WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BAR HARBOR WEALTH MANAGEMENT 43430.03%0.09%0.14%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 3920.00%0.04%0.16%Q2 2013Q3 202341
AMERIPRISE FINANCIAL INC 3260.00%0.00%0.00%Q2 2013Q3 202338
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2160.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.03%0.07%0.16%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 2760.00%0.05%0.13%Q2 2013Q4 202133
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.03%Q3 2015Q3 202333
PARSONS CAPITAL MANAGEMENT INC/RI 2910.03%0.03%0.04%Q4 2014Q3 202333
IFP Advisors, Inc 17140.00%0.04%0.19%Q4 2015Q3 202331
Creative Planning 2910.00%0.01%0.02%Q1 2014Q3 202330
ENVESTNET ASSET MANAGEMENT INC 19110.00%0.01%0.03%Q4 2013Q3 202330
GOLDMAN SACHS GROUP INC 1910.00%0.00%0.00%Q1 2015Q3 202329
Marietta Wealth Management, LLC 28280.72%1.03%1.40%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.06%Q2 2013Q4 201927
MYCIO WEALTH PARTNERS, LLC 27270.01%0.14%0.24%Q2 2013Q4 201927
GM Advisory Group, LLC 27270.08%0.14%0.22%Q1 2017Q3 202327
Institute for Wealth Management, LLC. 2410.08%0.09%0.13%Q2 2017Q3 202325
CUTLER INVESTMENT COUNSEL LLC 1670.07%0.16%0.20%Q2 2013Q2 201923
DAIDO LIFE INSURANCE CO 22220.44%1.48%2.84%Q1 2018Q2 202322
LOWE BROCKENBROUGH & CO INC 22220.13%0.17%0.22%Q2 2018Q3 202322
RFG Advisory, LLC 22220.05%0.13%0.28%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Global Retirement Partners, LLC 1470.01%0.06%0.11%Q2 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.06%0.42%0.95%Q3 2018Q3 202321
Cetera Advisors LLC 1810.01%0.11%0.31%Q2 2015Q3 202320
Citadel Advisors 510.00%0.00%0.00%Q4 2014Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
ACG Wealth 18180.04%0.39%1.32%Q2 2018Q3 202218
AE Wealth Management LLC 18180.01%0.06%0.21%Q2 2019Q3 202318
JANE STREET GROUP, LLC 1010.00%0.01%0.02%Q2 2014Q1 202017
WFG Advisors, LP 17170.12%0.25%0.35%Q2 2013Q2 201717
Steward Partners Investment Advisory, LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
Ancora Advisors LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
AVANTAX ADVISORY SERVICES, INC. 1610.01%0.09%0.14%Q1 2019Q3 202317
Geneos Wealth Management Inc. 1610.00%0.00%0.01%Q2 2016Q3 202317
FMR LLC 1610.00%0.00%0.00%Q4 2018Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 1070.01%0.01%0.02%Q2 2018Q3 202317
Private Wealth Strategies, L.L.C. 161615.66%17.12%19.53%Q4 2019Q3 202316
Relative Value Partners Group, LLC 16160.13%0.65%0.81%Q4 2019Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16160.00%0.00%0.00%Q4 2019Q3 202316
Private Advisor Group, LLC 16160.01%0.17%0.42%Q4 2019Q3 202316
PSI Advisors, LLC 1410.00%0.09%0.19%Q4 2019Q3 202315
Financial Gravity Asset Management, Inc. 1230.00%0.46%2.37%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
KMG FIDUCIARY PARTNERS, LLC 15150.15%0.16%0.18%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
NewSquare Capital LLC 14140.03%0.26%0.41%Q2 2020Q3 202314
CITIGROUP INC 820.00%0.00%0.00%Q3 2013Q3 202314
Tower Research Capital LLC (TRC) 410.00%0.01%0.05%Q1 2014Q3 202314
BEACON FINANCIAL GROUP 14140.27%2.85%5.65%Q2 2020Q3 202314
US BANCORP \DE\ 14140.00%0.00%0.00%Q2 2019Q3 202214
E&G Advisors, LP 1310.07%0.09%0.12%Q4 2019Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 13130.00%0.00%0.01%Q2 2017Q2 202013
Kestra Advisory Services, LLC 13130.03%0.08%0.14%Q3 2020Q3 202313
Concert Wealth Management Inc. 720.03%0.04%0.08%Q2 2013Q4 201613
Unison Advisors LLC 13130.12%0.40%0.56%Q4 2017Q4 202013
CGN Advisors LLC 13130.03%0.66%1.34%Q4 2020Q4 202313
IFS Advisors, LLC 13130.14%0.35%0.90%Q4 2020Q4 202313
EPG Wealth Management LLC 530.02%0.07%0.16%Q4 2019Q3 202312
Cetera Investment Advisers 12120.03%0.05%0.06%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12120.18%0.21%0.25%Q4 2020Q3 202312
Truadvice, LLC 12120.32%0.68%1.06%Q3 2020Q2 202312
STIFEL FINANCIAL CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.04%0.06%0.10%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.03%0.06%0.09%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
RAYMOND JAMES & ASSOCIATES 510.00%0.00%0.00%Q4 2019Q3 202311
MOLLER WEALTH PARTNERS 920.06%0.70%1.02%Q2 2013Q1 202211
Sound Income Strategies, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 910.00%0.00%0.00%Q3 2018Q3 202311
WESTWOOD HOLDINGS GROUP INC 740.00%0.00%0.00%Q4 2020Q3 202311
Insight Advisors, LLC/ PA 11110.17%0.86%1.34%Q1 2021Q3 202311
Arkadios Wealth Advisors 720.01%0.05%0.11%Q4 2019Q1 202311
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
JPMORGAN CHASE & CO 730.00%0.00%0.00%Q4 2018Q3 202310
Accel Wealth Management 10100.02%0.04%0.08%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
Moloney Securities Asset Management, LLC 10100.19%0.38%0.51%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 820.00%0.00%0.00%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.02%0.02%Q1 2021Q3 202310
Advisor Resource Council 10100.07%0.21%0.46%Q2 2021Q3 202310
Regal Investment Advisors LLC 720.01%0.04%0.16%Q3 2013Q4 20189
Herold Advisors, Inc. 990.29%0.39%0.46%Q3 2021Q3 20239
Walkner Condon Financial Advisors LLC 410.08%0.12%0.33%Q4 2019Q3 20239
Capital Group Private Client Services, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.01%0.01%0.01%Q2 2021Q1 20238
Melone Private Wealth, LLC 880.36%0.39%0.42%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.01%0.01%Q1 2015Q4 20168
UNITED CAPITAL FINANCIAL ADVISORS, LLC 620.01%0.01%0.02%Q4 2013Q4 20158
OLD NATIONAL BANCORP /IN/ 530.01%0.01%0.01%Q1 2021Q3 20238
Covestor Ltd 880.01%0.02%0.07%Q4 2021Q3 20238
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.06%0.16%Q2 2013Q4 20147
NEXT Financial Group, Inc 610.00%0.00%0.01%Q1 2020Q4 20217
SJS Investment Consulting Inc. 520.02%0.02%0.03%Q4 2021Q3 20237
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q4 2018Q3 20227
20/20 Capital Management, Inc. 770.87%3.05%5.81%Q4 2019Q2 20217
WealthShield Partners, LLC 520.00%0.00%0.00%Q1 2018Q4 20197
Redwood Financial Network Corp 770.57%0.59%0.62%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.18%0.48%0.90%Q1 2022Q3 20237
Placemark Investments, Inc. 770.02%0.06%0.08%Q2 2013Q4 20147
VISTA INVESTMENT MANAGEMENT 771.65%1.76%1.85%Q1 2022Q3 20237
UMB Bank, n.a. 520.00%0.02%0.05%Q2 2013Q3 20237
PARK AVENUE SECURITIES LLC 510.00%0.00%0.01%Q4 2021Q3 20236
Surevest, LLC 660.18%1.12%1.80%Q4 2018Q1 20206
Integrated Wealth Concepts LLC 660.04%0.16%0.22%Q3 2019Q4 20206
J.P. Morgan Private Wealth Advisors LLC 660.00%0.01%0.01%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
WIN ADVISORS, INC 550.02%0.88%4.13%Q4 2021Q4 20225
RMR Wealth Builders 310.03%0.05%0.06%Q1 2021Q4 20225
CoreCap Advisors, LLC 550.04%0.05%0.06%Q4 2021Q4 20225
FLOW TRADERS U.S. LLC 210.02%0.06%0.08%Q3 2019Q3 20225
Private Ocean, LLC 550.02%0.02%0.03%Q2 2020Q2 20215
KESTRA PRIVATE WEALTH SERVICES, LLC 550.01%0.02%0.02%Q1 2021Q1 20225
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20235
Garrett Wealth Advisory Group, LLC 5511.71%12.00%12.18%Q3 2022Q3 20235
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q1 2014Q4 20144
Family Capital Management, Inc. 440.19%0.26%0.30%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 442.14%2.29%2.60%Q4 2022Q3 20234
Simplicity Solutions, LLC 440.10%0.18%0.25%Q3 2019Q2 20204
Pacifica Partners Inc. 440.01%0.03%0.05%Q4 2021Q3 20224
Raleigh Capital Management Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
Atria Investments, Inc 440.06%0.07%0.09%Q2 2018Q1 20194
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Golden State Wealth Management, LLC 310.01%0.02%0.02%Q1 2019Q1 20204
VERUS CAPITAL PARTNERS, LLC 220.03%0.11%0.20%Q4 2019Q3 20234
ROCKLAND TRUST CO 440.14%0.15%0.19%Q4 2022Q3 20234
Ledyard National Bank 440.00%0.00%0.00%Q2 2017Q1 20184
PRIVATE TRUST CO NA 440.03%0.03%0.03%Q2 2022Q1 20234
Essential Planning, LLC. 440.36%0.48%0.70%Q4 2022Q3 20234
First Allied Advisory Services, Inc. 310.00%0.04%0.06%Q3 2019Q3 20204
JD Financial Services Inc. 442.89%9.28%11.67%Q1 2021Q4 20214
IFG Advisory, LLC 310.02%0.02%0.02%Q3 2022Q3 20234
Prime Capital Investment Advisors, LLC 210.06%0.08%0.11%Q4 2022Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2016Q3 20163
Advisory Alpha, LLC 330.02%0.16%0.23%Q1 2023Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.00%0.00%Q4 2019Q3 20203
Pine Valley Investments Ltd Liability Co 330.06%0.07%0.08%Q1 2023Q3 20233
CWM, LLC 210.00%0.00%0.01%Q4 2018Q3 20223
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Avior Wealth Management, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
SG Americas Securities, LLC 330.00%0.00%0.00%Q3 2016Q1 20173
55I, LLC 330.02%0.04%0.05%Q1 2022Q3 20223
IEQ CAPITAL, LLC 330.25%0.26%0.27%Q1 2023Q3 20233
INTREPID CAPITAL MANAGEMENT INC 330.20%0.21%0.23%Q2 2022Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
M&T BANK CORP 330.01%0.01%0.01%Q2 2021Q4 20213
NWAM LLC 330.09%0.09%0.10%Q2 2012Q4 20123
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q2 2022Q3 20222
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OneAscent Financial Services LLC 220.10%0.11%0.11%Q2 2022Q3 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
BENJAMIN F. EDWARDS & COMPANY, INC. 220.01%0.02%0.03%Q4 2019Q1 20202
Kore Private Wealth LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Resurgent Financial Advisors LLC 220.25%0.29%0.33%Q4 2021Q1 20222
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2013Q1 20142
HOWE & RUSLING INC 220.01%0.01%0.01%Q1 2016Q2 20162
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q2 2022Q3 20222
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q4 2021Q1 20222
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2019Q4 20202
Jefferies Group LLC 220.00%0.00%0.00%Q3 2013Q4 20132
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
MRP Capital Investments, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Mariner, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ENTERPRISE FINANCIAL SERVICES CORP 110.02%0.02%0.02%Q4 2014Q4 20141
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
S.C. Financial Services, Inc. 110.40%0.40%0.40%Q2 2022Q2 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.36%0.36%0.36%Q1 2023Q1 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 111.22%1.22%1.22%Q4 2019Q4 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q4 2020Q4 20201
London & Capital Asset Management Ltd 110.06%0.06%0.06%Q3 2022Q3 20221
Ground Swell Capital, LLC 110.10%0.10%0.10%Q2 2014Q2 20141
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
American Portfolios Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
Trilogy Capital Inc. 111.37%1.37%1.37%Q4 2019Q4 20191
Leicht Financial Planning & Wealth Management, Inc. 117.40%7.40%7.40%Q1 2020Q1 20201
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
St. Johns Investment Management Company, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2014Q1 20141
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Firestone Capital Management 110.01%0.01%0.01%Q4 2019Q4 20191
IHT Wealth Management, LLC 111.06%1.06%1.06%Q4 2021Q4 20211
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Bouchey Financial Group Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Team Financial Group, LLC 1114.99%14.99%14.99%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
External links

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