WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.08%0.29%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.01%0.11%1.11%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.40%0.57%0.75%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42420.22%0.37%1.07%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
Gradient Investments LLC 24170.00%0.56%3.45%Q2 2013Q3 202341
Linscomb & Williams, Inc. 41410.06%1.22%2.29%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
Private Advisor Group, LLC 39390.00%0.02%0.05%Q1 2014Q3 202339
J.P. Morgan Private Wealth Advisors LLC 3360.00%0.01%0.02%Q2 2013Q3 202339
LVM CAPITAL MANAGEMENT LTD/MI 2440.03%0.07%0.19%Q1 2014Q3 202337
HighTower Advisors, LLC 26110.00%0.02%0.06%Q2 2014Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 720.00%0.00%0.00%Q2 2013Q2 202334
Raymond James Financial Services Advisors, Inc. 33330.01%0.02%0.04%Q3 2015Q3 202333
Barrett Asset Management, LLC 32320.00%0.00%0.00%Q1 2014Q4 202132
Asset Dedication, LLC 32320.01%0.05%0.11%Q4 2015Q3 202332
Creative Planning 1510.00%0.00%0.00%Q2 2013Q3 202332
KINGS POINT CAPITAL MANAGEMENT 32320.00%0.01%0.02%Q2 2014Q1 202232
IFP Advisors, Inc 17140.00%0.02%0.07%Q4 2015Q3 202331
CUTLER INVESTMENT COUNSEL LLC 31310.04%1.17%1.95%Q2 2013Q4 202031
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.00%Q1 2016Q3 202331
JPMORGAN CHASE & CO 20110.00%0.00%0.00%Q2 2013Q3 202331
Clearwater Capital Advisors, LLC 30300.03%0.24%0.55%Q2 2016Q3 202330
3D ASSET MANAGEMENT, INC 30303.74%6.74%11.01%Q2 2013Q3 202030
UNITED CAPITAL FINANCIAL ADVISORS, LLC 29290.01%0.02%0.04%Q3 2013Q3 202029
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2410.00%0.00%0.01%Q4 2014Q3 202329
SVA Wealth Management, LLC 29290.02%3.32%5.69%Q4 2013Q4 202029
Patriot Financial Group Insurance Agency, LLC 28280.01%0.19%0.59%Q4 2016Q3 202328
CIBC Private Wealth Group, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.08%Q2 2013Q4 201927
FLAGSHIP HARBOR ADVISORS, LLC 27270.04%0.08%0.13%Q1 2017Q3 202327
BANK HAPOALIM BM 25250.07%0.13%0.22%Q4 2013Q4 201925
DAVENPORT & Co LLC 25250.01%0.02%0.06%Q3 2017Q3 202325
Cetera Advisor Networks LLC 2110.01%0.05%0.08%Q2 2014Q3 202324
Chicago Partners Investment Group LLC 2110.02%0.06%0.19%Q1 2015Q3 202324
MML INVESTORS SERVICES, LLC 1210.00%0.01%0.03%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Forefront Analytics, LLC 24240.38%1.56%3.56%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.01%Q1 2018Q3 202323
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q3 2013Q3 202323
Financial Architects, Inc 1840.00%0.01%0.01%Q3 2014Q2 202022
JANE STREET GROUP, LLC 920.00%0.01%0.06%Q1 2014Q1 202022
BENJAMIN F. EDWARDS & COMPANY, INC. 1830.00%0.00%0.00%Q4 2016Q3 202321
Stratos Wealth Partners, LTD. 1920.01%0.06%0.23%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NEXT Financial Group, Inc 1110.00%0.03%0.04%Q2 2014Q4 202121
Global Retirement Partners, LLC 1470.01%0.14%0.31%Q2 2018Q3 202321
MEANS INVESTMENT CO., INC. 20200.13%0.22%0.43%Q4 2018Q3 202320
Kelman-Lazarov, Inc. 1820.09%1.06%1.69%Q1 2016Q1 202120
Private Wealth Advisors, Inc. 1910.12%0.14%0.17%Q2 2015Q4 202020
Citadel Advisors 510.00%0.00%0.01%Q4 2014Q3 202320
Freedom Investment Management, Inc. 20200.04%0.07%0.14%Q1 2013Q4 201720
Tower Research Capital LLC (TRC) 810.00%0.02%0.07%Q4 2013Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.00%0.03%Q1 2019Q3 202319
SMITHBRIDGE ASSET MANAGEMENT INC/DE 19190.62%1.53%2.08%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 1810.00%0.01%0.01%Q3 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1620.03%0.07%0.28%Q4 2017Q2 202218
US BANCORP \DE\ 1260.00%0.00%0.01%Q1 2018Q3 202318
Atria Investments, Inc 18180.01%0.10%0.15%Q2 2014Q3 201818
American Portfolios Advisors 18180.00%0.00%0.01%Q2 2018Q3 202218
MASSMUTUAL TRUST CO FSB/ADV 1410.00%0.00%0.00%Q1 2015Q1 202018
Laurel Wealth Advisors LLC 17170.00%0.02%0.03%Q3 2019Q3 202317
ACG Wealth 17170.14%0.59%1.52%Q3 2018Q3 202217
Ancora Advisors LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
LBMC INVESTMENT ADVISORS, LLC 17170.13%0.17%0.24%Q2 2013Q2 201717
Sargent Bickham Lagudis LLC 17170.00%0.01%0.01%Q1 2016Q1 202017
Commonwealth Equity Services, Inc 17170.01%0.01%0.02%Q3 2013Q3 201717
FMR LLC 820.00%0.00%0.00%Q4 2018Q3 202317
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.02%0.04%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.73%1.07%1.58%Q4 2019Q3 202316
CADENCE BANK NA 840.06%0.08%0.10%Q4 2017Q1 202216
Concert Wealth Management Inc. 970.04%0.08%0.32%Q2 2013Q2 201716
PSI Advisors, LLC 16160.14%1.20%1.83%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16160.56%0.77%1.74%Q4 2019Q3 202316
S.A. Mason LLC 16160.33%0.42%0.58%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Tennessee Valley Asset Management Partners 1410.07%0.81%1.78%Q4 2018Q4 202215
TRUSTCORE FINANCIAL SERVICES, LLC 15150.02%0.02%0.04%Q2 2019Q4 202215
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Meristem Family Wealth, LLC 870.03%0.07%0.10%Q2 2018Q1 202215
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.00%Q1 2019Q3 202315
MSI Financial Services Inc 15150.01%0.04%0.06%Q2 2013Q4 201615
STIFEL FINANCIAL CORP 1140.00%0.00%0.01%Q1 2019Q3 202315
Savant Capital, LLC 15150.23%0.79%1.40%Q1 2020Q3 202315
BlackRock Inc. 1310.00%0.00%0.00%Q4 2015Q2 202014
ASSETMARK, INC 860.00%0.01%0.02%Q3 2016Q4 202214
Wealthstreet Investment Advisors, LLC 14140.04%0.12%0.17%Q4 2017Q1 202114
Portfolio Solutions, LLC 1220.04%0.10%0.11%Q1 2016Q1 202014
KMG FIDUCIARY PARTNERS, LLC 14140.05%0.06%0.08%Q2 2020Q3 202314
RAY GERALD L & ASSOCIATES LTD 14140.04%0.09%0.18%Q2 2014Q3 201714
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
NewSquare Capital LLC 14140.00%0.04%0.09%Q2 2020Q3 202314
Psagot Value Holdings Ltd. 13130.01%0.02%0.03%Q1 2017Q1 202013
Cetera Advisors LLC 910.01%0.10%0.17%Q4 2014Q3 202313
Kistler-Tiffany Companies, LLC 13130.01%0.01%0.01%Q2 2014Q2 201713
CENTAURUS FINANCIAL, INC. 940.00%0.13%0.29%Q2 2018Q3 202113
Carroll Financial Associates, Inc. 940.00%0.01%0.01%Q2 2013Q4 202113
Essex Financial Services, Inc. 1020.02%0.03%0.05%Q4 2014Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Key FInancial Inc 12120.00%0.00%0.01%Q4 2020Q3 202312
Intrua Financial, LLC 12120.17%0.23%0.32%Q2 2020Q1 202312
Covenant Asset Management, LLC 12120.16%0.24%0.30%Q1 2017Q4 201912
Harvest Investment Services, LLC 12120.26%0.32%0.58%Q4 2018Q3 202112
Kestra Advisory Services, LLC 12120.00%0.04%0.20%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.02%2.86%4.00%Q4 2020Q3 202312
Oxler Private Wealth LLC 12120.37%0.65%0.97%Q4 2020Q3 202312
FIFTH THIRD BANCORP 12120.00%0.00%0.00%Q2 2018Q1 202112
Berger Financial Group, Inc 12120.04%0.11%0.52%Q4 2020Q3 202312
SIGNATUREFD, LLC 920.00%0.00%0.00%Q2 2019Q4 202211
Addison Advisors LLC 1010.01%0.01%0.01%Q4 2020Q3 202311
Archer Investment Corp 620.00%0.00%0.00%Q4 2018Q3 202311
Arkadios Wealth Advisors 11110.01%0.09%0.31%Q4 2019Q2 202211
D.A. DAVIDSON & CO. 11110.00%0.00%0.00%Q4 2014Q2 201711
Clear Creek Financial Management, LLC 510.03%1.10%3.73%Q2 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Cottage Street Advisors LLC 10100.15%0.48%0.67%Q1 2018Q2 202010
Providence Capital Advisors, LLC 10100.01%0.02%0.02%Q4 2017Q1 202010
Unison Advisors LLC 10100.37%0.42%0.47%Q4 2017Q1 202010
Kingsview Wealth Management, LLC 640.01%0.01%0.02%Q1 2021Q3 202310
MONTAG A & ASSOCIATES INC 10100.00%0.00%0.00%Q1 2021Q2 202310
Hartford Financial Management Inc. 810.00%0.00%0.00%Q3 2017Q1 20209
BRADLEY FOSTER & SARGENT INC/CT 990.01%0.01%0.02%Q3 2013Q3 20159
Qube Research & Technologies Ltd 630.00%0.00%0.00%Q2 2021Q3 20239
Janney Montgomery Scott LLC 720.00%0.01%0.03%Q1 2020Q3 20239
Allworth Financial LP 630.00%0.00%0.00%Q2 2019Q3 20239
ACCURATE INVESTMENT SOLUTIONS, INC. 990.01%0.02%0.03%Q1 2018Q1 20209
CUE ADVISORY SERVICES, INC. 720.18%0.34%0.55%Q4 2014Q1 20179
MANUFACTURERS LIFE INSURANCE COMPANY, THE 540.00%0.00%0.00%Q1 2016Q2 20189
COLONY GROUP LLC 990.00%0.00%0.00%Q4 2013Q4 20159
Cetera Investment Advisers 990.01%0.01%0.01%Q4 2020Q4 20229
Avior Wealth Management, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
MEEDER ASSET MANAGEMENT INC 990.00%0.02%0.06%Q3 2020Q3 20229
EPG Wealth Management LLC 510.01%0.01%0.05%Q1 2020Q3 20239
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q2 2014Q2 20218
Pinnacle Wealth Management Advisory Group, LLC 880.16%0.55%0.80%Q2 2018Q1 20208
CAPITAL MANAGEMENT CORP /VA 510.05%0.06%0.09%Q4 2019Q3 20238
AE Wealth Management LLC 530.02%0.05%0.12%Q2 2019Q3 20238
SG Americas Securities, LLC 410.00%0.01%0.02%Q4 2013Q4 20188
Financial Connections Group, Inc. 880.04%0.05%0.07%Q4 2021Q3 20238
SRS Capital Advisors, Inc. 620.01%0.03%0.05%Q3 2018Q3 20208
Kathleen S. Wright Associates Inc. 883.89%5.52%6.70%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.22%0.23%0.25%Q4 2021Q3 20238
MUFG Americas Holdings Corp 880.00%0.00%0.00%Q3 2017Q2 20198
Golden State Wealth Management, LLC 410.01%0.37%0.70%Q1 2019Q4 20218
Ranch Capital Advisors Inc. 880.00%0.00%0.01%Q4 2019Q3 20218
HERBST GROUP, LLC 881.30%1.39%1.49%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 210.01%0.06%0.20%Q3 2019Q3 20238
Institute for Wealth Management, LLC. 510.03%0.04%0.07%Q1 2019Q1 20228
Shore Point Advisors, LLC 888.06%8.54%9.12%Q4 2021Q3 20238
Geneos Wealth Management Inc. 610.00%0.00%0.00%Q1 2016Q1 20218
OPPENHEIMER & CO INC 710.01%0.06%0.10%Q4 2018Q1 20228
Marietta Wealth Management, LLC 880.84%1.12%1.36%Q1 2018Q4 20198
PINNACLE ASSOCIATES LTD 880.01%0.03%0.04%Q2 2018Q1 20208
Valeo Financial Advisors, LLC 880.00%0.01%0.02%Q1 2019Q4 20208
Sweet Financial Partners, LLC 880.12%0.14%0.21%Q4 2021Q3 20238
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BLB&B Advisors, LLC 770.06%0.07%0.08%Q2 2013Q4 20147
Tyler-Stone Wealth Management 520.27%0.37%0.44%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
SEI INVESTMENTS CO 520.00%0.00%0.00%Q3 2016Q2 20187
Graves Light Lenhart Wealth, Inc. 770.02%0.03%0.03%Q4 2020Q2 20227
WealthShield Partners, LLC 520.00%0.00%0.00%Q1 2018Q4 20197
Horizons Wealth Management 770.03%0.05%0.06%Q2 2022Q4 20237
DAIDO LIFE INSURANCE CO 770.44%0.99%1.20%Q1 2018Q3 20197
Barber Financial Group, Inc. 770.38%0.44%0.51%Q2 2018Q4 20197
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.05%0.08%Q2 2013Q4 20147
Placemark Investments, Inc. 770.01%0.03%0.03%Q2 2013Q4 20147
Advisors Preferred, LLC 210.00%0.12%0.79%Q1 2014Q1 20237
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Prospera Financial Services Inc 770.03%0.04%0.05%Q1 2022Q3 20237
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q4 2016Q2 20187
Collaborative Wealth Managment Inc. 510.14%0.15%0.17%Q1 2021Q2 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q2 2018Q4 20197
Parallel Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
CIBC WORLD MARKET INC. 430.00%0.00%0.00%Q2 2013Q3 20187
Advocacy Wealth Management Services, LLC 610.03%0.04%0.06%Q4 2015Q3 20177
WESTPORT RESOURCES MANAGEMENT INC 770.01%0.01%0.02%Q2 2013Q4 20147
Essex Savings Bank 430.05%0.07%0.09%Q4 2018Q1 20227
Claro Advisors LLC 660.11%0.12%0.13%Q2 2022Q3 20236
BARCLAYS PLC 420.00%0.00%0.00%Q3 2014Q3 20216
Lowe Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
LINCOLN NATIONAL CORP 660.01%0.01%0.02%Q1 2017Q2 20186
Certified Advisory Corp 660.02%0.04%0.06%Q2 2018Q3 20196
Zurich Insurance Group Ltd/FI 660.02%0.05%0.07%Q2 2021Q3 20226
Alpha Omega Wealth Management LLC 660.00%0.02%0.03%Q1 2018Q2 20196
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
AdvisorNet Financial, Inc 420.01%0.02%0.04%Q4 2017Q4 20196
Choice Wealth Advisors, LLC 660.22%0.37%1.00%Q4 2020Q1 20226
Virtu KCG Holdings LLC 420.01%0.01%0.03%Q3 2014Q2 20166
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Beacon Pointe Advisors, LLC 420.01%0.01%0.02%Q1 2022Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Insight Advisors, LLC/ PA 410.07%0.24%0.34%Q1 2021Q3 20235
Cresset Asset Management, LLC 320.00%0.00%0.01%Q2 2022Q3 20235
Huber Financial Advisors, LLC 550.70%4.01%5.29%Q1 2019Q1 20205
PERRITT CAPITAL MANAGEMENT INC 550.55%0.98%1.90%Q4 2018Q4 20195
Essential Planning, LLC. 550.26%1.24%4.69%Q3 2022Q3 20235
Pacifica Partners Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
&PARTNERS 550.18%0.19%0.20%Q3 2022Q3 20235
FDx Advisors, Inc. 310.01%0.02%0.04%Q3 2014Q4 20165
Truvestments Capital LLC 310.01%0.03%0.10%Q3 2018Q4 20225
Edgemoor Investment Advisors, Inc. 551.39%1.52%1.60%Q2 2013Q2 20145
Wealthcare Advisory Partners LLC 550.00%0.00%0.01%Q1 2019Q1 20205
Frisch Financial Group, Inc. 550.07%0.07%0.07%Q1 2021Q1 20225
BB&T SECURITIES, LLC 550.00%0.01%0.01%Q2 2018Q2 20195
First Allied Advisory Services, Inc. 210.00%0.01%0.01%Q3 2013Q3 20205
RFG Advisory, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 550.37%0.99%1.45%Q4 2019Q4 20205
CULLEN/FROST BANKERS, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
Brinker Capital Investments, LLC 410.00%0.02%0.03%Q4 2014Q2 20195
Sequoia Wealth Management, LLC 550.23%0.29%0.41%Q2 2018Q2 20195
Covestor Ltd 550.00%0.00%0.01%Q3 2022Q3 20235
IAG Wealth Partners, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Legacy Financial Group LLC 410.03%0.32%0.79%Q4 2020Q3 20235
Surevest, LLC 551.18%1.29%1.47%Q4 2018Q4 20195
Hilltop Holdings Inc. 550.03%0.08%0.22%Q2 2020Q2 20215
Continuum Advisory, LLC 550.33%0.81%1.01%Q4 2018Q4 20195
NORTHERN TRUST CORP 310.00%0.00%0.00%Q4 2013Q4 20144
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.01%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Regal Investment Advisors LLC 210.00%0.00%0.00%Q1 2014Q3 20154
Snowden Capital Advisors LLC 310.01%0.01%0.01%Q2 2019Q4 20214
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
LWM Advisory Services, LLC 440.38%0.43%0.47%Q4 2021Q3 20224
True Wealth Design, LLC 440.28%0.35%0.41%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
VSR Financial Services, Inc. 440.04%0.07%0.11%Q3 2014Q2 20154
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
TMD & ASSOCIATES, INC 442.66%2.84%2.94%Q4 2016Q3 20174
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.01%0.01%Q2 2018Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 330.15%0.17%0.20%Q2 2018Q4 20183
WISCONSIN CAPITAL MANAGEMENT LLC 330.08%0.09%0.10%Q2 2014Q4 20143
First Heartland Consultants, Inc. 210.15%0.21%0.29%Q1 2017Q3 20213
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q2 2022Q4 20223
COBIZ WEALTH, LLC 330.06%0.07%0.09%Q3 2014Q1 20153
Compass Efficient Model Portfolios, LLC 330.35%0.88%1.74%Q2 2013Q4 20133
MV CAPITAL MANAGEMENT, INC. 330.01%0.01%0.01%Q2 2022Q4 20223
Personal Wealth Partners 330.07%0.08%0.08%Q2 2019Q4 20193
Amplius Wealth Advisors, LLC 330.03%0.12%0.25%Q4 2021Q2 20223
Ameritas Investment Company, LLC 210.00%0.04%0.10%Q4 2018Q1 20203
Voya Financial Advisors, Inc. 330.13%0.15%0.16%Q1 2015Q3 20153
Vantage Investment Advisors, LLC 330.01%0.01%0.01%Q4 2013Q2 20143
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
AlphaCore Capital LLC 330.00%0.00%0.01%Q4 2019Q2 20203
First Western Trust Bank 330.15%0.16%0.16%Q1 2023Q3 20233
Retirement Group, LLC 210.01%0.01%0.01%Q4 2019Q3 20203
Founders Financial Alliance, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Empowered Funds, LLC 210.70%1.64%2.11%Q4 2020Q1 20223
Pine Valley Investments Ltd Liability Co 220.02%0.02%0.02%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BlackDiamond Wealth Management, LLC 221.83%2.10%2.38%Q4 2021Q1 20222
Klingman & Associates, LLC 110.02%0.02%0.02%Q2 2021Q4 20212
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2010Q3 20102
Private Wealth Strategies, L.L.C. 221.91%2.25%2.59%Q4 2019Q1 20202
BROWN ADVISORY INC 220.00%0.00%0.00%Q2 2018Q3 20182
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Simplicity Solutions, LLC 220.08%0.09%0.09%Q3 2019Q4 20192
SCOTIA CAPITAL INC. 220.02%0.03%0.04%Q4 2013Q1 20142
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 220.16%0.17%0.18%Q1 2020Q2 20202
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2019Q4 20202
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
TWO SIGMA SECURITIES, LLC 110.01%0.13%0.26%Q4 2015Q1 20202
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20212
LOWE BROCKENBROUGH & CO INC 220.04%0.04%0.04%Q2 2018Q3 20182
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2020Q1 20212
Leicht Financial Planning & Wealth Management, Inc. 220.22%0.30%0.39%Q4 2022Q1 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
HORIZON FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Wealth & Pension Services Group, Inc. 220.40%0.44%0.47%Q2 2019Q3 20192
Black Swift Group, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
Astoria Portfolio Advisors LLC. 220.11%0.11%0.12%Q4 2022Q1 20232
Golden State Equity Partners 220.09%0.09%0.09%Q2 2021Q3 20212
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
Nemes Rush Group LLC 220.03%0.06%0.09%Q2 2023Q3 20232
Parkside Financial Bank & Trust 110.02%0.03%0.05%Q3 2015Q1 20232
Disciplined Investments, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q1 20222
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.06%0.06%0.07%Q2 2018Q3 20182
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Wealthquest Corp 220.06%0.07%0.07%Q3 2019Q4 20192
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Modera Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.63%0.63%0.63%Q1 2021Q1 20211
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
J Arnold Wealth Management Co 110.22%0.22%0.22%Q4 2019Q4 20191
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
INVENIO WEALTH PARTNERS LLC 111.14%1.14%1.14%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SkyOak Wealth, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BAROMETER CAPITAL MANAGEMENT INC. 110.28%0.28%0.28%Q2 2017Q2 20171
Signify Wealth 116.55%6.55%6.55%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Mariner, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Dakota Wealth Management 110.02%0.02%0.02%Q4 2022Q4 20221
Belpointe Asset Management LLC 110.02%0.02%0.02%Q4 2019Q4 20191
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Quent Capital, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q1 2016Q1 20161
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q2 2022Q2 20221
Lloyd Advisory Services, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.19%0.19%0.19%Q3 2014Q3 20141
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
COMMERCE BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Epic Trust Investment Advisors, LLC 110.63%0.63%0.63%Q4 2021Q4 20211
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Chicago Capital, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
BSW Wealth Partners 111.02%1.02%1.02%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.05%0.05%0.05%Q3 2023Q3 20231
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
New Perspectives, Inc 111.08%1.08%1.08%Q4 2022Q4 20221
Benedetti & Gucer, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
DUNCKER STREETT & CO INC 110.01%0.01%0.01%Q3 2015Q3 20151
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Baird Financial Group, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Perennial Investment Advisors, LLC 110.42%0.42%0.42%Q4 2019Q4 20191
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
OneAscent Financial Services LLC 110.18%0.18%0.18%Q2 2022Q2 20221
WEALTHSOURCE PARTNERS, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Optas, LLC 111.05%1.05%1.05%Q4 2019Q4 20191
VALLEY NATIONAL ADVISERS INC 110.02%0.02%0.02%Q4 2014Q4 20141
Allegis Investment Advisors, LLC 110.25%0.25%0.25%Q1 2017Q1 20171
USAdvisors Wealth Management, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Baystate Wealth Management LLC 110.03%0.03%0.03%Q2 2013Q2 20131
AMERICAN NATIONAL BANK 110.04%0.04%0.04%Q2 2016Q2 20161
Perigon Wealth Management, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Founders Capital Management 110.00%0.00%0.00%Q1 2023Q1 20231
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gladstone Institutional Advisory LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Team Financial Group, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
West Oak Capital, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Parisi Gray Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Brand Asset Management Group, Inc. 110.03%0.03%0.03%Q2 2019Q2 20191
Capital Analysts, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2018Q1 20181
KHP Capital, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SILVER OAK SECURITIES, INCORPORATED 110.04%0.04%0.04%Q1 2022Q1 20221
WHITENER CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2019Q1 20191
Larson Financial Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SII INVESTMENTS INC/WI 110.06%0.06%0.06%Q4 2017Q4 20171
External links

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