WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1830.00%0.00%0.00%Q2 2013Q3 202376
MCF Advisors LLC 4070.02%0.05%0.17%Q4 2011Q3 202347
GOLDMAN SACHS GROUP INC 4220.00%0.01%0.01%Q1 2012Q3 202344
COLONY GROUP LLC 42420.01%0.06%0.26%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42421.21%2.48%5.27%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.28%0.43%0.62%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.03%0.04%Q2 2013Q3 202342
WADE G W & INC 42423.03%5.27%9.42%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.18%0.30%0.46%Q2 2013Q3 202342
Nadler Financial Group, Inc. 42420.45%1.02%2.22%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42420.03%0.12%0.26%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.03%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.02%0.06%0.14%Q2 2013Q3 202342
Creative Planning 42420.05%0.09%0.14%Q2 2013Q3 202342
LPL Financial LLC 42420.04%0.07%0.13%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.20%0.23%0.28%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.05%0.15%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.05%0.11%0.21%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42420.69%1.32%2.54%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.03%0.11%0.20%Q1 2013Q3 202342
SPINNAKER TRUST 42420.02%0.03%0.05%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.06%0.17%0.46%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.05%0.21%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 3380.01%0.03%0.07%Q2 2013Q3 202341
LS Investment Advisors, LLC 41410.02%0.03%0.07%Q3 2013Q3 202341
Evercore Wealth Management, LLC 3560.09%0.88%1.44%Q2 2013Q3 202341
RAYMOND JAMES TRUST N.A. 27140.01%0.03%0.13%Q2 2013Q3 202341
BENJAMIN F. EDWARDS & COMPANY, INC. 41410.00%0.01%0.01%Q3 2013Q3 202341
Sarasin & Partners LLP 22190.05%0.10%0.14%Q2 2013Q3 202341
BRIGHTON JONES LLC 26150.01%0.05%0.14%Q2 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.02%0.03%Q2 2013Q4 202341
OPTIMUM INVESTMENT ADVISORS 3470.03%0.26%0.54%Q3 2013Q4 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.00%0.04%0.25%Q2 2013Q3 202341
EXENCIAL WEALTH ADVISORS, LLC 2470.01%0.17%0.36%Q1 2013Q2 202340
Janney Montgomery Scott LLC 29110.01%0.05%0.12%Q3 2013Q3 202340
Ancora Advisors LLC 24160.00%0.04%0.09%Q2 2013Q3 202340
CHOREO, LLC 39390.02%0.06%0.12%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
ADVISORY RESEARCH INC 39390.00%0.02%0.11%Q2 2013Q4 202239
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2850.00%0.00%0.04%Q3 2013Q3 202339
Private Advisor Group, LLC 39390.00%0.04%0.18%Q1 2014Q3 202339
Hudock, Inc. 38380.02%0.04%0.15%Q2 2013Q3 202238
RiverFront Investment Group, LLC 37370.18%3.98%15.13%Q2 2011Q2 202037
M Holdings Securities, Inc. 2910.36%1.25%3.86%Q4 2013Q2 202336
Chicago Partners Investment Group LLC 36360.06%0.11%0.20%Q4 2014Q3 202336
Kovack Advisors, Inc. 36360.03%0.39%1.11%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.03%Q4 2014Q3 202336
Capital Advisors, Ltd. LLC 36360.00%0.00%0.01%Q4 2014Q3 202336
JPMORGAN CHASE & CO 3240.00%0.00%0.00%Q2 2013Q3 202336
D.A. DAVIDSON & CO. 36360.00%0.05%0.09%Q4 2014Q3 202336
M&T BANK CORP 21150.00%0.01%0.01%Q3 2014Q3 202336
TRUIST FINANCIAL CORP 35350.00%0.01%0.02%Q1 2015Q3 202335
Cetera Advisors LLC 1630.01%0.06%0.15%Q4 2013Q3 202335
Stratos Wealth Partners, LTD. 3320.05%0.99%1.65%Q4 2014Q3 202335
Koshinski Asset Management, Inc. 19160.44%0.79%1.36%Q4 2014Q3 202335
MISSION WEALTH MANAGEMENT, LP 34340.09%0.60%1.94%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.03%0.05%Q2 2015Q3 202334
WHITTIER TRUST CO OF NEVADA INC 33330.01%0.02%0.03%Q3 2015Q3 202333
HighTower Advisors, LLC 22110.00%0.02%0.23%Q2 2015Q3 202333
VESTOR CAPITAL, LLC 20130.10%0.35%1.97%Q2 2015Q3 202333
Pineno Levin & Ford Asset Management, Inc. 33330.20%0.25%0.32%Q4 2013Q4 202133
Tower Research Capital LLC (TRC) 1910.00%0.03%0.11%Q4 2013Q3 202333
BANK OF MONTREAL /CAN/ 2020.00%0.00%0.00%Q2 2013Q3 202333
BUCKINGHAM STRATEGIC WEALTH, LLC 3110.01%0.04%0.11%Q1 2015Q3 202332
Moisand Fitzgerald Tamayo, LLC 32320.07%0.14%0.18%Q4 2015Q3 202332
Well Done, LLC 32320.07%0.13%0.17%Q4 2015Q3 202332
VALLEY NATIONAL ADVISERS INC 31310.00%0.01%0.01%Q1 2016Q3 202331
Private Wealth Advisors, Inc. 31311.10%1.92%3.06%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.02%0.04%0.11%Q1 2016Q3 202331
Kelman-Lazarov, Inc. 31310.09%0.20%0.34%Q1 2016Q3 202331
GM Advisory Group, LLC 2830.07%0.20%0.51%Q4 2013Q3 202331
BROWN ADVISORY INC 31310.00%0.00%0.01%Q1 2016Q3 202331
Baystate Wealth Management LLC 2820.00%0.00%0.06%Q2 2015Q3 202330
Clearwater Capital Advisors, LLC 30300.60%1.93%4.36%Q2 2016Q3 202330
JNBA Financial Advisors 2020.00%0.01%0.02%Q1 2016Q3 202329
Carroll Financial Associates, Inc. 29290.01%0.01%0.05%Q4 2014Q4 202129
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
SignalPoint Asset Management, LLC 2040.00%0.17%0.27%Q1 2016Q3 202329
OPPENHEIMER & CO INC 15140.01%0.01%0.02%Q2 2016Q3 202329
IFP Advisors, Inc 1710.00%0.01%0.08%Q4 2015Q3 202329
FIFTH THIRD BANCORP 2010.00%0.00%0.00%Q2 2015Q3 202328
Circle Wealth Management, LLC 28280.08%0.63%1.02%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.04%0.07%0.08%Q4 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.01%0.05%0.34%Q4 2016Q3 202328
EP Wealth Advisors, LLC 2710.02%0.06%0.12%Q4 2015Q3 202328
Valmark Advisers, Inc. 1810.00%0.01%0.01%Q2 2013Q1 202328
First Allied Advisory Services, Inc. 2420.01%0.06%0.22%Q2 2013Q3 202028
Parallel Advisors, LLC 28280.00%0.03%0.06%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.01%0.03%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.06%0.08%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.01%0.28%0.72%Q1 2017Q3 202327
CAMBRIDGE TRUST CO 27270.01%0.02%0.03%Q1 2017Q3 202327
SIGNATUREFD, LLC 2070.00%0.02%0.33%Q4 2014Q3 202327
Asset Dedication, LLC 1890.00%0.01%0.12%Q2 2016Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.01%0.03%Q2 2017Q3 202326
Cerity Partners LLC 26260.01%0.06%0.09%Q1 2017Q2 202326
BB&T SECURITIES, LLC 26260.07%0.25%0.76%Q2 2013Q3 201926
Paracle Advisors, LLC 15110.53%1.38%3.36%Q3 2014Q1 202126
Valeo Financial Advisors, LLC 25250.04%0.11%0.25%Q3 2017Q3 202325
SouthState Corp 2140.02%0.03%0.04%Q2 2014Q1 202225
CAPTRUST FINANCIAL ADVISORS 25250.00%0.03%0.07%Q3 2017Q3 202325
SHINE INVESTMENT ADVISORY SERVICES INC 2140.60%1.12%1.72%Q2 2014Q3 202025
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q4 2012Q3 202324
Live Your Vision, LLC 24242.23%8.03%24.84%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.09%0.11%Q4 2017Q3 202324
SYNOVUS FINANCIAL CORP 1230.00%0.00%0.00%Q4 2016Q3 202324
NVWM, LLC 24240.02%0.06%0.13%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.01%0.01%0.03%Q3 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.16%0.30%Q4 2017Q3 202324
HBK Sorce Advisory LLC 24240.02%0.04%0.05%Q4 2017Q3 202324
Gradient Investments LLC 1490.00%0.00%0.00%Q2 2015Q1 202123
VICUS CAPITAL 23230.02%0.11%0.26%Q1 2018Q3 202323
Smithfield Trust Co 23230.01%0.01%0.01%Q1 2018Q3 202323
Wealthquest Corp 1440.03%0.11%0.43%Q4 2014Q3 202323
Willow Creek Wealth Management Inc. 23230.06%0.11%0.17%Q1 2018Q3 202323
SHEPHERD KAPLAN KROCHUK, LLC 23230.13%0.46%1.56%Q4 2017Q2 202323
SECURITY NATIONAL TRUST CO 1850.00%0.01%0.01%Q2 2014Q3 202123
Allen Capital Group, LLC 2030.36%0.49%0.62%Q4 2017Q3 202323
REGENTATLANTIC CAPITAL LLC 22220.01%0.02%0.02%Q2 2017Q3 202222
KEYBANK NATIONAL ASSOCIATION/OH 22220.01%0.01%0.01%Q2 2018Q3 202322
CX Institutional 22220.28%0.99%2.30%Q2 2018Q3 202322
JANE STREET GROUP, LLC 610.00%0.01%0.05%Q2 2014Q3 202322
Oakworth Capital, Inc. 22220.01%0.03%0.05%Q2 2016Q3 202122
First Horizon Advisors, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Certified Advisory Corp 11110.02%0.09%0.28%Q4 2017Q3 202322
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Starfire Investment Advisers, Inc. 11100.29%0.37%0.44%Q1 2015Q2 202021
Advisors Preferred, LLC 810.10%0.98%3.91%Q1 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 710.00%0.00%0.00%Q4 2014Q3 202321
Advocacy Wealth Management Services, LLC 1920.00%0.02%0.03%Q2 2013Q2 202021
American Portfolios Advisors 20200.03%0.04%0.08%Q4 2017Q3 202220
WEDBUSH SECURITIES INC 20200.03%0.04%0.06%Q4 2018Q3 202320
Capital Analysts, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
ASSETMARK, INC 1550.00%0.02%0.04%Q3 2015Q3 202320
Traverso Chambers Private Wealth Management, LLC 20202.46%3.70%6.35%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.09%0.24%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20201.18%2.07%2.67%Q4 2018Q3 202320
IFG Advisory, LLC 1460.06%0.28%0.93%Q1 2018Q3 202320
Meridian Financial Partners LLC 20201.66%5.49%10.52%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.45%0.54%0.76%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20201.32%1.84%2.66%Q4 2018Q3 202320
Financial Architects, Inc 1820.01%0.01%0.02%Q1 2015Q2 202020
Ausdal Financial Partners, Inc. 1710.00%0.28%0.37%Q4 2015Q3 202319
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.01%0.01%0.01%Q4 2015Q2 202019
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
PARAMETRIC PORTFOLIO ASSOCIATES LLC 620.00%0.00%0.00%Q2 2013Q1 202219
Riverview Trust Co 19190.00%0.00%0.00%Q1 2019Q3 202319
Reynders McVeigh Capital Management, LLC 19190.03%0.05%0.07%Q1 2019Q3 202319
Peachtree Investment Advisors, Inc. 19190.20%0.28%0.38%Q2 2014Q4 201819
TSFG, LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Private Vista, LLC 19193.87%9.57%18.42%Q4 2015Q2 202019
Domani Wealth, LLC 19190.06%0.16%0.22%Q3 2016Q1 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Private Ocean, LLC 1360.02%0.04%0.08%Q4 2018Q3 202319
Tranquility Partners, LLC 18180.32%0.57%1.18%Q2 2019Q3 202318
Cutler Group LLC / CA 510.00%0.00%0.02%Q1 2016Q3 202218
SG Americas Securities, LLC 1310.00%0.01%0.04%Q3 2013Q3 201818
Commonwealth Equity Services, Inc 18180.05%0.10%0.16%Q2 2013Q3 201718
FineMark National Bank & Trust 18180.01%0.02%0.02%Q2 2019Q3 202318
One Capital Management, LLC 18180.01%0.19%0.84%Q4 2018Q1 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
RELIANCE TRUST CO OF DELAWARE 1160.03%0.06%0.08%Q3 2013Q1 201917
Caprock Group, LLC 17170.08%0.17%0.30%Q1 2016Q1 202017
Sigma Planning Corp 17170.03%0.09%0.11%Q3 2019Q3 202317
Atria Investments, Inc 1210.02%0.09%0.38%Q2 2013Q3 202317
LAKE STREET PRIVATE WEALTH, LLC 17171.61%2.04%2.41%Q3 2019Q3 202317
FINANCIAL COUNSELORS INC 1430.01%0.01%0.02%Q4 2018Q3 202317
Bristlecone Advisors, LLC 17170.82%1.29%1.82%Q3 2019Q3 202317
MGO ONE SEVEN LLC 610.01%0.05%0.12%Q4 2017Q3 202317
Alexandria Capital, LLC 17170.00%0.00%0.00%Q2 2013Q2 201717
Rockefeller Capital Management L.P. 16160.00%0.02%0.08%Q4 2019Q3 202316
Concert Wealth Management Inc. 970.04%0.07%0.27%Q2 2013Q2 201716
Callan Capital, LLC 1420.06%0.09%0.14%Q2 2013Q2 201716
PERRITT CAPITAL MANAGEMENT INC 16160.39%0.82%1.40%Q1 2015Q4 201816
NATIONAL PLANNING CORP 16160.07%0.19%0.24%Q2 2013Q1 201716
Key FInancial Inc 16160.78%1.95%2.49%Q4 2019Q3 202316
Stratos Wealth Advisors, LLC 16160.39%0.58%1.23%Q4 2019Q3 202316
Parkside Financial Bank & Trust 16160.01%0.01%0.01%Q1 2016Q4 201916
Equitable Holdings, Inc. 16160.04%0.05%0.06%Q4 2019Q3 202316
NOESIS CAPITAL MANGEMENT CORP 16160.13%0.22%0.30%Q4 2019Q3 202316
First Heartland Consultants, Inc. 1510.02%0.12%0.48%Q3 2019Q3 202316
Element Wealth, LLC 16160.29%0.36%0.42%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.77%5.57%6.73%Q4 2019Q3 202316
BDO Wealth Advisors, LLC 1010.01%0.03%0.04%Q2 2017Q2 202315
MSI Financial Services Inc 15150.03%0.13%0.32%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
Capital Investment Advisory Services, LLC 720.00%0.02%0.10%Q2 2018Q3 202315
TOBIAS FINANCIAL ADVISORS, INC. 872.01%4.03%5.52%Q4 2019Q3 202315
Seven Springs Wealth Group, LLC 1140.09%0.11%0.13%Q4 2019Q3 202315
KMG FIDUCIARY PARTNERS, LLC 15150.12%0.14%0.16%Q1 2020Q3 202315
Brinker Capital Investments, LLC 960.00%0.00%0.01%Q1 2014Q4 201915
Tufton Capital Management 15150.07%0.08%0.10%Q4 2014Q2 201815
J.W. COLE ADVISORS, INC. 810.21%0.43%0.73%Q4 2019Q3 202314
Cresset Asset Management, LLC 14140.00%0.04%0.08%Q2 2020Q3 202314
PFG Advisors 14140.02%0.04%0.06%Q1 2020Q2 202314
CVA Family Office, LLC 14140.02%0.03%0.06%Q1 2020Q2 202314
Garrett Wealth Advisory Group, LLC 1310.09%0.53%1.28%Q3 2019Q3 202314
PSI Advisors, LLC 950.03%0.14%0.54%Q4 2019Q3 202314
Belpointe Asset Management LLC 14140.03%0.05%0.07%Q4 2019Q1 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.06%1.02%1.85%Q2 2020Q3 202314
Weaver Consulting Group 720.04%0.10%0.14%Q1 2019Q3 202314
PagnatoKarp Partners LLC 14140.90%1.87%3.50%Q4 2016Q1 202014
Platform Technology Partners 1040.42%0.52%0.65%Q1 2020Q3 202314
Institute for Wealth Management, LLC. 1310.04%0.05%0.06%Q4 2019Q3 202314
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14140.02%0.04%0.05%Q2 2014Q3 201714
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
NICOLET BANKSHARES INC 14140.06%0.08%0.11%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.06%0.07%0.07%Q2 2020Q3 202314
BEACON FINANCIAL GROUP 14140.16%0.17%0.18%Q2 2020Q3 202314
Founders Financial Alliance, LLC 13130.11%0.18%0.23%Q3 2020Q3 202313
CERTUITY, LLC 13130.03%0.06%0.09%Q3 2020Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.01%0.01%Q3 2020Q3 202313
Virtu Financial LLC 620.03%0.35%0.64%Q2 2013Q1 201813
Newbridge Financial Services Group, Inc. 13130.38%0.56%0.90%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.06%0.10%0.13%Q3 2020Q3 202313
Western Wealth Management, LLC 710.02%0.03%0.05%Q1 2019Q3 202313
Ameritas Investment Partners, Inc. 13130.00%0.00%0.00%Q4 2016Q4 201913
Guidant Wealth Advisors 13130.91%1.45%2.37%Q3 2016Q3 201913
Peninsula Wealth, LLC 850.07%0.12%0.17%Q3 2019Q3 202313
NORTHERN TRUST CORP 1010.00%0.00%0.00%Q2 2013Q3 202313
Wealthcare Advisory Partners LLC 1210.00%0.01%0.01%Q2 2017Q1 202113
COMERICA SECURITIES,INC. 13130.23%0.80%1.11%Q3 2020Q3 202313
WFG Advisors, LP 930.00%0.02%0.03%Q2 2013Q2 201712
BECK CAPITAL MANAGEMENT, LLC 12120.24%0.33%0.44%Q4 2013Q3 201612
Insight Advisors, LLC/ PA 12120.06%0.36%0.97%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Northern Capital Management, Inc. 12120.18%0.22%0.39%Q4 2020Q3 202312
PROVIDA PENSION FUND ADMINISTRATOR 840.01%0.02%0.03%Q2 2017Q2 202012
MinichMacGregor Wealth Management, LLC 1110.02%0.02%0.02%Q1 2016Q4 202212
BURNS J W & CO INC/NY 12120.04%0.04%0.04%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
Cetera Investment Advisers 12120.00%0.03%0.08%Q4 2020Q3 202312
Procyon Advisors, LLC 12120.28%0.56%0.97%Q4 2020Q3 202312
HOLDERNESS INVESTMENTS CO 12120.27%0.29%0.32%Q1 2017Q4 201912
1900 WEALTH MANAGEMENT LLC 12120.56%0.82%1.13%Q4 2020Q3 202312
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
AdvisorNet Financial, Inc 930.00%0.00%0.02%Q3 2018Q3 202312
Advisory Services Network, LLC 810.00%0.01%0.03%Q4 2017Q2 202112
Berger Financial Group, Inc 12120.26%0.41%0.70%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.11%0.13%0.20%Q4 2020Q3 202312
ShoreHaven Wealth Partners, LLC 12120.70%6.57%10.02%Q4 2020Q3 202312
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202312
Spire Wealth Management 11110.00%0.02%0.11%Q1 2021Q3 202311
Formidable Asset Management, LLC 11110.03%0.04%0.06%Q3 2013Q1 201611
Round Table Services, LLC 740.27%0.49%0.76%Q2 2013Q1 201611
TRUEWEALTH LLC 11110.01%0.02%0.02%Q4 2017Q2 202011
MAI Capital Management 11110.01%0.01%0.01%Q1 2021Q3 202311
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 11110.11%0.14%0.18%Q1 2020Q3 202211
SEI INVESTMENTS CO 520.00%0.00%0.00%Q1 2016Q4 201911
Rollins Financial 830.07%0.61%1.55%Q4 2020Q3 202311
Capital Advisors Wealth Management, LLC 11110.14%0.15%0.17%Q1 2021Q3 202311
Financial Gravity Asset Management, Inc. 810.00%0.02%0.06%Q1 2020Q3 202311
BENEDICT FINANCIAL ADVISORS INC 11110.14%0.15%0.16%Q1 2021Q3 202311
BRYN MAWR TRUST Co 11110.01%0.02%0.05%Q2 2017Q4 201911
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.01%0.01%0.03%Q1 2021Q3 202311
OLD NATIONAL BANCORP /IN/ 740.01%0.03%0.09%Q2 2014Q3 202311
Clearstead Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BARCLAYS PLC 920.00%0.00%0.00%Q1 2017Q3 202111
Mariner, LLC 1010.00%0.00%0.01%Q3 2016Q3 202311
Prospera Financial Services Inc 610.01%0.01%0.02%Q3 2020Q3 202311
Gladstone Institutional Advisory LLC 11110.02%0.05%0.10%Q1 2021Q3 202311
GPS Wealth Strategies Group, LLC 730.01%0.01%0.04%Q1 2021Q3 202310
Prestige Wealth Management Group LLC 10100.02%1.45%2.95%Q2 2021Q3 202310
Grant Street Asset Management, Inc. 10100.17%0.34%0.43%Q2 2020Q3 202210
Lumature Wealth Partners, LLC 10100.02%0.02%0.03%Q1 2021Q2 202310
Qube Research & Technologies Ltd 640.00%0.01%0.02%Q1 2021Q3 202310
FDx Advisors, Inc. 910.01%0.01%0.03%Q2 2015Q4 201710
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.02%Q2 2018Q3 202010
Grandview Asset Management LLC 910.14%0.27%0.45%Q1 2021Q3 202310
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2017Q2 202110
Intrua Financial, LLC 10100.05%0.06%0.11%Q4 2020Q1 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.03%Q2 2021Q3 202310
Capstone Triton Financial Group, LLC 10100.12%0.19%0.46%Q2 2021Q3 202310
Sowell Financial Services LLC 710.00%0.02%0.06%Q4 2018Q1 202310
Vantage Investment Advisors, LLC 10100.02%0.03%0.04%Q4 2013Q1 201610
WealthTrust Asset Management, LLC 10100.22%0.61%1.09%Q2 2021Q3 202310
Hefty Wealth Partners 10100.94%1.32%1.82%Q4 2015Q1 201810
PRUDENTIAL FINANCIAL INC 910.00%0.00%0.00%Q3 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Dorsey & Whitney Trust CO LLC 10100.08%0.08%0.09%Q2 2021Q3 202310
Squar Milner Financial Services LLC 720.05%0.15%0.30%Q4 2017Q1 20209
Lido Advisors, LLC 990.02%0.02%0.04%Q3 2021Q3 20239
IHT Wealth Management, LLC 990.03%0.04%0.04%Q3 2021Q3 20239
BlackRock Inc. 410.00%0.00%0.00%Q4 2015Q2 20239
SPC Financial, Inc. 991.40%1.58%1.96%Q2 2013Q2 20159
MANUFACTURERS LIFE INSURANCE COMPANY, THE 810.00%0.00%0.00%Q2 2013Q1 20189
NEXT Financial Group, Inc 410.00%0.00%0.02%Q2 2014Q4 20219
HL FINANCIAL SERVICES LLC 810.00%0.01%0.01%Q4 2015Q3 20189
Mosaic Financial Partners, Inc. 990.16%0.17%0.18%Q2 2016Q2 20189
High Net Worth Advisory Group LLC 990.34%0.35%0.37%Q4 2021Q4 20239
CONFLUENCE INVESTMENT MANAGEMENT LLC 990.00%0.01%0.02%Q3 2016Q3 20189
Arkadios Wealth Advisors 990.02%0.05%0.09%Q4 2019Q4 20219
Ridgewood Investments LLC 610.02%0.14%0.18%Q4 2017Q2 20239
COLDSTREAM CAPITAL MANAGEMENT INC 540.08%0.10%0.14%Q2 2021Q3 20239
626 Financial, LLC 810.44%0.49%0.54%Q1 2021Q3 20239
Pacifica Partners Inc. 990.02%0.08%0.11%Q4 2021Q4 20239
Carlson Capital Management 540.02%0.04%0.06%Q1 2019Q1 20229
LINCOLN NATIONAL CORP 610.00%0.02%0.04%Q1 2017Q2 20239
Ackerman Capital Advisors, LLC 610.00%0.14%0.32%Q2 2017Q1 20209
Community Bank, N.A. 990.01%0.01%0.02%Q4 2017Q4 20199
Bickling Financial Services, Inc. 990.12%0.19%0.26%Q4 2020Q4 20229
FIDELIS iM, LLC 994.88%5.60%6.00%Q3 2021Q3 20239
Newport Wealth Strategies, Inc. 990.67%1.04%1.58%Q4 2017Q4 20199
Moloney Securities Asset Management, LLC 990.04%0.08%0.10%Q3 2021Q3 20239
PATTON ALBERTSON MILLER GROUP, LLC 990.11%0.62%0.87%Q2 2013Q2 20159
First PREMIER Bank 990.00%0.01%0.01%Q3 2018Q3 20209
REDMONT WEALTH ADVISORS LLC 880.63%0.67%0.71%Q4 2021Q3 20238
OPTIONS SOLUTIONS, LLC 880.56%0.68%0.79%Q4 2021Q3 20238
RFG Advisory, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.01%0.03%0.07%Q4 2021Q3 20238
Glassman Wealth Services 880.01%0.01%0.01%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 883.19%7.86%10.62%Q4 2021Q3 20238
Klingman & Associates, LLC 880.01%0.02%0.02%Q4 2014Q3 20168
Kaydan Wealth Management, Inc. 880.18%0.21%0.25%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.08%0.09%0.09%Q4 2021Q3 20238
EVERGREEN CAPITAL MANAGEMENT LLC 880.05%0.05%0.06%Q2 2020Q1 20228
INSPIRION WEALTH ADVISORS, LLC 880.24%0.25%0.27%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.29%1.06%2.78%Q4 2021Q3 20238
GYL FINANCIAL SYNERGIES, LLC 710.07%0.12%0.18%Q4 2019Q3 20238
SII INVESTMENTS INC/WI 620.02%0.05%0.20%Q2 2014Q4 20178
Powers Advisory Group, LLC 880.26%0.31%0.45%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Wedmont Private Capital 880.03%0.05%0.10%Q4 2021Q3 20238
Ameritas Investment Company, LLC 410.01%0.04%0.17%Q4 2018Q3 20218
Resurgent Financial Advisors LLC 880.72%0.90%1.03%Q4 2021Q3 20238
Avant Capital LLC 881.21%1.38%1.71%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Marion Wealth Management 880.10%0.13%0.17%Q4 2021Q3 20238
B. Riley Wealth Management, Inc. 620.00%0.04%0.06%Q2 2020Q2 20228
Amplius Wealth Advisors, LLC 880.19%1.33%4.94%Q4 2021Q3 20238
Lebenthal Global Advisors, LLC 710.03%0.10%0.16%Q4 2020Q1 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
STOCK YARDS BANK & TRUST CO 880.02%0.02%0.02%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.04%0.04%0.06%Q1 2017Q4 20188
Willingdon Wealth Management 880.00%0.00%0.01%Q2 2018Q1 20208
Perigon Wealth Management, LLC 710.01%0.03%0.05%Q3 2016Q4 20208
Sterling Capital Management LLC 880.01%0.01%0.01%Q4 2017Q3 20198
BAIRD ROBERT W & CO INC /WI/ 880.03%0.05%0.06%Q2 2013Q1 20158
Horrell Capital Management, Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
Stonebridge Capital Advisors LLC 530.00%0.00%0.01%Q4 2019Q1 20228
Manhattan West Asset Management, LLC 880.12%0.21%0.27%Q4 2021Q3 20238
NewEdge Advisors, LLC 610.00%0.00%0.01%Q2 2017Q3 20237
Cribstone Capital Management, LLC 610.00%0.01%0.01%Q3 2019Q4 20227
STEPHENS INC /AR/ 770.13%0.16%0.20%Q2 2013Q4 20147
Orion Capital Management LLC 770.01%0.01%0.01%Q4 2020Q2 20227
ETFIDEA, LLC 430.09%0.10%0.13%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
MONEY CONCEPTS CAPITAL CORP 520.01%0.26%1.63%Q4 2020Q4 20227
Alta Wealth Advisors LLC 770.65%0.69%0.73%Q1 2022Q3 20237
Ellis Investment Partners, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
HAZLETT, BURT & WATSON, INC. 770.21%0.26%0.33%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.79%0.99%1.20%Q2 2013Q4 20147
Neuberger Berman Group LLC 520.00%0.00%0.00%Q3 2014Q2 20237
GIRARD SECURITIES, INC. 770.36%0.51%0.67%Q4 2015Q2 20177
Atria Wealth Solutions, Inc. 770.07%0.10%0.15%Q1 2022Q3 20237
ASSOCIATED BANC-CORP 770.02%0.02%0.02%Q1 2022Q3 20237
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 770.02%0.03%0.05%Q2 2017Q4 20187
Bank of New Hampshire 770.01%0.01%0.02%Q1 2022Q3 20237
Virginia National Bank 771.11%1.66%3.00%Q1 2022Q3 20237
Placemark Investments, Inc. 770.06%0.14%0.30%Q2 2013Q4 20147
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Coulter & Justus Financial Services, LLC 610.18%0.21%0.32%Q4 2021Q3 20237
Global Financial Private Capital, Inc 770.12%0.16%0.22%Q3 2017Q1 20197
Full Sail Capital, LLC 770.02%0.02%0.02%Q4 2020Q2 20227
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.02%Q2 2014Q3 20237
McIlrath & Eck, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
RED CEDAR INVESTMENT MANAGEMENT, LLC 775.48%6.10%6.84%Q3 2018Q1 20207
Sonora Investment Management, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
CONNORS INVESTOR SERVICES INC 770.05%0.06%0.07%Q2 2013Q4 20147
St. Louis Trust Co 430.06%0.06%0.07%Q4 2021Q3 20237
Tortoise Investment Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.56%1.01%1.39%Q4 2014Q2 20167
Aspire Private Capital, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Perennial Advisors, LLC 310.00%0.01%0.01%Q2 2018Q2 20217
Old North State Trust, LLC 330.01%0.05%0.10%Q3 2018Q1 20236
Marquette Asset Management, LLC 660.01%0.01%0.01%Q1 2019Q2 20206
UBS AG 660.04%0.04%0.05%Q2 2013Q3 20146
TOTH FINANCIAL ADVISORY CORP 660.00%0.00%0.00%Q2 2022Q3 20236
THOROUGHBRED FINANCIAL SERVICES, LLC 660.05%0.06%0.06%Q2 2022Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Beacon Pointe Advisors, LLC 420.00%0.00%0.01%Q1 2022Q3 20236
CRA Financial Services, LLC 660.36%0.51%0.58%Q2 2022Q3 20236
FIFTH THIRD SECURITIES, INC. 310.04%0.10%0.28%Q2 2021Q3 20236
Freedom Investment Management, Inc. 420.02%0.05%0.07%Q4 2015Q4 20206
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q1 2022Q2 20236
MATHER GROUP, LLC. 660.03%0.04%0.04%Q2 2022Q3 20236
Lutz Financial Services LLC 660.03%0.03%0.03%Q2 2022Q3 20236
AMERICAN NATIONAL BANK 660.00%0.00%0.00%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Almanack Investment Partners, LLC. 510.11%2.09%3.18%Q1 2017Q3 20236
ASPIRIANT, LLC 660.02%0.11%0.17%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 310.00%0.04%0.07%Q2 2020Q3 20236
PRIVATE TRUST CO NA 660.02%0.12%0.16%Q2 2022Q3 20236
Bison Wealth, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
SUNTRUST BANKS INC 510.00%0.00%0.00%Q1 2017Q3 20196
Integrated Wealth Management 660.01%0.02%0.03%Q1 2015Q2 20166
JFS WEALTH ADVISORS, LLC 660.01%0.76%1.42%Q2 2013Q3 20146
Summit Trail Advisors, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
White Lighthouse Investment Management Inc. 660.15%0.37%0.54%Q4 2017Q1 20196
TRUST CO OF VERMONT 660.00%0.00%0.00%Q2 2022Q3 20236
Laird Norton Wetherby Wealth Management, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Main Street Financial Solutions, LLC 661.21%1.52%1.68%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 510.00%0.00%0.00%Q4 2019Q1 20236
Capital Directions Investment Advisors, LLC 410.01%0.01%0.01%Q3 2021Q4 20225
MADISON WEALTH MANAGEMENT 550.09%0.09%0.10%Q4 2019Q4 20205
Baker Avenue Asset Management, LP 550.12%0.16%0.19%Q4 2017Q4 20185
Kore Private Wealth LLC 320.01%0.01%0.01%Q4 2018Q2 20205
First Allied Asset Management, Inc. 550.44%0.57%0.74%Q1 2014Q1 20155
Sandy Spring Bank 550.00%0.00%0.00%Q1 2017Q1 20185
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
Dakota Wealth Management 550.06%0.07%0.07%Q1 2022Q1 20235
Sequoia Financial Advisors, LLC 410.01%0.01%0.02%Q2 2021Q3 20225
Sunbelt Securities, Inc. 310.00%0.11%0.39%Q4 2014Q3 20235
Truadvice, LLC 550.14%0.44%0.64%Q3 2022Q3 20235
Carnegie Capital Asset Management, LLC 320.01%0.02%0.03%Q3 2017Q2 20215
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q2 2014Q1 20175
Aspire Wealth Management Corp 550.01%0.01%0.01%Q4 2021Q4 20225
Rehmann Capital Advisory Group 320.00%0.01%0.01%Q1 2018Q2 20195
Vestmark Advisory Solutions, Inc. 320.03%0.11%0.16%Q1 2019Q2 20205
Transamerica Financial Advisors, Inc. 550.01%0.01%0.01%Q1 2015Q1 20165
Red Tortoise LLC 410.00%0.00%0.01%Q3 2021Q3 20235
WBH ADVISORY INC 320.03%0.04%0.04%Q2 2022Q3 20235
Cornerstone Wealth Management, LLC 210.00%0.03%0.07%Q2 2018Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.07%Q4 2016Q4 20175
WealthTrust Fairport, LLC 210.00%0.01%0.04%Q4 2014Q1 20195
HB Wealth Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.01%0.02%Q3 2020Q3 20235
Madrona Financial Services, LLC 550.27%0.42%0.53%Q4 2014Q4 20155
Rex Capital Advisors, LLC 410.19%0.21%0.23%Q4 2014Q4 20165
MITCHELL MCLEOD PUGH & WILLIAMS INC 550.10%0.11%0.12%Q3 2022Q3 20235
TWO SIGMA SECURITIES, LLC 210.01%0.26%0.72%Q1 2015Q1 20235
Capital Group Private Client Services, Inc. 550.00%0.00%0.01%Q3 2021Q3 20225
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q2 20225
Salomon & Ludwin, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q4 20204
Bridgewater Advisors Inc. 440.05%0.06%0.06%Q3 2021Q2 20224
TIAA, FSB 440.00%0.00%0.00%Q2 2022Q1 20234
INVESTMENT CENTERS OF AMERICA INC 440.02%0.02%0.03%Q4 2016Q3 20174
Wealth Quarterback LLC 220.00%0.01%0.03%Q4 2019Q3 20214
Gunderson Capital Management Inc. 440.31%0.47%0.89%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Arden Trust Co 440.06%0.06%0.07%Q2 2019Q1 20204
Choate Investment Advisors 440.01%0.01%0.02%Q4 2022Q3 20234
TOWER TRUST Co 440.77%0.88%0.97%Q2 2013Q1 20144
CALTON & ASSOCIATES, INC. 310.02%0.58%0.85%Q4 2017Q4 20224
EverSource Wealth Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Waypoint Capital Advisors, LLC 440.14%0.20%0.27%Q4 2021Q3 20224
BerganKDV Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Live Oak Investment Partners 440.72%0.75%0.77%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 441.73%1.80%1.85%Q4 2017Q3 20184
Mutual Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
BAKER TILLY WEALTH MANAGEMENT, LLC 310.02%0.04%0.07%Q4 2020Q2 20234
Ahrens Investment Partners LLC 310.05%0.07%0.09%Q4 2021Q1 20234
Adero Partners, LLC 440.03%0.04%0.05%Q2 2021Q1 20224
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
AE Wealth Management LLC 210.00%0.02%0.07%Q4 2019Q2 20234
Golden State Wealth Management, LLC 310.00%0.06%0.08%Q1 2019Q1 20204
SIMPLEX TRADING, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Voya Financial Advisors, Inc. 440.07%0.08%0.09%Q2 2020Q1 20214
SOL Capital Management CO 440.06%0.06%0.07%Q1 2017Q4 20174
Family Asset Management, LLC 440.57%0.66%0.83%Q4 2022Q3 20234
FLYNN ZITO CAPITAL MANAGEMENT, LLC 440.49%0.51%0.57%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MILLENNIUM MANAGEMENT LLC 440.00%0.00%0.00%Q4 2015Q3 20164
PLIMOTH TRUST CO LLC 440.21%0.22%0.24%Q2 2019Q1 20204
True Wealth Design, LLC 440.94%1.18%1.40%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.01%0.02%0.03%Q4 2020Q3 20214
Phoenix Wealth Advisors 440.09%0.10%0.10%Q4 2020Q3 20214
Gateway Wealth Partners, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Realta Investment Advisors 220.00%0.00%0.00%Q3 2019Q4 20224
TimeScale Financial, Inc. 440.00%0.01%0.02%Q2 2019Q1 20204
Sharper & Granite LLC 440.23%0.24%0.27%Q4 2022Q3 20234
Wharton Business Group, LLC 440.81%1.14%1.46%Q2 2013Q1 20144
CORA CAPITAL ADVISORS LLC 440.44%0.46%0.49%Q4 2022Q3 20234
Kernodle & Katon Asset Management Group, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
AlphaStar Capital Management, LLC 440.62%0.66%0.70%Q3 2019Q2 20204
UMB Bank, n.a. 440.00%0.00%0.00%Q1 2022Q4 20224
DAVIDSON & GARRARD INC 440.17%0.17%0.18%Q2 2013Q1 20144
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Minot Wealth Management LLC 440.18%0.21%0.24%Q3 2021Q2 20224
Fusion Capital, LLC 440.13%0.14%0.14%Q4 2021Q3 20224
Coston, McIsaac & Partners 330.00%0.00%0.00%Q1 2023Q3 20233
HRT FINANCIAL LP 110.01%0.06%0.16%Q2 2015Q4 20223
Delta Dental Plan of Michigan, Inc. 335.11%5.40%5.59%Q4 2017Q2 20183
H&H Retirement Design & Management INC 332.96%3.06%3.11%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.03%Q3 2022Q3 20233
Norway Savings Bank 330.01%0.01%0.01%Q1 2018Q3 20183
Birch Hill Investment Advisors LLC 210.01%0.01%0.01%Q4 2021Q2 20233
KWMG, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Kohmann Bosshard Financial Services, LLC 210.04%0.07%0.12%Q1 2017Q4 20193
RMB Capital Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Ballentine Partners, LLC 210.02%0.02%0.03%Q1 2016Q4 20163
Cornerstone Planning Group LLC 210.03%0.12%0.17%Q4 2022Q3 20233
HBW ADVISORY SERVICES LLC 210.07%0.10%0.16%Q2 2022Q1 20233
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
TCI Wealth Advisors, Inc. 210.02%0.03%0.07%Q4 2017Q1 20203
Regal Investment Advisors LLC 330.02%0.03%0.03%Q1 2015Q3 20153
Fiduciary Group LLC 330.05%0.05%0.05%Q1 2023Q3 20233
NICOLET ADVISORY SERVICES, LLC 330.06%0.07%0.07%Q2 2020Q4 20203
PCG Wealth Advisors, LLC 330.14%0.16%0.16%Q1 2023Q3 20233
Haverford Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Collaborative Wealth Managment Inc. 330.27%0.40%0.46%Q1 2023Q3 20233
Redwood Financial Network Corp 330.22%0.23%0.24%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.03%0.03%0.04%Q4 2017Q2 20183
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.00%0.01%Q2 2013Q1 20143
Addison Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
WEALTHFRONT Corp 330.00%0.00%0.00%Q4 2014Q2 20153
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Advisor Resource Council 110.03%0.04%0.04%Q2 2021Q2 20223
NTB Financial Corp 330.31%0.31%0.32%Q4 2021Q2 20223
Legend Financial Advisors, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Treybourne Wealth Planners, Inc. 331.60%1.87%2.25%Q4 2020Q2 20213
DAVENPORT & Co LLC 210.00%0.00%0.00%Q2 2018Q4 20193
NewEdge Wealth, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Geneva Partners, LLC 210.23%0.24%0.26%Q2 2016Q4 20173
Mirae Asset Global Investments Co., Ltd. 330.15%0.16%0.17%Q2 2022Q4 20223
COMERICA BANK 110.00%0.01%0.02%Q3 2013Q3 20233
PFG Investments, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
Advisors Capital Management, LLC 330.01%0.13%0.30%Q3 2022Q1 20233
SHEETS SMITH WEALTH MANAGEMENT 330.03%0.03%0.04%Q1 2023Q3 20233
Merriman Wealth Management, LLC 336.55%8.02%9.08%Q3 2014Q1 20153
Capital Bank & Trust Co 210.00%0.00%0.00%Q1 2020Q1 20213
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.08%0.11%Q1 2023Q3 20233
ROCKLAND TRUST CO 330.02%0.02%0.02%Q1 2023Q3 20233
Winch Advisory Services, LLC 330.02%0.02%0.02%Q4 2015Q2 20163
LAKE STREET ADVISORS GROUP, LLC 210.04%0.04%0.04%Q4 2022Q3 20233
QUADRANT CAPITAL GROUP LLC 330.00%0.00%0.00%Q3 2019Q1 20203
WASHINGTON TRUST Co 220.00%0.00%0.00%Q2 2021Q3 20212
KINGSWOOD WEALTH ADVISORS, LLC 220.12%0.17%0.22%Q2 2023Q3 20232
Fieldpoint Private Securities, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
BINGHAM OSBORN & SCARBOROUGH LLC 110.02%0.02%0.03%Q4 2014Q4 20162
Fortis Group Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20232
Diversified Portfolios, Inc. 110.08%0.08%0.09%Q4 2015Q3 20162
Cherry Tree Wealth Management, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
KCM INVESTMENT ADVISORS LLC 110.01%0.03%0.05%Q4 2019Q3 20232
CENTRAL BANK & TRUST CO 220.02%0.03%0.05%Q3 2020Q4 20202
Raab & Moskowitz Asset Management LLC 110.00%0.07%0.14%Q4 2018Q4 20192
Simplicity Solutions, LLC 110.02%0.05%0.08%Q4 2019Q4 20202
Hilltop Partners LLC 220.28%0.28%0.28%Q2 2023Q3 20232
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20202
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q1 20182
VisionPoint Advisory Group, LLC 221.32%1.38%1.43%Q2 2020Q3 20202
CFS Investment Advisory Services, LLC 110.00%0.00%0.01%Q1 2022Q3 20222
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
MACROVIEW INVESTMENT MANAGEMENT LLC 220.04%0.05%0.06%Q2 2013Q3 20132
Huntington Steele LLC 220.05%0.06%0.06%Q4 2017Q1 20182
Perfromance Wealth Partners, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Banyan Partners, LLC 220.02%0.02%0.02%Q3 2013Q4 20132
Hoover Financial Advisors, Inc. 220.02%0.02%0.02%Q2 2020Q3 20202
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2013Q1 20142
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2017Q1 20182
Capital Investment Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
NewSquare Capital LLC 110.00%0.00%0.01%Q3 2020Q4 20222
FIRST MIDWEST BANK TRUST DIVISION 110.04%0.08%0.13%Q4 2014Q1 20162
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q1 2023Q2 20232
Carnick & Kubik, LLC 110.01%0.02%0.02%Q3 2015Q1 20162
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2015Q1 20162
Oak Point Wealth Management 222.14%2.23%2.33%Q4 2017Q1 20182
SIGMA INVESTMENT COUNSELORS INC 220.03%0.03%0.03%Q3 2016Q4 20162
ARMSTRONG ADVISORY GROUP, INC 220.00%0.01%0.01%Q2 2023Q3 20232
55I, LLC 220.04%0.04%0.05%Q2 2022Q3 20222
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Trutina Financial LLC 110.10%0.11%0.12%Q3 2013Q1 20142
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Trexquant Investment LP 110.02%0.02%0.02%Q1 2020Q1 20201
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q1 2023Q1 20231
PATHSTONE FAMILY OFFICE, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PARTHENON LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Meridian Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2023Q3 20231
Provident Wealth Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Pointe Capital Management LLC 110.38%0.38%0.38%Q4 2016Q4 20161
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SUSQUEHANNA TRUST & INVESTMENT CO 110.04%0.04%0.04%Q4 2014Q4 20141
Archer Investment Corp 110.00%0.00%0.00%Q2 2020Q2 20201
Waldron Private Wealth LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BMS Financial Advisors, LLC 116.13%6.13%6.13%Q2 2023Q2 20231
StrategIQ Financial Group, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
MATRIX PRIVATE CAPITAL GROUP LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q3 2016Q3 20161
Hibernia Wealth Partners, LLC 114.33%4.33%4.33%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.10%0.10%0.10%Q1 2019Q1 20191
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ethos Financial Group, LLC 110.54%0.54%0.54%Q3 2023Q3 20231
Investors Capital Advisory Services 110.05%0.05%0.05%Q3 2015Q3 20151
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Team Financial Group, LLC 111.03%1.03%1.03%Q3 2023Q3 20231
Stewardship Financial Advisors, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Stratford Consulting, LLC 112.86%2.86%2.86%Q1 2020Q1 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Eagle Ridge Investment Management 110.06%0.06%0.06%Q1 2018Q1 20181
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2017Q3 20171
LGT Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
FIRSTMERIT BANK N A TRUSTEE 110.04%0.04%0.04%Q2 2016Q2 20161
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q4 2017Q4 20171
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
American Trust 110.04%0.04%0.04%Q2 2022Q2 20221
Buffington Mohr McNeal 110.04%0.04%0.04%Q1 2019Q1 20191
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2016Q1 20161
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q2 2020Q2 20201
Dixon Hughes Goodman Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q4 2021Q4 20211
Keebeck Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 111.22%1.22%1.22%Q4 2022Q4 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Merit Financial Group, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2022Q2 20221
FinTrust Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q4 2017Q4 20171
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q3 2023Q3 20231
Parkside Advisors LLC 110.24%0.24%0.24%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
WHITTIER TRUST CO 110.02%0.02%0.02%Q1 2015Q1 20151
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TIEMANN INVESTMENT ADVISORS, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OPUS INVESTMENT MANAGEMENT INC 110.23%0.23%0.23%Q3 2016Q3 20161
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Claybrook Capital, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
GeoWealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Penserra Capital Management LLC 110.11%0.11%0.11%Q2 2017Q2 20171
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
OneAscent Financial Services LLC 110.18%0.18%0.18%Q2 2022Q2 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
CoreCap Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Wolf Group Capital Advisors 110.87%0.87%0.87%Q2 2015Q2 20151
EisnerAmper Wealth Management Corporate Benefits, LLC 110.67%0.67%0.67%Q4 2014Q4 20141
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q1 2023Q1 20231
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Argentus Capital Management, LLC 110.07%0.07%0.07%Q1 2016Q1 20161
Lindbrook Capital, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CXI Advisors 110.05%0.05%0.05%Q4 2019Q4 20191
DRW Securities, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Weatherstone Capital Management 110.35%0.35%0.35%Q4 2018Q4 20181
HNP Capital LLC 110.03%0.03%0.03%Q1 2020Q1 20201
SENTINEL PENSION ADVISORS INC 110.07%0.07%0.07%Q4 2021Q4 20211
STIFEL NICOLAUS & CO INC \MO\ 110.00%0.00%0.00%Q3 2013Q3 20131
External links

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