WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202380
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202342
AMARILLO NATIONAL BANK 42420.13%0.25%0.40%Q2 2013Q3 202342
WADE G W & INC 42420.02%0.12%0.42%Q2 2013Q3 202342
SouthState Corp 42420.02%0.16%1.28%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
Jaffetilchin Investment Partners, LLC 42420.79%1.62%3.23%Q2 2013Q3 202342
McKinley Carter Wealth Services, Inc. 42420.04%0.81%4.19%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.02%0.09%0.19%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.02%0.06%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.00%0.06%0.24%Q1 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
Nadler Financial Group, Inc. 42420.08%2.33%8.68%Q2 2013Q3 202342
Gradient Investments LLC 24170.00%0.06%2.14%Q2 2013Q3 202341
Biondo Investment Advisors, LLC 41410.08%0.17%0.24%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 22190.00%0.04%0.19%Q2 2013Q3 202341
White Pine Investment CO 41410.17%0.70%0.93%Q3 2013Q3 202341
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.17%1.97%3.86%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.03%0.11%Q3 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.27%1.15%2.39%Q4 2013Q3 202340
US BANCORP \DE\ 40400.00%0.00%0.00%Q2 2013Q1 202340
RAYMOND JAMES & ASSOCIATES 39390.00%0.00%0.01%Q1 2014Q3 202339
Garrison Asset Management, LLC 3540.52%0.76%1.20%Q2 2013Q1 202339
FIFTH THIRD BANCORP 28110.00%0.00%0.00%Q4 2013Q3 202339
ENVESTNET ASSET MANAGEMENT INC 2060.00%0.01%0.13%Q2 2013Q3 202338
ARGI Investment Services, LLC 3260.04%0.12%0.39%Q2 2013Q4 202238
HighTower Advisors, LLC 2890.00%0.00%0.04%Q2 2013Q1 202337
JANE STREET GROUP, LLC 25250.00%0.01%0.09%Q2 2014Q2 202037
AMERIPRISE FINANCIAL INC 37370.00%0.00%0.00%Q2 2013Q2 202237
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202337
Lowe Wealth Advisors, LLC 37370.06%2.27%4.74%Q4 2014Q4 202337
TRUST CO OF VERMONT 26100.02%0.02%0.07%Q4 2013Q3 202336
JPMORGAN CHASE & CO 36360.00%0.00%0.00%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 36360.00%0.00%0.00%Q4 2014Q3 202336
Prospera Financial Services Inc 2360.02%0.06%0.10%Q1 2014Q3 202336
THOMPSON SIEGEL & WALMSLEY LLC 34340.00%0.00%0.00%Q4 2014Q1 202334
Mengis Capital Management, Inc. 34340.04%0.17%0.39%Q4 2014Q1 202334
Carroll Financial Associates, Inc. 2850.00%0.01%0.02%Q2 2013Q4 202133
ALBION FINANCIAL GROUP /UT 2210.00%0.04%0.08%Q1 2014Q3 202333
StrategIQ Financial Group, LLC 32320.06%0.61%1.45%Q4 2015Q3 202332
Well Done, LLC 32320.36%0.96%1.87%Q4 2015Q3 202332
GW HENSSLER & ASSOCIATES LTD 31310.04%0.08%0.22%Q2 2014Q4 202131
Kelman-Lazarov, Inc. 31310.15%0.39%0.63%Q1 2016Q3 202331
JNBA Financial Advisors 2040.00%0.06%0.15%Q3 2015Q3 202331
Creative Planning 1010.00%0.00%0.00%Q2 2013Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.00%Q2 2014Q1 202330
LGL PARTNERS, LLC 1710.03%0.12%0.38%Q4 2015Q3 202330
HOLLENCREST CAPITAL MANAGEMENT 29290.04%0.08%0.27%Q4 2013Q4 202029
Citadel Advisors 910.00%0.00%0.00%Q1 2014Q3 202329
Koshinski Asset Management, Inc. 16130.02%0.12%0.26%Q2 2016Q3 202329
Flaharty Asset Management, LLC 28280.05%0.28%2.70%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.05%0.10%Q2 2013Q4 201927
Geneos Wealth Management Inc. 26260.00%0.00%0.00%Q1 2016Q2 202226
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q2 2013Q3 202326
VICUS CAPITAL 26260.18%0.45%0.74%Q2 2013Q3 201926
NEXT Financial Group, Inc 1360.00%0.02%0.03%Q3 2014Q4 202126
Ahrens Investment Partners LLC 26260.26%0.50%0.71%Q4 2016Q1 202326
Westside Investment Management, Inc. 1510.00%0.10%0.51%Q4 2016Q3 202325
Cetera Advisors LLC 810.02%0.05%0.07%Q2 2013Q4 202025
SHINE INVESTMENT ADVISORY SERVICES INC 2140.26%0.90%1.64%Q2 2014Q3 202025
Sigma Planning Corp 2410.01%0.03%0.06%Q4 2014Q1 202125
MAI Capital Management 1240.00%0.01%0.02%Q3 2016Q1 202325
Burt Wealth Advisors 25250.03%0.06%0.10%Q4 2014Q4 202025
Financial Architects, Inc 1820.00%0.04%0.09%Q2 2013Q2 202025
Allworth Financial LP 14100.00%0.00%0.00%Q3 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Ancora Advisors LLC 24240.02%0.04%0.06%Q2 2013Q1 201924
RMB Capital Management, LLC 24240.06%0.09%0.14%Q4 2017Q3 202324
FIRST HAWAIIAN BANK 24240.02%0.03%0.04%Q4 2017Q3 202324
Chevy Chase Trust Holdings, LLC 23230.00%0.01%0.08%Q2 2014Q4 201923
NewEdge Advisors, LLC 1940.00%0.04%0.10%Q2 2016Q3 202323
Ledyard National Bank 23230.00%0.01%0.03%Q2 2013Q4 201823
Institute for Wealth Management, LLC. 2030.15%0.19%0.31%Q2 2017Q3 202323
RAYMOND JAMES TRUST N.A. 23230.01%0.03%0.04%Q4 2014Q2 202023
IFP Advisors, Inc 1480.00%0.01%0.02%Q4 2015Q2 202122
GOLDMAN SACHS GROUP INC 820.00%0.00%0.00%Q1 2012Q3 202122
Annex Advisory Services, LLC 22220.03%0.24%0.75%Q2 2013Q3 201822
Asset Dedication, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
Mariner, LLC 1750.00%0.02%0.08%Q2 2015Q3 202322
SIGNATUREFD, LLC 1470.00%0.00%0.01%Q2 2018Q3 202321
Evanson Asset Management, LLC 21210.10%0.16%0.32%Q4 2013Q4 201821
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
J.P. Morgan Private Wealth Advisors LLC 1380.00%0.02%0.07%Q2 2013Q3 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Tower Research Capital LLC (TRC) 1910.00%0.02%0.05%Q1 2014Q3 202321
BB&T SECURITIES, LLC 20200.00%0.01%0.01%Q4 2014Q3 201920
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
American Portfolios Advisors 20200.02%0.04%0.12%Q4 2017Q3 202220
Traverso Chambers Private Wealth Management, LLC 20200.39%0.59%0.96%Q4 2018Q3 202320
&PARTNERS 20200.10%0.28%0.69%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.43%0.75%0.99%Q4 2018Q3 202320
PIN OAK INVESTMENT ADVISORS INC 20200.01%0.01%0.02%Q4 2018Q3 202320
OneDigital Investment Advisors LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.04%0.07%0.10%Q4 2018Q3 202320
Salomon & Ludwin, LLC 20200.59%1.44%2.50%Q4 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 20200.01%0.01%0.01%Q1 2013Q4 201720
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.13%0.35%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JUNCTURE WEALTH STRATEGIES, LLC 1360.12%0.34%0.62%Q1 2018Q4 202219
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.01%0.01%0.02%Q4 2015Q2 202019
Ruggie Capital Group 1540.39%0.81%1.63%Q4 2014Q3 201919
MML INVESTORS SERVICES, LLC 990.00%0.01%0.01%Q4 2017Q2 202218
Private Advisor Group, LLC 910.00%0.01%0.03%Q4 2013Q2 202018
INVESTMENT CENTERS OF AMERICA INC 18180.09%0.17%0.32%Q2 2013Q3 201718
Jacobus Wealth Management, Inc. 18181.45%2.35%4.34%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.04%0.08%0.16%Q2 2013Q3 201718
SOL Capital Management CO 18180.08%0.11%0.15%Q3 2013Q4 201718
Steward Partners Investment Advisory, LLC 1620.00%0.04%0.10%Q2 2017Q3 202318
SII INVESTMENTS INC/WI 18180.04%0.23%0.60%Q2 2013Q3 201718
Heritage Wealth Advisors 18180.01%0.01%0.02%Q1 2019Q2 202318
Concert Wealth Management Inc. 17170.13%0.18%0.26%Q2 2013Q2 201717
North Star Investment Management Corp. 17170.00%0.00%0.00%Q3 2019Q3 202317
BANK HAPOALIM BM 17170.04%0.08%0.18%Q4 2013Q4 201717
Sand Hill Global Advisors, LLC 1250.01%0.07%0.16%Q4 2016Q1 202117
CAPTRUST FINANCIAL ADVISORS 1430.00%0.01%0.01%Q1 2019Q3 202317
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
Lido Advisors, LLC 17170.00%0.01%0.04%Q3 2018Q3 202217
M&T BANK CORP 1010.00%0.00%0.00%Q2 2014Q1 202216
Partnervest Advisory Services LLC 16160.06%0.13%0.21%Q2 2013Q1 201716
Summit Equities Inc 16160.07%0.12%0.18%Q1 2014Q4 201716
Element Wealth, LLC 16160.18%0.23%0.35%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
Jacobi Capital Management LLC 16160.01%0.01%0.02%Q4 2017Q3 202116
BELLEVUE ASSET MANAGEMENT, LLC 16160.08%0.13%0.23%Q4 2019Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.00%0.01%0.02%Q4 2014Q3 201816
MSI Financial Services Inc 15150.01%0.06%0.14%Q2 2013Q4 201615
Financial Advocates Investment Management 1410.02%0.04%0.06%Q4 2017Q3 202215
First Allied Advisory Services, Inc. 1210.00%0.04%0.09%Q2 2013Q3 201915
TOMPKINS FINANCIAL CORP 1410.00%0.00%0.01%Q2 2013Q1 201715
NORTHERN TRUST CORP 630.00%0.00%0.00%Q2 2014Q4 202215
TRUIST FINANCIAL CORP 1140.00%0.00%0.00%Q4 2019Q3 202315
FineMark National Bank & Trust 870.01%0.05%0.09%Q2 2013Q1 201715
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
OLD DOMINION CAPITAL MANAGEMENT INC 15159.45%12.27%13.95%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14140.00%0.00%0.00%Q4 2014Q1 201814
LEVEL FOUR ADVISORY SERVICES, LLC 14140.01%0.04%0.09%Q4 2016Q1 202014
GYL FINANCIAL SYNERGIES, LLC 14140.05%0.34%0.60%Q4 2018Q1 202214
Bank of New York Mellon Corp 950.00%0.00%0.00%Q2 2013Q2 201814
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 14140.00%0.00%0.01%Q2 2015Q3 201814
Key FInancial Inc 1220.07%0.12%0.21%Q4 2019Q3 202314
LBA Wealth Management, LLC 14140.01%0.01%0.02%Q4 2013Q1 201714
Patriot Financial Group Insurance Agency, LLC 860.00%0.02%0.07%Q4 2016Q2 202014
Roble, Belko & Company, Inc 13130.01%0.03%0.07%Q1 2020Q1 202313
SG Americas Securities, LLC 760.00%0.02%0.08%Q2 2013Q2 201813
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q1 2020Q1 202313
WEBSTER BANK, N. A. 13130.06%0.09%0.14%Q3 2020Q3 202313
BEACON FINANCIAL GROUP 13130.50%0.57%0.62%Q1 2018Q1 202113
BARING ASSET MANAGEMENT Ltd 13130.08%0.15%0.20%Q3 2014Q3 201713
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Blankinship & Foster, LLC 13130.24%0.44%0.59%Q4 2016Q4 201913
Valeo Financial Advisors, LLC 13130.00%0.00%0.01%Q1 2018Q1 202113
NVWM, LLC 12120.00%0.03%0.06%Q4 2017Q3 202012
Glassman Wealth Services 12120.02%0.04%0.05%Q4 2017Q3 202012
WOLFF WIESE MAGANA LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.11%0.12%0.12%Q4 2020Q3 202312
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 12120.04%0.04%0.06%Q4 2019Q3 202212
RAND WEALTH, LLC 12120.03%0.03%0.04%Q4 2013Q3 201612
Virtu KCG Holdings LLC 810.01%0.02%0.04%Q3 2013Q2 201712
Sugarloaf Wealth Management, LLC 12120.01%0.01%0.04%Q4 2019Q3 202212
MTM Investment Management, LLC 12120.00%0.06%0.08%Q4 2020Q3 202312
VSR Financial Services, Inc. 12120.04%0.15%0.32%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
WealthShield Partners, LLC 420.00%0.01%0.01%Q2 2018Q3 202311
TCI Wealth Advisors, Inc. 11110.00%0.00%0.01%Q4 2017Q2 202011
HIGH POINT BANK & TRUST CO 11110.00%0.00%0.01%Q2 2014Q4 201611
Gemmer Asset Management LLC 11110.01%0.01%0.01%Q1 2014Q3 201611
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
HCR Wealth Advisors 810.07%0.19%0.34%Q4 2016Q4 201911
BARINGS LLC 11110.02%0.02%0.03%Q4 2017Q2 202011
Twele Capital Management, Inc. 11111.20%1.75%1.88%Q2 2013Q4 201511
Advisory Resource Group 650.06%0.28%0.50%Q4 2018Q1 202211
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.03%0.03%0.04%Q2 2013Q1 201810
Sowell Financial Services LLC 710.00%0.01%0.05%Q4 2016Q1 202110
SOA Wealth Advisors, LLC. 10100.01%0.01%0.01%Q4 2020Q1 202310
Sculati Wealth Management, LLC 710.12%0.14%0.19%Q4 2019Q1 202310
JOHNSON INVESTMENT COUNSEL INC 10100.02%0.02%0.03%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
STIFEL FINANCIAL CORP 810.00%0.01%0.03%Q1 2014Q2 202310
Sargent Bickham Lagudis LLC 910.00%0.01%0.01%Q1 2016Q4 202210
SPC Financial, Inc. 990.48%0.56%0.65%Q2 2013Q2 20159
Financial Gravity Asset Management, Inc. 540.01%1.16%3.99%Q2 2019Q4 20219
FLOW TRADERS U.S. LLC 990.02%0.04%0.08%Q2 2021Q2 20239
WFG Advisors, LP 720.00%0.01%0.01%Q2 2013Q2 20179
AdvisorNet Financial, Inc 990.00%0.00%0.00%Q3 2021Q3 20239
NATIONAL PLANNING CORP 610.02%0.02%0.03%Q3 2013Q2 20179
First City Capital Management, Inc. 990.05%0.05%0.06%Q1 2014Q1 20169
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 990.28%0.31%0.35%Q2 2013Q2 20159
Stonebridge Financial Planning Group, LLC 990.09%0.20%0.44%Q4 2019Q4 20219
AE Wealth Management LLC 510.00%0.08%0.38%Q3 2019Q2 20229
RS CRUM INC. 880.14%0.25%0.40%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.10%0.14%0.16%Q4 2021Q3 20238
Cutler Group LLC / CA 420.00%0.00%0.01%Q4 2015Q4 20178
Winslow, Evans & Crocker, Inc. 880.00%0.02%0.03%Q4 2013Q3 20158
ATTICUS WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 710.01%0.06%0.12%Q4 2017Q4 20198
MBM Wealth Consultants, LLC 880.01%0.01%0.02%Q4 2018Q3 20208
PATTON ALBERTSON MILLER GROUP, LLC 880.16%0.83%1.48%Q2 2013Q1 20158
Fingerlakes Wealth Management, Inc. 880.29%0.35%0.45%Q4 2021Q3 20238
Rehmann Capital Advisory Group 320.01%0.19%0.30%Q1 2018Q3 20208
Apollon Wealth Management, LLC 880.07%0.10%0.13%Q4 2021Q3 20238
CIBC BANK USA 770.03%0.09%0.12%Q2 2013Q4 20147
Founders Financial Alliance, LLC 520.01%0.01%0.01%Q4 2021Q3 20237
Glenview Trust Co 430.01%0.01%0.02%Q1 2018Q4 20197
TWO SIGMA SECURITIES, LLC 210.00%0.11%0.38%Q2 2015Q4 20187
Trilogy Capital Inc. 770.03%2.47%4.66%Q2 2018Q4 20197
Smart Money Group LLC 610.32%2.19%3.66%Q2 2018Q1 20207
Cordasco Financial Network 770.01%0.01%0.01%Q3 2018Q1 20207
ATHERTON LANE ADVISERS, LLC 770.04%0.04%0.05%Q2 2014Q4 20157
Wealthspire Advisors, L.P. 770.00%0.00%0.00%Q4 2015Q2 20177
Texas Yale Capital Corp. 770.04%0.04%0.05%Q3 2021Q1 20237
Baystate Wealth Management LLC 410.00%0.02%0.07%Q2 2015Q3 20237
SIGNET FINANCIAL MANAGEMENT, LLC 430.01%0.07%0.21%Q4 2014Q3 20187
Charter Oak Capital Management, LLC 770.04%0.04%0.05%Q4 2020Q2 20227
Foresight Wealth Management, LLC 770.11%0.22%0.32%Q2 2019Q4 20207
Placemark Investments, Inc. 770.07%0.10%0.12%Q2 2013Q4 20147
SUNTRUST BANKS INC 770.00%0.00%0.00%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.10%0.17%Q2 2013Q4 20147
CUTLER INVESTMENT COUNSEL LLC 770.25%0.30%0.36%Q2 2013Q4 20147
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q1 2016Q3 20177
COUNTRY TRUST BANK 770.00%0.00%0.01%Q3 2020Q1 20227
AlphaMark Advisors, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Plante Moran Financial Advisors, LLC 660.15%0.16%0.17%Q2 2015Q3 20166
WOLVERINE TRADING, LLC 320.00%0.00%0.00%Q3 2016Q4 20196
Horizon Investment Services, LLC 660.16%0.23%0.28%Q1 2014Q2 20156
American Research & Management Co. 660.01%0.01%0.01%Q2 2013Q3 20146
LBMC INVESTMENT ADVISORS, LLC 660.26%0.42%0.59%Q2 2013Q3 20146
Baron Financial Group, LLC 660.02%0.02%0.02%Q3 2020Q4 20216
Atria Investments, Inc 660.06%0.09%0.14%Q1 2019Q2 20206
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.03%0.04%Q2 2021Q4 20226
Pinkerton Retirement Specialists, LLC 660.03%0.03%0.04%Q1 2017Q2 20186
Regal Investment Advisors LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Freedman Financial Associates, Inc. 660.03%0.03%0.03%Q4 2020Q1 20226
Altrius Capital Management Inc 660.12%0.20%0.28%Q2 2022Q3 20236
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q4 2017Q1 20196
UBS AG 660.03%0.03%0.05%Q2 2013Q3 20146
Halpern Financial, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Capital Analysts, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
Strategic Wealth Partners, Ltd. 660.00%0.00%0.00%Q2 2018Q3 20196
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
BB&T INVESTMENT SERVICES, INC. 550.02%0.04%0.08%Q4 2016Q4 20175
Lenox Wealth Management, Inc. 550.01%0.02%0.03%Q2 2017Q2 20185
Iron Horse Wealth Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Clarus Wealth Advisors 550.01%0.01%0.02%Q2 2018Q2 20195
First Horizon Advisors, Inc. 550.01%0.01%0.01%Q4 2015Q4 20165
Ameritas Investment Company, LLC 310.00%0.03%0.08%Q4 2018Q1 20215
Virtu Financial LLC 310.03%0.16%0.32%Q2 2013Q2 20185
WEALTHCARE CAPITAL MANAGEMENT LLC 550.01%0.02%0.02%Q3 2014Q3 20155
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2015Q3 20225
Hudock, Inc. 550.00%0.01%0.01%Q2 2013Q2 20145
Destination Wealth Management 550.03%0.04%0.04%Q1 2014Q1 20155
Blue Sky Asset Management, LLC 551.59%4.49%8.62%Q4 2019Q4 20205
Lucia Wealth Services, LLC 550.13%0.31%0.42%Q4 2017Q4 20185
Parallel Advisors, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Highlander Capital Management, LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Argentus Capital Management, LLC 550.00%0.01%0.04%Q3 2015Q3 20165
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.01%Q1 2018Q1 20195
FINANCIAL COUNSELORS INC 440.01%0.01%0.01%Q2 2020Q1 20214
Sequoia Financial Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
One Wealth Advisors, LLC 210.01%0.01%0.01%Q4 2017Q1 20194
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q2 2021Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q2 2017Q1 20184
Windsor Capital Management, LLC 310.00%0.00%0.00%Q2 2013Q3 20154
MARCUARD FAMILY OFFICE LTD 440.40%0.54%0.68%Q2 2013Q1 20144
Baring International Investment Ltd 220.05%0.10%0.16%Q2 2013Q2 20144
DAVIDSON & GARRARD INC 440.09%0.10%0.11%Q2 2013Q1 20144
LINCOLN NATIONAL CORP 440.03%0.04%0.04%Q1 2016Q4 20164
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q4 20214
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.37%0.39%0.43%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Simplicity Solutions, LLC 220.02%0.21%0.47%Q3 2019Q3 20204
White Lighthouse Investment Management Inc. 440.13%0.17%0.20%Q4 2017Q3 20184
Alpha Cubed Investments, LLC 440.11%0.12%0.13%Q2 2015Q1 20164
Legacy Private Trust Co. 440.03%0.03%0.04%Q1 2017Q4 20174
Private Advisory Group LLC 440.44%0.57%0.65%Q2 2017Q1 20184
Atlas Private Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
BINGHAM OSBORN & SCARBOROUGH LLC 330.03%0.03%0.03%Q1 2021Q3 20213
Cerity Partners LLC 210.00%0.00%0.00%Q2 2022Q3 20233
STEPHENS INC /AR/ 330.13%0.13%0.14%Q2 2013Q4 20133
Red Door Wealth Management, LLC 210.06%0.08%0.09%Q1 2020Q2 20213
Stratos Wealth Partners, LTD. 210.00%0.01%0.01%Q4 2017Q3 20183
FundX Investment Group, LLC 330.52%0.92%1.27%Q2 2016Q4 20163
Itau Unibanco Holding S.A. 330.04%0.05%0.05%Q3 2016Q1 20173
Baird Financial Group, Inc. 210.00%0.00%0.00%Q2 2015Q1 20163
Noble Family Wealth, LLC 332.54%2.59%2.65%Q1 2023Q3 20233
CHATHAM CAPITAL GROUP, INC. 330.31%0.32%0.33%Q2 2013Q4 20133
Kavar Capital Partners, LLC 210.02%0.03%0.03%Q1 2018Q2 20193
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q2 2018Q4 20183
Fusion Investment Group, LLC 330.02%0.05%0.08%Q4 2013Q2 20143
Advocacy Wealth Management Services, LLC 330.05%0.07%0.10%Q4 2015Q2 20163
Glass Jacobson Investment Advisors llc 210.04%0.04%0.04%Q4 2022Q3 20233
First Washington CORP 330.01%0.01%0.02%Q2 2013Q4 20133
Acorn Wealth Advisors, LLC 330.12%0.14%0.17%Q4 2017Q2 20183
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Faithward Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q4 2014Q2 20153
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
WASHINGTON TRUST Co 330.05%0.05%0.05%Q2 2013Q4 20133
DRW Securities, LLC 330.02%0.09%0.19%Q2 2013Q4 20133
McCarthy Grittinger Financial Group, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Golden State Wealth Management, LLC 330.00%0.00%0.01%Q1 2019Q3 20193
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
NWAM LLC 330.29%0.30%0.32%Q2 2012Q4 20123
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2015Q4 20172
RE Dickinson Investment Advisors, LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Sloy Dahl & Holst, LLC 110.10%0.15%0.20%Q4 2019Q4 20202
Wharton Business Group, LLC 220.02%0.02%0.02%Q4 2014Q1 20152
Cornerstone Wealth Management, LLC 220.00%0.00%0.01%Q2 2018Q3 20182
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
HRT FINANCIAL LP 220.29%0.48%0.67%Q2 2015Q3 20152
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
Allred Capital Management, LLC 110.01%0.02%0.03%Q4 2019Q1 20212
Aspen Grove Capital, LLC 220.25%0.26%0.27%Q2 2023Q3 20232
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
SAX WEALTH ADVISORS, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Barry Investment Advisors, LLC 220.06%0.07%0.08%Q4 2014Q1 20152
IHT Wealth Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Zions Bancorporation, N.A. 220.04%0.04%0.05%Q1 2019Q2 20192
Apeiron RIA LLC 220.09%0.10%0.11%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.02%0.02%Q2 2013Q3 20132
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q4 20162
Marks Group Wealth Management, Inc 220.09%0.10%0.10%Q4 2019Q1 20202
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.10%0.10%0.10%Q2 2013Q3 20132
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
CAPITAL WEALTH MANAGEMENT, LLC 221.79%1.82%1.85%Q4 2017Q1 20182
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2013Q3 20142
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
IFC Holdings Incorporated/FL 220.05%0.05%0.05%Q3 2014Q4 20142
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q2 2017Q2 20171
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q2 2014Q2 20141
Cetera Investment Advisers 110.00%0.00%0.00%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2017Q1 20171
Clearwater Capital Advisors, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Nalls Sherbakoff Group, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2020Q4 20201
Ferris Capital, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Bouchey Financial Group Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2019Q4 20191
Global Wealth Management Investment Advisory, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Highland Private Wealth Management 110.65%0.65%0.65%Q1 2018Q1 20181
Kabarec Financial Advisors, Ltd. 110.07%0.07%0.07%Q4 2017Q4 20171
Mariner Wealth Advisors-NYC, LLC 110.70%0.70%0.70%Q1 2015Q1 20151
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2019Q4 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Avior Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
East Coast Asset Management, LLC. 110.02%0.02%0.02%Q4 2012Q4 20121
Sandy Spring Bank 110.00%0.00%0.00%Q1 2016Q1 20161
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Equitable Holdings, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Cladis Investment Advisory, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
WASHINGTON TRUST BANK 110.02%0.02%0.02%Q2 2016Q2 20161
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
CABOT WEALTH MANAGEMENT INC 110.18%0.18%0.18%Q2 2013Q2 20131
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2020Q3 20201
AUGUSTINE ASSET MANAGEMENT INC 110.09%0.09%0.09%Q2 2023Q2 20231
Congress Wealth Management LLC / DE / 110.05%0.05%0.05%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q1 2022Q1 20221
Claybrook Capital, LLC 110.87%0.87%0.87%Q4 2018Q4 20181
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20131
Farmers National Bank 110.01%0.01%0.01%Q4 2017Q4 20171
Andrew Hill Investment Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2019Q4 20191
ASSETMARK, INC 110.00%0.00%0.00%Q4 2016Q4 20161
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2017Q4 20171
GFS Private Wealth, LLC 114.66%4.66%4.66%Q4 2017Q4 20171
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
COLONY GROUP LLC 110.00%0.00%0.00%Q2 2014Q2 20141
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2015Q4 20151
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Apella Capital, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
External links

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