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%0.00%Q2 2013Q3 202342
MORGAN STANLEY 41410.00%0.00%0.00%Q3 2013Q3 202341
LPL Financial LLC 41410.00%0.00%0.01%Q3 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.03%0.03%0.04%Q4 2013Q3 202340
ROYAL BANK OF CANADA 3010.00%0.00%0.00%Q2 2013Q3 202338
Bartlett & Co. LLC 2270.00%0.00%0.00%Q2 2014Q4 202337
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1530.00%0.00%0.00%Q2 2013Q3 202336
M Holdings Securities, Inc. 2910.13%0.35%0.72%Q4 2013Q2 202336
SYNOVUS FINANCIAL CORP 36360.00%0.01%0.01%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
BANK OF AMERICA CORP /DE/ 2960.00%0.00%0.00%Q2 2013Q3 202335
UBS Group AG 1940.00%0.00%0.00%Q4 2014Q3 202332
IFP Advisors, Inc 1710.00%0.01%0.05%Q4 2015Q3 202328
Cambridge Investment Research Advisors, Inc. 2430.00%0.01%0.02%Q4 2014Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
AMERIPRISE FINANCIAL INC 1010.00%0.00%0.00%Q2 2013Q4 202023
Bank of New York Mellon Corp 820.00%0.00%0.00%Q2 2013Q4 201922
SPINNAKER TRUST 21210.03%0.04%0.07%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Citadel Advisors 410.00%0.00%0.00%Q4 2014Q3 202320
COURIER CAPITAL LLC 910.02%0.03%0.06%Q2 2013Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JANE STREET GROUP, LLC 1210.00%0.00%0.02%Q2 2014Q1 202017
Steward Partners Investment Advisory, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.01%0.01%Q2 2013Q2 201717
Concert Wealth Management Inc. 970.03%0.05%0.20%Q2 2013Q2 201716
Ironsides Asset Advisors, LLC 810.09%0.30%0.56%Q2 2014Q4 201815
Clearwater Capital Advisors, LLC 15150.03%0.20%0.41%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Redhawk Wealth Advisors, Inc. 850.07%0.11%0.16%Q4 2018Q1 202213
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
Cetera Investment Advisers 12120.01%0.02%0.02%Q4 2020Q3 202312
MSI Financial Services Inc 750.00%0.00%0.00%Q2 2013Q4 201612
Charter Oak Capital Management, LLC 12120.80%1.08%1.38%Q4 2020Q3 202312
Institute for Wealth Management, LLC. 710.04%0.04%0.04%Q4 2019Q3 202312
JPMORGAN CHASE & CO 610.00%0.00%0.00%Q2 2018Q3 202311
BlackRock Inc. 11110.00%0.00%0.00%Q4 2015Q2 201811
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
GPS Wealth Strategies Group, LLC 730.02%0.06%0.12%Q1 2021Q3 202310
Opes Wealth Management LLC 990.12%0.15%0.18%Q3 2021Q3 20239
Sargent Bickham Lagudis LLC 990.01%0.01%0.01%Q4 2020Q4 20229
Choice Wealth Advisors, LLC 630.18%9.73%18.66%Q4 2020Q1 20239
CITIGROUP INC 610.00%0.00%0.00%Q2 2015Q1 20208
FMR LLC 410.00%0.00%0.00%Q4 2018Q2 20238
Virtu KCG Holdings LLC 210.00%0.02%0.05%Q3 2013Q2 20177
Richard Bernstein Advisors LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
Creative Planning 770.00%0.00%0.00%Q4 2015Q2 20177
SG Americas Securities, LLC 610.00%0.01%0.01%Q2 2016Q1 20187
RAYMOND JAMES TRUST N.A. 770.02%0.02%0.02%Q1 2022Q3 20237
Financial Advocates Investment Management 660.01%0.04%0.05%Q1 2022Q2 20236
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q4 2021Q1 20236
CFS Investment Advisory Services, LLC 510.03%0.04%0.05%Q4 2020Q3 20226
Regal Investment Advisors LLC 660.01%0.01%0.01%Q3 2013Q4 20146
GOLDMAN SACHS GROUP INC 660.00%0.00%0.00%Q4 2018Q1 20206
Cetera Advisors LLC 660.03%0.09%0.15%Q2 2013Q3 20146
My Legacy Advisors, LLC 660.12%0.13%0.15%Q2 2022Q3 20236
Wharton Business Group, LLC 550.55%1.40%1.76%Q2 2014Q2 20155
NATIONAL PLANNING CORP 410.01%0.02%0.03%Q3 2013Q4 20145
First Allied Advisory Services, Inc. 550.01%0.01%0.02%Q3 2019Q3 20205
Tower Research Capital LLC (TRC) 320.00%0.00%0.01%Q3 2015Q4 20165
Sunbelt Securities, Inc. 310.01%0.01%0.02%Q1 2020Q3 20234
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q1 2015Q4 20154
GREAT VALLEY ADVISOR GROUP, INC. 440.02%0.02%0.02%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 440.01%0.01%0.01%Q4 2022Q3 20234
Argentus Capital Management, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2019Q3 20193
Global Trust Asset Management, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Private Advisor Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q1 2014Q3 20143
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2018Q4 20192
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2015Q4 20152
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
First Heartland Consultants, Inc. 220.06%0.07%0.08%Q1 2018Q2 20182
UBS AG 110.00%0.00%0.00%Q3 2013Q1 20142
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2020Q1 20212
55I, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
HM PAYSON & CO 220.00%0.00%0.00%Q1 2020Q2 20202
RETIREMENT CAPITAL STRATEGIES 110.85%0.85%0.85%Q2 2023Q2 20231
Financial Strategies Group, Inc. 110.55%0.55%0.55%Q4 2019Q4 20191
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q4 2017Q4 20171
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Bouchey Financial Group Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
NewFocus Financial Group, LLC 110.33%0.33%0.33%Q4 2014Q4 20141
HRT FINANCIAL LP 110.12%0.12%0.12%Q2 2015Q2 20151
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ROOSEVELT INVESTMENT GROUP LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Blue Sky Asset Management, LLC 110.32%0.32%0.32%Q4 2019Q4 20191
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Alera Investment Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
PARSONS CAPITAL MANAGEMENT INC/RI 110.02%0.02%0.02%Q1 2015Q1 20151
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Ameritas Investment Company, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Retirement Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
External links

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