Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
MORGAN STANLEY | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
JANE STREET GROUP, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2018 | 18 |
Parallax Volatility Advisers, L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 17 |
UBS Group AG | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
ROYAL BANK OF CANADA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 14 |
Motley Fool Wealth Management, LLC | 11 | 1 | 0.49% | 0.71% | 0.80% | Q3 2015 | Q3 2018 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2016 | 12 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 12 |
LPL Financial LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 12 |
SG Americas Securities, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q2 2012 | 10 |
Janney Capital Management LLC | 9 | 9 | 0.00% | 0.21% | 0.27% | Q2 2013 | Q2 2015 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q4 2017 | 8 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 8 |
First City Capital Management, Inc. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2016 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Horan Securities, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Detwiler Fenton Investment Management LLC | 6 | 6 | 1.79% | 2.59% | 3.27% | Q2 2010 | Q3 2011 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
GOLDMAN SACHS GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Virtu KCG Holdings LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Lattice Strategies LLC | 5 | 5 | 0.11% | 0.16% | 0.30% | Q2 2013 | Q2 2014 | 5 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 4 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 4 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Brinker Capital Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.