WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.42%0.54%0.68%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.11%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.05%0.10%Q2 2013Q3 202342
VICUS CAPITAL 42420.05%0.36%1.10%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.15%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 3380.03%0.15%0.71%Q2 2013Q3 202341
Northeast Financial Consultants Inc 39390.11%1.17%4.67%Q1 2014Q3 202339
AMERIPRISE FINANCIAL INC 3270.00%0.00%0.00%Q2 2013Q3 202339
CITIGROUP INC 3810.00%0.00%0.00%Q2 2013Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1810.00%0.00%0.01%Q2 2013Q3 202338
US BANCORP \DE\ 37370.00%0.00%0.00%Q3 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
HighTower Advisors, LLC 26110.02%0.05%0.10%Q2 2014Q3 202337
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
Capital Advisors, Ltd. LLC 36360.01%0.02%0.04%Q4 2014Q3 202336
J.P. Morgan Private Wealth Advisors LLC 3320.01%0.08%0.15%Q4 2014Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2014Q3 202334
Bank of New York Mellon Corp 1810.00%0.00%0.00%Q2 2013Q1 202333
Private Advisor Group, LLC 2910.01%0.05%0.17%Q3 2014Q3 202333
PRIVATE TRUST CO NA 2820.00%0.15%0.40%Q1 2013Q3 202233
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.01%Q1 2016Q3 202331
STIFEL FINANCIAL CORP 20110.00%0.00%0.01%Q2 2015Q3 202331
3D ASSET MANAGEMENT, INC 30301.20%7.62%20.13%Q2 2013Q3 202030
Clearwater Capital Advisors, LLC 30300.56%0.78%0.98%Q2 2016Q3 202330
Cetera Advisors LLC 1840.01%0.06%0.14%Q4 2015Q3 202330
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.51%1.55%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.12%0.40%0.95%Q4 2016Q3 202328
Stratos Wealth Partners, LTD. 2120.01%0.05%0.48%Q1 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.03%0.04%Q2 2013Q4 201927
StrategIQ Financial Group, LLC 27270.10%0.25%0.52%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.00%0.04%0.12%Q2 2017Q3 202326
IFP Advisors, Inc 1440.00%0.02%0.05%Q4 2015Q4 202226
Hefren-Tillotson, Inc. 26260.07%1.91%5.24%Q4 2013Q1 202026
BB&T SECURITIES, LLC 26260.01%0.01%0.02%Q2 2013Q3 201926
DAVENPORT & Co LLC 25250.01%0.08%0.15%Q3 2017Q3 202325
Gradient Investments LLC 1410.00%0.16%1.34%Q1 2015Q1 202225
Institute for Wealth Management, LLC. 2230.10%0.14%0.21%Q2 2017Q3 202325
NEXT Financial Group, Inc 1610.00%0.06%0.17%Q2 2014Q4 202125
Bartlett & Co. LLC 2230.00%0.00%0.00%Q2 2014Q3 202025
Financial Architects, Inc 25250.06%0.85%1.34%Q3 2014Q3 202025
BDO Wealth Advisors, LLC 25250.00%0.00%0.00%Q2 2017Q2 202325
TRUST CO OF VERMONT 2130.00%0.00%0.00%Q2 2013Q3 202324
BlackRock Inc. 2040.00%0.00%0.00%Q4 2015Q3 202324
SUNTRUST BANKS INC 24240.00%0.23%0.44%Q4 2013Q3 201924
SVA Wealth Management, LLC 24240.03%0.11%0.20%Q2 2014Q1 202024
AdvisorNet Financial, Inc 24240.00%0.02%0.13%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.04%0.07%Q4 2016Q2 202223
CAPTRUST FINANCIAL ADVISORS 940.00%0.00%0.01%Q3 2017Q3 202322
JANE STREET GROUP, LLC 1410.00%0.01%0.07%Q2 2014Q2 202122
Chicago Partners Investment Group LLC 22220.02%0.05%0.18%Q4 2014Q1 202022
Creative Planning 1410.00%0.00%0.00%Q4 2013Q3 202321
Cetera Advisor Networks LLC 610.00%0.01%0.01%Q2 2014Q3 202321
B. Riley Wealth Advisors, Inc. 1380.01%0.05%0.11%Q3 2013Q4 202221
LBJ Family Wealth Advisors, Ltd. 21210.22%0.33%0.42%Q4 2018Q4 202321
Tower Research Capital LLC (TRC) 1910.00%0.03%0.12%Q1 2014Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
RVW Wealth, LLC 20200.12%1.72%8.00%Q1 2019Q4 202320
Private Wealth Advisors, Inc. 1310.09%0.12%0.15%Q2 2015Q4 202020
American Portfolios Advisors 20200.00%0.02%0.12%Q4 2017Q3 202220
GHP Investment Advisors, Inc. 20200.06%0.21%0.30%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Freedom Investment Management, Inc. 20200.02%0.06%0.12%Q1 2013Q4 201720
FIFTH THIRD BANCORP 1370.00%0.00%0.00%Q3 2015Q1 202120
Steward Partners Investment Advisory, LLC 1820.00%0.01%0.02%Q2 2018Q3 202320
Sargent Bickham Lagudis LLC 1820.00%0.01%0.04%Q1 2016Q1 202120
Sargent Investment Group, LLC 20200.08%0.21%0.76%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.07%0.11%0.19%Q4 2018Q3 202320
Centric Wealth Management 1540.12%0.25%0.54%Q4 2018Q3 202319
M&T BANK CORP 19190.00%0.00%0.00%Q3 2014Q1 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
SYNOVUS FINANCIAL CORP 1810.00%0.02%0.07%Q2 2017Q3 202319
Financial Insights, Inc. 1810.12%0.30%0.56%Q4 2018Q3 202319
Citadel Advisors 510.00%0.00%0.01%Q1 2015Q3 202318
Investors Research Corp 18180.08%0.35%0.50%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.03%0.05%Q2 2013Q3 201718
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Wealthspire Advisors, L.P. 18180.02%0.04%0.06%Q4 2015Q1 202018
SeaCrest Wealth Management, LLC 1170.03%0.07%0.11%Q4 2017Q2 202218
CENTAURUS FINANCIAL, INC. 18180.01%0.20%0.45%Q4 2017Q1 202218
Ancora Advisors LLC 1620.00%0.00%0.01%Q2 2018Q3 202318
ACG Wealth 1710.07%0.74%1.35%Q4 2017Q3 202218
Arete Wealth Advisors, LLC 810.02%0.05%0.11%Q1 2018Q2 202317
Vigilant Capital Management, LLC 1070.01%0.02%0.03%Q2 2018Q2 202317
Atria Investments, Inc 980.02%0.04%0.09%Q4 2013Q4 201817
Concert Wealth Management Inc. 17170.12%0.21%0.84%Q2 2013Q2 201717
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q4 2016Q4 202017
Ruggie Capital Group 1310.00%0.39%1.23%Q4 2014Q3 201917
TRUIST FINANCIAL CORP 16160.05%0.08%0.18%Q4 2019Q3 202316
Consolidated Planning Corp 16161.43%2.68%5.04%Q4 2019Q3 202316
PSI Advisors, LLC 16160.19%1.64%2.51%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.26%0.42%0.64%Q4 2017Q3 202116
S.A. Mason LLC 16160.29%0.34%0.40%Q4 2019Q3 202316
HC FINANCIAL ADVISORS INC 1510.47%0.75%2.29%Q1 2018Q2 202216
AVANTAX ADVISORY SERVICES, INC. 16160.00%0.01%0.02%Q4 2019Q3 202316
Asset Dedication, LLC 1510.04%0.11%0.18%Q4 2015Q3 202316
Carroll Financial Associates, Inc. 16160.00%0.12%0.66%Q1 2018Q4 202116
BRADLEY FOSTER & SARGENT INC/CT 970.02%0.02%0.03%Q1 2018Q1 202216
Vantage Investment Advisors, LLC 1060.00%0.00%0.01%Q4 2013Q1 201816
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.06%Q4 2019Q3 202316
Advisor Group, Inc. 15150.02%0.04%0.10%Q2 2016Q4 201915
Cornerstone Wealth Management, LLC 810.02%0.03%0.08%Q2 2018Q3 202315
Meristem Family Wealth, LLC 870.03%0.07%0.10%Q2 2018Q1 202215
MSI Financial Services Inc 15150.00%0.07%0.13%Q2 2013Q4 201615
TMD & ASSOCIATES, INC 15153.36%6.72%9.66%Q4 2015Q2 201915
ASSETMARK, INC 810.00%0.00%0.00%Q4 2015Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Great Point Wealth Advisors, LLC 15150.80%3.37%6.11%Q1 2020Q3 202315
PACIFIC SUN FINANCIAL CORP 610.34%0.48%0.77%Q1 2018Q2 202315
CVA Family Office, LLC 15150.03%0.07%0.11%Q1 2020Q3 202315
Aurora Private Wealth, Inc. 920.15%0.36%0.72%Q4 2019Q3 202314
Harvest Investment Services, LLC 14140.10%0.28%0.45%Q4 2018Q1 202214
Ellis Investment Partners, LLC 14140.02%0.03%0.03%Q2 2019Q3 202214
Baird Financial Group, Inc. 1040.00%0.01%0.04%Q3 2016Q3 202314
NewSquare Capital LLC 14140.01%0.11%0.18%Q2 2020Q3 202314
WFG Advisors, LP 1220.00%0.04%0.06%Q2 2013Q2 201714
USCA RIA LLC 14140.06%0.08%0.11%Q2 2014Q3 201714
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
INVESTMENT CENTERS OF AMERICA INC 14140.06%0.12%0.19%Q2 2014Q3 201714
D.A. DAVIDSON & CO. 13130.00%0.01%0.02%Q2 2014Q2 201713
Kestra Advisory Services, LLC 13130.00%0.01%0.06%Q3 2020Q3 202313
Retirement Group, LLC 1210.01%0.01%0.02%Q4 2019Q1 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.01%0.02%0.02%Q2 2013Q2 201613
Marietta Wealth Management, LLC 13131.53%2.14%2.71%Q4 2016Q4 201913
Covenant Asset Management, LLC 13130.21%0.38%0.44%Q4 2016Q4 201913
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.00%0.00%Q3 2020Q3 202313
Arkadios Wealth Advisors 1120.01%0.12%0.30%Q4 2019Q1 202313
NewEdge Advisors, LLC 1110.00%0.08%0.16%Q2 2017Q4 202213
Global Retirement Partners, LLC 940.00%0.14%0.29%Q2 2018Q3 202313
HCR Wealth Advisors 850.01%0.84%4.60%Q1 2017Q4 202013
MONTAG A & ASSOCIATES INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Orgel Wealth Management, LLC 12120.09%0.81%1.91%Q1 2017Q4 201912
Janney Montgomery Scott LLC 410.00%0.00%0.01%Q4 2017Q3 202312
Joseph P. Lucia & Associates, LLC 620.00%0.01%0.02%Q1 2019Q2 202212
Cornerstone Advisory, LLC 12120.07%0.16%0.23%Q4 2015Q3 201812
Oxler Private Wealth LLC 12120.38%0.66%1.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.02%0.04%Q2 2013Q1 201612
3D/L Capital Management, LLC 12120.03%5.63%6.85%Q4 2020Q3 202312
McKinley Carter Wealth Services, Inc. 12120.02%0.03%0.05%Q4 2020Q3 202312
Family Legacy, Inc. 1020.97%1.44%1.60%Q1 2017Q1 202012
ADVANTAGE INVESTMENT MANAGEMENT, LLC 11110.01%0.59%1.19%Q3 2015Q1 201811
SEI INVESTMENTS CO 530.00%0.00%0.00%Q4 2014Q2 201811
First Horizon Advisors, Inc. 650.00%0.00%0.00%Q3 2020Q2 202311
CWM, LLC 830.00%0.00%0.02%Q2 2018Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.01%Q3 2017Q3 202311
Joel Isaacson & Co., LLC 11110.04%0.04%0.05%Q2 2015Q4 201711
EXENCIAL WEALTH ADVISORS, LLC 810.01%0.02%0.04%Q1 2013Q3 202311
BOK Financial Private Wealth, Inc. 1010.02%0.04%0.04%Q2 2016Q4 201911
COBIZ WEALTH, LLC 11110.05%0.10%0.13%Q3 2014Q1 201711
Wealthspire Advisors, LLC 910.01%0.01%0.01%Q1 2020Q3 202311
HOWARD WEALTH MANAGEMENT, LLC 530.12%0.19%0.43%Q4 2019Q3 202311
LifePlan Financial Group, Inc 11110.12%1.02%2.33%Q1 2018Q3 202011
GPS Wealth Strategies Group, LLC 11110.00%0.12%0.24%Q1 2021Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
Providence Capital Advisors, LLC 10100.01%0.01%0.01%Q4 2017Q1 202010
IEQ CAPITAL, LLC 10100.20%0.24%0.29%Q2 2021Q3 202310
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10100.16%0.25%0.34%Q1 2017Q2 201910
CENTRAL TRUST Co 10100.00%0.10%0.16%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Cetera Investment Advisers 620.00%0.01%0.02%Q3 2019Q3 202310
Relative Value Partners Group, LLC 10100.03%0.08%0.10%Q1 2021Q2 202310
QUEST CAPITAL MANAGEMENT INC /ADV 10100.05%2.41%5.09%Q4 2018Q1 202110
EPG Wealth Management LLC 510.00%0.02%0.04%Q1 2020Q3 20239
Castleview Partners, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
TAIYO LIFE INSURANCE CO 9916.31%19.06%25.28%Q4 2017Q4 20199
Qube Research & Technologies Ltd 540.00%0.00%0.00%Q2 2021Q3 20239
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q4 2020Q4 20229
TRUEWEALTH LLC 990.01%0.01%0.01%Q2 2018Q2 20209
LS Investment Advisors, LLC 990.00%0.00%0.00%Q4 2013Q4 20159
Avestar Capital, LLC 990.14%2.45%3.84%Q4 2017Q4 20199
MEEDER ASSET MANAGEMENT INC 990.00%0.03%0.08%Q3 2020Q3 20229
Barber Financial Group, Inc. 990.54%0.69%0.93%Q4 2017Q4 20199
TIAA, FSB 540.00%0.00%0.01%Q1 2018Q3 20219
Spire Wealth Management 530.00%0.00%0.00%Q2 2021Q3 20238
Gateway Advisory, LLC 883.04%3.75%4.44%Q1 2014Q4 20158
Squar Milner Financial Services LLC 710.14%1.30%2.10%Q4 2017Q4 20198
Ranch Capital Advisors Inc. 880.00%0.00%0.01%Q4 2019Q3 20218
UNIONVIEW, LLC 880.29%0.30%0.32%Q4 2021Q3 20238
Sowell Financial Services LLC 510.00%0.01%0.04%Q4 2018Q1 20218
FDx Advisors, Inc. 610.01%0.02%0.04%Q3 2014Q2 20178
Oakworth Capital, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Virtu KCG Holdings LLC 410.01%0.02%0.03%Q1 2014Q1 20178
Financial Advocates Investment Management 710.02%0.04%0.05%Q4 2017Q1 20218
Destiny Wealth Partners, LLC 620.00%0.00%0.00%Q4 2020Q4 20228
PINNACLE ASSOCIATES LTD 880.01%0.02%0.03%Q2 2018Q1 20208
J.W. COLE ADVISORS, INC. 310.02%0.02%0.03%Q4 2019Q4 20228
MANUFACTURERS LIFE INSURANCE COMPANY, THE 530.00%0.00%0.00%Q4 2013Q2 20188
Geneos Wealth Management Inc. 710.00%0.00%0.00%Q1 2016Q4 20188
Kingsview Wealth Management, LLC 530.01%0.02%0.05%Q2 2021Q3 20238
BOKF, NA 410.00%0.01%0.01%Q2 2018Q4 20207
Pinnacle Wealth Management Advisory Group, LLC 770.12%0.36%0.45%Q3 2018Q1 20207
DAIDO LIFE INSURANCE CO 770.45%1.01%1.19%Q1 2018Q3 20197
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
Valeo Financial Advisors, LLC 770.01%0.01%0.02%Q1 2019Q3 20207
Voya Financial Advisors, Inc. 770.02%0.11%0.17%Q1 2015Q3 20167
Intelligence Driven Advisers, LLC 770.12%0.80%1.28%Q4 2018Q2 20207
WHITTIER TRUST CO 770.00%0.00%0.00%Q4 2021Q2 20237
MATHER GROUP, LLC. 770.02%0.05%0.07%Q1 2022Q3 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.20%0.32%0.51%Q4 2014Q2 20167
Krilogy Financial LLC 770.00%0.00%0.01%Q2 2016Q4 20177
OPPENHEIMER & CO INC 770.02%0.06%0.10%Q4 2018Q2 20207
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.06%0.17%0.27%Q3 2020Q1 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Horizons Wealth Management 770.05%0.05%0.06%Q2 2022Q4 20237
THEORY FINANCIAL LLC 432.09%2.25%2.50%Q4 2021Q3 20237
LBA Wealth Management, LLC 770.00%0.00%0.00%Q3 2015Q1 20177
Argentus Capital Management, LLC 520.00%0.12%0.47%Q3 2014Q3 20167
FLOW TRADERS U.S. LLC 510.01%0.03%0.07%Q4 2020Q3 20237
Intellectus Partners, LLC 610.02%0.02%0.02%Q2 2017Q1 20197
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Beacon Pointe Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
CAPITAL WEALTH MANAGEMENT, LLC 772.89%3.08%3.37%Q4 2017Q2 20197
Placemark Investments, Inc. 770.01%0.03%0.03%Q2 2013Q4 20147
BLB&B Advisors, LLC 660.05%0.05%0.05%Q3 2013Q4 20146
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
TNF LLC 660.16%0.21%0.25%Q3 2021Q4 20226
Allworth Financial LP 660.00%0.00%0.00%Q2 2019Q3 20206
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.00%Q1 2021Q3 20226
CreativeOne Wealth, LLC 550.07%0.25%0.36%Q4 2018Q4 20195
Evercore Wealth Management, LLC 210.00%0.00%0.01%Q2 2015Q1 20215
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 550.52%1.20%1.65%Q4 2019Q4 20205
Independence Trust CO 550.30%0.51%0.64%Q3 2015Q3 20165
Wealthcare Advisory Partners LLC 320.00%0.00%0.00%Q3 2017Q1 20205
Surevest, LLC 550.89%1.03%1.18%Q4 2018Q4 20195
Strategic Capital Alternatives LLC 550.42%0.71%1.09%Q3 2014Q3 20155
BUCKINGHAM STRATEGIC WEALTH, LLC 410.03%0.03%0.04%Q3 2018Q4 20195
Continuum Advisory, LLC 550.52%1.24%1.54%Q4 2018Q4 20195
Cresset Asset Management, LLC 320.00%0.00%0.01%Q2 2022Q3 20235
Ameritas Investment Company, LLC 320.00%0.05%0.16%Q4 2018Q1 20205
Dana Investment Advisors, Inc. 210.01%0.01%0.01%Q2 2018Q1 20225
NEW ENGLAND SECURITIES CORP /MA/ 320.00%0.01%0.01%Q2 2013Q4 20145
WEST PACES ADVISORS INC. 410.00%0.00%0.00%Q4 2019Q1 20215
IHT Wealth Management, LLC 210.01%0.11%0.21%Q4 2017Q1 20235
MUFG Americas Holdings Corp 550.00%0.00%0.00%Q4 2018Q4 20195
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q2 2012Q4 20195
RAYMOND JAMES TRUST N.A. 410.01%0.01%0.01%Q4 2019Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 410.00%0.01%0.02%Q2 2022Q3 20235
Truvestments Capital LLC 310.01%0.01%0.01%Q3 2018Q4 20225
WealthShield Partners, LLC 410.00%0.00%0.01%Q4 2017Q3 20195
DAVIDSON & GARRARD INC 440.07%0.07%0.08%Q2 2013Q1 20144
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
White Lighthouse Investment Management Inc. 440.12%0.13%0.15%Q4 2017Q3 20184
Breakwater Capital Group 440.67%0.96%1.09%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
SG Americas Securities, LLC 440.00%0.01%0.02%Q1 2015Q4 20154
TWO SIGMA SECURITIES, LLC 210.00%0.16%0.35%Q3 2015Q1 20204
MONEY CONCEPTS CAPITAL CORP 210.00%0.16%0.57%Q4 2020Q4 20224
Per Stirling Capital Management, LLC. 440.10%0.11%0.11%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 310.01%0.01%0.02%Q1 2017Q2 20184
Strategic Wealth Management Group, LLC 440.14%0.15%0.16%Q3 2020Q2 20214
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Founders Capital Management 440.04%0.04%0.04%Q1 2023Q4 20234
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q3 2013Q2 20144
HL FINANCIAL SERVICES LLC 440.01%0.01%0.01%Q1 2014Q4 20144
LANDAAS & CO /WI /ADV 220.16%0.17%0.18%Q3 2017Q3 20184
Sterneck Capital Management, LLC 440.17%0.19%0.22%Q2 2013Q1 20144
NWAM LLC 330.14%0.14%0.15%Q2 2012Q4 20123
Claraphi Advisory Network, LLC 210.00%0.13%0.20%Q4 2017Q1 20203
AE Wealth Management LLC 330.06%0.10%0.14%Q2 2019Q4 20193
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
VSR Financial Services, Inc. 330.05%0.06%0.07%Q2 2014Q4 20143
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Life Planning Partners, Inc 330.00%0.00%0.01%Q1 2022Q3 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Better Money Decisions, LLC 210.12%0.14%0.15%Q2 2021Q2 20223
Lauer Wealth, LLC 334.82%4.97%5.18%Q1 2023Q3 20233
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
USAdvisors Wealth Management, LLC 330.11%0.29%0.63%Q4 2019Q2 20203
WHITTIER TRUST CO OF NEVADA INC 330.00%0.00%0.00%Q1 2023Q3 20233
First Western Trust Bank 330.16%0.16%0.17%Q1 2023Q3 20233
UMB Bank, n.a. 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.17%0.19%0.21%Q4 2021Q2 20223
Gryphon Financial Partners LLC 330.02%0.02%0.02%Q4 2017Q2 20183
HC Financial Advisors, Inc. 210.51%0.54%0.56%Q4 2017Q3 20183
THOROUGHBRED FINANCIAL SERVICES, LLC 210.08%0.09%0.09%Q1 2019Q4 20193
Insight Advisors, LLC/ PA 330.06%0.13%0.21%Q4 2022Q2 20233
WASHINGTON TRUST BANK 210.01%0.02%0.04%Q4 2017Q1 20193
Sunbelt Securities, Inc. 330.20%0.22%0.24%Q3 2017Q1 20183
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2015Q3 20213
Tyler-Stone Wealth Management 330.03%0.14%0.20%Q4 2021Q2 20223
Signator Financial Services, Inc. 330.01%0.01%0.01%Q1 2013Q3 20133
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2019Q1 20233
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q2 2020Q2 20223
Cerity Partners LLC 330.02%0.03%0.04%Q2 2019Q4 20193
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
Aris Wealth Services, Inc. 330.11%0.14%0.19%Q1 2015Q3 20153
Acorn Wealth Advisors, LLC 330.05%0.05%0.06%Q4 2017Q2 20183
Cable Hill Partners, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q4 20222
L & S Advisors Inc 220.18%0.18%0.18%Q2 2023Q3 20232
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
RESOLUTE FINANCIAL, LLC 220.43%0.44%0.45%Q4 2021Q1 20222
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
NAPLES GLOBAL ADVISORS, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2020Q1 20212
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2010Q3 20102
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2014Q2 20212
VERUS CAPITAL PARTNERS, LLC 220.04%0.05%0.06%Q4 2019Q1 20202
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Jane Street Holding, LLC 220.01%0.03%0.06%Q3 2013Q4 20132
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
SIGNATUREFD, LLC 220.04%0.04%0.04%Q1 2017Q2 20172
V Wealth Advisors LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Betterment LLC 220.00%0.00%0.00%Q3 2021Q4 20212
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.20%0.22%0.25%Q4 2020Q1 20212
SBK Financial, Inc. 220.18%0.20%0.22%Q4 2021Q1 20222
Virtue Capital Management, LLC 220.00%0.01%0.01%Q4 2017Q1 20182
SIGNET FINANCIAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Kavar Capital Partners, LLC 220.03%0.05%0.07%Q4 2013Q1 20142
Coppell Advisory Solutions LLC 110.03%0.03%0.03%Q4 2022Q3 20232
Fusion Family Wealth LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q3 20202
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2017Q1 20182
CAPITAL MANAGEMENT CORP /VA 220.05%0.05%0.05%Q2 2023Q3 20232
Simplicity Solutions, LLC 220.07%0.09%0.11%Q3 2019Q4 20192
Realta Investment Advisors 220.01%0.01%0.01%Q3 2022Q4 20222
WIN ADVISORS, INC 110.08%2.87%5.66%Q4 2021Q3 20232
Larson Financial Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NORTHSTAR WEALTH PARTNERS LLC 110.40%0.40%0.40%Q1 2018Q1 20181
Busey Bank 110.01%0.01%0.01%Q4 2019Q4 20191
SILVER OAK SECURITIES, INCORPORATED 110.05%0.05%0.05%Q1 2022Q1 20221
Blankinship & Foster, LLC 110.17%0.17%0.17%Q1 2017Q1 20171
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Crestwood Advisors Group, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Advocacy Wealth Management Services, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
XR Securities LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Capital Analysts, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Intercontinental Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BAROMETER CAPITAL MANAGEMENT INC. 110.21%0.21%0.21%Q2 2014Q2 20141
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Renaissance Technologies 110.00%0.00%0.00%Q1 2020Q1 20201
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Quent Capital, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q4 2021Q4 20211
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
Sageworth Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Lloyd Advisory Services, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
DHJJ Financial Advisors, Ltd. 110.06%0.06%0.06%Q3 2023Q3 20231
Certified Advisory Corp 110.00%0.00%0.00%Q3 2018Q3 20181
Mariner, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
First Heartland Consultants, Inc. 110.20%0.20%0.20%Q1 2017Q1 20171
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HRT FINANCIAL LP 111.48%1.48%1.48%Q2 2015Q2 20151
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
One Charles Private Wealth Services, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Element Wealth, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
Quaker Wealth Management, LLC 110.46%0.46%0.46%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.21%0.21%0.21%Q3 2014Q3 20141
Portfolio Solutions, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Price Wealth, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Apella Capital, LLC 110.06%0.06%0.06%Q4 2023Q4 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RFG Advisory, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
COMMERCE BANK 110.00%0.00%0.00%Q3 2022Q3 20221
OPTIONS SOLUTIONS, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Stewardship Advisors, LLC 111.93%1.93%1.93%Q4 2019Q4 20191
Perennial Investment Advisors, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
CM WEALTH ADVISORS LLC 110.63%0.63%0.63%Q2 2023Q2 20231
MBE Wealth Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Copperwynd Financial, LLC 111.58%1.58%1.58%Q1 2018Q1 20181
Optas, LLC 111.39%1.39%1.39%Q4 2019Q4 20191
IAG Wealth Partners, LLC 110.01%0.01%0.01%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
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
Brookstone Capital Management 110.01%0.01%0.01%Q4 2021Q4 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Horizon Investment Services, LLC 110.10%0.10%0.10%Q4 2014Q4 20141
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Team Financial Group, LLC 110.75%0.75%0.75%Q3 2023Q3 20231
West Oak Capital, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2017Q2 20171
Trutina Financial LLC 110.02%0.02%0.02%Q1 2014Q1 20141
American Trust 110.03%0.03%0.03%Q3 2022Q3 20221
FULTON BANK, N.A. 110.02%0.02%0.02%Q2 2018Q2 20181
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.63%0.63%0.63%Q1 2023Q1 20231
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
GFS Advisors, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Banco Santander, S.A. 110.02%0.02%0.02%Q4 2016Q4 20161
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q4 2017Q4 20171
GeoWealth Management, LLC 110.19%0.19%0.19%Q3 2019Q3 20191
External links

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