WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
ROBERTS GLORE & CO INC /IL/ 45450.13%0.34%0.57%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.03%0.15%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
Hanson & Doremus Investment Management 45450.01%0.03%0.04%Q2 2013Q2 202445
HM PAYSON & CO 22210.00%0.01%0.04%Q2 2013Q2 202443
HSBC HOLDINGS PLC 42420.00%0.00%0.01%Q1 2012Q2 202242
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1420.00%0.00%0.00%Q2 2013Q2 202442
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
Motley Fool Wealth Management, LLC 36360.98%1.27%1.72%Q3 2015Q2 202436
RAYMOND JAMES & ASSOCIATES 24110.00%0.02%0.05%Q2 2013Q2 202435
Bank of New York Mellon Corp 1010.00%0.00%0.00%Q1 2014Q2 202433
JANE STREET GROUP, LLC 1010.00%0.01%0.04%Q1 2014Q2 202433
Smithfield Trust Co 31310.00%0.01%0.01%Q4 2016Q2 202431
FMR LLC 2460.00%0.00%0.00%Q4 2016Q2 202430
Advisory Services Network, LLC 1310.00%0.00%0.02%Q4 2013Q4 202328
UNITED CAPITAL FINANCIAL ADVISORS, LLC 28280.00%0.01%0.02%Q4 2014Q3 202128
Cornerstone Capital, Inc. 27270.04%0.11%0.42%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
Barry Investment Advisors, LLC 27270.12%0.64%1.95%Q4 2017Q2 202427
BLAIR WILLIAM & CO/IL 26260.00%0.00%0.00%Q1 2018Q2 202426
CITIGROUP INC 14120.00%0.00%0.02%Q2 2013Q2 202126
Asset Dedication, LLC 26260.00%0.00%0.00%Q1 2018Q2 202426
E&G Advisors, LP 25250.07%0.11%0.21%Q2 2018Q2 202425
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 25250.07%0.14%0.25%Q2 2018Q2 202425
Tower Research Capital LLC (TRC) 2410.00%0.00%0.01%Q3 2016Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
HUNTINGTON NATIONAL BANK 24240.00%0.00%0.00%Q3 2018Q2 202424
ENVESTNET ASSET MANAGEMENT INC 23230.00%0.01%0.02%Q2 2013Q4 201823
Citadel Advisors 1510.00%0.00%0.01%Q2 2016Q3 202323
JPMORGAN CHASE & CO 1410.00%0.00%0.00%Q2 2014Q2 202422
TSFG, LLC 22220.00%0.01%0.01%Q1 2019Q2 202422
Main Management LLC 22220.01%0.01%0.02%Q3 2018Q4 202322
Cetera Advisors LLC 1710.07%0.11%0.22%Q3 2013Q2 201922
RiverFront Investment Group, LLC 22220.63%0.95%2.17%Q3 2013Q4 201822
BB&T SECURITIES, LLC 22220.02%0.03%0.07%Q3 2013Q4 201822
Hudock, Inc. 1920.00%0.00%0.01%Q3 2013Q4 201821
Financial Gravity Asset Management, Inc. 830.00%0.01%0.05%Q1 2018Q1 202421
FIFTH THIRD BANCORP 2010.00%0.00%0.00%Q2 2013Q2 202021
Steward Partners Investment Advisory, LLC 1830.00%0.02%0.06%Q3 2017Q2 202421
AVIANCE CAPITAL MANAGEMENT, LLC 1550.02%0.10%0.21%Q1 2014Q1 201920
IFP Advisors, Inc 1110.00%0.00%0.02%Q4 2015Q2 202120
US BANCORP \DE\ 1310.00%0.00%0.00%Q4 2013Q4 201919
OLD MISSION CAPITAL LLC 610.02%0.06%0.37%Q3 2016Q1 202419
Schoolcraft Capital LLC 19191.10%1.59%2.39%Q4 2019Q2 202419
FLOW TRADERS U.S. LLC 410.02%0.10%0.31%Q3 2013Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q4 2015Q1 202218
American Portfolios Advisors 18180.00%0.00%0.00%Q4 2017Q1 202218
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
MEITAV INVESTMENT HOUSE LTD 710.00%0.01%0.02%Q3 2018Q2 202418
Ironsides Asset Advisors, LLC 1430.06%0.37%0.93%Q2 2017Q3 202117
Creative Planning 17170.00%0.00%0.02%Q2 2013Q2 201717
NEXT Financial Group, Inc 610.00%0.01%0.02%Q3 2014Q4 202117
Cambridge Investment Research Advisors, Inc. 510.00%0.01%0.02%Q1 2015Q4 202317
HighTower Advisors, LLC 920.00%0.04%0.12%Q2 2013Q3 202116
STIFEL FINANCIAL CORP 920.00%0.00%0.01%Q4 2016Q1 202415
People's United Financial, Inc. 15150.00%0.00%0.00%Q4 2013Q2 201715
Raymond James Financial Services Advisors, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
BANK OF MONTREAL /CAN/ 810.00%0.00%0.00%Q2 2013Q2 202415
CREATIVE FINANCIAL DESIGNS INC /ADV 15150.00%0.00%0.03%Q3 2019Q1 202315
Mirae Asset Global Investments Co., Ltd. 15150.00%0.15%0.51%Q3 2016Q1 202015
Belpointe Asset Management LLC 1020.00%0.08%0.40%Q2 2018Q1 202315
SIGNATUREFD, LLC 14140.00%0.01%0.02%Q2 2013Q3 201614
Patriot Financial Group Insurance Agency, LLC 14140.00%0.08%0.15%Q4 2016Q1 202014
Qube Research & Technologies Ltd 1220.00%0.01%0.05%Q4 2019Q2 202414
First Allied Advisory Services, Inc. 810.01%0.02%0.03%Q3 2013Q2 201814
BESSEMER GROUP INC 1130.00%0.04%0.07%Q2 2013Q2 202414
Paragon Capital Management Ltd 950.06%0.11%0.23%Q4 2018Q2 202414
3EDGE Asset Management, LP 850.09%0.56%5.52%Q2 2020Q2 202413
JNBA Financial Advisors 13130.00%0.00%0.01%Q3 2013Q3 201613
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Morningstar Investment Services LLC 12120.36%1.32%1.93%Q2 2013Q1 201612
Janney Montgomery Scott LLC 12120.01%0.05%0.12%Q4 2016Q3 201912
Lindbrook Capital, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
CREDIT SUISSE AG/ 11110.00%0.00%0.00%Q1 2013Q3 201511
KING LUTHER CAPITAL MANAGEMENT CORP 10100.00%0.00%0.01%Q3 2017Q4 201910
Parallel Advisors, LLC 730.00%0.01%0.01%Q1 2017Q4 202110
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
MSI Financial Services Inc 10100.00%0.01%0.01%Q3 2014Q4 201610
BlackRock Finance, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
Winslow, Evans & Crocker, Inc. 910.01%0.02%0.03%Q2 2015Q4 202010
AMERIPRISE FINANCIAL INC 620.00%0.00%0.00%Q2 2013Q1 201710
AdvisorNet Financial, Inc 720.00%0.01%0.02%Q4 2017Q2 20209
Ameritas Investment Partners, Inc. 990.00%0.00%0.00%Q4 2014Q4 20169
Brookstone Capital Management 990.05%0.10%0.19%Q4 2013Q4 20159
ATLAS CAPITAL ADVISORS LLC 530.00%0.00%0.00%Q2 2019Q2 20218
NEW VERNON INVESTMENT MANAGEMENT LLC 711.26%4.21%5.38%Q3 2014Q3 20188
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Koshinski Asset Management, Inc. 320.00%0.04%0.08%Q3 2017Q1 20228
Private Advisor Group, LLC 710.00%0.05%0.11%Q3 2014Q2 20208
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q1 2020Q4 20218
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Wealthcare Advisory Partners LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Vontobel Holding Ltd. 880.02%0.05%0.06%Q3 2022Q2 20248
Clark Capital Management Group, Inc. 310.04%0.33%0.98%Q2 2015Q2 20187
Bell Rock Capital LLC 770.02%0.08%0.15%Q2 2018Q4 20197
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q2 2020Q4 20217
Migdal Insurance & Financial Holdings Ltd. 770.74%1.38%2.08%Q1 2017Q3 20187
NKCFO LLC 430.40%0.77%1.13%Q2 2021Q2 20247
Fieldpoint Private Securities, LLC 520.01%0.02%0.02%Q1 2017Q4 20187
Virtu KCG Holdings LLC 210.01%0.01%0.03%Q4 2013Q1 20177
Pinnacle Summer Investments, Inc. 610.00%0.00%0.00%Q2 2013Q4 20157
Mariner, LLC 510.00%0.01%0.02%Q3 2016Q2 20196
D'Orazio & Associates, Inc. 660.02%0.02%0.03%Q2 2018Q3 20196
WINTRUST INVESTMENTS LLC 410.02%0.03%0.04%Q2 2021Q1 20246
Country Club Trust Company, n.a. 660.14%0.17%0.20%Q2 2017Q3 20186
Placemark Investments, Inc. 660.01%0.01%0.02%Q3 2013Q4 20146
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2015Q3 20196
Core Wealth Partners LLC 660.18%0.21%0.24%Q1 2023Q2 20246
Clal Insurance Enterprises Holdings Ltd 660.06%0.07%0.10%Q1 2018Q2 20196
Fort Sheridan Advisors LLC 420.05%0.06%0.07%Q2 2021Q4 20236
Compagnie Lombard Odier SCmA 510.00%0.00%0.00%Q1 2015Q2 20226
Janney Capital Management LLC 662.12%3.98%5.75%Q1 2018Q2 20196
Lansing Street Advisors 660.02%0.40%2.15%Q1 2022Q2 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
CUMBERLAND ADVISORS INC 661.24%1.28%1.34%Q2 2017Q3 20186
Cutler Group LLC / CA 330.00%0.00%0.01%Q4 2015Q2 20166
Relative Value Partners Group, LLC 550.02%0.05%0.13%Q1 2021Q1 20225
Bison Wealth, LLC 550.25%0.37%0.49%Q4 2014Q4 20155
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
Semmax Financial Advisors Inc. 550.02%0.02%0.02%Q4 2018Q4 20195
BREWIN DOLPHIN LTD 550.00%0.00%0.00%Q3 2017Q3 20185
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q4 2017Q4 20185
Baird Financial Group, Inc. 320.00%0.00%0.00%Q3 2018Q2 20245
CoreCap Advisors, LLC 210.00%0.00%0.00%Q4 2021Q2 20245
CWM, LLC 210.00%0.00%0.00%Q3 2015Q2 20245
Prospera Financial Services Inc 310.00%0.02%0.07%Q3 2020Q4 20235
XPONANCE, INC. 551.37%1.59%1.99%Q4 2017Q4 20185
Commonwealth Equity Services, Inc 550.00%0.01%0.01%Q3 2013Q3 20145
Vantage Investment Partners, LLC 550.36%0.46%0.57%Q4 2017Q4 20185
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.01%Q4 2016Q4 20175
BRANDES INVESTMENT PARTNERS, LP 550.05%0.07%0.09%Q1 2013Q1 20145
Karp Capital Management Corp 410.02%0.04%0.05%Q4 2014Q4 20185
PRIVATE TRUST CO NA 440.00%0.00%0.00%Q3 2023Q2 20244
CARDIFF PARK ADVISORS, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Darwin Wealth Management, LLC 440.35%0.56%0.82%Q1 2017Q4 20174
Mariner Wealth Advisors-Cincinnati, LLC 441.60%2.01%2.29%Q4 2017Q3 20184
Kistler-Tiffany Companies, LLC 440.00%0.00%0.01%Q2 2015Q1 20164
SEI INVESTMENTS CO 310.00%0.00%0.00%Q4 2015Q2 20184
Global Retirement Partners, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Private Capital Group, LLC 310.00%0.00%0.00%Q3 2018Q3 20194
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.04%0.08%Q1 2016Q4 20164
MGO ONE SEVEN LLC 220.04%0.06%0.10%Q4 2017Q4 20184
Avior Wealth Management, LLC 310.00%0.00%0.01%Q4 2018Q4 20194
Global Trust Asset Management, LLC 310.00%0.06%0.23%Q4 2017Q4 20194
Pekin Hardy Strauss, Inc. 440.12%0.16%0.18%Q2 2021Q1 20224
WealthShield Partners, LLC 220.00%0.00%0.00%Q4 2018Q4 20194
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
Argent Trust Co 330.02%0.04%0.07%Q1 2018Q3 20183
IHT Wealth Management, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Tortoise Investment Management, LLC 330.01%0.01%0.01%Q2 2015Q4 20153
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Balentine LLC 330.01%8.59%13.36%Q1 2016Q3 20163
Cetera Advisor Networks LLC 210.00%0.01%0.01%Q3 2018Q2 20203
Global Financial Private Client, LLC 330.01%0.03%0.05%Q4 2019Q2 20203
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20213
Freedom Investment Management, Inc. 330.01%0.01%0.01%Q3 2017Q1 20183
Lenox Wealth Management, Inc. 330.00%0.02%0.05%Q1 2018Q3 20183
Renaissance Technologies 210.00%0.00%0.00%Q2 2018Q1 20193
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Advocacy Wealth Management Services, LLC 210.01%0.01%0.01%Q4 2015Q3 20183
US FINANCIAL ADVISORS, LLC 330.00%0.04%0.12%Q4 2014Q2 20153
BANK OF NOVA SCOTIA 210.00%0.01%0.02%Q4 2015Q2 20183
Waverly Advisors, LLC 330.00%0.00%0.01%Q2 2014Q4 20143
PATHSTONE FAMILY OFFICE, LLC 210.00%0.02%0.04%Q1 2020Q3 20223
Beacon Pointe Advisors, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
BARCLAYS PLC 330.00%0.00%0.00%Q2 2016Q4 20163
Virtu Financial LLC 210.02%0.02%0.03%Q2 2018Q1 20193
Litman Gregory Wealth Management LLC 220.06%0.07%0.09%Q3 2021Q4 20212
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q2 2016Q1 20182
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q3 20182
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q4 2016Q1 20172
ALTFEST L J & CO INC 220.25%0.27%0.30%Q3 2017Q4 20172
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Vontobel Swiss Wealth Advisors AG 220.14%0.14%0.14%Q2 2018Q3 20182
Ausdal Financial Partners, Inc. 110.00%0.11%0.21%Q4 2015Q1 20182
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.02%0.02%Q4 2018Q1 20192
Atria Investments, Inc 220.01%0.01%0.01%Q2 2018Q3 20182
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2018Q3 20182
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q1 2013Q2 20132
Surevest, LLC 220.18%0.26%0.33%Q4 2018Q1 20192
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Aspire Private Capital, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q3 20182
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Bienville Capital Management, LLC 220.14%0.20%0.26%Q1 2016Q2 20162
CSS LLC/IL 220.05%0.05%0.05%Q1 2024Q2 20242
TOWNSQUARE CAPITAL LLC 110.00%0.10%0.20%Q4 2023Q2 20242
Beaird Harris Wealth Management, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
MATHER GROUP, LLC. 220.01%0.01%0.01%Q4 2023Q1 20242
SPINNAKER TRUST 220.58%0.58%0.59%Q4 2018Q1 20192
STANCORP INVESTMENT ADVISERS INC 220.00%0.01%0.02%Q4 2014Q1 20152
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Regency Capital Management Inc.\DE 221.17%1.24%1.31%Q4 2023Q1 20242
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2024Q2 20242
First Personal Financial Services 220.31%0.36%0.41%Q1 2016Q2 20162
SG Americas Securities, LLC 220.01%0.02%0.03%Q1 2017Q2 20172
Covington Capital Management 220.00%0.00%0.00%Q3 2017Q4 20172
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Plante Moran Financial Advisors, LLC 110.00%0.01%0.02%Q4 2013Q4 20172
Independence Trust CO 220.24%0.25%0.25%Q3 2017Q4 20172
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Jane Street Holding, LLC 220.01%0.02%0.03%Q3 2013Q4 20132
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
OLD MISSION CAPITAL, LLC 110.03%0.03%0.04%Q4 2016Q4 20202
Keeler Thomas Management LLC 110.02%0.02%0.02%Q4 2017Q4 20171
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2024Q2 20241
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Resurgent Financial Advisors LLC 110.15%0.15%0.15%Q1 2022Q1 20221
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Fortitude Family Office, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Independent Portfolio Consultants, Inc. 110.05%0.05%0.05%Q2 2017Q2 20171
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
1620 INVESTMENT ADVISORS, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nikulski Financial, Inc. 110.23%0.23%0.23%Q1 2018Q1 20181
Wallace Advisory Group, LLC 111.03%1.03%1.03%Q1 2024Q1 20241
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Cribstone Capital Management, LLC 110.09%0.09%0.09%Q3 2016Q3 20161
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2015Q1 20151
Cypress Wealth Services, LLC 110.08%0.08%0.08%Q2 2018Q2 20181
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Gradient Investments LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q4 2022Q4 20221
Intercontinental Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Cerity Partners LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Strategic Blueprint, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Field & Main Bank 110.01%0.01%0.01%Q3 2014Q3 20141
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Voya Financial Advisors, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Orion Portfolio Solutions, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Artemis Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Arete Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2023Q4 20231
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
DFPG INVESTMENTS, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Eldridge Investment Advisors, Inc. 110.30%0.30%0.30%Q4 2023Q4 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Investmark Advisory Group LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Winch Advisory Services, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Riverview Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
EisnerAmper Wealth Management Corporate Benefits, LLC 110.67%0.67%0.67%Q4 2023Q4 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Portside Wealth Group, LLC 110.54%0.54%0.54%Q4 2023Q4 20231
Mowery & Schoenfeld Wealth Management, LLC 110.33%0.33%0.33%Q4 2023Q4 20231
ADVISOR PARTNERS LLC 110.04%0.04%0.04%Q4 2017Q4 20171
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2024Q2 20241
Ground Swell Capital, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2023Q4 20231
Avidian Wealth Enterprises, LLC 112.82%2.82%2.82%Q4 2013Q4 20131
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Csenge Advisory Group 110.15%0.15%0.15%Q4 2017Q4 20171
Delek Group, Ltd. 110.01%0.01%0.01%Q4 2017Q4 20171
Matrix Trust Co 110.04%0.04%0.04%Q4 2023Q4 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Bogart Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Alliance Wealth Advisors, LLC /UT 110.54%0.54%0.54%Q4 2023Q4 20231
Cresset Asset Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Ballentine Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Integrated Wealth Management 110.00%0.00%0.00%Q2 2015Q2 20151
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.17%0.17%0.17%Q4 2023Q4 20231
AE Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
EPG Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Montecito Bank & Trust 110.30%0.30%0.30%Q2 2018Q2 20181
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Ameliora Wealth Management Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Network Wealth Advisors LLC 110.59%0.59%0.59%Q4 2023Q4 20231
ASSETMARK, INC 110.00%0.00%0.00%Q4 2016Q4 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
FirstPurpose Wealth LLC 110.15%0.15%0.15%Q4 2023Q4 20231
JAMES INVESTMENT RESEARCH, INC. 110.00%0.00%0.00%Q3 2016Q3 20161
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
HARTLINE INVESTMENT CORP/ 110.09%0.09%0.09%Q1 2024Q1 20241
External links

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