Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
MORGAN STANLEY | 15 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 23 |
UBS Group AG | 15 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 21 |
JANE STREET GROUP, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 21 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JPMORGAN CHASE & CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 17 |
WELLS FARGO & COMPANY/MN | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 12 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 12 |
Mizuho Asset Management Co.,Ltd. | 11 | 11 | 0.24% | 0.38% | 0.53% | Q1 2014 | Q3 2016 | 11 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2016 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.05% | 0.11% | Q2 2015 | Q4 2017 | 7 |
MSI Financial Services Inc | 4 | 3 | 0.00% | 0.07% | 0.13% | Q1 2014 | Q2 2016 | 7 |
BARCLAYS PLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 7 |
AMERICAN INTERNATIONAL 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 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.08% | 0.25% | Q3 2013 | Q4 2015 | 6 |
Virtu KCG Holdings LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 5 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 5 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2018 | 5 |
Ashmore Group plc | 5 | 5 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2014 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 4 |
CABANA LLC | 4 | 4 | 0.19% | 0.26% | 0.35% | Q1 2019 | Q4 2019 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q1 2019 | Q4 2019 | 4 |
XPONANCE, INC. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2014 | Q4 2014 | 4 |
Essex Financial Services, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2015 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q4 2013 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CPWM, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
AMERIPRISE FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
COLUMBIA CAPITAL LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2013 | Q1 2014 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AMG National Trust Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
CANADA LIFE ASSURANCE Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.