Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Bartlett & Co. LLC | 22 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
M Holdings Securities, Inc. | 29 | 1 | 0.13% | 0.35% | 0.72% | Q4 2013 | Q2 2023 | 36 |
SYNOVUS FINANCIAL CORP | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 29 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
UBS Group AG | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 24 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
AMERIPRISE FINANCIAL INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 23 |
Bank of New York Mellon Corp | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 22 |
SPINNAKER TRUST | 21 | 21 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 20 |
COURIER CAPITAL LLC | 9 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2020 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Concert Wealth Management Inc. | 9 | 7 | 0.03% | 0.05% | 0.20% | Q2 2013 | Q2 2017 | 16 |
Ironsides Asset Advisors, LLC | 8 | 1 | 0.09% | 0.30% | 0.56% | Q2 2014 | Q4 2018 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.03% | 0.20% | 0.41% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Redhawk Wealth Advisors, Inc. | 8 | 5 | 0.07% | 0.11% | 0.16% | Q4 2018 | Q1 2022 | 13 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MSI Financial Services Inc | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.80% | 1.08% | 1.38% | Q4 2020 | Q3 2023 | 12 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Opes Wealth Management LLC | 9 | 9 | 0.12% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Choice Wealth Advisors, LLC | 6 | 3 | 0.18% | 9.73% | 18.66% | Q4 2020 | Q1 2023 | 9 |
CITIGROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 8 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Advocates Investment Management | 6 | 6 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
GOLDMAN SACHS GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2014 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Wharton Business Group, LLC | 5 | 5 | 0.55% | 1.40% | 1.76% | Q2 2014 | Q2 2015 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Tower Research Capital LLC (TRC) | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2023 | Q2 2023 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NewFocus Financial Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2014 | Q4 2014 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Retirement Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.