.02%Q4 2017Q1 20182
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q3 2016Q4 20162
Clark Capital Management Group, Inc. 220.03%0.04%0.04%Q2 2013Q3 20132
ASPIRIANT, LLC 220.04%0.05%0.05%Q1 2014Q2 20142
Continuum Advisory, LLC 220.17%0.18%0.18%Q4 2018Q1 20192
Moors & Cabot, Inc. 220.04%0.04%0.04%Q2 2014Q3 20142
Gradient Investments LLC 110.00%0.00%0.00%Q4 2017Q2 20212
Haverford Trust Co 220.01%0.01%0.01%Q4 2016Q1 20172
COMERICA BANK 110.00%0.00%0.01%Q3 2013Q3 20232
CENTRAL TRUST Co 220.00%0.00%0.00%Q2 2015Q3 20152
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
THOROUGHBRED FINANCIAL SERVICES, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Resonant Capital Advisors, LLC 220.37%0.40%0.43%Q4 2019Q1 20202
Plante Moran Financial Advisors, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
EXCELSIA, INC. 225.56%5.96%6.37%Q2 2014Q3 20142
Waverly Advisors, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q2 2017Q2 20172
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q1 2022Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.02%0.02%0.03%Q2 2021Q3 20212
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Prospera Financial Services Inc 110.00%0.01%0.02%Q3 2020Q1 20222
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2020Q3 20212
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2019Q1 20222
Joel Isaacson & Co., LLC 220.00%0.00%0.00%Q1 2015Q2 20152
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2013Q1 20142
JNBA Financial Advisors 110.01%0.01%0.02%Q3 2018Q4 20192
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Wealthspire Advisors, LLC 110.01%0.01%0.02%Q1 2020Q4 20202
MAGNOLIA CAPITAL ADVISORS LLC 220.10%0.11%0.12%Q3 2021Q4 20212
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Coulter & Justus Financial Services, LLC 114.29%4.55%4.81%Q4 2021Q2 20222
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2013Q2 20202
Rehmann Capital Advisory Group 220.01%0.01%0.01%Q1 2019Q2 20192
ACG Wealth 220.06%0.08%0.10%Q2 2014Q3 20142
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Rooted Wealth Advisors, Inc. 220.83%0.84%0.86%Q4 2022Q1 20232
Truadvice, LLC 220.19%0.22%0.25%Q3 2020Q4 20202
GoalVest Advisory LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Old North State Trust, LLC 110.00%0.00%0.00%Q1 2019Q1 20232
Ashfield Capital Partners, LLC 220.02%0.02%0.02%Q3 2014Q4 20142
ATWOOD & PALMER INC 110.00%0.00%0.00%Q1 2019Q1 20191
COWA, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
First Bank & Trust 110.01%0.01%0.01%Q2 2022Q2 20221
Quantitative Advantage, LLC 111.56%1.56%1.56%Q2 2013Q2 20131
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
IFS Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.66%0.66%0.66%Q4 2019Q4 20191
COMMERCE BANK 110.00%0.00%0.00%Q2 2022Q2 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Alpine Global Management, LLC 110.18%0.18%0.18%Q1 2017Q1 20171
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
Texan Capital Management 110.23%0.23%0.23%Q3 2013Q3 20131
Blume Capital Management, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
MOTCO 110.01%0.01%0.01%Q4 2014Q4 20141
FIRST HORIZON CORP 110.10%0.10%0.10%Q2 2013Q2 20131
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q2 2023Q2 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q3 2017Q3 20171
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.11%0.11%0.11%Q4 2019Q4 20191
Permanens Capital L.P. 110.70%0.70%0.70%Q4 2013Q4 20131
North Star Investment Management Corp. 110.00%0.00%0.00%Q2 2014Q2 20141
Legacy Advisors, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2015Q2 20151
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Trexquant Investment LP 110.02%0.02%0.02%Q1 2020Q1 20201
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
NewFocus Financial Group, LLC 110.50%0.50%0.50%Q4 2015Q4 20151
Team Financial Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MARIPAU WEALTH MANAGEMENT LLC 110.20%0.20%0.20%Q3 2023Q3 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Arlington Partners LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Next Level Private LLC 110.72%0.72%0.72%Q2 2022Q2 20221
Atria Investments, Inc 110.02%0.02%0.02%Q3 2023Q3 20231
V Wealth Advisors LLC 110.24%0.24%0.24%Q1 2020Q1 20201
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clal Insurance Enterprises Holdings Ltd 110.00%0.00%0.00%Q4 2014Q4 20141
NewDay Solutions, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Rockbridge Investment Management, LCC 110.04%0.04%0.04%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
IHT Wealth Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
Merit Financial Group, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
EPIQ PARTNERS, LLC 112.53%2.53%2.53%Q4 2019Q4 20191
Sageworth Trust Co 110.00%0.00%0.00%Q1 2017Q1 20171
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2016Q4 20161
AURORA FINANCIAL ADVISORS, LLC 110.26%0.26%0.26%Q4 2017Q4 20171
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q4 20211
Claybrook Capital, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
AE Wealth Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Personal Capital Advisors Corp 110.00%0.00%0.00%Q1 2021Q1 20211
CLEAR STREET MARKETS LLC 110.03%0.03%0.03%Q2 2019Q2 20191
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
AVALON CAPITAL MANAGEMENT 111.08%1.08%1.08%Q1 2016Q1 20161
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q1 2023Q1 20231
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Strategic Wealth Partners Group, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
JD Financial Services Inc. 111.62%1.62%1.62%Q4 2021Q4 20211
Acorn Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Pacifica Partners Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
IAG Wealth Partners, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
Lehman Financial Resources, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Farmers & Merchants Trust Co of Chambersburg PA 110.35%0.35%0.35%Q3 2023Q3 20231
Element Wealth, LLC 110.29%0.29%0.29%Q4 2019Q4 20191
OLD MISSION CAPITAL, LLC 110.60%0.60%0.60%Q4 2016Q4 20161
Gary Goldberg Planning Services Inc 110.04%0.04%0.04%Q1 2013Q1 20131
SIGNET MANAGEMENT USA, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Financial Futures Ltd Liability Co. 111.33%1.33%1.33%Q1 2022Q1 20221
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q2 2022Q2 20221
First Command Bank 110.01%0.01%0.01%Q4 2020Q4 20201
XPONANCE, INC. 112.02%2.02%2.02%Q1 2018Q1 20181
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2014Q1 20141
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Penserra Capital Management LLC 110.16%0.16%0.16%Q1 2018Q1 20181
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Sunbelt Securities, Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q2 2017Q2 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.26%0.26%0.26%Q3 2013Q3 20131
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Burt Wealth Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
ALTFEST L J & CO INC 110.26%0.26%0.26%Q1 2019Q1 20191
REINHART PARTNERS, LLC. 110.05%0.05%0.05%Q2 2013Q2 20131
Missouri Trust & Investment Co 110.00%0.00%0.00%Q3 2023Q3 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Triasima Portfolio Management inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Independent Advisor Alliance 110.03%0.03%0.03%Q1 2017Q1 20171
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TFG Advisers LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Employees Retirement System of Texas 110.13%0.13%0.13%Q2 2013Q2 20131
Paradigm Financial Advisors, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
RPg Family Wealth Advisory, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NorthRock Partners, LLC 110.25%0.25%0.25%Q4 2018Q4 20181
KAVAR CAPITAL PARTNERS GROUP, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Cyndeo Wealth Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
INVENIO WEALTH PARTNERS LLC 110.78%0.78%0.78%Q3 2023Q3 20231
3EDGE Asset Management, LP 110.09%0.09%0.09%Q1 2021Q1 20211
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
BOSTON ADVISORS LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q4 2014Q4 20141
Osbon Capital Management LLC 112.32%2.32%2.32%Q2 2019Q2 20191
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Certified Advisory Corp 110.00%0.00%0.00%Q4 2017Q4 20171
CarsonAllaria Wealth Management, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
First Command Financial Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Crabel Capital Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
External links

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