WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 36150.00%0.00%0.03%Q2 2010Q3 202351
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
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.20%0.54%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.05%0.25%0.65%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 2080.00%0.00%0.00%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.37%1.91%4.34%Q4 2013Q3 202340
MOTCO 38380.00%0.10%0.22%Q2 2013Q3 202238
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 23120.00%0.00%0.00%Q2 2013Q3 202335
LVM CAPITAL MANAGEMENT LTD/MI 2860.04%0.22%0.42%Q1 2015Q3 202334
CITIGROUP INC 3310.00%0.00%0.00%Q2 2013Q3 202334
COURIER CAPITAL LLC 2710.02%0.05%0.08%Q2 2013Q1 202334
Financial Architects, Inc 2720.03%0.07%0.32%Q2 2013Q3 202234
JPMORGAN CHASE & CO 2910.00%0.00%0.00%Q2 2013Q3 202333
Cetera Advisor Networks LLC 1860.01%0.05%0.13%Q4 2013Q3 202332
JANE STREET GROUP, LLC 1110.00%0.01%0.03%Q3 2014Q3 202332
SignalPoint Asset Management, LLC 31310.09%0.15%0.41%Q2 2013Q4 202031
EXENCIAL WEALTH ADVISORS, LLC 31310.02%0.10%0.26%Q1 2016Q3 202331
JFS WEALTH ADVISORS, LLC 30300.01%0.31%1.89%Q2 2016Q3 202330
Geneos Wealth Management Inc. 29290.00%0.00%0.02%Q3 2016Q3 202329
GREENLEAF TRUST 27270.01%0.02%0.03%Q1 2017Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2013Q2 202225
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.05%Q1 2017Q3 202325
UNITED CAPITAL FINANCIAL ADVISORS, LLC 25250.00%0.10%0.18%Q1 2015Q1 202125
IFP Advisors, Inc 1710.01%0.02%0.04%Q1 2016Q3 202325
Wealthcare Advisory Partners LLC 24240.02%0.08%0.18%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 610.00%0.00%0.00%Q2 2015Q3 202324
HighTower Advisors, LLC 1710.00%0.00%0.01%Q3 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
WealthPLAN Partners, LLC 1850.15%0.27%0.47%Q4 2017Q4 202323
Madrona Financial Services, LLC 1410.09%0.25%0.42%Q4 2014Q1 202223
Patriot Financial Group Insurance Agency, LLC 23230.00%0.02%0.08%Q4 2016Q2 202223
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.00%0.01%Q3 2014Q4 201922
NEXT Financial Group, Inc 810.00%0.02%0.04%Q3 2014Q4 202122
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Beacon Pointe Advisors, LLC 20200.04%0.19%0.55%Q4 2018Q3 202320
OLD MISSION CAPITAL LLC 510.01%0.06%0.17%Q4 2014Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
PrairieView Partners, LLC 1720.06%0.25%0.62%Q4 2017Q3 202319
1834 INVESTMENT ADVISORS CO 19190.00%0.04%0.07%Q4 2017Q2 202219
Citadel Advisors 710.00%0.00%0.01%Q2 2015Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.05%Q1 2019Q3 202319
Clearwater Capital Advisors, LLC 1350.05%0.10%0.76%Q2 2016Q3 202318
Cambridge Investment Research Advisors, Inc. 1010.00%0.01%0.02%Q3 2015Q3 202318
FinTrust Capital Advisors, LLC 18180.00%0.06%0.13%Q2 2019Q3 202318
Providence Wealth Advisors, LLC 1510.16%1.13%2.51%Q2 2018Q1 202318
Commonwealth Equity Services, Inc 18180.01%0.09%0.16%Q2 2013Q3 201718
Baird Financial Group, Inc. 18180.00%0.00%0.02%Q2 2019Q3 202318
Creative Planning 810.00%0.00%0.00%Q2 2013Q4 202217
Brinker Capital Investments, LLC 16160.01%0.11%0.20%Q4 2017Q3 202116
Lenox Wealth Advisors, LLC 16160.03%2.89%5.25%Q2 2018Q1 202216
Focused Wealth Management, Inc 16160.00%0.01%0.02%Q3 2013Q2 201716
AVANTAX ADVISORY SERVICES, INC. 16160.00%0.01%0.01%Q4 2019Q3 202316
Raymond James Financial Services Advisors, Inc. 1420.00%0.01%0.02%Q3 2018Q3 202316
FMR LLC 820.00%0.00%0.00%Q4 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Veritable, L.P. 14140.01%0.17%0.24%Q1 2013Q2 201614
ASSETMARK, INC 14140.00%0.00%0.01%Q4 2015Q1 201914
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1130.00%0.00%0.00%Q1 2020Q3 202314
WEBSTER BANK, N. A. 13130.01%0.01%0.01%Q4 2016Q4 201913
Advisor Group, Inc. 13130.00%0.00%0.01%Q4 2016Q4 201913
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q3 2014Q2 202313
GOLDMAN SACHS GROUP INC 810.00%0.00%0.00%Q1 2012Q1 202213
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 710.01%0.04%0.05%Q1 2017Q1 202212
Joseph P. Lucia & Associates, LLC 620.06%0.09%0.15%Q1 2019Q2 202212
WEALTHCARE CAPITAL MANAGEMENT LLC 1110.00%0.00%0.01%Q3 2017Q1 202112
Orion Portfolio Solutions, LLC 930.00%0.01%0.03%Q1 2020Q2 202312
Bank of New York Mellon Corp 610.00%0.00%0.00%Q2 2013Q3 202212
Financial Gravity Asset Management, Inc. 810.00%0.01%0.02%Q1 2020Q3 202311
NewEdge Advisors, LLC 740.00%0.03%0.10%Q2 2018Q3 202311
AMERIPRISE FINANCIAL INC 610.00%0.00%0.00%Q2 2013Q4 201811
FIDUCIARY TRUST CO 11110.01%0.01%0.01%Q2 2017Q4 201911
INVESTMENT CENTERS OF AMERICA INC 11110.03%0.07%0.10%Q1 2015Q3 201711
US BANCORP \DE\ 11110.00%0.00%0.00%Q2 2013Q4 201511
Atria Investments, Inc 10100.05%0.07%0.11%Q1 2018Q2 202010
CAPTRUST FINANCIAL ADVISORS 310.00%0.01%0.02%Q3 2013Q2 202210
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
Valmark Advisers, Inc. 810.00%0.01%0.02%Q1 2016Q1 202310
OLD NATIONAL BANCORP /IN/ 10100.02%0.03%0.05%Q2 2014Q3 201610
Private Advisor Group, LLC 510.00%0.02%0.04%Q4 2013Q3 20239
PRINCIPAL FINANCIAL GROUP INC 990.00%0.00%0.00%Q2 2019Q2 20219
FLOW TRADERS U.S. LLC 610.03%0.05%0.11%Q2 2021Q3 20238
SCOTIA CAPITAL INC. 620.00%0.00%0.00%Q4 2016Q2 20198
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Asset Dedication, LLC 510.00%0.00%0.01%Q2 2018Q3 20228
STIFEL FINANCIAL CORP 620.00%0.00%0.00%Q4 2014Q2 20238
MSI Financial Services Inc 880.00%0.00%0.02%Q1 2015Q4 20168
CAHILL FINANCIAL ADVISORS INC 710.01%0.25%0.46%Q3 2021Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
BBVA USA Bancshares, Inc. 880.64%0.75%0.85%Q2 2013Q1 20158
Atria Wealth Solutions, Inc. 770.03%0.03%0.04%Q1 2022Q3 20237
Simmons Bank 520.02%0.02%0.02%Q3 2019Q2 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.12%0.28%Q2 2013Q4 20147
Tower Research Capital LLC (TRC) 310.00%0.01%0.03%Q1 2014Q1 20167
Cordasco Financial Network 770.01%0.01%0.01%Q3 2018Q1 20207
Aris Wealth Services, Inc. 770.72%1.14%1.67%Q1 2014Q3 20157
MML INVESTORS SERVICES, LLC 520.00%0.00%0.00%Q1 2021Q3 20237
Element Wealth, LLC 770.10%0.11%0.14%Q1 2022Q3 20237
Ranger International Management, LP 770.04%0.98%5.84%Q4 2015Q2 20177
Edge Advisors, LLC 770.01%0.01%0.02%Q4 2016Q2 20187
Wealthspire Advisors, LLC 610.13%0.58%0.82%Q3 2021Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Chicago Partners Investment Group LLC 660.01%0.01%0.02%Q2 2017Q3 20186
Passive Capital Management, LLC. 660.12%0.14%0.17%Q4 2021Q1 20236
Virtu KCG Holdings LLC 330.01%0.01%0.02%Q3 2014Q2 20166
Kestra Advisory Services, LLC 510.00%0.01%0.01%Q4 2020Q1 20236
GLENMEDE TRUST CO NA 420.00%0.00%0.01%Q3 2020Q3 20226
Fieldpoint Private Securities, LLC 660.30%0.35%0.40%Q1 2021Q2 20226
AJ WEALTH STRATEGIES, LLC 660.12%0.16%0.22%Q4 2016Q1 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
AE Wealth Management LLC 660.00%0.03%0.05%Q3 2019Q4 20206
Integrated Wealth Concepts LLC 660.04%0.04%0.04%Q2 2022Q3 20236
Mariner, LLC 410.01%0.01%0.02%Q3 2016Q3 20235
Keystone Financial Planning, Inc. 550.46%0.93%2.46%Q4 2013Q4 20145
First Horizon Advisors, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Fusion Family Wealth LLC 410.03%0.03%0.04%Q2 2022Q3 20235
Global Retirement Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Snowden Capital Advisors LLC 550.04%0.05%0.07%Q3 2022Q3 20235
ACG Wealth 550.03%0.03%0.04%Q2 2017Q2 20185
Beacon Pointe Wealth Advisors, LLC 550.20%0.27%0.36%Q4 2018Q4 20195
Farmers National Bank 320.02%0.02%0.02%Q4 2017Q2 20195
ProVise Management Group, LLC 550.02%0.03%0.04%Q2 2017Q2 20185
Breakwater Capital Group 440.48%0.59%0.74%Q4 2022Q3 20234
HAZLETT, BURT & WATSON, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
Amplius Wealth Advisors, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Vertex Planning Partners, LLC 445.18%6.47%7.62%Q4 2022Q3 20234
Weaver Consulting Group 440.00%0.00%0.01%Q1 2019Q4 20194
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q4 2022Q3 20234
BOS Asset Management, LLC 440.99%1.23%1.40%Q4 2022Q3 20234
Sowell Financial Services LLC 440.00%0.00%0.00%Q3 2019Q2 20204
WMS Partners, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q3 2013Q2 20144
Vantage Investment Advisors, LLC 440.00%0.00%0.01%Q4 2013Q3 20144
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Western Pacific Wealth Management, LP 440.04%0.05%0.06%Q4 2021Q3 20224
Freedom Investment Management, Inc. 440.03%0.03%0.04%Q1 2020Q4 20204
CARDIFF PARK ADVISORS, LLC 220.01%0.01%0.01%Q1 2022Q2 20234
Lansing Street Advisors 440.02%0.06%0.14%Q3 2022Q2 20234
WealthPlan Investment Management, LLC 210.16%0.16%0.16%Q1 2022Q4 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Crescent Grove Advisors, LLC 330.11%0.13%0.15%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
TOWER TRUST Co 330.22%0.27%0.30%Q3 2013Q1 20143
Cetera Advisors LLC 330.01%0.01%0.02%Q1 2023Q3 20233
KWMG, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Fiera Capital Corp 330.01%0.01%0.01%Q2 2013Q4 20133
Bruderman Asset Management, LLC 330.01%0.01%0.02%Q3 2018Q1 20193
Legacy Private Trust Co. 330.08%0.09%0.10%Q1 2015Q3 20153
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Marshall Financial Group LLC 330.11%0.12%0.13%Q4 2020Q2 20213
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q2 2014Q4 20143
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.15%0.19%0.22%Q1 2022Q3 20223
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Curi Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Formidable Asset Management, LLC 220.42%0.42%0.42%Q2 2023Q3 20232
Independence Bank of Kentucky 220.09%0.09%0.09%Q3 2019Q4 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Brown Miller Wealth Management, LLC 220.20%0.21%0.22%Q1 2023Q2 20232
Burns Matteson Capital Management, LLC 220.18%0.19%0.20%Q1 2023Q2 20232
Arrow Investment Advisors, LLC 224.78%4.98%5.18%Q1 2023Q2 20232
TOEWS CORP /ADV 220.09%0.11%0.13%Q4 2016Q1 20172
Dorsey Wright & Associates 220.92%0.93%0.94%Q1 2023Q2 20232
ATLAS CAPITAL ADVISORS LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Darwin Wealth Management, LLC 220.11%0.14%0.17%Q4 2017Q1 20182
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EWG Elevate Inc. 220.08%0.09%0.09%Q1 2023Q2 20232
IHT Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Gateway Wealth Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Simplicity Solutions, LLC 220.02%0.02%0.03%Q2 2020Q3 20202
HBK Sorce Advisory LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Baystate Wealth Management LLC 220.08%0.09%0.09%Q2 2015Q3 20152
Hanlon Investment Management, Inc. 220.17%0.19%0.21%Q1 2023Q2 20232
OLD MISSION CAPITAL, LLC 110.09%0.12%0.14%Q4 2016Q4 20202
QUANTUM CAPITAL MANAGEMENT 220.00%0.00%0.00%Q3 2013Q4 20132
BROWN ADVISORY INC 220.00%0.00%0.00%Q4 2014Q1 20152
Winslow, Evans & Crocker, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q3 2017Q4 20172
Jane Street Holding, LLC 220.02%0.03%0.03%Q3 2013Q4 20132
Capital Advisors, Ltd. LLC 220.05%0.05%0.05%Q4 2017Q1 20182
Total Clarity Wealth Management, Inc. 220.76%0.80%0.84%Q4 2022Q1 20232
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
PRIVATE TRUST CO NA 220.05%0.05%0.05%Q2 2016Q3 20162
Hilltop Partners LLC 220.23%0.23%0.23%Q2 2023Q3 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 220.11%0.12%0.13%Q4 2017Q1 20182
Legacy Advisors, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Cetera Investment Advisers 110.01%0.01%0.01%Q1 2023Q1 20231
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
ATHERTON LANE ADVISERS, LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Plante Moran Financial Advisors, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rinkey Investments 110.03%0.03%0.03%Q4 2021Q4 20211
Merriman Wealth Management, LLC 111.81%1.81%1.81%Q2 2013Q2 20131
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.29%0.29%0.29%Q4 2015Q4 20151
New World Advisors LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
ASPIRIANT, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2015Q3 20151
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q1 2023Q1 20231
HOWARD WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
WOODMONT INVESTMENT COUNSEL LLC 110.03%0.03%0.03%Q3 2016Q3 20161
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2016Q3 20161
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
ERTS Wealth Advisors, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Alera Investment Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Balboa Wealth Partners 110.08%0.08%0.08%Q1 2023Q1 20231
Baldrige Asset Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Ahrens Investment Partners LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Lantz Financial LLC 110.29%0.29%0.29%Q2 2019Q2 20191
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
STEPHENS INC /AR/ 110.01%0.01%0.01%Q4 2022Q4 20221
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MADRONA FUNDS, LLC 110.27%0.27%0.27%Q3 2019Q3 20191
TFG Advisers LLC 110.04%0.04%0.04%Q4 2019Q4 20191
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Permit Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.07%0.07%0.07%Q2 2014Q2 20141
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2016Q1 20161
TCI Wealth Advisors, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
External links

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