WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.03%Q2 2013Q3 2023118
BARCLAYS PLC 42420.00%0.01%0.19%Q2 2013Q3 2023104
CITIGROUP INC 42420.00%0.01%0.07%Q2 2013Q3 202393
Cutler Group LLC / CA 32320.00%0.02%0.65%Q4 2015Q3 202383
JANE STREET GROUP, LLC 3510.00%0.06%1.42%Q1 2014Q3 202383
HSBC HOLDINGS PLC 47470.00%0.02%0.10%Q1 2012Q3 202379
UBS Group AG 36360.00%0.01%0.07%Q4 2014Q3 202377
Citadel Advisors 3210.00%0.00%0.01%Q1 2014Q3 202377
CREDIT SUISSE AG/ 43430.00%0.01%0.02%Q1 2013Q3 202368
Parallax Volatility Advisers, L.P. 2440.00%0.03%0.18%Q3 2013Q4 202168
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202364
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202361
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202359
HAP Trading, LLC 1940.00%0.23%0.68%Q2 2013Q4 201953
Walleye Trading LLC 1810.00%0.01%0.07%Q2 2013Q4 201952
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.04%Q2 2013Q3 202352
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.06%Q2 2013Q3 202351
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202345
MILLENNIUM MANAGEMENT LLC 1010.00%0.00%0.01%Q4 2013Q3 202345
ING GROEP NV 43430.02%0.57%2.14%Q1 2013Q3 202343
MORGAN STANLEY 42420.00%0.02%0.08%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Savant Capital, LLC 42420.01%0.17%0.57%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.06%0.15%0.23%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.07%0.24%Q2 2013Q3 202342
Creative Planning 3740.00%0.00%0.02%Q2 2013Q3 202341
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.05%0.10%Q4 2013Q3 202340
SG Americas Securities, LLC 40400.01%0.11%0.34%Q4 2013Q3 202340
Harbour Capital Advisors, LLC 2120.00%0.19%0.32%Q2 2013Q4 202339
ZACKS INVESTMENT MANAGEMENT 2840.00%0.04%0.10%Q2 2013Q3 202339
MUFG Americas Holdings Corp 39390.00%0.00%0.00%Q1 2013Q3 202239
CIBC Private Wealth Group, LLC 3620.00%0.07%0.17%Q1 2014Q3 202338
Spot Trading L.L.C 15150.00%0.03%0.10%Q2 2013Q4 201638
NOMURA HOLDINGS INC 1850.00%0.01%0.25%Q2 2013Q1 201938
Focused Wealth Management, Inc 38380.00%0.26%1.65%Q2 2014Q3 202338
MOODY LYNN & LIEBERSON, LLC 38380.02%0.48%1.71%Q2 2014Q3 202338
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3710.00%0.01%0.02%Q3 2013Q3 202338
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.00%0.03%Q2 2013Q3 202337
GLOBEFLEX CAPITAL L P 37370.35%2.00%4.42%Q2 2013Q2 202237
WOLVERINE TRADING, LLC 1620.00%0.00%0.01%Q2 2016Q2 202137
ALLIANCEBERNSTEIN L.P. 37370.00%0.00%0.02%Q2 2013Q2 202237
RAYMOND JAMES & ASSOCIATES 36360.00%0.01%0.01%Q4 2014Q3 202336
Private Advisor Group, LLC 3510.00%0.02%0.07%Q3 2014Q3 202336
BLAIR WILLIAM & CO/IL 2690.00%0.03%0.32%Q4 2013Q3 202335
Tower Research Capital LLC (TRC) 810.00%0.03%0.20%Q2 2013Q2 202332
Meditor Group Ltd 31311.43%3.04%5.51%Q2 2016Q4 202331
Relative Value Partners Group, LLC 31310.02%0.04%0.04%Q1 2016Q3 202331
FMR LLC 1120.00%0.00%0.00%Q2 2013Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 2830.00%0.00%0.00%Q2 2013Q3 202331
Moors & Cabot, Inc. 2730.00%0.04%0.09%Q1 2016Q3 202331
DRIEHAUS CAPITAL MANAGEMENT LLC 1810.00%0.53%0.95%Q2 2014Q3 202330
NATIXIS 2820.00%0.04%0.10%Q2 2013Q4 202030
Verity Asset Management, Inc. 2130.19%1.03%2.23%Q1 2016Q3 202329
CAUSEWAY CAPITAL MANAGEMENT LLC 29290.31%1.30%3.65%Q2 2013Q2 202029
NORTHERN TRUST CORP 2810.00%0.00%0.00%Q4 2015Q3 202329
Psagot Value Holdings Ltd. 29290.00%0.08%0.68%Q2 2013Q2 202029
Catalyst Capital Advisors LLC 29290.25%0.40%0.47%Q3 2016Q3 202329
GenTrust, LLC 28280.06%0.12%0.26%Q4 2016Q3 202328
Millburn Ridgefield Corp 28280.50%0.55%0.63%Q4 2016Q3 202328
Lowe Wealth Advisors, LLC 28280.31%0.51%0.70%Q1 2017Q4 202328
Edge Wealth Management LLC 28280.01%0.02%0.04%Q1 2015Q4 202128
Bank of New York Mellon Corp 2110.00%0.00%0.02%Q2 2013Q4 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Kohmann Bosshard Financial Services, LLC 2520.05%0.17%0.45%Q4 2016Q3 202327
Raymond James Financial Services Advisors, Inc. 1410.00%0.00%0.02%Q2 2015Q3 202327
Capital Analysts, LLC 27270.00%0.02%0.03%Q4 2013Q2 202027
AlphaMark Advisors, LLC 2430.01%0.02%0.18%Q4 2016Q3 202327
COMMERZBANK AKTIENGESELLSCHAFT /FI 27270.00%0.04%0.12%Q2 2013Q4 201927
Portland Global Advisors LLC 27270.09%0.23%0.32%Q1 2017Q3 202327
Parallel Advisors, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
PANAGORA ASSET MANAGEMENT INC 27270.01%0.02%0.07%Q2 2013Q4 201927
One Capital Management, LLC 26260.13%0.91%1.25%Q1 2014Q2 202026
NAPLES GLOBAL ADVISORS, LLC 26260.08%0.16%0.28%Q2 2017Q3 202326
SYNOVUS FINANCIAL CORP 2420.00%0.01%0.01%Q2 2013Q2 202026
Azimuth Capital Management LLC 1780.02%0.04%0.10%Q1 2014Q3 202025
Geneos Wealth Management Inc. 1710.00%0.05%0.25%Q1 2016Q3 202325
Freedom Investment Management, Inc. 2410.01%0.04%0.13%Q2 2014Q4 202025
KELLY LAWRENCE W & ASSOCIATES INC/CA 24240.00%0.00%0.00%Q4 2017Q3 202324
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2220.01%0.05%0.12%Q3 2015Q1 202324
Keeley-Teton Advisors, LLC 1230.01%0.03%0.04%Q1 2017Q3 202324
Itau Unibanco Holding S.A. 1020.01%0.07%0.27%Q2 2016Q2 202324
DF DENT & CO INC 13110.00%0.00%0.01%Q2 2017Q3 202324
EXANE DERIVATIVES 1810.00%0.11%1.44%Q4 2014Q1 202224
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.01%0.01%Q4 2017Q3 202324
Armor Investment Advisors, LLC 24240.01%0.02%0.02%Q4 2016Q3 202224
J.P. Morgan Private Wealth Advisors LLC 2120.00%0.01%0.03%Q2 2013Q3 202323
SIMPLEX TRADING, LLC 710.00%0.01%0.07%Q2 2015Q3 202323
Barry Investment Advisors, LLC 23230.07%3.45%5.00%Q2 2016Q4 202123
DEUTSCHE BANK AG\ 710.00%0.00%0.02%Q3 2013Q2 202122
Ionic Capital Management LLC 10100.00%0.29%0.87%Q3 2013Q4 201522
Money Design Co.,Ltd. 22221.02%2.12%3.90%Q2 2018Q3 202322
Advisors Capital Management, LLC 2020.04%0.04%0.06%Q2 2013Q4 201922
Advisory Services Network, LLC 610.00%0.00%0.04%Q4 2013Q3 202322
New Vernon Capital Holdings II LLC 610.22%17.41%63.89%Q3 2013Q3 202321
Wunderlich Capital Managemnt 21210.17%0.26%0.32%Q1 2015Q1 202021
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q3 202321
Mirae Asset Global Investments Co., Ltd. 1310.00%0.02%0.12%Q4 2010Q3 202321
Lattice Strategies LLC 11100.12%0.38%0.55%Q3 2013Q4 201821
UNITED SERVICES AUTOMOBILE ASSOCIATION 21210.02%0.10%0.15%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Gradient Investments LLC 1470.00%0.00%0.02%Q4 2015Q1 202121
Twin Tree Management, LP 310.00%0.03%0.13%Q4 2016Q3 202221
FinTrust Capital Advisors, LLC 20200.03%0.06%0.08%Q4 2018Q3 202320
Migdal Insurance & Financial Holdings Ltd. 1280.00%0.38%1.84%Q4 2016Q3 202320
Harel Insurance Investments & Financial Services Ltd. 910.00%0.02%0.07%Q3 2016Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.00%Q2 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
MEITAV INVESTMENT HOUSE LTD 1110.09%0.24%0.60%Q4 2017Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1550.00%0.02%0.10%Q4 2013Q4 202220
CIBC WORLD MARKET INC. 1420.00%0.02%0.03%Q3 2014Q3 202319
First Allied Advisory Services, Inc. 1120.01%0.03%0.10%Q2 2014Q3 201919
Russell Investments Group, Ltd. 1090.01%0.01%0.02%Q3 2017Q4 202219
NIPPON LIFE INSURANCE CO 18180.07%0.37%0.68%Q2 2013Q3 201718
OPPENHEIMER & CO INC 810.01%0.03%0.12%Q2 2013Q3 202118
CLOUGH CAPITAL PARTNERS L P 1210.01%0.46%1.87%Q2 2014Q1 201918
FIRST INTERSTATE BANK 18180.01%0.03%0.04%Q3 2015Q4 201918
Mount Lucas Management LP 810.03%0.55%0.95%Q3 2013Q4 201918
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 710.32%1.72%9.06%Q3 2013Q4 202218
Vantage Investment Advisors, LLC 18180.00%0.00%0.00%Q4 2013Q1 201818
Wealthstreet Investment Advisors, LLC 18180.06%0.36%1.55%Q4 2017Q1 202218
Caprock Group, LLC 18180.10%0.16%0.32%Q3 2015Q4 201918
Patriot Financial Group Insurance Agency, LLC 18180.00%0.00%0.00%Q1 2018Q2 202218
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.01%0.01%Q2 2019Q3 202318
Cottage Street Advisors LLC 18180.16%0.69%1.22%Q4 2015Q1 202018
UBS AG 660.00%0.01%0.04%Q2 2013Q3 201418
RAY GERALD L & ASSOCIATES LTD 1070.04%0.09%0.16%Q2 2013Q3 201717
US BANCORP \DE\ 610.00%0.00%0.00%Q2 2013Q3 202317
FLOW TRADERS U.S. LLC 510.00%0.56%1.85%Q2 2013Q3 202217
6 Meridian 17170.28%0.41%0.50%Q4 2017Q4 202117
MARTIN CURRIE LTD 1610.00%0.09%0.37%Q2 2015Q3 201917
HighMark Wealth Management LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
INTEGRAL DERIVATIVES, LLC 540.00%0.02%0.04%Q4 2013Q4 201716
Csenge Advisory Group 1150.03%0.19%0.56%Q3 2017Q3 202316
GHP Investment Advisors, Inc. 1330.02%0.02%0.03%Q2 2019Q3 202316
683 Capital Management, LLC 610.03%1.92%4.97%Q2 2015Q1 201715
WILLIAM HARRIS INVESTORS INC 15150.09%0.11%0.19%Q2 2013Q4 201615
MSI Financial Services Inc 15150.00%0.04%0.28%Q2 2013Q4 201615
Retirement Group, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.05%0.08%0.13%Q1 2020Q3 202315
Strategic Wealth Investment Group, LLC 1410.57%1.08%1.90%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Diversified Trust Co 14140.01%0.01%0.01%Q3 2020Q4 202314
Chevy Chase Trust Holdings, LLC 630.00%0.00%0.00%Q2 2014Q2 201814
Baird Financial Group, Inc. 1040.00%0.00%0.01%Q2 2015Q3 202314
BlackRock Institutional Trust Company, N.A. 14140.00%0.00%0.01%Q3 2013Q4 201614
EDMOND DE ROTHSCHILD HOLDING S.A. 14140.01%0.01%0.02%Q2 2015Q3 201814
Cribstone Capital Management, LLC 14140.01%0.01%0.01%Q2 2016Q3 201914
NEXT Financial Group, Inc 710.00%0.01%0.03%Q3 2014Q1 201914
SevenBridge Financial Group, LLC 13130.00%0.02%0.04%Q2 2016Q2 201913
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.01%Q2 2014Q3 202313
Nuveen Asset Management, LLC 1120.00%0.01%0.02%Q2 2014Q1 202013
Virtu KCG Holdings LLC 940.00%0.01%0.04%Q3 2013Q1 201713
Bluefin Trading, LLC 310.02%0.19%0.68%Q2 2013Q3 201913
TWO SIGMA SECURITIES, LLC 410.00%0.02%0.11%Q2 2016Q3 202313
Carroll Financial Associates, Inc. 1210.00%0.00%0.01%Q2 2015Q3 202113
Veritable, L.P. 13130.02%0.03%0.04%Q4 2012Q4 201513
WFG Advisors, LP 940.00%0.01%0.08%Q2 2013Q2 201713
BAINCO INTERNATIONAL INVESTORS 1030.04%0.07%0.09%Q2 2014Q3 201813
Tortoise Investment Management, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Jacobus Wealth Management, Inc. 13130.05%0.07%0.10%Q2 2013Q2 201613
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q2 2013Q1 201813
Cerity Partners LLC 13130.03%0.03%0.04%Q1 2017Q1 202013
Cambridge Investment Research Advisors, Inc. 1110.00%0.00%0.01%Q2 2017Q3 202312
SHEETS SMITH WEALTH MANAGEMENT 12120.07%0.21%0.27%Q2 2017Q1 202012
OPTIMUM INVESTMENT ADVISORS 840.00%0.01%0.02%Q2 2014Q4 201912
Equitable Holdings, Inc. 12120.01%0.01%0.03%Q4 2020Q3 202312
BENJAMIN F. EDWARDS & COMPANY, INC. 12120.01%0.02%0.03%Q4 2016Q3 201912
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 12120.05%0.10%0.18%Q4 2017Q3 202012
BBT Capital Management, LLC 12120.06%1.20%5.94%Q1 2016Q4 201812
CUMBERLAND ADVISORS INC 1010.18%1.15%1.62%Q2 2013Q3 201812
BB&T SECURITIES, LLC 750.08%0.12%0.15%Q3 2016Q3 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
IHT Wealth Management, LLC 620.00%0.01%0.02%Q4 2016Q3 202312
OneDigital Investment Advisors LLC 420.00%0.01%0.02%Q4 2017Q3 202312
VALLEY WEALTH MANAGERS, INC. 12120.02%0.05%0.11%Q1 2019Q4 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.03%Q4 2018Q3 202112
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q1 202112
Lenox Wealth Management, Inc. 1020.01%0.02%0.02%Q4 2015Q4 201812
BESSEMER GROUP INC 810.00%0.00%0.00%Q3 2015Q3 202312
WASHINGTON CAPITAL MANAGEMENT, INC 11110.21%0.74%1.55%Q2 2013Q4 201511
MANUFACTURERS LIFE INSURANCE COMPANY, THE 710.00%0.00%0.00%Q2 2016Q3 202311
Renaissance Technologies 510.00%0.00%0.01%Q4 2017Q3 202311
Occidental Asset Management, LLC 11110.75%0.91%1.11%Q1 2014Q3 201611
Versant Capital Management, Inc 11110.00%0.17%0.27%Q4 2015Q2 201811
Twele Capital Management, Inc. 11110.26%0.49%0.57%Q2 2013Q4 201511
HighTower Advisors, LLC 410.00%0.02%0.07%Q2 2013Q3 202311
OLD MISSION CAPITAL LLC 210.01%0.51%2.36%Q4 2014Q2 202311
STATE STREET CORP 740.00%0.00%0.00%Q2 2013Q1 201611
CT Financial Advisors LLC 1010.01%0.10%0.20%Q1 2014Q1 201711
Commonwealth Equity Services, Inc 620.00%0.00%0.01%Q2 2013Q3 201711
JANUS HENDERSON INVESTORS US LLC 11110.00%0.00%0.01%Q2 2013Q4 201511
MARSHALL WACE, LLP 510.00%0.46%1.66%Q2 2014Q1 202311
ARGENTIERE CAPITAL AG 410.00%0.77%2.03%Q4 2013Q1 201711
D.A. DAVIDSON & CO. 740.00%0.00%0.04%Q2 2014Q2 201711
RPG Investment Advisory, LLC 11110.00%1.31%2.46%Q4 2017Q2 202011
Clal Insurance Enterprises Holdings Ltd 650.53%2.44%3.80%Q1 2017Q1 202011
COMMONWEALTH EQUITY SERVICES, LLC 920.00%0.00%0.00%Q4 2017Q3 202311
InterOcean Capital, LLC 620.02%0.31%0.55%Q2 2013Q4 201911
Beacon Pointe Advisors, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Palo Capital, Inc. 640.15%0.45%0.88%Q1 2015Q4 201810
OTA Financial Group L.P. 310.10%0.47%1.25%Q2 2013Q3 201910
Evercore Wealth Management, LLC 420.00%0.00%0.01%Q2 2014Q4 201710
GW&K Investment Management, LLC 10100.02%0.03%0.04%Q3 2019Q4 202110
Sonora Investment Management, LLC 10100.00%0.01%0.01%Q3 2015Q4 201710
CAPITAL FUND MANAGEMENT S.A. 510.00%0.02%0.06%Q3 2014Q2 201810
WASATCH ADVISORS LP 10100.08%0.11%0.17%Q2 2013Q3 201510
Texas Yale Capital Corp. 990.02%0.04%0.12%Q2 2013Q2 20159
Sowell Financial Services LLC 710.00%0.03%0.14%Q4 2016Q2 20229
Squar Milner Financial Services LLC 720.00%0.31%0.46%Q4 2017Q1 20209
Spire Wealth Management 810.00%0.00%0.00%Q1 2021Q3 20239
Formidable Asset Management, LLC 990.00%0.00%0.00%Q3 2013Q3 20159
Strategic Financial Services, Inc, 990.48%0.54%0.60%Q4 2017Q4 20199
HRT FINANCIAL LP 210.00%0.13%0.40%Q1 2015Q3 20239
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 993.23%3.53%3.93%Q3 2021Q3 20239
SEI INVESTMENTS CO 810.00%0.02%0.03%Q4 2015Q2 20189
National Mutual Insurance Federation of Agricultural Cooperatives 990.76%0.92%1.07%Q3 2014Q3 20169
PARK AVENUE SECURITIES LLC 810.01%0.02%0.03%Q4 2019Q3 20239
Bartlett & Co. LLC 810.00%0.00%0.00%Q1 2014Q4 20239
OppenheimerFunds, Inc. 810.00%0.01%0.01%Q3 2013Q4 20159
Financial Enhancement Group LLC 990.05%0.08%0.09%Q4 2017Q4 20199
Jane Street Holding, LLC 330.03%0.24%0.62%Q2 2013Q4 20139
COASTLAND CAPITAL LLC 330.12%0.39%0.68%Q2 2015Q4 20158
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
SILVERCREST ASSET MANAGEMENT GROUP LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.59%0.67%0.76%Q4 2021Q3 20238
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 881.71%5.08%14.88%Q3 2015Q2 20178
Hexavest Inc. 880.10%0.12%0.14%Q2 2015Q1 20178
Merriman Wealth Management, LLC 410.08%0.12%0.19%Q3 2016Q4 20198
TD Waterhouse Canada Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Amundi 880.00%0.00%0.01%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
VICTORY CAPITAL MANAGEMENT INC 620.00%0.03%0.12%Q3 2013Q3 20158
Guild Investment Management, Inc. 210.71%3.43%7.20%Q4 2012Q4 20208
Pine River Capital Management L.P. 310.01%0.08%0.14%Q3 2013Q3 20148
Carmel Capital Management L.L.C. 881.44%1.61%1.91%Q4 2021Q3 20238
AVALON CAPITAL MANAGEMENT 310.63%1.10%2.73%Q1 2014Q4 20178
Neuberger Berman Group LLC 620.00%0.00%0.01%Q2 2014Q4 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MONARCH CAPITAL MANAGEMENT INC/ 880.07%0.08%0.08%Q4 2020Q3 20228
Sunbelt Securities, Inc. 880.14%0.18%0.23%Q3 2017Q2 20198
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.03%Q2 2013Q4 20147
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Glovista Investments LLC 210.23%4.71%12.88%Q3 2014Q4 20167
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Ifrah Financial Services, Inc. 770.16%0.19%0.20%Q3 2016Q1 20187
VAN ECK ASSOCIATES CORP 510.00%0.02%0.03%Q4 2015Q2 20187
Clark Capital Management Group, Inc. 410.16%0.76%1.62%Q1 2014Q1 20177
Leonard Rickey Investment Advisors P.L.L.C. 770.18%0.26%0.33%Q4 2017Q2 20197
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q3 2016Q1 20187
MANAGED ACCOUNT ADVISORS LLC 510.00%0.00%0.00%Q2 2013Q2 20157
UNITED CAPITAL FINANCIAL ADVISORS, LLC 430.01%0.03%0.04%Q2 2014Q4 20167
DIMENSIONAL FUND ADVISORS LP 310.00%0.01%0.02%Q3 2013Q3 20177
J. Goldman & Co LP 310.02%0.42%1.02%Q4 2013Q2 20237
Bienville Capital Management, LLC 770.08%0.25%0.72%Q3 2015Q1 20177
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 770.00%0.00%0.00%Q1 2014Q3 20157
GSB Wealth Management, LLC 770.51%0.74%0.98%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.02%Q1 2015Q3 20237
OPPENHEIMER ASSET MANAGEMENT INC. 430.00%0.00%0.00%Q1 2017Q3 20197
Qube Research & Technologies Ltd 520.00%0.04%0.15%Q3 2021Q3 20237
BANK HAPOALIM BM 520.03%0.06%0.08%Q1 2018Q2 20227
USCA RIA LLC 770.05%0.06%0.09%Q3 2015Q1 20177
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
AMP Capital Investors Ltd 610.00%0.01%0.06%Q3 2014Q3 20167
Financial Gravity Asset Management, Inc. 430.01%0.01%0.02%Q1 2018Q4 20197
Allianz Asset Management GmbH 210.00%0.00%0.01%Q1 2014Q3 20237
VICUS CAPITAL 770.13%0.79%2.36%Q2 2014Q4 20157
Clear Perspective Advisors, LLC 770.05%0.07%0.08%Q4 2016Q2 20187
GENERAL ELECTRIC CO 660.01%0.02%0.07%Q2 2013Q3 20146
LifePlan Financial Group, Inc 660.00%0.01%0.01%Q1 2018Q2 20196
CENTAURUS FINANCIAL, INC. 410.04%0.09%0.18%Q4 2020Q3 20236
KEELEY ASSET MANAGEMENT CORP 510.01%0.01%0.01%Q1 2015Q3 20166
CAROLINAS WEALTH CONSULTING LLC 420.00%0.01%0.04%Q4 2020Q3 20236
Windsor Creek Advisors, LLC 660.11%0.22%0.43%Q3 2020Q4 20216
Ayalon Insurance Comp Ltd. 660.63%0.92%1.01%Q1 2015Q2 20166
CAPTRUST FINANCIAL ADVISORS 410.00%0.00%0.00%Q1 2019Q2 20226
TORONTO DOMINION BANK 210.00%0.00%0.00%Q1 2015Q3 20176
Squarepoint Ops LLC 310.00%0.08%0.13%Q3 2016Q4 20196
Horrell Capital Management, Inc. 660.00%0.00%0.00%Q2 2013Q3 20146
PRUDENTIAL PLC 410.00%0.00%0.01%Q1 2016Q3 20186
Invesco Ltd. 660.00%0.00%0.01%Q2 2013Q3 20146
Crosspoint Capital Strategies, LLC 510.00%0.01%0.03%Q4 2013Q4 20156
CALDWELL & ORKIN INC 320.74%1.72%2.48%Q4 2014Q3 20176
Richard Bernstein Advisors LLC 660.57%0.86%1.00%Q4 2016Q1 20186
Kohlberg Kravis Roberts & Co. L.P. 660.05%0.11%0.14%Q2 2014Q3 20156
PRIVATE TRUST CO NA 660.00%0.03%0.05%Q2 2022Q3 20236
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q2 2018Q2 20206
Verition Fund Management LLC 110.01%0.12%0.22%Q4 2013Q4 20196
NatWest Group plc 660.00%0.01%0.02%Q2 2013Q3 20146
Placemark Investments, Inc. 510.01%0.01%0.01%Q2 2013Q4 20146
ONTARIO TEACHERS PENSION PLAN BOARD 660.17%0.22%0.27%Q2 2015Q3 20166
Cooperatieve Rabobank U.A. 660.45%2.20%4.28%Q2 2013Q3 20146
Independent Portfolio Consultants, Inc. 510.04%0.05%0.05%Q3 2015Q2 20176
PRICE T ROWE ASSOCIATES INC /MD/ 660.00%0.00%0.01%Q2 2013Q3 20146
Mariner, LLC 510.00%0.00%0.00%Q3 2016Q3 20236
LOOMIS SAYLES & CO L P 510.00%0.01%0.01%Q1 2014Q2 20166
Transamerica Financial Advisors, Inc. 510.00%0.01%0.02%Q1 2015Q4 20176
Grantham, Mayo, Van Otterloo & Co. LLC 660.01%0.06%0.11%Q2 2014Q3 20156
Regal Investment Advisors LLC 310.01%0.03%0.06%Q3 2013Q1 20166
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.00%0.01%Q1 2022Q3 20235
Berman Capital Advisors, LLC 550.18%0.21%0.26%Q4 2017Q4 20185
HighTower Trust Company, N.A. 410.03%0.07%0.09%Q4 2014Q1 20185
COWEN INC. 410.38%0.47%0.56%Q1 2015Q2 20175
DIXON HUBARD FEINOUR & BROWN INC/VA 550.08%0.10%0.11%Q2 2014Q2 20155
HOLLENCREST CAPITAL MANAGEMENT 320.00%0.09%0.23%Q2 2017Q3 20235
Lumbard & Kellner, LLC 550.69%0.75%0.79%Q3 2014Q3 20155
TRILOGY GLOBAL ADVISORS LP 550.26%0.45%0.55%Q2 2013Q2 20145
Integrated Wealth Concepts LLC 210.02%0.03%0.03%Q4 2020Q3 20235
Advisor Resource Council 550.24%0.36%0.51%Q2 2021Q2 20225
Bedell Frazier Investment Counselling, LLC 552.03%2.27%2.48%Q2 2016Q2 20175
LOS ANGELES CAPITAL MANAGEMENT LLC 550.12%0.16%0.17%Q2 2013Q2 20145
TD ASSET MANAGEMENT INC 550.00%0.00%0.00%Q4 2018Q4 20195
NOESIS CAPITAL MANGEMENT CORP 550.28%0.30%0.36%Q2 2013Q2 20145
Gupta Wealth Management LLC 550.10%0.11%0.14%Q1 2015Q1 20165
Orinda Asset Management LLC 550.18%0.30%0.44%Q2 2014Q2 20155
Royal Fund Management, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
O'Dell Group, LLC 410.00%0.00%0.00%Q4 2021Q2 20235
BALYASNY ASSET MANAGEMENT L.P. 550.02%0.04%0.10%Q2 2014Q2 20155
Rafferty Asset Management, LLC 410.08%0.43%1.43%Q2 2015Q3 20165
Miracle Mile Advisors, LLC 410.03%0.33%0.68%Q1 2019Q3 20235
Kingfisher Capital LLC 550.60%0.93%1.53%Q3 2014Q3 20155
PROVIDA PENSION FUND ADMINISTRATOR 550.02%0.45%1.32%Q1 2015Q1 20165
Graham Capital Management, L.P. 320.29%0.46%0.63%Q4 2016Q2 20195
Clearview Wealth Advisors LLC 550.00%0.00%0.00%Q4 2020Q4 20215
DEPRINCE RACE & ZOLLO INC 550.01%0.02%0.04%Q3 2014Q3 20155
GUGGENHEIM CAPITAL LLC 320.00%0.00%0.00%Q2 2013Q4 20145
First Horizon Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Hoover Financial Advisors, Inc. 550.02%0.02%0.02%Q2 2020Q2 20215
Meru Capital Group, LP 550.10%0.11%0.13%Q1 2016Q1 20175
Cetera Advisors LLC 410.03%0.04%0.06%Q1 2018Q2 20195
Janney Montgomery Scott LLC 320.00%0.01%0.01%Q1 2014Q4 20175
Surevest, LLC 551.00%1.23%1.49%Q4 2018Q4 20195
Hanson & Doremus Investment Management 550.02%0.02%0.02%Q3 2022Q3 20235
Counsel Portfolio Services Inc. 410.16%0.18%0.25%Q2 2014Q2 20165
Belpointe Asset Management LLC 320.00%0.02%0.04%Q1 2021Q1 20235
Legacy Advisors, LLC 320.00%0.00%0.00%Q1 2018Q2 20195
Pointe Capital Management LLC 440.10%0.13%0.15%Q2 2015Q1 20164
CreativeOne Wealth, LLC 220.10%0.13%0.16%Q2 2020Q4 20214
BAIRD ROBERT W & CO INC /WI/ 440.00%0.01%0.01%Q2 2014Q1 20154
Joseph P. Lucia & Associates, LLC 440.25%0.46%0.62%Q2 2019Q1 20204
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2014Q1 20224
PATTEN & PATTEN INC/TN 440.28%0.56%0.76%Q3 2014Q2 20154
Rehmann Capital Advisory Group 210.09%0.13%0.20%Q3 2012Q1 20164
Credit Capital Investments LLC 440.46%0.55%0.67%Q1 2015Q4 20154
GLENMEDE TRUST CO NA 310.00%0.00%0.00%Q3 2015Q3 20164
Maryland Capital Management 440.04%0.05%0.06%Q2 2014Q1 20154
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q3 2017Q2 20184
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q1 2015Q2 20174
JAMES INVESTMENT RESEARCH INC 440.01%0.02%0.04%Q4 2022Q3 20234
CITIZENS FINANCIAL GROUP INC/RI 440.00%0.00%0.00%Q1 2019Q4 20194
Main Management LLC 310.03%0.10%0.24%Q2 2013Q3 20224
MML INVESTORS SERVICES, LLC 440.00%0.00%0.01%Q3 2018Q2 20194
KING LUTHER CAPITAL MANAGEMENT CORP 440.00%0.00%0.00%Q3 2015Q2 20164
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q1 2013Q2 20154
Alpine Global Management, LLC 310.06%0.49%0.97%Q3 2015Q1 20174
UNITED BANK 440.11%0.16%0.20%Q4 2018Q3 20194
Homrich & Berg 440.23%0.28%0.33%Q4 2017Q3 20184
EDMOND DE ROTHSCHILD (SUISSE) S.A. 440.00%0.00%0.00%Q2 2015Q1 20164
SG3 Management, LLC 210.01%0.02%0.04%Q1 2019Q2 20204
WealthTrust-Arizona, LLC 440.29%0.89%1.42%Q2 2014Q1 20154
INTEGRATED WEALTH COUNSEL, LLC 440.06%0.10%0.14%Q2 2013Q1 20144
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q2 2016Q4 20174
Financial Architects, Inc 440.00%0.01%0.02%Q3 2014Q2 20154
NVWM, LLC 440.01%0.11%0.17%Q4 2017Q3 20184
Sharper & Granite LLC 440.36%0.40%0.43%Q4 2022Q3 20234
Orbitronix, LP 330.19%1.65%2.24%Q1 2016Q3 20164
Windhaven Investment Management, Inc. 441.24%1.29%1.32%Q2 2014Q1 20154
Salient Capital Advisors, LLC 440.03%0.03%0.04%Q4 2014Q3 20154
Wagner Wealth Management, LLC 440.00%0.00%0.01%Q4 2017Q3 20184
Cetera Investment Advisers 440.01%0.01%0.01%Q4 2022Q3 20234
Orca Investment Management, LLC 440.99%1.04%1.07%Q1 2017Q4 20174
AJ WEALTH STRATEGIES, LLC 440.02%0.04%0.04%Q1 2020Q4 20204
Private Ocean, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
FNY Investment Advisers, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
Ironsides Asset Advisors, LLC 210.09%0.11%0.14%Q2 2014Q4 20163
SCHAFER CULLEN CAPITAL MANAGEMENT INC 210.01%0.01%0.02%Q4 2014Q4 20153
UBS OCONNOR LLC 210.01%0.11%0.19%Q4 2014Q3 20153
WBI INVESTMENTS, LLC 110.01%0.02%0.04%Q3 2014Q1 20173
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
TOMPKINS FINANCIAL CORP 210.01%0.01%0.01%Q2 2013Q4 20143
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Horizon Kinetics 330.01%0.01%0.01%Q2 2013Q4 20133
Oak Grove Capital LLC 330.00%0.00%0.00%Q1 2018Q3 20183
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q2 2010Q3 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
M&T BANK CORP 210.01%0.02%0.02%Q3 2014Q4 20153
ALPS ADVISORS INC 330.00%0.01%0.02%Q4 2013Q2 20143
Legato Capital Management LLC 330.12%0.20%0.24%Q4 2019Q2 20203
Virtu Financial LLC 210.02%0.02%0.02%Q3 2017Q1 20193
BECK CAPITAL MANAGEMENT, LLC 330.68%0.99%1.21%Q4 2022Q2 20233
Vontobel Holding Ltd. 330.00%0.00%0.00%Q1 2021Q3 20213
Redhawk Wealth Advisors, Inc. 210.33%0.96%1.40%Q3 2021Q3 20233
Atlas Private Wealth Advisors 330.06%0.06%0.06%Q2 2020Q4 20203
WEXFORD CAPITAL LP 210.02%0.26%0.55%Q3 2013Q1 20153
CARDIFF PARK ADVISORS, LLC 330.04%0.04%0.04%Q4 2021Q2 20223
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.01%0.01%Q3 2019Q1 20203
Fulcrum Equity Management 330.12%0.13%0.15%Q3 2021Q1 20223
AJO, LP 330.01%0.01%0.01%Q4 2013Q2 20143
XPONANCE, INC. 330.14%2.47%6.05%Q1 2017Q3 20173
BDO Wealth Advisors, LLC 330.03%0.03%0.04%Q2 2019Q4 20193
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 330.00%0.00%0.00%Q2 2014Q4 20143
AFFINITY WEALTH MANAGEMENT LLC 330.56%0.65%0.77%Q4 2018Q2 20193
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
Randolph Co Inc 330.99%1.10%1.27%Q1 2023Q3 20233
Headlands Technologies LLC 210.01%0.05%0.12%Q4 2022Q3 20233
Allworth Financial LP 210.00%0.00%0.00%Q2 2022Q3 20233
Brandywine Global Investment Management, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
White Pine Investment CO 330.30%0.30%0.32%Q2 2013Q4 20133
NIEMANN CAPITAL MANAGEMENT INC 332.43%2.50%2.56%Q2 2014Q4 20143
KLINGENSTEIN FIELDS & CO LP 330.01%0.05%0.14%Q2 2013Q4 20133
Segantii Capital Management Ltd 330.00%0.18%0.53%Q3 2014Q1 20153
O'Brien Greene & Co. Inc 330.60%0.63%0.67%Q4 2018Q2 20193
Tidal Investments LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Paloma Partners Management Co 110.00%0.05%0.09%Q1 2017Q4 20183
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.01%Q3 2013Q2 20143
ROTHSCHILD INVESTMENT LLC /IL 330.02%0.03%0.03%Q3 2014Q1 20153
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
BAROMETER CAPITAL MANAGEMENT INC. 210.09%0.19%0.25%Q3 2016Q3 20233
KEYBANK NATIONAL ASSOCIATION/OH 330.00%0.00%0.00%Q4 2012Q2 20133
Financial & Tax Architects, LLC 210.16%0.33%0.43%Q3 2022Q3 20233
Advisory Alpha, LLC 210.00%0.00%0.00%Q4 2019Q3 20203
Passport Capital, LLC 330.02%0.04%0.08%Q2 2014Q4 20143
Hightower 6M Holding, LLC 330.45%0.49%0.51%Q1 2022Q3 20223
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q4 20172
NewEdge Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Cambria Investment Management, L.P. 220.07%0.11%0.15%Q4 2014Q1 20152
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.02%0.03%0.03%Q1 2019Q2 20192
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.01%Q3 2018Q3 20232
Dakota Wealth Management 220.05%0.11%0.17%Q2 2018Q3 20182
VisionPoint Advisory Group, LLC 110.00%0.06%0.11%Q1 2022Q2 20232
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.01%Q2 2013Q3 20132
Arete Wealth Advisors, LLC 110.00%0.07%0.14%Q3 2016Q4 20222
Riverview Capital Advisers, LLC 220.05%0.09%0.12%Q4 2021Q1 20222
FIRST NEW YORK SECURITIES LLC /NY 110.02%0.04%0.06%Q2 2013Q2 20142
Mathes Company, Inc. 220.23%0.23%0.23%Q1 2015Q2 20152
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q4 20222
New Harbor Financial Group, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q4 2017Q1 20182
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Fortis Capital Advisors, LLC 220.00%0.01%0.02%Q4 2022Q1 20232
HANCOCK WHITNEY CORP 220.02%0.02%0.02%Q1 2015Q2 20152
Rathbones Group PLC 220.03%0.04%0.04%Q3 2013Q4 20132
Biltmore Family Office, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gateway Advisory, LLC 220.75%0.77%0.79%Q1 2015Q2 20152
Jefferies Group LLC 110.01%0.03%0.05%Q3 2017Q3 20172
Wharton Business Group, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.08%0.10%0.11%Q1 2018Q2 20182
MADISON INVESTMENT HOLDINGS INC 110.01%0.01%0.01%Q3 2014Q3 20152
PENN DAVIS MCFARLAND INC 220.04%0.10%0.16%Q2 2013Q3 20132
NEW YORK STATE COMMON RETIREMENT FUND 220.00%0.00%0.00%Q1 2017Q2 20172
Winfield Associates, Inc. 220.00%0.00%0.01%Q3 2017Q4 20172
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q3 2014Q2 20152
Select Equity Group, L.P. 220.09%0.11%0.14%Q1 2020Q2 20202
Advisors Preferred, LLC 220.38%0.72%1.06%Q4 2013Q1 20142
Waverly Advisors, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
BROWN ADVISORY INC 110.00%0.00%0.00%Q2 2013Q3 20232
TimesSquare Capital Management, LLC 110.00%0.00%0.00%Q4 2016Q2 20172
AlphaCore Capital LLC 220.00%0.00%0.00%Q4 2019Q1 20202
GREENWOOD CAPITAL ASSOCIATES LLC 220.06%0.07%0.09%Q1 2019Q2 20192
Tyler-Stone Wealth Management 220.02%0.02%0.03%Q2 2023Q3 20232
Jabre Capital Partners S.A. 220.52%0.66%0.80%Q3 2015Q4 20152
Resurgent Financial Advisors LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Rock Creek Group, LP 220.21%0.28%0.35%Q4 2013Q1 20142
Penserra Capital Management LLC 110.00%0.02%0.04%Q2 2019Q3 20232
Sandy Spring Bank 110.00%0.00%0.00%Q1 2014Q4 20142
WP Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Country Club Trust Company, n.a. 220.07%0.07%0.07%Q1 2015Q2 20152
CADINHA & CO LLC 222.72%2.78%2.84%Q2 2014Q3 20142
Global Trust Asset Management, LLC 110.12%0.17%0.21%Q4 2017Q3 20212
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Bell Rock Capital LLC 220.04%0.05%0.05%Q4 2018Q1 20192
Grandeur Peak Global Advisors, LLC 223.42%4.56%5.70%Q2 2013Q3 20132
Julex Capital Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Fiduciary Alliance LLC 220.21%0.23%0.25%Q2 2023Q3 20232
LMR Partners LLP 110.17%0.44%0.71%Q1 2015Q3 20182
FNY Managed Accounts LLC 220.13%0.25%0.38%Q4 2014Q1 20152
BALDWIN BROTHERS LLC/MA 110.00%0.01%0.02%Q3 2018Q4 20232
Proficio Capital Partners LLC 220.07%0.08%0.09%Q4 2015Q1 20162
ACG Wealth 110.00%0.05%0.10%Q3 2018Q2 20222
Nadler Financial Group, Inc. 220.07%0.08%0.09%Q3 2018Q4 20182
1919 Investment Counsel, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
BANQUE PICTET & CIE SA 220.01%0.02%0.04%Q1 2015Q2 20152
ROOSEVELT INVESTMENT GROUP LLC 220.01%0.01%0.02%Q2 2013Q3 20132
SpiderRock Advisors, LLC 110.00%0.07%0.13%Q1 2017Q1 20172
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.12%0.23%Q4 2013Q3 20142
Covington Capital Management 220.00%0.00%0.00%Q4 2021Q1 20222
CAXTON ASSOCIATES LP 113.44%3.44%3.44%Q1 2019Q1 20192
Pettinga Financial Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Idaho Trust Bank 220.19%0.23%0.27%Q2 2023Q3 20232
Black Swift Group, LLC 221.93%2.57%3.21%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Cetera Advisor Networks LLC 110.00%0.01%0.02%Q1 2013Q2 20202
HM PAYSON & CO 220.00%0.00%0.00%Q2 2021Q3 20212
Concert Wealth Management Inc. 110.01%0.02%0.03%Q4 2014Q3 20162
WASHINGTON TRUST Co 110.00%0.01%0.01%Q2 2018Q1 20202
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q1 20232
BTG Pactual Global Asset Management Ltd 220.44%0.46%0.48%Q4 2014Q1 20152
MARINER INVESTMENT GROUP LLC 220.14%0.14%0.14%Q3 2015Q4 20152
SUMMIT CAPITAL MANAGEMENT LLC 222.56%3.23%3.90%Q4 2014Q1 20152
Gator Capital Management, LLC 220.43%0.44%0.45%Q4 2017Q1 20182
PEAR TREE ADVISORS INC 110.11%0.11%0.11%Q4 2015Q2 20162
Thiel Macro LLC 220.13%0.19%0.26%Q4 2014Q1 20152
ASSETMARK, INC 110.00%0.00%0.00%Q3 2016Q3 20232
CLEAR STREET MARKETS LLC 110.00%0.13%0.25%Q3 2015Q3 20162
Perpetual Ltd 220.01%0.01%0.02%Q2 2023Q3 20232
Stadion Money Management, LLC 220.01%0.05%0.09%Q4 2013Q1 20142
FRONT BARNETT ASSOCIATES LLC 220.04%0.04%0.04%Q4 2014Q1 20152
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.03%0.06%0.10%Q2 2013Q3 20132
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.01%0.01%Q2 2013Q1 20162
WEBSTER BANK, N. A. 220.01%0.01%0.01%Q3 2017Q4 20172
MAPLE SECURITIES USA INC 110.06%0.06%0.07%Q1 2014Q3 20142
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.01%0.02%Q1 2015Q2 20172
HORIZON FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
CQS Cayman LP 220.05%0.14%0.23%Q4 2014Q1 20152
Karp Capital Management Corp 220.92%0.93%0.94%Q2 2022Q3 20222
BASSO CAPITAL MANAGEMENT, L.P. 220.17%0.43%0.69%Q2 2023Q3 20232
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Certified Advisory Corp 220.00%0.00%0.00%Q4 2017Q1 20182
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Sensato Investors LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
OneAscent Financial Services LLC 110.06%0.06%0.06%Q3 2023Q3 20231
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Whitaker-Myers Wealth Managers, LTD. 113.15%3.15%3.15%Q3 2023Q3 20231
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
HIGHLAND CAPITAL MANAGEMENT LP 110.07%0.07%0.07%Q1 2017Q1 20171
Numeric Investors LLC 110.01%0.01%0.01%Q4 2014Q4 20141
SEI TRUST CO 110.00%0.00%0.00%Q3 2014Q3 20141
Wright Fund Management, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
ATLAS CAPITAL ADVISORS LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Forty4 Asset Management LLC 110.00%0.00%0.00%Q4 2013Q4 20131
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2014Q2 20141
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2013Q2 20131
Sender Co & Partners, Inc. 110.30%0.30%0.30%Q1 2023Q1 20231
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 111.75%1.75%1.75%Q1 2016Q1 20161
FIRST NATIONAL TRUST CO 110.04%0.04%0.04%Q4 2015Q4 20151
Gramercy Funds Management LLC 111.92%1.92%1.92%Q1 2014Q1 20141
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Impala Asset Management LLC 110.36%0.36%0.36%Q1 2015Q1 20151
KCM INVESTMENT ADVISORS LLC 110.05%0.05%0.05%Q2 2019Q2 20191
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
J Arnold Wealth Management Co 110.11%0.11%0.11%Q4 2019Q4 20191
JHL Capital Group LLC 114.68%4.68%4.68%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
BRADLEY FOSTER & SARGENT INC/CT 110.02%0.02%0.02%Q2 2013Q2 20131
Greenwich Wealth Management LLC 110.02%0.02%0.02%Q2 2013Q2 20131
QUATTRO FINANCIAL ADVISORS LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Choate Investment Advisors 110.02%0.02%0.02%Q1 2016Q1 20161
SeaBridge Investment Advisors LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Summit Trail Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
CANYON CAPITAL ADVISORS LLC 110.34%0.34%0.34%Q1 2015Q1 20151
Stockman Wealth Management, Inc. 110.13%0.13%0.13%Q3 2016Q3 20161
L.M. KOHN & COMPANY 110.15%0.15%0.15%Q3 2023Q3 20231
South Shore Capital Advisors 111.36%1.36%1.36%Q3 2021Q3 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
RMB Capital Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Tilden Park Management I LLC 1136.52%36.52%36.52%Q3 2016Q3 20161
Baker Avenue Asset Management, LP 110.03%0.03%0.03%Q2 2015Q2 20151
Laurel Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Leibman Financial Services, Inc. 112.65%2.65%2.65%Q4 2023Q4 20231
SCOPIA CAPITAL MANAGEMENT LP 110.62%0.62%0.62%Q3 2014Q3 20141
Duquesne Family Office 111.82%1.82%1.82%Q3 2016Q3 20161
Valmark Advisers, Inc. 110.48%0.48%0.48%Q2 2013Q2 20131
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Watermark Asset Management, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sciencast Management LP 110.29%0.29%0.29%Q3 2017Q3 20171
KMS FINANCIAL SERVICES, INC 110.06%0.06%0.06%Q3 2014Q3 20141
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.01%0.01%0.01%Q4 2013Q4 20131
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Saiers Capital, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
EWG Elevate Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
ELEMENT CAPITAL MANAGEMENT LLC 113.97%3.97%3.97%Q2 2017Q2 20171
Clearstead Trust, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2013Q4 20131
COMMERCE BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Quantitative Investment Management, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Clean Yield Group 110.01%0.01%0.01%Q2 2016Q2 20161
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SOCIETE GENERALE 110.13%0.13%0.13%Q2 2016Q2 20161
WILMINGTON TRUST CO 110.01%0.01%0.01%Q2 2014Q2 20141
Opus Trading Fund LLC 114.58%4.58%4.58%Q2 2013Q2 20131
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
HHG & Company, LLC 110.10%0.10%0.10%Q2 2014Q2 20141
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q3 2017Q3 20171
GFS Advisors, LLC 110.13%0.13%0.13%Q1 2016Q1 20161
Ferguson Shapiro LLC 111.24%1.24%1.24%Q3 2023Q3 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.31%0.31%0.31%Q1 2015Q1 20151
GETCO Holding Company, LLC 110.18%0.18%0.18%Q2 2013Q2 20131
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WADDELL & REED FINANCIAL INC 110.01%0.01%0.01%Q3 2013Q3 20131
Madden Advisory Services, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
MONTAG A & ASSOCIATES INC 110.06%0.06%0.06%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Blueshift Asset Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Kabarec Financial Advisors, Ltd. 111.03%1.03%1.03%Q4 2017Q4 20171
Larson Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Crestwood Advisors Group, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q3 2019Q3 20191
Long Oar Global Investors, LLC 110.46%0.46%0.46%Q3 2013Q3 20131
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Cosner Financial Group, LLC 110.51%0.51%0.51%Q3 2023Q3 20231
SENTINEL TRUST CO LBA 110.10%0.10%0.10%Q2 2015Q2 20151
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JS Capital Management LLC 110.08%0.08%0.08%Q2 2014Q2 20141
Logan Stone Capital, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Liberty Mutual Group Asset Management Inc. 110.11%0.11%0.11%Q3 2014Q3 20141
Spence Asset Management 110.11%0.11%0.11%Q4 2023Q4 20231
Orbis Allan Gray Ltd 110.01%0.01%0.01%Q1 2016Q1 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
TD Ameritrade Trust Co 110.46%0.46%0.46%Q2 2013Q2 20131
KESTRA PRIVATE WEALTH SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.27%0.27%0.27%Q4 2015Q4 20151
GeoSphere Capital Management, LLC 114.08%4.08%4.08%Q3 2014Q3 20141
Merit Financial Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BlackRock Group LTD 110.00%0.00%0.00%Q3 2013Q3 20131
Avestar Capital, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
SSI INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q2 2015Q2 20151
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Cable Hill Partners, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
ORBIS HOLDINGS LTD 110.01%0.01%0.01%Q4 2015Q4 20151
CREATIVE FINANCIAL DESIGNS INC /ADV 110.01%0.01%0.01%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.04%0.04%0.04%Q1 2018Q1 20181
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q2 2015Q2 20151
DAVENPORT & Co LLC 110.03%0.03%0.03%Q3 2014Q3 20141
SUMIT CAPITAL, LLC 110.85%0.85%0.85%Q1 2014Q1 20141
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
MIZUHO SECURITIES USA LLC 110.13%0.13%0.13%Q2 2016Q2 20161
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q1 20221
COLUMBIA WANGER ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q2 2013Q2 20131
MATRIX PRIVATE CAPITAL GROUP LLC 110.21%0.21%0.21%Q4 2019Q4 20191
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Friedenthal Financial 115.88%5.88%5.88%Q3 2014Q3 20141
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Point72 Europe (London) LLP 110.34%0.34%0.34%Q2 2023Q2 20231
Ascent Group, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
LUPO SECURITIES, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stanford Investment Group, Inc. 110.04%0.04%0.04%Q3 2016Q3 20161
Trek Financial, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
TRUIST FINANCIAL CORP 110.03%0.03%0.03%Q4 2019Q4 20191
Eton Park Capital Management, L.P. 110.32%0.32%0.32%Q1 2014Q1 20141
Centiva Capital, LP 110.31%0.31%0.31%Q3 2019Q3 20191
Per Stirling Capital Management, LLC. 110.10%0.10%0.10%Q3 2023Q3 20231
Prince Street Capital Management LLC 114.06%4.06%4.06%Q3 2015Q3 20151
Sequoia Financial Advisors, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2014Q3 20141
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q2 2013Q2 20131
MOORE CAPITAL MANAGEMENT, LP 110.32%0.32%0.32%Q2 2016Q2 20161
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Assured Investment Management LLC 110.02%0.02%0.02%Q1 2014Q1 20141
HOWARD CAPITAL MANAGEMENT 110.55%0.55%0.55%Q1 2013Q1 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
Point72 Asset Management, L.P. 110.04%0.04%0.04%Q3 2014Q3 20141
External links

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