WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Tortoise Investment Management, LLC 44440.14%0.40%0.88%Q4 2012Q3 202344
Joel Isaacson & Co., LLC 44440.02%0.08%0.20%Q4 2012Q3 202344
Capital Analysts, LLC 44440.00%0.17%0.45%Q4 2012Q3 202344
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.07%0.16%0.42%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.16%0.91%1.54%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.06%1.56%4.56%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Efficient Advisors, LLC 42420.11%7.08%11.90%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.07%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.16%0.44%0.94%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.10%0.33%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.00%0.03%0.09%Q1 2013Q3 202342
Carlson Capital Management 42420.33%2.01%3.00%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.12%0.20%0.43%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.01%1.06%2.39%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.08%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3020.00%0.03%0.10%Q2 2013Q3 202340
M&T BANK CORP 25150.00%0.03%0.11%Q3 2013Q3 202340
SMITH, MOORE & CO. 40400.43%1.16%1.87%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.04%0.10%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.44%1.15%2.11%Q4 2013Q3 202340
Telos Capital Management, Inc. 39390.20%0.77%1.09%Q1 2014Q3 202339
One Capital Management, LLC 39390.03%0.69%2.28%Q1 2014Q3 202339
COMERICA BANK 3810.00%0.04%0.08%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
D'Orazio & Associates, Inc. 39390.08%0.16%0.28%Q1 2014Q3 202339
BESSEMER GROUP INC 39390.00%0.00%0.00%Q1 2014Q3 202339
DOWLING & YAHNKE LLC 38380.01%0.04%0.07%Q2 2013Q3 202238
RAYMOND JAMES & ASSOCIATES 3420.00%0.01%0.03%Q4 2013Q3 202336
AllSquare Wealth Management LLC 36360.30%0.49%0.83%Q4 2014Q3 202336
MAI Capital Management 36360.09%0.21%0.31%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
JPMORGAN CHASE & CO 2920.00%0.00%0.00%Q2 2013Q3 202335
TCI Wealth Advisors, Inc. 34340.03%0.25%0.49%Q2 2015Q3 202334
Asset Dedication, LLC 32320.00%0.02%0.08%Q4 2015Q3 202332
GOLDMAN SACHS GROUP INC 2710.00%0.00%0.01%Q1 2012Q1 202232
ARGI Investment Services, LLC 32320.01%0.35%0.90%Q1 2015Q4 202232
WESCAP Management Group, Inc. 31311.13%1.86%2.52%Q1 2016Q3 202331
FIDUCIARY TRUST CO 31310.01%0.10%0.16%Q2 2013Q4 202031
JANE STREET GROUP, LLC 1310.00%0.01%0.08%Q3 2014Q3 202331
Private Advisor Group, LLC 2810.00%0.03%0.11%Q4 2013Q3 202331
Bristlecone Advisors, LLC 21100.10%0.20%0.40%Q4 2015Q3 202331
Coastline Trust Co 31310.09%0.32%0.51%Q4 2014Q2 202231
Geneos Wealth Management Inc. 19110.00%0.00%0.01%Q1 2016Q3 202330
3D ASSET MANAGEMENT, INC 30303.03%6.62%9.40%Q2 2013Q3 202030
Baird Financial Group, Inc. 2810.00%0.02%0.06%Q2 2015Q3 202329
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2810.00%0.02%0.07%Q1 2014Q2 202129
IFP Advisors, Inc 15140.00%0.00%0.02%Q4 2015Q1 202329
Advocacy Wealth Management Services, LLC 28280.01%0.04%0.10%Q4 2015Q3 202228
CPWM, LLC 2440.10%0.28%0.50%Q2 2015Q3 202228
EATON VANCE MANAGEMENT 2260.00%0.00%0.00%Q3 2013Q2 202228
Stratford Consulting, LLC 28280.68%1.34%2.14%Q2 2013Q1 202028
Alpha Omega Wealth Management LLC 28280.05%0.26%0.75%Q4 2016Q3 202328
Asset Planning Services, Ltd. 27270.78%1.17%1.55%Q2 2015Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.04%0.08%Q2 2013Q4 201927
CONDOR CAPITAL MANAGEMENT 27270.11%0.16%0.23%Q2 2013Q4 201927
Marietta Wealth Management, LLC 27270.07%1.08%1.67%Q4 2016Q2 202327
HighTower Advisors, LLC 16110.00%0.03%0.06%Q4 2016Q3 202327
NTV ASSET MANAGEMENT LLC 27270.06%0.12%0.20%Q2 2013Q4 201927
WADE G W & INC 2410.01%0.10%0.31%Q2 2014Q3 202226
FIFTH THIRD BANCORP 1110.00%0.00%0.00%Q2 2013Q3 202326
Advisory Services Network, LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
Neumann Capital Management, LLC 26260.72%1.98%2.92%Q2 2017Q3 202326
J.P. Morgan Private Wealth Advisors LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
QUANTUM CAPITAL MANAGEMENT 26260.04%0.14%0.49%Q2 2014Q3 202026
DAVENPORT & Co LLC 25250.00%0.01%0.01%Q2 2017Q2 202325
Parkside Advisors LLC 25250.69%1.13%1.36%Q4 2013Q4 201925
SMITHBRIDGE ASSET MANAGEMENT INC/DE 25250.35%0.57%0.77%Q3 2017Q3 202325
Parallel Advisors, LLC 25250.00%0.01%0.03%Q4 2016Q4 202225
MML INVESTORS SERVICES, LLC 25250.00%0.02%0.10%Q2 2017Q2 202325
Atria Investments, Inc 2310.02%0.09%0.19%Q3 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
First Horizon Advisors, Inc. 24240.00%0.01%0.13%Q4 2017Q3 202324
Allworth Financial LP 2310.00%0.41%1.44%Q1 2017Q3 202324
Jolley Asset Management, LLC 24240.07%0.20%0.28%Q2 2013Q1 201924
SHAKESPEARE WEALTH MANAGEMENT, INC. 24243.94%4.63%6.99%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.45%1.20%2.20%Q4 2017Q3 202324
Horan Securities, Inc. 1160.00%0.00%0.00%Q1 2017Q2 202324
NORTHERN CAPITAL MANAGEMENT LLC 23230.12%0.27%0.54%Q2 2013Q4 201823
FMR LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.07%0.18%Q4 2016Q2 202223
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q4 2015Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
BEACON FINANCIAL GROUP 23230.04%0.48%0.63%Q4 2017Q2 202323
Financial Architects, Inc 1850.01%0.01%0.03%Q2 2014Q2 202023
Whitnell & Co. 1480.01%0.58%1.20%Q2 2013Q4 201922
Citadel Advisors 1110.00%0.00%0.00%Q3 2015Q3 202322
Chicago Partners Investment Group LLC 1610.02%0.03%0.05%Q4 2014Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 1830.00%0.07%0.14%Q2 2014Q1 202121
Shoker Investment Counsel, Inc. 21210.22%0.46%0.64%Q1 2014Q1 201921
Mosaic Financial Partners, Inc. 21210.57%1.24%1.89%Q2 2013Q2 201821
FLOW TRADERS U.S. LLC 1110.00%0.15%0.62%Q2 2016Q3 202321
Lester Murray Antman dba SimplyRich 850.17%0.49%1.45%Q4 2017Q2 202321
EisnerAmper Wealth Management Corporate Benefits, LLC 1610.10%1.60%4.50%Q4 2014Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Heritage Wealth Advisors 21210.00%0.00%0.01%Q3 2018Q3 202321
HOWE & RUSLING INC 21210.00%0.05%0.14%Q2 2018Q2 202321
WEDBUSH SECURITIES INC 730.01%0.06%0.15%Q2 2013Q2 202321
Cetera Advisors LLC 710.01%0.07%0.28%Q2 2013Q1 202121
HEARTLAND ADVISORS INC 21210.04%0.27%0.48%Q3 2018Q3 202321
FinTrust Capital Advisors, LLC 20200.01%0.03%0.08%Q4 2018Q3 202320
CAHILL FINANCIAL ADVISORS INC 20200.07%0.21%0.37%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.65%0.87%1.31%Q4 2018Q3 202320
StrategIQ Financial Group, LLC 20200.18%0.57%1.19%Q4 2018Q3 202320
RITHOLTZ WEALTH MANAGEMENT 20200.07%0.47%3.03%Q4 2018Q3 202320
Capital Advantage, Inc. 20201.43%2.13%3.29%Q2 2014Q1 201920
Wealth Architects, LLC 20200.25%0.57%1.02%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.00%0.03%0.07%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.03%0.08%Q4 2017Q3 202220
Elwood & Goetz Wealth Advisory Group, LLC 20200.77%1.30%2.01%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CREATIVE FINANCIAL DESIGNS INC /ADV 1270.00%0.00%0.01%Q2 2018Q3 202319
MANUFACTURERS LIFE INSURANCE COMPANY, THE 19190.00%0.00%0.00%Q1 2014Q3 201819
Barber Financial Group, Inc. 1810.04%0.90%1.41%Q1 2018Q1 202319
SIGNET FINANCIAL MANAGEMENT, LLC 1810.03%0.11%0.28%Q1 2018Q1 202319
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19190.02%2.96%11.05%Q4 2013Q2 201819
Global Retirement Partners, LLC 1440.00%0.01%0.02%Q1 2017Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.01%Q2 2013Q3 202318
ASSETMARK, INC 1080.00%0.04%0.09%Q3 2013Q4 202218
Financial Gravity Asset Management, Inc. 810.00%0.01%0.05%Q1 2018Q3 202318
Commonwealth Equity Services, Inc 18180.03%0.12%0.18%Q2 2013Q3 201718
Sargent Bickham Lagudis LLC 1710.00%0.00%0.01%Q1 2016Q1 202218
Private Vista, LLC 18180.11%2.08%5.92%Q4 2015Q1 202018
Ironsides Asset Advisors, LLC 18180.10%0.37%0.71%Q2 2014Q3 201818
AlphaMark Advisors, LLC 17170.01%0.05%0.10%Q2 2017Q2 202117
BLAIR WILLIAM & CO/IL 1250.00%0.00%0.00%Q1 2018Q3 202317
NORTHERN TRUST CORP 710.00%0.00%0.00%Q2 2013Q4 202117
SVA Wealth Management, LLC 17170.05%0.31%1.05%Q1 2014Q1 201817
Sandy Spring Bank 17170.01%0.01%0.01%Q1 2015Q1 201917
CWM, LLC 1210.00%0.00%0.01%Q3 2018Q3 202317
Family Legacy, Inc. 1520.19%0.22%0.25%Q1 2017Q2 202117
M Holdings Securities, Inc. 1010.04%1.12%1.98%Q3 2014Q2 202317
CALTON & ASSOCIATES, INC. 1220.04%0.07%0.12%Q4 2017Q2 202317
Ruggie Capital Group 1410.11%0.21%0.64%Q4 2014Q2 201917
Cordasco Financial Network 16160.00%0.00%0.01%Q3 2018Q2 202216
Savant Capital, LLC 16160.38%2.89%5.42%Q4 2019Q3 202316
COLONY GROUP LLC 740.00%0.01%0.03%Q2 2014Q3 202216
OLD MISSION CAPITAL LLC 610.01%0.09%0.30%Q4 2014Q3 202316
Ahrens Investment Partners LLC 810.05%0.11%0.17%Q4 2016Q1 202316
IAG Wealth Partners, LLC 16160.10%0.32%0.88%Q4 2019Q3 202316
Gemmer Asset Management LLC 1510.02%0.04%0.06%Q1 2014Q1 201916
Meridian Financial Partners LLC 1060.21%3.10%9.45%Q4 2018Q3 202316
Larson Financial Group LLC 16160.01%1.36%4.10%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.04%Q4 2019Q3 202316
MSI Financial Services Inc 15150.02%0.04%0.06%Q2 2013Q4 201615
Independence Bank of Kentucky 15150.03%0.06%0.09%Q3 2019Q1 202315
Rockefeller Capital Management L.P. 15150.00%0.01%0.02%Q3 2019Q1 202315
Live Your Vision, LLC 15150.13%0.26%0.42%Q3 2015Q1 201915
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
American Research & Management Co. 15150.01%0.03%0.07%Q1 2019Q3 202215
Great Point Wealth Advisors, LLC 15151.50%3.62%6.89%Q1 2020Q3 202315
RFG Advisory, LLC 1410.02%0.04%0.06%Q4 2019Q3 202315
Edgemoor Investment Advisors, Inc. 15150.02%0.04%0.06%Q1 2015Q3 201815
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 15150.00%0.01%0.04%Q4 2013Q2 201715
CAPTRUST FINANCIAL ADVISORS 15150.00%0.01%0.03%Q1 2019Q3 202215
Modera Wealth Management, LLC 15150.00%0.03%0.10%Q1 2020Q3 202315
BROWN ADVISORY INC 14140.00%0.00%0.00%Q3 2016Q4 201914
Qube Research & Technologies Ltd 1010.00%0.02%0.18%Q4 2019Q3 202314
RPG Investment Advisory, LLC 14140.90%1.09%1.34%Q2 2018Q3 202114
Continuum Advisory, LLC 14140.23%0.33%0.43%Q1 2018Q2 202114
Renaissance Technologies 710.00%0.00%0.00%Q4 2017Q2 202314
LINCOLN NATIONAL CORP 14140.01%0.03%0.06%Q4 2016Q1 202014
SouthState Corp 14140.04%0.04%0.06%Q2 2013Q3 201614
LexAurum Advisors, LLC 1130.06%0.18%0.34%Q4 2017Q4 202114
Selective Wealth Management, Inc. 14140.08%0.23%0.61%Q2 2019Q3 202214
Winning Points Advisors, LLC 1210.25%0.31%0.34%Q1 2017Q4 202113
Truadvice, LLC 13130.21%0.45%0.74%Q3 2020Q3 202313
Crewe Advisors LLC 760.00%0.00%0.01%Q4 2017Q3 202313
WFG Advisors, LP 760.00%0.00%0.01%Q2 2013Q2 201713
McLean Asset Management Corp 13130.76%1.66%3.58%Q4 2020Q4 202313
Kestra Advisory Services, LLC 13130.02%0.03%0.08%Q3 2020Q3 202313
PARK AVENUE SECURITIES LLC 1210.01%0.09%0.18%Q2 2020Q3 202313
Wealthspire Advisors, L.P. 13130.04%0.07%0.11%Q2 2017Q2 202013
Baker Avenue Asset Management, LP 510.05%0.13%0.27%Q2 2015Q2 202113
RAYMOND JAMES TRUST N.A. 810.01%0.01%0.02%Q1 2018Q2 202213
AVANTAX ADVISORY SERVICES, INC. 940.00%0.07%0.12%Q4 2019Q3 202313
MATHER GROUP, LLC. 710.00%0.01%0.05%Q4 2018Q3 202313
Bell Rock Capital LLC 13130.04%0.06%0.11%Q4 2016Q4 201913
Johnson Financial Group, Inc. 1120.00%0.00%0.01%Q1 2015Q2 201913
Wealthcare Advisory Partners LLC 1210.00%0.01%0.01%Q2 2017Q1 202113
Founders Financial Alliance, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Detwiler Fenton Investment Management LLC 12122.06%2.53%4.10%Q3 2012Q2 201512
Krilogy Financial LLC 1110.01%0.08%0.43%Q3 2015Q3 201812
Tradition Wealth Management, LLC 12120.03%0.05%0.07%Q4 2020Q3 202312
IHT Wealth Management, LLC 710.00%0.03%0.05%Q2 2017Q3 202312
Clearwater Capital Advisors, LLC 12120.03%0.05%0.07%Q1 2017Q4 201912
BSW Wealth Partners 12120.12%0.28%0.39%Q1 2014Q4 201612
Essex Financial Services, Inc. 610.04%0.08%0.11%Q2 2016Q3 202212
Insight Advisors, LLC/ PA 12120.12%0.41%0.68%Q4 2020Q3 202312
HHG & Company, LLC 12120.30%0.42%0.54%Q2 2013Q1 201612
RDA Financial Network 12120.23%0.29%0.37%Q1 2019Q4 202112
SEI INVESTMENTS CO 620.00%0.00%0.00%Q4 2014Q2 201812
Certified Advisory Corp 1110.00%0.02%0.12%Q4 2017Q1 202112
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.03%4.36%5.64%Q4 2020Q3 202312
BINGHAM OSBORN & SCARBOROUGH LLC 1110.02%0.03%0.04%Q1 2014Q3 202112
Steward Partners Investment Advisory, LLC 1020.01%0.02%0.03%Q2 2018Q1 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Prime Capital Investment Advisors, LLC 930.00%0.02%0.06%Q4 2017Q4 202012
Private Ocean, LLC 1110.03%0.06%0.20%Q4 2018Q3 202312
Windward Private Wealth Management Inc. 12120.50%0.85%1.35%Q4 2020Q3 202312
Tacita Capital Inc 12120.93%3.20%3.88%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.03%0.06%0.09%Q4 2020Q3 202312
TRUEWEALTH LLC 11110.14%0.26%0.34%Q4 2017Q2 202011
NEXT Financial Group, Inc 520.00%0.00%0.00%Q3 2014Q4 202111
BUCKINGHAM STRATEGIC WEALTH, LLC 11110.04%0.08%0.17%Q2 2017Q4 201911
CT Financial Advisors LLC 1010.00%0.01%0.01%Q1 2014Q1 201711
Addison Advisors LLC 1010.55%1.37%2.12%Q4 2020Q3 202311
Laird Norton Wetherby Trust Company, LLC 740.04%0.05%0.06%Q4 2020Q3 202311
Brinker Capital Investments, LLC 11110.06%0.17%0.28%Q2 2013Q4 201511
WealthShield Partners, LLC 620.00%0.01%0.02%Q4 2017Q3 202311
Miracle Mile Advisors, LLC 11110.01%0.02%0.03%Q3 2020Q1 202311
Spire Wealth Management 11110.02%0.04%0.06%Q1 2021Q3 202311
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11110.00%0.00%0.00%Q2 2018Q4 202011
Kovitz Investment Group Partners, LLC 1010.01%0.02%0.04%Q1 2019Q4 202111
Glassman Wealth Services 420.00%0.01%0.05%Q2 2018Q4 202211
Belpointe Asset Management LLC 10100.00%0.02%0.05%Q4 2020Q1 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.02%0.02%Q2 2018Q3 202010
Biltmore Family Office, LLC 10100.30%0.53%0.79%Q4 2017Q1 202010
HENGEHOLD CAPITAL MANAGEMENT LLC 10100.18%0.55%1.03%Q3 2017Q4 201910
BANK OF NOVA SCOTIA 730.00%0.00%0.01%Q2 2019Q4 202110
UNITED BANK 10100.06%0.15%0.32%Q1 2018Q2 202010
WHITTIER TRUST CO 10100.00%0.00%0.00%Q4 2017Q1 202010
OPTIMUM INVESTMENT ADVISORS 730.08%0.17%0.28%Q3 2013Q1 201610
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Castle Rock Wealth Management, LLC 10100.07%0.18%0.24%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.06%0.08%0.11%Q1 2021Q3 202310
Jackson Hole Capital Partners, LLC 640.01%0.02%0.04%Q1 2019Q1 202210
Unison Advisors LLC 10101.10%1.32%1.58%Q4 2017Q1 202010
Evensky & Katz LLC 10100.00%0.05%0.08%Q1 2018Q2 202010
Fusion Family Wealth LLC 10100.01%0.03%0.08%Q1 2017Q2 201910
Summit Financial, LLC 10100.03%0.03%0.04%Q4 2020Q1 202310
Vigilant Capital Management, LLC 10100.00%0.02%0.03%Q2 2013Q3 201510
MUFG Americas Holdings Corp 990.00%0.00%0.00%Q4 2017Q4 20199
MARCO INVESTMENT MANAGEMENT LLC 990.02%0.06%0.08%Q2 2013Q2 20159
VALLEY NATIONAL ADVISERS INC 990.01%0.02%0.02%Q4 2014Q4 20169
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.03%0.05%0.07%Q4 2018Q4 20209
Focused Wealth Management, Inc 990.00%0.00%0.00%Q3 2013Q3 20159
RPg Family Wealth Advisory, LLC 990.02%0.71%3.31%Q4 2015Q4 20179
Regal Investment Advisors LLC 610.00%0.01%0.05%Q2 2013Q4 20189
Investors Research Corp 990.01%0.24%0.40%Q3 2021Q3 20239
Spectrum Management Group, LLC 990.02%0.03%0.05%Q4 2013Q4 20159
TSFG, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
SeaBridge Investment Advisors LLC 990.00%0.00%0.00%Q2 2017Q2 20199
COLDSTREAM CAPITAL MANAGEMENT INC 540.01%0.01%0.01%Q2 2021Q3 20239
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.01%Q4 2020Q4 20229
Kingsview Wealth Management, LLC 810.01%0.02%0.06%Q1 2020Q2 20239
IndexIQ Advisors LLC 990.00%0.07%0.35%Q1 2015Q1 20179
AE Wealth Management LLC 810.00%0.02%0.03%Q2 2021Q3 20239
Beaird Harris Wealth Management, LLC 880.15%0.48%1.04%Q4 2021Q3 20238
COLLECTIVE FAMILY OFFICE LLC 880.21%1.19%2.19%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
EPG Wealth Management LLC 530.00%0.00%0.00%Q3 2021Q3 20238
Burt Wealth Advisors 880.01%0.01%0.01%Q1 2019Q4 20208
Covestor Ltd 880.01%0.01%0.03%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.30%0.34%0.36%Q4 2021Q3 20238
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q4 2021Q3 20238
Winslow, Evans & Crocker, Inc. 710.00%0.00%0.01%Q2 2018Q4 20208
John W. Brooker & Co., CPAs 880.00%0.00%0.00%Q4 2019Q3 20218
Merriman Wealth Management, LLC 310.33%1.04%1.87%Q2 2013Q3 20218
GenTrust, LLC 880.04%0.16%0.27%Q4 2016Q3 20188
Betterment LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Klingman & Associates, LLC 880.04%0.04%0.05%Q4 2014Q3 20168
Kathleen S. Wright Associates Inc. 881.53%1.91%2.19%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.02%Q2 2013Q1 20158
Freedom Investment Management, Inc. 440.01%0.03%0.06%Q4 2017Q4 20208
MEEDER ASSET MANAGEMENT INC 880.00%0.02%0.06%Q4 2020Q3 20228
Equitable Holdings, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Lowe Wealth Advisors, LLC 880.00%0.01%0.01%Q2 2019Q1 20218
IBERIABANK CORP 880.04%0.04%0.05%Q3 2018Q2 20208
MARYLAND CAPITAL ADVISORS INC. 880.28%0.59%0.93%Q4 2021Q3 20238
Lattice Strategies LLC 770.23%0.33%0.38%Q2 2013Q4 20147
BerganKDV Wealth Management, LLC 770.01%0.01%0.02%Q2 2018Q4 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.00%Q2 2013Q4 20147
Camarda Financial Advisors, LLC 770.02%0.62%1.59%Q2 2016Q4 20177
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.11%0.18%0.26%Q1 2022Q3 20237
CAPITAL ADVISORS INC/OK 770.11%0.24%0.40%Q1 2017Q3 20187
Firestone Capital Management 610.03%0.04%0.05%Q4 2019Q3 20217
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Bank of New York Mellon Corp 770.00%0.00%0.00%Q2 2015Q4 20167
Lido Advisors, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
MANAGED ACCOUNT SERVICES INC 610.09%0.28%0.38%Q3 2018Q2 20207
Smart Money Group LLC 610.62%0.94%1.21%Q1 2019Q2 20217
CIBC Private Wealth Group, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
BlackRock Inc. 770.00%0.00%0.00%Q3 2019Q1 20217
Virtu Financial LLC 210.02%0.04%0.08%Q4 2017Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 771.28%1.67%2.39%Q4 2015Q2 20177
Wescott Financial Advisory Group, LLC 770.14%0.24%0.39%Q1 2022Q3 20237
Janney Montgomery Scott LLC 320.00%0.00%0.00%Q1 2018Q2 20237
BROWN BROTHERS HARRIMAN & CO 770.00%0.00%0.00%Q1 2022Q3 20237
BOURGEON CAPITAL MANAGEMENT LLC 770.01%0.01%0.01%Q1 2021Q3 20227
SILVER OAK SECURITIES, INCORPORATED 770.15%0.17%0.20%Q1 2022Q3 20237
Riverpoint Wealth Management Holdings, LLC 770.15%0.17%0.20%Q2 2019Q4 20207
Yorktown Management & Research Co Inc 770.04%0.05%0.07%Q2 2015Q4 20167
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
LS Investment Advisors, LLC 770.00%0.00%0.00%Q4 2015Q2 20177
Virtu KCG Holdings LLC 210.01%0.03%0.07%Q4 2014Q1 20176
CITY HOLDING CO 660.01%0.01%0.02%Q2 2017Q3 20186
ACG Wealth 510.00%0.03%0.04%Q3 2018Q2 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Pacifica Partners Inc. 660.02%0.06%0.08%Q4 2021Q1 20236
Legacy Wealth Partners, Inc. 510.49%0.54%0.57%Q4 2019Q2 20216
Matisse Capital 660.13%0.42%0.53%Q4 2018Q1 20206
Aevitas Wealth Management, Inc. 660.02%0.03%0.03%Q4 2017Q1 20196
Mariner, LLC 310.00%0.00%0.01%Q4 2018Q3 20236
Csenge Advisory Group 660.53%0.76%0.84%Q2 2022Q3 20236
Waterfront Wealth Inc. 660.15%0.59%0.74%Q2 2022Q3 20236
PSI Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Bellwether Advisors, LLC 660.02%0.02%0.03%Q4 2021Q1 20236
Checchi Capital Advisers, LLC 660.13%0.26%0.55%Q2 2022Q3 20236
Smithfield Trust Co 510.00%0.01%0.01%Q3 2013Q2 20156
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.01%Q1 2021Q2 20226
MEANS INVESTMENT CO., INC. 660.10%0.26%0.45%Q4 2018Q1 20206
Newbridge Financial Services Group, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
B. Riley Wealth Management, Inc. 660.00%0.00%0.01%Q1 2014Q2 20156
COMERICA SECURITIES INC 660.06%0.06%0.06%Q3 2017Q4 20186
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Snowden Capital Advisors LLC 310.00%0.02%0.03%Q4 2017Q4 20216
Stonebridge Capital Advisors LLC 510.00%0.00%0.00%Q2 2019Q1 20226
Bray Capital Advisors 660.03%0.03%0.04%Q1 2018Q2 20196
NATIONAL PLANNING CORP 410.02%0.07%0.16%Q1 2014Q2 20176
1900 WEALTH MANAGEMENT LLC 660.03%0.09%0.22%Q4 2020Q1 20226
CIBC WORLD MARKET INC. 210.00%0.00%0.01%Q2 2017Q1 20235
SUNTRUST BANKS INC 550.00%0.00%0.00%Q3 2018Q3 20195
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 410.04%0.09%0.21%Q4 2019Q1 20225
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Placemark Investments, Inc. 550.03%0.09%0.12%Q4 2013Q4 20145
WOLVERINE TRADING, LLC 330.00%0.00%0.01%Q2 2017Q4 20175
BARCLAYS PLC 550.00%0.00%0.00%Q1 2018Q1 20195
Capital Investment Advisors, LLC 550.01%0.01%0.02%Q3 2017Q3 20185
Surevest, LLC 551.70%1.87%1.94%Q4 2018Q4 20195
MACROVIEW INVESTMENT MANAGEMENT LLC 550.01%0.01%0.04%Q3 2016Q3 20175
Western Wealth Management, LLC 550.04%0.06%0.07%Q4 2018Q4 20195
Crosspoint Capital Strategies, LLC 320.01%0.01%0.02%Q4 2013Q3 20155
McIlrath & Eck, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
IFG Advisory, LLC 550.05%0.06%0.06%Q4 2017Q4 20185
Vantage Investment Partners, LLC 550.36%0.45%0.58%Q4 2017Q4 20185
Claro Advisors LLC 410.02%0.07%0.10%Q4 2018Q3 20235
Gupta Wealth Management LLC 550.05%1.25%2.08%Q1 2015Q1 20165
Aspire Wealth Management Corp 550.00%0.00%0.01%Q4 2021Q4 20225
SHELTON CAPITAL MANAGEMENT 320.01%0.01%0.02%Q2 2017Q3 20185
Cetera Investment Advisers 410.00%0.00%0.01%Q2 2021Q3 20235
BALDWIN BROTHERS LLC/MA 550.01%0.01%0.01%Q4 2022Q4 20235
TRUSTCORE FINANCIAL SERVICES, LLC 550.01%0.01%0.01%Q2 2019Q2 20205
Atria Wealth Solutions, Inc. 550.01%0.01%0.01%Q1 2022Q1 20235
Fieldpoint Private Securities, LLC 550.00%0.00%0.01%Q2 2021Q2 20225
Apriem Advisors 410.00%0.03%0.04%Q1 2015Q2 20165
Dynamic Advisor Solutions LLC 210.02%0.04%0.05%Q2 2018Q3 20235
CoreCap Advisors, LLC 550.09%0.12%0.14%Q4 2021Q4 20225
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q3 2013Q4 20225
Perigon Wealth Management, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
NWAM LLC 441.14%1.16%1.18%Q1 2013Q4 20134
KLR INVESTMENT ADVISORS, LLC 441.29%1.43%1.54%Q4 2022Q3 20234
Cerity Partners LLC 210.00%0.00%0.00%Q2 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Tillman Hartley LLC 440.14%0.15%0.16%Q4 2022Q3 20234
Legacy Private Trust Co. 440.03%0.03%0.04%Q2 2015Q1 20164
First Heartland Consultants, Inc. 440.14%0.15%0.16%Q1 2019Q4 20194
Busey Bank 310.01%0.01%0.02%Q3 2021Q1 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
WASHINGTON TRUST BANK 440.00%0.00%0.00%Q2 2014Q1 20154
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Fluent Financial, LLC 442.60%2.66%2.77%Q4 2017Q3 20184
Destiny Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q4 20214
Blue Trust, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
SCOTIA CAPITAL INC. 220.00%0.00%0.01%Q3 2018Q1 20224
PRIVATE TRUST CO NA 440.00%0.00%0.01%Q2 2022Q1 20234
BOSTON PRIVATE BANK & TRUST CO 440.00%0.00%0.00%Q2 2013Q1 20144
My Legacy Advisors, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Paracle Advisors, LLC 440.05%0.05%0.06%Q2 2020Q1 20214
NICOLET ADVISORY SERVICES, LLC 440.03%0.03%0.04%Q1 2019Q4 20194
Coulter & Justus Financial Services, LLC 312.75%4.05%5.68%Q4 2021Q4 20224
JD Financial Services Inc. 440.65%3.48%4.88%Q1 2021Q4 20214
Wealthspire Advisors, LLC 310.01%0.01%0.02%Q1 2020Q4 20214
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Sharper & Granite LLC 441.30%1.34%1.42%Q4 2022Q3 20234
Raleigh Capital Management Inc. 440.00%0.01%0.01%Q4 2021Q3 20224
Trilogy Capital Inc. 440.50%0.54%0.57%Q4 2017Q3 20184
Sound Stewardship, LLC 440.44%0.49%0.59%Q4 2022Q3 20234
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
Bangor Savings Bank 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Wealth Partners, Ltd. 440.01%0.02%0.02%Q1 2018Q4 20184
Koshinski Asset Management, Inc. 310.00%0.04%0.15%Q3 2015Q1 20224
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.01%Q4 2018Q4 20204
FFG RETIREMENT ADVISORS LLC 441.82%1.95%2.16%Q4 2022Q3 20234
EXANE DERIVATIVES 310.00%0.01%0.03%Q1 2021Q1 20224
Avior Wealth Management, LLC 310.00%0.01%0.02%Q4 2020Q3 20234
True Wealth Design, LLC 440.21%0.28%0.35%Q4 2022Q3 20234
Vantage Investment Advisors, LLC 440.00%0.00%0.01%Q4 2013Q3 20144
Voya Financial Advisors, Inc. 440.01%0.01%0.02%Q2 2020Q1 20214
Mirae Asset Global Investments Co., Ltd. 330.01%0.01%0.01%Q3 2017Q1 20183
INVESTMENT CENTERS OF AMERICA INC 330.05%0.05%0.06%Q1 2017Q3 20173
Whitaker-Myers Wealth Managers, LTD. 333.95%4.57%4.98%Q4 2022Q2 20233
Jane Street Holding, LLC 330.02%0.06%0.07%Q2 2013Q4 20133
COMERICA SECURITIES,INC. 330.04%0.05%0.05%Q1 2019Q3 20193
Adero Partners, LLC 330.03%0.04%0.05%Q2 2021Q4 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Almanack Investment Partners, LLC. 210.01%0.02%0.03%Q3 2020Q3 20223
Platform Technology Partners 330.13%0.14%0.15%Q2 2020Q4 20203
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2022Q3 20223
GLENMEDE TRUST CO NA 210.00%0.00%0.00%Q3 2015Q4 20163
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.06%0.07%Q4 2017Q3 20183
Cutler Group LLC / CA 220.00%0.00%0.00%Q3 2016Q4 20163
CAROLINAS WEALTH CONSULTING LLC 330.00%0.00%0.00%Q2 2020Q4 20203
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
BIP Wealth, LLC 330.72%0.80%0.87%Q1 2023Q3 20233
THOROUGHBRED FINANCIAL SERVICES, LLC 210.08%0.09%0.09%Q1 2019Q4 20193
Farther Finance Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
1834 INVESTMENT ADVISORS CO 330.02%0.02%0.02%Q4 2017Q2 20183
Capital One Investing, Inc. 210.20%0.26%0.32%Q4 2018Q3 20193
Intellectus Partners, LLC 210.04%0.04%0.04%Q2 2018Q1 20193
SteelBridge Private Wealth Advisors LLC 330.99%1.01%1.05%Q4 2016Q2 20173
O'Connor Financial Group LLC 332.60%2.73%2.94%Q1 2023Q3 20233
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q4 2016Q4 20183
PINNACLE ASSOCIATES LTD 330.01%0.01%0.01%Q2 2019Q4 20193
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q2 2014Q4 20143
WEALTHFRONT Corp 330.00%0.00%0.00%Q2 2014Q4 20143
Baker Ellis Asset Management LLC 330.04%0.07%0.09%Q1 2022Q3 20223
Key FInancial Inc 330.01%0.01%0.01%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.15%0.17%0.19%Q2 2020Q1 20213
Financial Gravity Companies, Inc. 210.02%0.02%0.02%Q4 2017Q4 20183
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Quantitative Advantage, LLC 331.36%1.47%1.57%Q1 2018Q3 20183
Pinnacle Wealth Management Advisory Group, LLC 330.16%0.17%0.17%Q2 2019Q4 20193
Long Wharf Investors, Inc. 330.57%0.77%1.15%Q2 2013Q4 20133
PATTON ALBERTSON MILLER GROUP, LLC 330.06%0.07%0.07%Q2 2019Q4 20193
Glass Jacobson Investment Advisors llc 210.21%0.28%0.37%Q4 2022Q3 20233
Better Money Decisions, LLC 210.07%0.08%0.09%Q2 2021Q2 20223
JNBA Financial Advisors 110.01%0.04%0.07%Q3 2018Q4 20192
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q2 20202
Polaris Wealth Advisory Group, LLC 220.11%0.21%0.31%Q4 2015Q1 20162
Rockbridge Investment Management, LCC 110.00%0.03%0.06%Q1 2021Q4 20212
First Ascent Asset Management, LLC 220.16%0.30%0.44%Q2 2020Q3 20202
55I, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2015Q3 20202
MCF Advisors LLC 110.01%0.01%0.01%Q3 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.01%Q1 2017Q3 20182
CAPITAL ONE FINANCIAL CORP 220.20%0.23%0.26%Q1 2020Q2 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.01%0.01%Q2 2013Q3 20132
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Ameritas Investment Company, LLC 220.01%0.02%0.04%Q4 2018Q1 20192
Alera Investment Advisors, LLC 220.03%0.03%0.04%Q4 2018Q1 20192
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
AlphaCore Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
OneAscent Financial Services LLC 220.14%0.16%0.18%Q2 2022Q3 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2019Q1 20202
Rooted Wealth Advisors, Inc. 221.32%1.34%1.36%Q4 2022Q1 20232
CASTLE WEALTH MANAGEMENT LLC 220.10%0.10%0.10%Q2 2022Q3 20222
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
COURIER CAPITAL LLC 220.03%0.03%0.03%Q4 2017Q1 20182
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q3 20182
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.02%0.02%0.02%Q4 2019Q1 20202
FinTrust Investment Advisory Services, LLC 220.18%0.18%0.19%Q4 2017Q1 20182
Townsend & Associates, Inc 220.02%0.02%0.02%Q2 2018Q3 20182
Jordan Park Group LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Laurel Wealth Advisors, Inc. 220.10%0.12%0.14%Q3 2019Q4 20192
HC FINANCIAL ADVISORS INC 220.00%0.00%0.00%Q1 2021Q2 20212
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2013Q2 20222
Disciplined Investments, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
WESBANCO BANK INC 220.02%0.02%0.02%Q1 2019Q2 20192
Archford Capital Strategies, LLC 220.01%0.01%0.02%Q2 2014Q3 20142
First PREMIER Bank 220.01%0.01%0.01%Q1 2023Q2 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Capital Asset Advisory Services LLC 110.00%0.01%0.01%Q4 2019Q4 20202
CFO4Life, L.P. 221.46%1.52%1.58%Q1 2015Q2 20152
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
FormulaFolio Investments, LLC 220.03%0.03%0.03%Q3 2016Q4 20162
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
Geneva Advisors, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Well Done, LLC 110.00%0.01%0.01%Q1 2018Q4 20182
SIMON QUICK ADVISORS, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Creative Capital Management Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Intelligence Driven Advisers, LLC 220.15%0.16%0.18%Q4 2018Q1 20192
MARIPAU WEALTH MANAGEMENT LLC 220.34%0.36%0.38%Q2 2023Q3 20232
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Madden Advisory Services, Inc. 220.01%0.01%0.01%Q2 2015Q3 20152
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q3 20132
REDMONT WEALTH ADVISORS LLC 220.24%0.25%0.26%Q4 2021Q1 20222
WIPFLI FINANCIAL ADVISORS LLC, 220.12%0.13%0.14%Q2 2022Q3 20222
ROPES WEALTH ADVISORS LLC 110.00%0.01%0.01%Q1 2017Q4 20172
ONE PLUS ONE WEALTH MANAGEMENT, LLC 220.39%0.42%0.46%Q2 2022Q3 20222
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Charles Schwab Trust Co 220.13%0.14%0.14%Q3 2019Q4 20192
Stevard, LLC 225.82%7.27%8.72%Q4 2019Q1 20202
Occidental Asset Management, LLC 220.36%0.42%0.47%Q2 2023Q3 20232
CARDIFF PARK ADVISORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Lindbrook Capital, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
Shore Point Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Oxinas Partners Wealth Management LLC 110.15%0.15%0.15%Q3 2023Q3 20231
VICUS CAPITAL 111.26%1.26%1.26%Q4 2015Q4 20151
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2019Q4 20191
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Price Wealth, LLC 110.27%0.27%0.27%Q1 2020Q1 20201
Legacy Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Lucia Wealth Services, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q1 2018Q1 20181
Sigma Planning Corp 110.02%0.02%0.02%Q4 2017Q4 20171
Genesis Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2015Q2 20151
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Total Wealth Planning, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Lantz Financial LLC 110.20%0.20%0.20%Q2 2019Q2 20191
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Sunbelt Securities, Inc. 110.10%0.10%0.10%Q4 2016Q4 20161
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
STONNINGTON GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Monterey Private Wealth, Inc. 111.03%1.03%1.03%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Huber Financial Advisors, LLC 110.33%0.33%0.33%Q1 2020Q1 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Keystone Financial Planning, Inc. 110.32%0.32%0.32%Q4 2013Q4 20131
Atomi Financial Group, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
FAS Wealth Partners, Inc. 110.05%0.05%0.05%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.12%0.12%0.12%Q4 2019Q4 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WEALTHSOURCE PARTNERS, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
VSR Financial Services, Inc. 110.02%0.02%0.02%Q2 2014Q2 20141
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Argentus Capital Management, LLC 110.95%0.95%0.95%Q1 2016Q1 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ausdal Financial Partners, Inc. 110.09%0.09%0.09%Q3 2020Q3 20201
OLD MISSION CAPITAL, LLC 110.14%0.14%0.14%Q4 2016Q4 20161
Abacus Planning Group, Inc. 110.13%0.13%0.13%Q3 2019Q3 20191
SHINE INVESTMENT ADVISORY SERVICES INC 110.01%0.01%0.01%Q3 2019Q3 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BCS Wealth Management 110.19%0.19%0.19%Q4 2019Q4 20191
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2016Q4 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Column Capital Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Urban Wealth Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Altrius Capital Management Inc 110.06%0.06%0.06%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q3 2017Q3 20171
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
West Branch Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
NewFocus Financial Group, LLC 110.99%0.99%0.99%Q4 2014Q4 20141
Autus Asset Management, LLC 110.06%0.06%0.06%Q2 2015Q2 20151
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q4 2019Q4 20191
Roth Financial Partners LLC 110.32%0.32%0.32%Q4 2020Q4 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Financial Advocates Investment Management 110.00%0.00%0.00%Q4 2017Q4 20171
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q4 2014Q4 20141
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
INVENIO WEALTH PARTNERS LLC 110.71%0.71%0.71%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.08%0.08%0.08%Q2 2018Q2 20181
PERSONAL CFO SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Osbon Capital Management LLC 112.24%2.24%2.24%Q2 2019Q2 20191
Clarus Wealth Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
CIDEL ASSET MANAGEMENT INC 110.01%0.01%0.01%Q1 2021Q1 20211
Danda Trouve Investment Management, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MERCER GLOBAL ADVISORS INC /ADV 110.01%0.01%0.01%Q1 2019Q1 20191
New World Advisors LLC 110.03%0.03%0.03%Q1 2019Q1 20191
PROVENCE WEALTH MANAGEMENT GROUP 110.25%0.25%0.25%Q4 2021Q4 20211
HWG Holdings LP 110.01%0.01%0.01%Q2 2018Q2 20181
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Planning Solutions Group LLC 110.36%0.36%0.36%Q4 2018Q4 20181
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MOTCO 110.00%0.00%0.00%Q2 2022Q2 20221
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
TimeScale Financial, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
External links

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