WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 30300.00%0.00%0.00%Q2 2016Q3 202330
MORGAN STANLEY 29290.00%0.00%0.01%Q3 2016Q3 202329
Caprock Group, LLC 28280.12%0.37%1.24%Q4 2016Q3 202328
UBS Group AG 2610.00%0.00%0.00%Q2 2016Q3 202327
JANE STREET GROUP, LLC 1220.00%0.01%0.04%Q1 2016Q3 202327
Raymond James Financial Services Advisors, Inc. 27270.01%0.05%0.09%Q1 2017Q3 202327
ROYAL BANK OF CANADA 26260.00%0.00%0.00%Q2 2017Q3 202326
WESCAP Management Group, Inc. 26260.11%0.49%1.13%Q2 2017Q3 202326
LPL Financial LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.06%Q4 2017Q3 202324
Exchange Capital Management, Inc. 2030.30%2.57%3.32%Q4 2017Q3 202323
Citadel Advisors 1110.00%0.00%0.00%Q4 2016Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BEACON FINANCIAL GROUP 21210.04%0.43%1.92%Q3 2018Q3 202321
Hochman Cole Investment Advisors, Inc. 21210.12%0.85%1.56%Q3 2016Q3 202121
WELLS FARGO & COMPANY/MN 1910.00%0.00%0.00%Q2 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Stratos Investment Management, LLC 18180.90%1.44%2.04%Q2 2019Q3 202318
AE Wealth Management LLC 17170.01%0.03%0.04%Q3 2019Q3 202317
Patriot Financial Group Insurance Agency, LLC 17170.03%0.23%0.64%Q3 2018Q3 202217
IFP Advisors, Inc 710.00%0.00%0.01%Q1 2017Q3 202316
Fund Evaluation Group, LLC 16162.92%17.77%38.58%Q2 2016Q1 202016
Cordasco Financial Network 16160.01%0.02%0.02%Q3 2018Q2 202216
BELLEVUE ASSET MANAGEMENT, LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q3 2017Q3 202315
Cetera Advisors LLC 920.01%0.06%0.11%Q4 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Stratos Wealth Partners, LTD. 1210.01%0.01%0.02%Q3 2018Q3 202315
Geneos Wealth Management Inc. 610.00%0.02%0.08%Q3 2017Q3 202315
Savant Capital, LLC 15150.02%0.11%0.35%Q1 2020Q3 202315
JPMORGAN CHASE & CO 1140.00%0.00%0.00%Q1 2017Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2016Q2 202313
Opus Capital Group, LLC 13130.04%1.97%2.88%Q2 2019Q2 202213
FMR LLC 510.00%0.00%0.00%Q1 2019Q2 202312
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.00%0.00%Q1 2017Q4 201912
V Wealth Advisors LLC 1110.05%0.05%0.06%Q2 2020Q2 202312
Cambridge Investment Research Advisors, Inc. 510.00%0.01%0.02%Q1 2017Q3 202310
OLD MISSION CAPITAL LLC 410.02%0.05%0.10%Q2 2017Q3 202310
FIFTH THIRD BANCORP 10100.00%0.00%0.00%Q1 2017Q2 201910
American Money Management, LLC 990.11%0.12%0.14%Q3 2021Q3 20239
RAYMOND JAMES & ASSOCIATES 530.00%0.00%0.01%Q3 2017Q3 20238
Apeiron RIA LLC 880.01%0.13%0.19%Q4 2021Q3 20238
MAI Capital Management 880.00%0.00%0.01%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.20%0.21%0.23%Q4 2021Q3 20238
Advisor Group, Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
Bank of New York Mellon Corp 620.00%0.00%0.00%Q4 2017Q4 20198
Newbridge Financial Services Group, Inc. 880.00%0.01%0.01%Q2 2021Q1 20238
Integrated Wealth Concepts LLC 880.05%0.09%0.12%Q4 2019Q3 20218
American Portfolios Advisors 880.00%0.00%0.00%Q4 2017Q3 20198
Summit Asset Management, LLC 880.13%0.15%0.16%Q4 2016Q3 20188
Ifrah Financial Services, Inc. 610.18%0.98%1.32%Q4 2016Q3 20187
RFG Advisory, LLC 770.12%0.16%0.20%Q2 2018Q4 20197
Smart Money Group LLC 772.11%3.27%4.59%Q1 2019Q3 20207
AMERIPRISE FINANCIAL INC 770.00%0.00%0.00%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Simplicity Solutions, LLC 660.02%0.03%0.04%Q3 2019Q4 20206
COMERICA SECURITIES INC 660.15%0.17%0.21%Q1 2017Q2 20186
SPINNAKER TRUST 660.14%4.40%5.94%Q1 2017Q2 20186
Koss-Olinger Consulting, LLC 420.03%2.06%3.26%Q1 2021Q1 20236
Huber Financial Advisors, LLC 660.14%0.87%1.38%Q4 2018Q1 20206
Wealthcare Advisory Partners LLC 660.00%0.08%0.16%Q4 2018Q1 20206
Wealth Advisory Solutions, LLC 660.06%0.08%0.09%Q1 2022Q2 20236
FLOW TRADERS U.S. LLC 420.02%0.13%0.33%Q1 2021Q3 20236
Surevest, LLC 551.35%1.76%2.27%Q4 2018Q4 20195
AMG Funds LLC 550.98%1.16%1.33%Q3 2017Q3 20185
WealthShield Partners, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Endowment Wealth Management, Inc. 551.98%2.27%2.53%Q4 2021Q4 20225
MOODY NATIONAL BANK TRUST DIVISION 550.44%0.54%0.60%Q3 2022Q3 20235
Capital Asset Advisory Services LLC 410.00%0.03%0.04%Q4 2020Q3 20235
Jacobi Capital Management LLC 440.00%0.00%0.01%Q2 2017Q1 20184
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
Equitable Holdings, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 441.41%1.87%2.16%Q4 2022Q3 20234
HF Advisory Group, LLC 440.34%0.37%0.40%Q4 2022Q3 20234
Private Advisor Group, LLC 310.00%0.00%0.00%Q2 2020Q3 20234
Carroll Financial Associates, Inc. 440.00%0.04%0.08%Q1 2019Q4 20194
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
COLONY GROUP LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Clearstead Trust, LLC 310.05%0.06%0.07%Q2 2017Q2 20184
Sowell Financial Services LLC 440.00%0.01%0.01%Q3 2019Q2 20204
Claro Advisors LLC 440.11%0.13%0.15%Q4 2022Q3 20234
FFG RETIREMENT ADVISORS LLC 442.91%3.07%3.36%Q4 2022Q3 20234
ASSETMARK, INC 440.00%0.00%0.00%Q4 2021Q3 20224
Truadvice, LLC 210.15%0.41%0.63%Q3 2020Q3 20233
Atria Investments, Inc 210.02%0.02%0.02%Q3 2018Q3 20233
Avior Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Kestra Advisory Services, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 330.10%0.12%0.12%Q4 2019Q2 20203
Commonwealth Equity Services, Inc 330.01%0.02%0.03%Q1 2017Q3 20173
Zhang Financial LLC 330.06%0.07%0.08%Q3 2021Q1 20223
DB Wealth Management Group, LLC 330.42%1.37%2.21%Q1 2022Q3 20223
LINCOLN NATIONAL CORP 330.02%0.02%0.02%Q4 2017Q2 20183
Regal Investment Advisors LLC 220.10%0.12%0.13%Q3 2018Q4 20182
WEALTHSOURCE PARTNERS, LLC 220.05%0.07%0.09%Q1 2019Q2 20192
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q4 2022Q1 20232
OneAscent Financial Services LLC 220.26%0.28%0.30%Q2 2022Q3 20222
Main Street Financial Solutions, LLC 220.03%0.04%0.04%Q2 2022Q3 20222
Steward Partners Investment Advisory, LLC 220.00%0.00%0.01%Q2 2018Q3 20182
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Mutual Advisors, LLC 220.02%0.02%0.03%Q3 2019Q4 20192
Virtu KCG Holdings LLC 220.02%0.02%0.02%Q1 2017Q2 20172
MARIPAU WEALTH MANAGEMENT LLC 220.40%0.44%0.47%Q2 2023Q3 20232
Occidental Asset Management, LLC 220.37%0.43%0.49%Q2 2023Q3 20232
Systelligence, LLC 110.19%0.34%0.50%Q4 2019Q2 20202
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Atomi Financial Group, Inc. 220.58%0.69%0.80%Q2 2023Q3 20232
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Valeo Financial Advisors, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Plante Moran Financial Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
BMS Financial Advisors, LLC 112.50%2.50%2.50%Q2 2023Q2 20231
Affiance Financial, LLC 110.45%0.45%0.45%Q4 2018Q4 20181
SkyOak Wealth, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
Arlington Partners LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
AVANTAX ADVISORY SERVICES, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
MERCER GLOBAL ADVISORS INC /ADV 110.18%0.18%0.18%Q4 2019Q4 20191
Obsidian Personal Planning Solutions LLC 110.34%0.34%0.34%Q2 2022Q2 20221
BKS ADVISORS, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q2 2021Q2 20211
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Harvest Investment Services, LLC 111.07%1.07%1.07%Q3 2023Q3 20231
Modera Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
S.C. Financial Services, Inc. 110.36%0.36%0.36%Q4 2022Q4 20221
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Kure Advisory, LLC 111.56%1.56%1.56%Q3 2023Q3 20231
55I, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Karp Capital Management Corp 111.27%1.27%1.27%Q2 2022Q2 20221
NewEdge Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Perennial Investment Advisors, LLC 110.27%0.27%0.27%Q4 2019Q4 20191
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Walkner Condon Financial Advisors LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Winfield Associates, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
GREAT VALLEY ADVISOR GROUP, INC. 110.07%0.07%0.07%Q3 2019Q3 20191
External links

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