WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3610.00%0.00%0.01%Q2 2013Q3 202372
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 41410.00%0.01%0.06%Q3 2013Q3 202341
US BANCORP \DE\ 41410.00%0.00%0.00%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 41410.00%0.00%0.01%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.00%Q3 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 3910.00%0.00%0.00%Q2 2013Q3 202340
JPMORGAN CHASE & CO 38380.00%0.00%0.00%Q2 2014Q3 202338
Advisory Services Network, LLC 27110.01%0.05%0.16%Q1 2014Q3 202338
Creative Planning 2130.00%0.00%0.04%Q3 2013Q3 202337
RAYMOND JAMES & ASSOCIATES 3430.00%0.01%0.14%Q1 2014Q3 202337
Ballentine Partners, LLC 36360.01%0.02%0.04%Q4 2014Q3 202336
Bank of New York Mellon Corp 1640.00%0.00%0.00%Q1 2014Q3 202336
UBS Group AG 36360.00%0.01%0.05%Q4 2014Q3 202336
CITIGROUP INC 35350.00%0.00%0.04%Q3 2013Q1 202235
WHITTIER TRUST CO 35350.00%0.05%0.20%Q1 2015Q3 202335
Stratos Wealth Partners, LTD. 35350.01%0.05%0.24%Q1 2015Q3 202335
JANE STREET GROUP, LLC 1130.00%0.02%0.36%Q1 2014Q3 202334
Baird Financial Group, Inc. 2660.00%0.00%0.02%Q2 2015Q3 202332
STEPHENS INC /AR/ 1460.00%0.04%0.19%Q2 2013Q1 202232
IMA Wealth, Inc. 32320.01%0.61%1.51%Q3 2015Q2 202332
HSBC HOLDINGS PLC 2560.00%0.00%0.02%Q2 2014Q1 202231
EATON VANCE MANAGEMENT 2640.00%0.00%0.01%Q3 2013Q4 202130
CWM, LLC 2280.00%0.00%0.00%Q1 2016Q3 202330
Motley Fool Wealth Management, LLC 29290.61%1.18%1.94%Q3 2015Q3 202229
CAPTRUST FINANCIAL ADVISORS 1110.00%0.00%0.00%Q2 2014Q2 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.05%Q2 2013Q4 201927
WHITTIER TRUST CO OF NEVADA INC 27270.00%0.01%0.02%Q1 2016Q3 202227
Allworth Financial LP 27270.00%0.00%0.00%Q1 2017Q3 202327
COURIER CAPITAL LLC 27271.14%1.45%1.94%Q1 2017Q3 202327
NEXT Financial Group, Inc 1310.00%0.07%0.35%Q3 2014Q4 202127
Cambridge Investment Research Advisors, Inc. 1510.00%0.01%0.02%Q1 2014Q3 202326
IFP Advisors, Inc 1440.00%0.01%0.07%Q4 2015Q4 202226
GARRISON BRADFORD & ASSOCIATES INC 26260.28%0.40%0.61%Q2 2016Q3 202226
Tower Research Capital LLC (TRC) 2210.00%0.00%0.00%Q3 2015Q3 202326
Vontobel Swiss Wealth Advisors AG 2330.14%2.20%5.18%Q4 2014Q2 202126
ENVESTNET ASSET MANAGEMENT INC 2060.00%0.01%0.03%Q3 2013Q1 202026
OPTIMUM INVESTMENT ADVISORS 1870.00%0.12%0.34%Q3 2013Q4 201925
Voya Financial Advisors, Inc. 24240.01%0.05%0.07%Q2 2015Q1 202124
Carroll Financial Associates, Inc. 24240.00%0.01%0.02%Q3 2014Q2 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Conservest Capital Advisors, Inc. 2210.10%0.25%0.76%Q3 2017Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.01%0.03%Q4 2016Q2 202223
Financial Planning & Information Services, Inc. 23230.13%0.33%0.61%Q1 2018Q3 202323
Janney Montgomery Scott LLC 12110.00%0.03%0.11%Q3 2013Q2 201923
Brinker Capital Investments, LLC 2120.09%0.20%0.28%Q2 2013Q1 201923
HARVEST CAPITAL MANAGEMENT INC 23230.52%3.57%5.56%Q2 2013Q4 201823
BB&T SECURITIES, LLC 23230.00%0.08%0.31%Q1 2014Q3 201923
FIFTH THIRD BANCORP 1330.00%0.00%0.00%Q3 2013Q2 202123
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Citadel Advisors 1210.00%0.00%0.00%Q3 2014Q3 202323
FMR LLC 830.00%0.00%0.00%Q4 2016Q3 202323
Northeast Financial Consultants Inc 1930.02%0.65%1.32%Q1 2014Q3 201922
Cetera Advisor Networks LLC 1710.00%0.03%0.05%Q1 2014Q3 202121
SCOTIA CAPITAL INC. 1220.00%0.01%0.04%Q1 2014Q4 201921
UNITED CAPITAL FINANCIAL ADVISORS, LLC 21210.00%0.01%0.02%Q4 2014Q4 201921
Cetera Advisors LLC 1510.04%0.16%0.76%Q3 2013Q2 201921
Sandy Spring Bank 21210.00%0.00%0.00%Q1 2014Q1 201921
Ancora Advisors LLC 21210.07%0.26%0.85%Q4 2013Q4 201821
Psagot Value Holdings Ltd. 1380.00%0.00%0.01%Q1 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
White Pine Investment CO 21211.35%1.82%2.43%Q1 2015Q1 202021
Spears Abacus Advisors LLC 21210.04%0.16%0.45%Q2 2014Q2 201921
Mirae Asset Global Investments Co., Ltd. 1190.00%0.07%0.49%Q3 2017Q2 202320
BANK HAPOALIM BM 20200.06%0.11%0.28%Q4 2013Q3 201820
FLOW TRADERS U.S. LLC 510.02%0.06%0.25%Q3 2014Q3 202320
FinTrust Capital Advisors, LLC 20200.03%0.04%0.07%Q4 2018Q3 202320
OLD MISSION CAPITAL LLC 610.01%0.06%0.24%Q4 2014Q3 202320
EDMOND DE ROTHSCHILD HOLDING S.A. 20200.00%0.00%0.01%Q2 2017Q1 202220
Steward Partners Investment Advisory, LLC 1120.00%0.00%0.01%Q1 2017Q3 202320
Private Advisor Group, LLC 810.00%0.02%0.09%Q4 2013Q2 202020
American Portfolios Advisors 20200.00%0.02%0.06%Q4 2017Q3 202220
Migdal Insurance & Financial Holdings Ltd. 20200.00%0.03%0.09%Q4 2018Q3 202320
TFG Advisers LLC 20200.12%0.35%0.79%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 1910.00%0.00%0.01%Q2 2015Q4 202120
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Lowe Wealth Advisors, LLC 19190.00%0.00%0.01%Q2 2019Q4 202319
Wealthcare Advisory Partners LLC 19190.00%0.16%0.50%Q3 2017Q1 202219
PERRITT CAPITAL MANAGEMENT INC 19190.26%0.86%2.04%Q2 2015Q4 201919
Global Endowment Management, LP 18180.14%0.17%0.22%Q2 2014Q3 201818
MML INVESTORS SERVICES, LLC 18180.00%0.01%0.03%Q3 2017Q4 202118
First Allied Advisory Services, Inc. 1010.00%0.02%0.04%Q1 2014Q3 201918
Parkside Financial Bank & Trust 18180.01%0.02%0.02%Q3 2015Q4 201918
Commonwealth Equity Services, Inc 17170.01%0.05%0.12%Q3 2013Q3 201717
MANUFACTURERS LIFE INSURANCE COMPANY, THE 17170.00%0.00%0.00%Q2 2014Q2 201817
Asset Planning Services, Ltd. 1520.03%0.04%0.06%Q2 2015Q3 201917
Raymond James Financial Services Advisors, Inc. 1510.00%0.01%0.03%Q4 2015Q4 201916
SALEM INVESTMENT COUNSELORS INC 16160.00%0.00%0.00%Q2 2019Q1 202316
Cottage Street Advisors LLC 1510.14%1.61%2.60%Q4 2015Q4 201916
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Seelaus Asset Management LLC 970.14%0.21%0.28%Q4 2017Q4 202116
Barry Investment Advisors, LLC 910.06%0.10%0.18%Q4 2017Q4 202115
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q3 2016Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.03%0.06%Q2 2016Q4 201915
BESSEMER GROUP INC 1320.00%0.09%0.26%Q1 2014Q4 202015
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
Compagnie Lombard Odier SCmA 15150.10%0.12%0.19%Q1 2015Q3 201815
NOESIS CAPITAL MANGEMENT CORP 15150.78%1.51%1.99%Q1 2017Q3 202015
Focused Wealth Management, Inc 15150.00%0.00%0.00%Q1 2015Q3 201815
Dougherty Wealth Advisers LLC 14140.02%0.05%0.08%Q4 2018Q1 202214
Intercontinental Wealth Advisors, LLC 14140.12%0.14%0.19%Q1 2020Q2 202314
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 860.01%0.20%0.58%Q4 2015Q4 201914
OPPENHEIMER & CO INC 1040.01%0.02%0.04%Q4 2013Q3 201814
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q3 2014Q2 202213
Bell Rock Capital LLC 13130.06%0.15%0.29%Q4 2016Q4 201913
SevenBridge Financial Group, LLC 13130.01%0.02%0.04%Q2 2016Q2 201913
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.01%0.28%0.36%Q4 2016Q4 201913
Westside Investment Management, Inc. 910.00%0.12%0.23%Q4 2016Q3 202013
Founders Financial Alliance, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
SG Americas Securities, LLC 1210.00%0.03%0.11%Q3 2014Q3 201813
Well Done, LLC 12120.21%0.30%0.56%Q4 2015Q3 201812
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.05%0.13%0.29%Q4 2019Q3 202212
HighTower Advisors, LLC 610.00%0.04%0.08%Q2 2014Q4 201912
Harel Insurance Investments & Financial Services Ltd. 12120.01%0.02%0.03%Q4 2015Q3 201812
Sunbelt Securities, Inc. 930.00%0.22%0.51%Q3 2017Q3 202312
CUMBERLAND ADVISORS INC 930.63%1.61%3.97%Q4 2013Q2 201812
Sound Income Strategies, LLC 12120.00%0.00%0.00%Q4 2017Q3 202012
Sovereign Financial Group, Inc. 12120.14%0.85%2.08%Q4 2020Q3 202312
JNBA Financial Advisors 12120.00%0.01%0.01%Q3 2013Q2 201612
VICUS CAPITAL 12120.07%0.98%2.49%Q4 2013Q3 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
CREDIT SUISSE AG/ 10100.00%0.00%0.00%Q3 2013Q4 201511
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Yorktown Management & Research Co Inc 1010.04%0.05%0.05%Q1 2014Q4 201611
Capital Investment Advisory Services, LLC 740.00%0.01%0.01%Q1 2020Q3 202311
PARAMETRIC PORTFOLIO ASSOCIATES LLC 11110.01%0.01%0.02%Q3 2013Q1 201611
AVIANCE CAPITAL MANAGEMENT, LLC 650.06%0.13%0.18%Q1 2014Q4 201611
New England Investment & Retirement Group, Inc. 651.78%3.95%4.59%Q1 2015Q3 201811
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Virtu KCG Holdings LLC 530.00%0.03%0.06%Q4 2013Q4 201611
BOSTON ADVISORS LLC 11110.01%0.01%0.02%Q1 2017Q3 201911
SUNTRUST BANKS INC 430.00%0.01%0.01%Q4 2013Q3 201811
WealthShield Partners, LLC 620.00%0.01%0.01%Q4 2017Q3 202311
SIMPLEX TRADING, LLC 310.00%0.01%0.03%Q4 2014Q4 202211
EAGLE GLOBAL ADVISORS LLC 11110.11%0.21%0.27%Q3 2013Q1 201611
Hexagon Capital Partners LLC 11110.00%0.00%0.01%Q3 2020Q1 202311
CIBC WORLD MARKET INC. 310.00%0.01%0.06%Q3 2013Q4 201911
First Heartland Consultants, Inc. 430.04%0.28%0.88%Q4 2013Q1 202110
ENTERPRISE FINANCIAL SERVICES CORP 10100.01%0.01%0.03%Q1 2019Q2 202110
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q1 2014Q3 202310
CENTRAL TRUST Co 10100.00%0.01%0.01%Q4 2013Q1 201610
AdvisorNet Financial, Inc 10100.00%0.01%0.02%Q4 2017Q1 202010
TRUIST FINANCIAL CORP 10100.00%0.00%0.00%Q4 2019Q1 202210
Gemmer Asset Management LLC 990.60%1.65%2.42%Q2 2014Q2 20169
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990.00%0.01%0.02%Q2 2014Q2 20169
Belmont Global Advisors, Inc. 990.18%0.43%0.80%Q4 2013Q4 20159
Vontobel Holding Ltd. 990.00%0.01%0.02%Q3 2021Q3 20239
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 990.77%1.08%1.88%Q4 2015Q4 20179
Asset Dedication, LLC 880.01%0.01%0.01%Q1 2018Q4 20198
Banco Santander, S.A. 880.04%0.10%0.17%Q4 2016Q3 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Hedges Asset Management LLC 880.43%0.49%0.55%Q4 2021Q3 20238
Klingman & Associates, LLC 880.01%0.01%0.01%Q4 2014Q3 20168
Renaissance Technologies 510.00%0.00%0.00%Q4 2017Q2 20208
J.P. Morgan Private Wealth Advisors LLC 320.01%0.01%0.01%Q2 2013Q1 20168
Cutler Group LLC / CA 210.00%0.00%0.01%Q4 2015Q1 20188
JAMES INVESTMENT RESEARCH INC 880.00%0.00%0.00%Q2 2021Q1 20238
QUADRANT CAPITAL GROUP LLC 880.01%0.02%0.05%Q4 2019Q3 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
WEST BANCORPORATION INC 440.01%0.02%0.03%Q4 2019Q3 20228
MBM Wealth Consultants, LLC 880.03%0.03%0.04%Q4 2018Q3 20208
MOTCO 880.00%0.00%0.00%Q3 2013Q2 20158
Archer Investment Corp 880.01%0.01%0.01%Q4 2018Q3 20208
Independent Portfolio Consultants, Inc. 520.03%0.14%0.43%Q1 2014Q2 20177
Braver Wealth Management, LLC 770.45%1.04%2.49%Q2 2015Q4 20167
St. Louis Trust Co 430.04%0.05%0.06%Q4 2021Q3 20237
Insight Wealth Strategies, LLC 520.04%0.07%0.10%Q4 2018Q3 20207
Bruderman Asset Management, LLC 770.01%0.01%0.01%Q2 2015Q4 20167
Regal Investment Advisors LLC 770.00%0.01%0.02%Q1 2014Q3 20157
Merriman Wealth Management, LLC 430.10%0.13%0.20%Q3 2017Q4 20217
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q3 2021Q1 20237
MID CONTINENT CAPITAL LLC/IL 520.02%0.29%0.66%Q3 2013Q3 20157
Lombard Odier Transatlantic Ltd 772.82%3.30%3.64%Q1 2015Q3 20167
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Allianz Asset Management GmbH 610.00%0.00%0.00%Q1 2017Q4 20197
Aptus Capital Advisors, LLC 510.00%0.00%0.00%Q4 2019Q1 20236
Eldridge Investment Advisors, Inc. 660.12%0.29%0.41%Q4 2017Q1 20196
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 660.00%0.00%0.00%Q3 2014Q4 20156
UBS AG 660.00%0.03%0.08%Q2 2013Q3 20146
Realta Investment Advisors 420.00%0.00%0.00%Q1 2019Q4 20226
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
RWA WEALTH PARTNERS, LLC 660.03%0.31%0.41%Q1 2017Q2 20186
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Placemark Investments, Inc. 660.01%0.03%0.06%Q3 2013Q4 20146
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 310.08%0.09%0.10%Q4 2017Q3 20206
Ellevest, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Perella Weinberg Partners Capital Management LP 660.80%3.34%11.47%Q1 2014Q2 20156
Certified Advisory Corp 660.01%0.02%0.03%Q4 2017Q1 20196
CAMBRIDGE TRUST CO 660.02%0.02%0.03%Q1 2017Q2 20186
1834 INVESTMENT ADVISORS CO 660.00%0.00%0.00%Q4 2017Q1 20196
IHT Wealth Management, LLC 660.01%0.01%0.03%Q4 2016Q1 20186
Mariner, LLC 510.00%0.41%0.70%Q3 2013Q3 20166
DAVENPORT & Co LLC 410.00%0.08%0.15%Q3 2013Q1 20185
SHELTON CAPITAL MANAGEMENT 550.02%0.02%0.02%Q1 2017Q1 20185
CITY NATIONAL BANK 550.00%0.00%0.01%Q3 2013Q3 20145
CAPITAL MANAGEMENT CORP /VA 551.56%2.72%3.16%Q2 2017Q2 20185
HL FINANCIAL SERVICES LLC 550.01%0.01%0.02%Q3 2013Q3 20145
MTM Investment Management, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Verition Fund Management LLC 210.01%0.03%0.05%Q3 2016Q2 20195
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.04%Q4 2016Q4 20175
HUNTINGTON NATIONAL BANK 320.00%0.00%0.00%Q2 2015Q4 20175
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
Argentus Capital Management, LLC 550.00%0.03%0.05%Q3 2015Q3 20165
Hanson & Doremus Investment Management 550.01%0.01%0.01%Q2 2017Q2 20185
PRUDENTIAL FINANCIAL INC 410.00%0.00%0.00%Q3 2017Q4 20195
Clear Creek Financial Management, LLC 550.09%0.16%0.20%Q2 2019Q2 20205
Cornerstone Financial Partners, LLC 550.47%0.79%1.21%Q2 2016Q2 20175
Vantage Investment Advisors, LLC 550.00%0.00%0.01%Q1 2014Q1 20155
Gupta Wealth Management LLC 550.04%0.04%0.05%Q1 2015Q1 20165
Surevest, LLC 550.08%0.17%0.31%Q4 2018Q4 20195
NEW ENGLAND SECURITIES CORP /MA/ 440.01%0.02%0.02%Q1 2014Q4 20144
Delek Group, Ltd. 440.02%0.04%0.06%Q4 2017Q3 20184
NewDay Solutions, LLC 310.21%0.30%0.40%Q4 2018Q4 20194
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Geneos Wealth Management Inc. 440.00%0.00%0.01%Q1 2016Q4 20164
Spruce Investment Advisors LLC 441.23%15.08%23.35%Q4 2013Q3 20144
Transamerica Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2016Q2 20174
Rathbones Group PLC 440.02%0.03%0.03%Q3 2017Q2 20184
Janney Capital Management LLC 440.10%0.37%0.50%Q3 2013Q2 20144
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20214
Krilogy Financial LLC 310.00%0.00%0.00%Q3 2017Q3 20184
SeaBridge Investment Advisors LLC 440.00%0.00%0.00%Q2 2017Q1 20184
Lucia Wealth Services, LLC 440.14%0.30%0.62%Q4 2017Q3 20184
Parallel Advisors, LLC 310.00%0.00%0.01%Q1 2018Q3 20214
AVALON CAPITAL MANAGEMENT 210.73%1.15%1.37%Q4 2013Q3 20174
Concert Wealth Management Inc. 310.01%0.03%0.04%Q4 2013Q3 20164
MYCIO WEALTH PARTNERS, LLC 310.00%0.01%0.02%Q2 2018Q4 20194
NORTHERN TRUST CORP 440.00%0.00%0.00%Q1 2017Q4 20174
BARCLAYS PLC 440.00%0.00%0.00%Q4 2013Q3 20144
OneDigital Investment Advisors LLC 310.00%0.00%0.00%Q2 2017Q2 20184
BENJAMIN F. EDWARDS & COMPANY, INC. 440.26%0.32%0.36%Q3 2013Q2 20144
Sargent Bickham Lagudis LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Karp Capital Management Corp 310.01%0.91%1.30%Q4 2017Q4 20184
Polaris Wealth Advisory Group, LLC 310.02%0.57%2.24%Q1 2015Q2 20234
Pinnacle Summer Investments, Inc. 310.00%0.00%0.00%Q3 2014Q3 20154
Total Clarity Wealth Management, Inc. 330.16%0.34%0.46%Q1 2021Q3 20213
Wagner Wealth Management, LLC 210.01%0.01%0.02%Q4 2021Q3 20223
Genesis Wealth Advisors, LLC 330.02%0.04%0.06%Q4 2014Q2 20153
Evolution Wealth Advisors, LLC 330.74%1.18%1.44%Q4 2018Q2 20193
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Clear Harbor Asset Management, LLC 110.00%0.04%0.12%Q4 2014Q3 20203
Waverly Advisors, LLC 330.01%0.01%0.01%Q2 2014Q4 20143
PATTON ALBERTSON MILLER GROUP, LLC 330.06%0.07%0.08%Q2 2019Q4 20193
Clean Yield Group 210.00%0.00%0.00%Q1 2015Q2 20163
LFA - Lugano Financial Advisors SA 330.35%0.40%0.50%Q2 2018Q4 20183
Alken Asset Management Ltd 330.13%0.23%0.33%Q2 2017Q4 20173
RiverFront Investment Group, LLC 210.56%1.88%3.97%Q2 2014Q1 20163
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.04%0.04%0.05%Q4 2019Q2 20203
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.00%Q4 2021Q2 20223
Wealth Architects, LLC 330.07%0.07%0.08%Q4 2017Q2 20183
Ashfield Capital Partners, LLC 330.02%0.03%0.04%Q2 2014Q4 20143
Verity Asset Management, Inc. 330.80%1.32%1.61%Q1 2015Q3 20153
1st Global Advisors, Inc. 210.03%0.04%0.05%Q2 2014Q1 20163
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
GREENWOOD CAPITAL ASSOCIATES LLC 210.20%0.43%0.65%Q1 2014Q3 20173
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
BRINKER CAPITAL INC 330.06%0.06%0.06%Q1 2015Q3 20153
Ausdal Financial Partners, Inc. 110.00%0.05%0.09%Q4 2015Q1 20193
Dorsey & Whitney Trust CO LLC 330.07%0.08%0.08%Q1 2014Q3 20143
THRIVENT FINANCIAL FOR LUTHERANS 220.01%0.01%0.01%Q1 2019Q2 20192
SII INVESTMENTS INC/WI 220.22%0.25%0.27%Q2 2014Q3 20142
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2014Q2 20142
PRIVATE TRUST CO NA 220.01%0.01%0.01%Q1 2014Q2 20142
BANK OF NOVA SCOTIA 110.01%0.01%0.02%Q4 2015Q2 20182
NIEMANN CAPITAL MANAGEMENT INC 225.01%5.13%5.26%Q4 2013Q1 20142
INVESTMENT CENTERS OF AMERICA INC 220.04%0.05%0.06%Q3 2016Q4 20162
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q3 2014Q4 20142
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
Gradient Investments LLC 110.00%0.00%0.00%Q4 2017Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Wallace Advisory Group, LLC 220.79%0.79%0.79%Q1 2023Q2 20232
ROTHSCHILD INVESTMENT LLC /IL 220.07%0.07%0.08%Q3 2014Q4 20142
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
SUMMIT CAPITAL MANAGEMENT LLC 223.47%3.53%3.58%Q1 2014Q2 20142
McAdam, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.74%0.79%0.85%Q1 2014Q2 20142
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2013Q1 20142
Smart Money Group LLC 220.15%0.16%0.17%Q3 2019Q4 20192
ADVISOR PARTNERS LLC 110.03%0.04%0.04%Q4 2017Q3 20182
FORVIS Wealth Advisors, LLC 220.04%0.04%0.04%Q4 2017Q1 20182
Price Wealth, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
Virtus Family Office LLC 220.79%0.82%0.84%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Hudock, Inc. 110.00%0.01%0.02%Q3 2014Q1 20162
Financial Advocates Investment Management 220.13%0.13%0.14%Q4 2017Q1 20182
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.01%0.01%Q2 2019Q1 20202
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q2 2013Q3 20132
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Wealthspire Advisors, L.P. 220.03%0.03%0.03%Q4 2015Q1 20162
BAROMETER CAPITAL MANAGEMENT INC. 220.32%0.33%0.34%Q4 2013Q1 20142
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
US FINANCIAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
B. Riley Wealth Management, Inc. 110.42%0.42%0.42%Q2 2014Q2 20141
MCF Advisors LLC 110.01%0.01%0.01%Q3 2013Q3 20131
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q1 2016Q1 20161
Investors Capital Advisory Services 110.05%0.05%0.05%Q1 2014Q1 20141
King Wealth Management Group 110.16%0.16%0.16%Q1 2014Q1 20141
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TOWNSQUARE CAPITAL LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Shamrock Asset Management LLC 110.00%0.00%0.00%Q1 2015Q1 20151
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
PACIFIC FINANCIAL GROUP INC 111.39%1.39%1.39%Q1 2014Q1 20141
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Alliance Wealth Advisors, LLC /UT 110.31%0.31%0.31%Q1 2023Q1 20231
ORSER CAPITAL MANAGEMENT, LLC 110.66%0.66%0.66%Q4 2017Q4 20171
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
MATHER GROUP, LLC. 110.00%0.00%0.00%Q1 2023Q1 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
RAND WEALTH, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Aevitas Wealth Management, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Clearstead Advisors, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
GFI Investment Counsel Ltd. 110.01%0.01%0.01%Q1 2018Q1 20181
STIFEL NICOLAUS & CO INC \MO\ 110.03%0.03%0.03%Q3 2013Q3 20131
BAKER TILLY WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
HNP Capital LLC 111.24%1.24%1.24%Q1 2020Q1 20201
EisnerAmper Wealth Management Corporate Benefits, LLC 110.50%0.50%0.50%Q1 2023Q1 20231
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2016Q4 20161
FDx Advisors, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
DRW Securities, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
BlackRock Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
3EDGE Asset Management, LP 112.89%2.89%2.89%Q1 2023Q1 20231
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q3 20141
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ATLAS CAPITAL ADVISORS LLC 110.15%0.15%0.15%Q3 2018Q3 20181
Financial Architects, Inc 110.00%0.00%0.00%Q2 2014Q2 20141
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Frontier Wealth Management LLC 110.06%0.06%0.06%Q1 2015Q1 20151
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2018Q3 20181
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Stadion Money Management, LLC 110.11%0.11%0.11%Q1 2014Q1 20141
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
LAZARD ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Advocacy Wealth Management Services, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Veritable, L.P. 110.01%0.01%0.01%Q3 2016Q3 20161
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
IFC Holdings Incorporated/FL 110.71%0.71%0.71%Q2 2014Q2 20141
Spectrum Management Group, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Manchester Capital Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Nelson Capital Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Avior Wealth Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Matrix Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
AT Bancorp 110.36%0.36%0.36%Q1 2016Q1 20161
GEMS MANAGEMENT LTD 114.27%4.27%4.27%Q3 2013Q3 20131
MONTAG A & ASSOCIATES INC 110.04%0.04%0.04%Q2 2015Q2 20151
GARNET EQUITY CAPITAL HOLDINGS, INC. 112.18%2.18%2.18%Q1 2015Q1 20151
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Horizon Investments, LLC 111.05%1.05%1.05%Q1 2015Q1 20151
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GENWORTH FINANCIAL INC 110.06%0.06%0.06%Q2 2013Q2 20131
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
LVZ, Inc. 110.13%0.13%0.13%Q4 2015Q4 20151
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2015Q1 20151
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q2 2018Q2 20181
Country Club Trust Company, n.a. 110.32%0.32%0.32%Q1 2014Q1 20141
Keel Point Advisors, LLC 110.22%0.22%0.22%Q4 2014Q4 20141
SOUTH TEXAS MONEY MANAGEMENT LTD 110.02%0.02%0.02%Q4 2015Q4 20151
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Asio Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q1 2016Q1 20161
SIGNATUREFD, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Nationwide Fund Advisors 110.00%0.00%0.00%Q3 2015Q3 20151
Portfolio Strategies, Inc. 113.38%3.38%3.38%Q4 2017Q4 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SUMIT CAPITAL, LLC 111.29%1.29%1.29%Q1 2014Q1 20141
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
TWO SIGMA SECURITIES, LLC 110.19%0.19%0.19%Q4 2014Q4 20141
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
PRENTISS SMITH & CO INC 110.03%0.03%0.03%Q2 2014Q2 20141
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
Financial Management Professionals, Inc. 112.11%2.11%2.11%Q2 2014Q2 20141
External links

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