WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
MOLLER WEALTH PARTNERS 42421.65%2.52%9.34%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.04%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.03%1.33%4.75%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.11%0.32%0.77%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.11%0.22%Q2 2013Q3 202342
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 42420.01%2.26%3.89%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.41%0.53%0.60%Q2 2013Q3 202341
Tortoise Investment Management, LLC 40400.00%0.03%0.11%Q4 2012Q3 202240
CONNORS INVESTOR SERVICES INC 40400.35%0.48%0.87%Q3 2013Q2 202340
CULBERTSON A N & CO INC 39390.05%0.17%0.33%Q2 2013Q4 202239
Janney Montgomery Scott LLC 2920.01%0.02%0.06%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
VALLEY NATIONAL ADVISERS INC 36360.03%0.06%0.14%Q4 2014Q3 202336
ProVise Management Group, LLC 3330.06%0.22%0.37%Q2 2013Q3 202336
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202336
LS Investment Advisors, LLC 35350.00%0.01%0.01%Q3 2013Q1 202235
CIBC WORLD MARKET INC. 2310.00%0.00%0.01%Q1 2014Q3 202335
MISSION WEALTH MANAGEMENT, LP 34340.17%1.79%9.12%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.01%0.03%0.06%Q2 2013Q3 202334
RAYMOND JAMES & ASSOCIATES 34340.00%0.02%0.05%Q2 2015Q3 202334
Haverford Trust Co 33330.01%0.01%0.02%Q2 2013Q2 202133
M Holdings Securities, Inc. 2110.09%0.75%3.54%Q4 2013Q2 202333
Valmark Advisers, Inc. 33330.01%0.06%0.13%Q3 2015Q3 202333
Parsec Financial Management, Inc. 33330.01%1.43%3.41%Q1 2015Q1 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.03%Q3 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.00%0.04%Q1 2016Q3 202331
Brinker Capital Investments, LLC 31310.01%0.20%0.40%Q2 2013Q4 202031
HighTower Advisors, LLC 20110.00%0.01%0.02%Q4 2015Q3 202331
IFP Advisors, Inc 17130.00%0.03%0.09%Q1 2016Q3 202330
JANE STREET GROUP, LLC 1510.00%0.01%0.04%Q1 2015Q3 202330
JPMORGAN CHASE & CO 2220.00%0.00%0.00%Q1 2014Q3 202330
Private Advisor Group, LLC 2810.00%0.03%0.07%Q3 2014Q3 202329
Advisory Services Network, LLC 1530.00%0.01%0.06%Q1 2016Q3 202329
HALBERT HARGROVE GLOBAL ADVISORS, LLC 28280.04%0.39%1.16%Q2 2013Q1 202028
McNamara Financial Services, Inc. 1230.05%0.09%0.13%Q1 2016Q3 202328
Greylin Investment Management, Inc 1010.04%0.05%0.06%Q3 2014Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.04%Q2 2013Q4 201927
JFS WEALTH ADVISORS, LLC 2430.23%0.79%1.61%Q2 2013Q3 202327
WADE G W & INC 27270.02%0.16%0.48%Q4 2013Q2 202027
Citadel Advisors 710.00%0.00%0.00%Q3 2015Q3 202326
Capital Advisors, Ltd. LLC 26260.02%0.03%0.04%Q4 2013Q1 202026
BLAIR WILLIAM & CO/IL 2510.00%0.00%0.00%Q2 2016Q3 202326
DAVENPORT & Co LLC 26260.01%0.01%0.01%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 26260.00%0.01%0.04%Q2 2017Q3 202326
Veritable, L.P. 1960.01%0.07%0.13%Q4 2012Q2 202025
GIRARD PARTNERS LTD. 25250.06%0.32%0.72%Q3 2014Q3 202025
Stillwater Capital Advisors, LLC 25250.16%0.23%0.35%Q2 2013Q2 201925
PLIMOTH TRUST CO LLC 24240.38%1.14%2.03%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.34%1.62%2.60%Q4 2017Q3 202324
BEACON FINANCIAL GROUP 24240.14%0.38%0.65%Q4 2017Q3 202324
SHAKESPEARE WEALTH MANAGEMENT, INC. 24244.84%6.55%8.64%Q4 2017Q3 202324
Well Done, LLC 2220.04%0.31%0.54%Q1 2017Q2 202324
Baker Ellis Asset Management LLC 23230.31%1.00%1.62%Q1 2015Q3 202023
CITIGROUP INC 1920.00%0.00%0.00%Q2 2013Q2 202123
Cetera Advisor Networks LLC 2120.00%0.01%0.01%Q4 2017Q3 202323
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2013Q3 202322
Sigma Planning Corp 2110.01%0.02%0.04%Q4 2015Q4 202122
Cetera Investment Advisers 22220.01%0.06%0.15%Q2 2018Q3 202322
Litman Gregory Wealth Management LLC 1620.04%0.12%0.34%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Argent Trust Co 21210.05%0.37%1.00%Q4 2014Q4 201921
AMERIPRISE FINANCIAL INC 1610.00%0.00%0.00%Q2 2016Q4 202120
SIGNATUREFD, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
FLOW TRADERS U.S. LLC 610.00%0.07%0.27%Q2 2016Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Independence Bank of Kentucky 20200.01%0.06%0.10%Q4 2018Q3 202320
NewSquare Capital LLC 1460.02%0.47%1.48%Q2 2013Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Belpointe Asset Management LLC 1620.01%0.03%0.06%Q3 2017Q1 202320
CAPE ANN SAVINGS BANK 1210.22%0.66%2.65%Q2 2014Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
OLD MISSION CAPITAL LLC 1010.01%0.08%0.34%Q4 2015Q3 202318
US BANCORP \DE\ 1350.00%0.00%0.00%Q2 2013Q1 202018
Lenox Wealth Advisors, LLC 18180.00%0.01%0.08%Q4 2017Q1 202218
ROTHSCHILD INVESTMENT LLC /IL 1620.02%0.03%0.05%Q1 2015Q1 202218
NEXT Financial Group, Inc 1310.00%0.00%0.02%Q3 2014Q1 202018
RAY GERALD L & ASSOCIATES LTD 18180.07%0.10%0.14%Q2 2013Q3 201718
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
Parkside Financial Bank & Trust 18180.00%0.00%0.00%Q2 2018Q3 202218
North Star Investment Management Corp. 980.00%0.00%0.00%Q2 2017Q3 202117
CWM, LLC 1070.00%0.00%0.00%Q1 2019Q2 202317
WFG Advisors, LP 17170.00%0.03%0.06%Q2 2013Q2 201717
B. Riley Wealth Management, Inc. 920.00%0.27%0.55%Q1 2015Q2 202217
First Allied Advisory Services, Inc. 16160.02%0.05%0.08%Q1 2016Q4 201916
SENTINEL PENSION ADVISORS INC 1140.05%0.16%0.68%Q4 2019Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.00%0.00%Q3 2019Q1 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
AllSquare Wealth Management LLC 15150.10%0.14%0.17%Q4 2014Q2 201815
TOBIAS FINANCIAL ADVISORS, INC. 871.08%2.60%4.99%Q4 2019Q3 202315
TMD & ASSOCIATES, INC 15150.71%2.93%5.20%Q4 2015Q2 201915
FLAGSHIP HARBOR ADVISORS, LLC 1140.00%0.11%0.21%Q2 2018Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
HOWARD WEALTH MANAGEMENT, LLC 1140.13%0.23%0.53%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
BlackRock Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
KMG FIDUCIARY PARTNERS, LLC 15150.07%0.09%0.11%Q1 2020Q3 202315
SEI INVESTMENTS CO 1310.00%0.00%0.01%Q4 2015Q3 202314
Allen Capital Group, LLC 1130.05%0.07%0.08%Q1 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 1040.00%0.00%0.01%Q4 2018Q2 202214
OPTIMUM INVESTMENT ADVISORS 1310.00%0.01%0.01%Q4 2013Q1 202114
Concert Wealth Management Inc. 14140.05%0.09%0.14%Q2 2013Q3 201614
Capital Analysts, LLC 14140.00%0.00%0.00%Q1 2019Q2 202214
Kingsview Wealth Management, LLC 860.02%0.03%0.05%Q1 2020Q3 202314
Edgemoor Investment Advisors, Inc. 14140.03%0.04%0.06%Q2 2014Q3 201714
Bank of New York Mellon Corp 310.00%0.00%0.00%Q2 2013Q3 202314
SVA Wealth Management, LLC 1210.02%0.05%0.14%Q4 2015Q1 201913
Key FInancial Inc 1210.12%0.65%1.11%Q1 2020Q3 202313
Dynamic Advisor Solutions LLC 13130.03%0.06%0.12%Q2 2018Q2 202113
Valeo Financial Advisors, LLC 13130.00%0.00%0.01%Q1 2018Q1 202113
STRINGER ASSET MANAGEMENT, LLC 912.22%5.79%10.99%Q1 2016Q2 202013
Commonwealth Equity Services, Inc 940.00%0.01%0.02%Q1 2014Q3 201713
McLean Asset Management Corp 13130.25%0.42%0.81%Q4 2020Q4 202313
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q2 2013Q4 202213
Thrive Capital Management, LLC 12121.98%2.65%3.18%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 930.00%0.00%0.01%Q4 2017Q3 202312
Falcon Wealth Planning 12120.75%2.09%2.35%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Tower Research Capital LLC (TRC) 410.00%0.00%0.02%Q4 2013Q3 202312
Octavia Wealth Advisors, LLC 12121.13%2.62%4.69%Q4 2020Q3 202312
Sculati Wealth Management, LLC 12120.40%0.52%0.70%Q4 2019Q3 202212
FinTrust Capital Advisors, LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
WOODMONT INVESTMENT COUNSEL LLC 12120.07%0.51%0.88%Q3 2015Q2 201812
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q2 2013Q3 202312
Certified Advisory Corp 1110.00%0.02%0.06%Q4 2017Q1 202112
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.00%0.00%Q4 2015Q3 202312
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q3 2012Q1 201912
Modera Wealth Management, LLC 740.01%0.02%0.02%Q4 2020Q3 202311
CAPTRUST FINANCIAL ADVISORS 11110.00%0.01%0.02%Q3 2017Q1 202011
HYA Advisors, Inc 11110.09%0.18%0.25%Q4 2019Q2 202211
BOKF, NA 11110.01%0.01%0.01%Q2 2017Q4 201911
CABOT WEALTH MANAGEMENT INC 11110.05%0.06%0.06%Q1 2016Q3 201811
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
M&T BANK CORP 10100.00%0.00%0.00%Q3 2014Q4 201610
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Asset Dedication, LLC 10100.00%0.00%0.01%Q3 2017Q4 201910
Syverson Strege & Co 10100.04%0.52%2.32%Q4 2020Q1 202310
IHT Wealth Management, LLC 730.01%0.02%0.03%Q3 2017Q3 202310
Benedetti & Gucer, Inc. 10100.13%0.23%0.33%Q1 2021Q2 202310
UBS ASSET MANAGEMENT AMERICAS INC 10100.00%0.00%0.00%Q2 2017Q3 201910
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.01%0.01%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.02%0.02%0.03%Q2 2021Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.01%0.04%Q1 2014Q2 20169
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.13%0.41%0.75%Q4 2018Q4 20209
CENTAURUS FINANCIAL, INC. 610.01%0.02%0.03%Q1 2018Q2 20219
HIGHLAND CAPITAL MANAGEMENT, LLC 720.01%0.02%0.02%Q2 2015Q1 20219
Perigon Wealth Management, LLC 810.01%0.02%0.04%Q2 2016Q4 20209
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Moisand Fitzgerald Tamayo, LLC 810.00%0.00%0.01%Q3 2017Q4 20199
Winslow, Evans & Crocker, Inc. 990.00%0.01%0.01%Q4 2018Q4 20209
Wealthstreet Investment Advisors, LLC 990.04%0.06%0.09%Q4 2017Q4 20199
TSFG, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Viewpoint Capital Management LLC 880.16%0.17%0.19%Q4 2021Q3 20238
Yellowstone Partners, LLC 620.09%0.51%1.43%Q2 2015Q4 20178
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
TNF LLC 880.10%0.16%0.23%Q3 2021Q2 20238
NVWM, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Qube Research & Technologies Ltd 440.00%0.00%0.00%Q2 2021Q3 20238
FineMark National Bank & Trust 880.00%0.00%0.00%Q1 2015Q4 20168
Melone Private Wealth, LLC 880.28%0.36%0.51%Q4 2021Q3 20238
INSPIRION WEALTH ADVISORS, LLC 880.06%0.06%0.08%Q4 2021Q3 20238
AE Wealth Management LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.26%0.33%0.41%Q4 2021Q3 20238
Kestra Advisory Services, LLC 610.00%0.01%0.03%Q4 2020Q3 20238
Smallwood Wealth Investment Management, LLC 881.33%1.85%2.06%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 530.01%0.04%0.16%Q2 2017Q2 20198
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.30%0.72%Q2 2013Q4 20147
Gladstone Institutional Advisory LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Hilltop Holdings Inc. 610.22%0.59%0.92%Q1 2018Q4 20197
TRUE Private Wealth Advisors 510.01%0.01%0.01%Q3 2018Q4 20207
Evercore Wealth Management, LLC 770.01%0.01%0.01%Q1 2017Q3 20187
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
OLD NATIONAL BANCORP /IN/ 770.02%0.04%0.07%Q2 2014Q4 20157
Wealthcare Advisory Partners LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Parallel Advisors, LLC 610.00%0.00%0.00%Q4 2016Q2 20197
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
LINCOLN NATIONAL CORP 770.01%0.01%0.01%Q3 2021Q1 20237
B. Riley Wealth Advisors, Inc. 510.00%0.04%0.09%Q2 2014Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.01%0.01%0.01%Q4 2020Q4 20227
HBK Sorce Advisory LLC 770.19%2.04%5.07%Q1 2022Q3 20237
CHEMICAL BANK 770.03%0.04%0.05%Q4 2017Q2 20197
Arete Wealth Advisors, LLC 420.02%0.03%0.04%Q3 2020Q1 20226
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Avestar Capital, LLC 660.01%1.12%2.84%Q1 2018Q2 20196
Traverso Chambers Private Wealth Management, LLC 660.29%0.32%0.34%Q4 2018Q1 20206
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
ACCURATE INVESTMENT SOLUTIONS, INC. 660.02%0.03%0.03%Q4 2018Q1 20206
Armbruster Capital Management, Inc. 660.01%0.01%0.01%Q4 2015Q1 20176
Tarbox Family Office, Inc. 660.01%0.01%0.01%Q2 2014Q3 20156
HENGEHOLD CAPITAL MANAGEMENT LLC 660.24%3.38%4.92%Q1 2015Q2 20166
Wagner Wealth Management, LLC 420.00%0.00%0.00%Q1 2021Q3 20226
DeDora Capital, Inc. 410.02%0.16%0.24%Q4 2017Q1 20226
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Regal Investment Advisors LLC 660.02%0.04%0.09%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Krilogy Financial LLC 660.00%0.00%0.00%Q3 2016Q4 20176
Equitable Holdings, Inc. 660.01%0.02%0.11%Q4 2019Q1 20216
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
FIDUCIARY TRUST CO 510.01%0.01%0.01%Q2 2014Q2 20226
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q4 20166
Allworth Financial LP 660.00%0.00%0.00%Q1 2022Q2 20236
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
PINNACLE ASSOCIATES LTD 660.01%0.01%0.01%Q2 2017Q3 20186
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
IAG Wealth Partners, LLC 660.03%0.03%0.03%Q2 2020Q3 20216
Mariner, LLC 410.00%0.00%0.01%Q3 2016Q3 20235
Stratos Wealth Advisors, LLC 550.03%0.04%0.04%Q3 2022Q3 20235
Private Ocean, LLC 550.01%0.02%0.02%Q2 2020Q2 20215
&PARTNERS 550.17%0.17%0.18%Q3 2022Q3 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.02%0.02%0.02%Q2 2013Q2 20145
Yorktown Management & Research Co Inc 550.03%0.04%0.05%Q2 2015Q2 20165
Gradient Investments LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Merit Financial Group, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
Eudaimonia Partners, LLC 550.02%0.02%0.02%Q4 2019Q4 20205
Truvestments Capital LLC 320.02%0.05%0.15%Q1 2020Q2 20215
MYCIO WEALTH PARTNERS, LLC 320.01%0.02%0.03%Q2 2018Q4 20195
CENTRAL TRUST Co 550.00%0.00%0.00%Q4 2017Q4 20185
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
MANUFACTURERS LIFE INSURANCE COMPANY, THE 320.00%0.00%0.00%Q2 2016Q1 20185
AVANTAX ADVISORY SERVICES, INC. 410.01%0.01%0.01%Q2 2019Q3 20205
My Legacy Advisors, LLC 440.21%0.43%0.57%Q1 2022Q4 20224
ARGENT TRUST COMPANY, N.A. 440.27%0.28%0.28%Q2 2014Q1 20154
GREAT VALLEY ADVISOR GROUP, INC. 220.02%0.06%0.10%Q1 2020Q4 20214
Transamerica Financial Advisors, Inc. 440.00%0.00%0.01%Q3 2015Q2 20164
WealthShield Partners, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Investors Capital Advisory Services 440.23%0.25%0.27%Q3 2015Q2 20164
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FDx Advisors, Inc. 310.04%0.06%0.07%Q2 2015Q2 20164
Gryphon Financial Partners LLC 310.00%0.01%0.01%Q4 2017Q2 20234
SG Americas Securities, LLC 210.01%0.04%0.12%Q3 2015Q1 20184
StoneX Group Inc. 440.75%1.05%1.26%Q3 2016Q2 20174
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.10%0.12%0.14%Q4 2019Q3 20204
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NORTHERN TRUST CORP 310.00%0.00%0.00%Q3 2015Q2 20214
RAYMOND JAMES TRUST N.A. 310.02%0.02%0.02%Q2 2016Q4 20174
BDO Wealth Advisors, LLC 310.00%0.00%0.01%Q2 2017Q3 20184
Atria Investments, Inc 440.01%0.02%0.04%Q2 2018Q1 20194
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
GYL FINANCIAL SYNERGIES, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Integrated Wealth Management 440.02%0.02%0.03%Q1 2015Q4 20154
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 440.28%0.31%0.33%Q2 2013Q1 20144
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q1 2015Q4 20154
Ford Financial Group, LLC 440.38%0.46%0.56%Q1 2022Q4 20224
Placemark Investments, Inc. 440.08%0.08%0.08%Q1 2014Q4 20144
TCF National Bank 440.03%0.04%0.05%Q3 2019Q2 20204
TOWER TRUST Co 440.57%0.62%0.69%Q2 2013Q1 20144
DB Wealth Management Group, LLC 442.67%2.76%2.85%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.01%Q1 2018Q4 20204
Nachman Norwood & Parrott, Inc 440.10%0.10%0.11%Q4 2018Q3 20194
NATIXIS ADVISORS, L.P. 440.00%0.00%0.00%Q3 2013Q2 20144
Ameritas Investment Company, LLC 210.00%0.02%0.08%Q4 2018Q1 20214
Bell Investment Advisors, Inc 220.01%0.02%0.02%Q3 2021Q3 20224
KARLINSKI ANDREW C 330.01%0.02%0.02%Q4 2021Q2 20223
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q3 2022Q1 20233
FIRST MIDWEST BANK TRUST DIVISION 330.03%0.04%0.04%Q2 2019Q4 20193
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.02%Q4 2014Q4 20193
Itau Unibanco Holding S.A. 330.04%0.04%0.04%Q3 2016Q1 20173
REGIMEN WEALTH, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Cadence Bank 330.02%0.02%0.02%Q4 2022Q2 20233
55I, LLC 330.01%0.02%0.04%Q1 2022Q3 20223
Americana Partners, LLC 330.16%0.19%0.22%Q4 2019Q2 20203
Perennial Investment Advisors, LLC 330.24%0.25%0.27%Q1 2023Q3 20233
Morningstar Investment Services LLC 330.09%0.11%0.13%Q2 2013Q4 20133
Aspire Wealth Management Corp 330.02%0.04%0.06%Q4 2021Q2 20223
Legacy Financial Advisors, Inc. 330.15%2.11%3.45%Q1 2023Q3 20233
GoalVest Advisory LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Pinion Investment Advisors, LLC 330.33%0.34%0.36%Q1 2022Q3 20223
Genesis Wealth Advisors, LLC 330.28%0.31%0.37%Q4 2014Q2 20153
Vestmark Advisory Solutions, Inc. 330.03%0.04%0.05%Q1 2019Q3 20193
Provident Wealth Management, LLC 210.03%0.03%0.04%Q4 2019Q3 20203
Avior Wealth Management, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q2 2013Q4 20133
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.01%Q4 2019Q1 20213
Private Advisory Group LLC 330.85%0.91%0.95%Q2 2017Q4 20173
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Prospera Financial Services Inc 210.00%0.00%0.01%Q3 2020Q2 20223
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
ENTERPRISE FINANCIAL SERVICES CORP 210.01%0.01%0.01%Q4 2014Q1 20163
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q3 2022Q2 20233
Consolidated Portfolio Review Corp 330.10%0.11%0.12%Q1 2023Q3 20233
Essex Savings Bank 330.02%0.02%0.02%Q4 2018Q2 20193
CAROLINAS WEALTH CONSULTING LLC 210.00%0.00%0.00%Q3 2021Q3 20233
Pacifica Partners Inc. 330.01%0.01%0.03%Q3 2021Q1 20223
Advisor OS, LLC 330.18%0.35%0.50%Q1 2023Q3 20233
Compass Efficient Model Portfolios, LLC 330.85%2.27%4.48%Q2 2013Q4 20133
ICA Group Wealth Management, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Sequoia Financial Advisors, LLC 330.16%0.17%0.17%Q4 2013Q2 20143
INVESTMENT CENTERS OF AMERICA INC 330.03%0.04%0.05%Q1 2017Q3 20173
Allred Capital Management, LLC 210.04%0.12%0.18%Q4 2018Q4 20193
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.06%0.10%0.15%Q2 2023Q3 20232
Renaissance Technologies 220.00%0.00%0.00%Q1 2018Q2 20182
Cascade Investment Advisors, Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
Hayden Royal, LLC 220.17%0.30%0.42%Q4 2018Q1 20192
NORTHWEST WEALTH MANAGEMENT, LLC 220.01%0.03%0.05%Q4 2018Q1 20192
Sound Income Strategies, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q2 20222
Jane Street Holding, LLC 220.04%0.04%0.04%Q3 2013Q4 20132
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
CADENCE BANK NA 220.07%0.07%0.08%Q1 2022Q2 20222
CHILTON CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Drexel Morgan & Co. 110.24%0.48%0.72%Q2 2013Q2 20142
FormulaFolio Investments, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Creative Capital Management Investments LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Miracle Mile Advisors, LLC 220.24%0.81%1.37%Q3 2015Q4 20152
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
MainStreet Investment Advisors LLC 220.12%0.13%0.14%Q4 2019Q1 20202
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2013Q2 20142
Foundations Investment Advisors, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
COMERICA BANK 110.00%0.00%0.01%Q3 2013Q3 20232
Sensible Financial Planning & Management, LLC. 220.02%0.02%0.02%Q3 2014Q4 20142
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Coulter & Justus Financial Services, LLC 110.48%0.97%1.46%Q4 2021Q2 20222
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
Argentus Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
RiverFront Investment Group, LLC 110.40%0.40%0.40%Q4 2008Q4 20081
Claybrook Capital, LLC 110.44%0.44%0.44%Q4 2018Q4 20181
Founders Financial Alliance, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
KLR INVESTMENT ADVISORS, LLC 110.68%0.68%0.68%Q4 2022Q4 20221
Sandy Spring Bank 110.01%0.01%0.01%Q3 2017Q3 20171
Freedom Investment Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Sageworth Trust Co 110.01%0.01%0.01%Q2 2022Q2 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Sowell Financial Services LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Archer Investment Corp 110.01%0.01%0.01%Q1 2020Q1 20201
EXCELSIA, INC. 113.40%3.40%3.40%Q3 2014Q3 20141
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Johanson Financial Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Core Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ASSETMARK, INC 110.00%0.00%0.00%Q4 2017Q4 20171
Smith, Salley & Associates 110.02%0.02%0.02%Q2 2023Q2 20231
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
OLD MISSION CAPITAL, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q4 2019Q4 20191
Stonehearth Capital Management, LLC 110.33%0.33%0.33%Q4 2014Q4 20141
CVA Family Office, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Fund Evaluation Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Csenge Advisory Group 110.06%0.06%0.06%Q3 2022Q3 20221
Mariner Wealth Advisors-NYC, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Karp Capital Management Corp 110.01%0.01%0.01%Q2 2015Q2 20151
Team Financial Group, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
C M BIDWELL & ASSOCIATES LTD 110.01%0.01%0.01%Q2 2021Q2 20211
MCF Advisors LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Advisor Resource Council 110.03%0.03%0.03%Q2 2021Q2 20211
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2016Q1 20161
BANK HAPOALIM BM 110.20%0.20%0.20%Q1 2020Q1 20201
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bison Wealth, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
ROOSEVELT INVESTMENT GROUP LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Rockbridge Investment Management, LCC 110.06%0.06%0.06%Q4 2021Q4 20211
Windsor Capital Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
ASPIRIANT, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
Institute for Wealth Management, LLC. 110.04%0.04%0.04%Q4 2019Q4 20191
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MATRIX PRIVATE CAPITAL GROUP LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Argent Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Kalos Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
HNP Capital LLC 110.17%0.17%0.17%Q1 2020Q1 20201
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Intrua Financial, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2015Q3 20151
KCS Wealth Advisory 110.04%0.04%0.04%Q3 2019Q3 20191
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
External links

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