WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.00%Q2 2013Q1 202028
ROYAL BANK OF CANADA 28280.00%0.00%0.00%Q2 2013Q1 202028
MORGAN STANLEY 1580.00%0.00%0.00%Q3 2013Q1 202023
UBS Group AG 1560.00%0.00%0.00%Q4 2014Q1 202021
JANE STREET GROUP, LLC 1810.00%0.00%0.01%Q2 2014Q1 202021
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JPMORGAN CHASE & CO 17170.00%0.00%0.00%Q2 2013Q2 201717
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q2 2013Q1 202017
WELLS FARGO & COMPANY/MN 750.00%0.00%0.00%Q1 2014Q1 202012
Tower Research Capital LLC (TRC) 1110.00%0.00%0.01%Q2 2013Q3 201612
Mizuho Asset Management Co.,Ltd. 11110.24%0.38%0.53%Q1 2014Q3 201611
Cambridge Investment Research Advisors, Inc. 10100.00%0.01%0.02%Q1 2014Q2 201610
LADENBURG THALMANN FINANCIAL SERVICES INC. 510.00%0.00%0.01%Q3 2016Q4 20199
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 880.00%0.00%0.01%Q4 2015Q3 20178
Advisor Group, Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q3 2018Q1 20207
OLD MISSION CAPITAL LLC 410.02%0.05%0.11%Q2 2015Q4 20177
MSI Financial Services Inc 430.00%0.07%0.13%Q1 2014Q2 20167
BARCLAYS PLC 430.00%0.00%0.00%Q4 2013Q1 20207
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q3 2013Q4 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Bluefin Trading, LLC 210.02%0.08%0.25%Q3 2013Q4 20156
Virtu KCG Holdings LLC 550.00%0.01%0.01%Q3 2013Q3 20145
Citadel Advisors 310.00%0.00%0.00%Q3 2017Q1 20205
Creative Planning 210.00%0.00%0.00%Q1 2014Q4 20175
Verition Fund Management LLC 410.01%0.02%0.04%Q1 2017Q3 20185
Ashmore Group plc 550.00%0.05%0.11%Q2 2013Q2 20145
SG Americas Securities, LLC 310.00%0.00%0.00%Q3 2016Q1 20184
CABANA LLC 440.19%0.26%0.35%Q1 2019Q4 20194
Asset Management One Co., Ltd. 440.00%0.00%0.00%Q4 2016Q3 20174
Foundations Investment Advisors, LLC 440.08%0.12%0.14%Q1 2019Q4 20194
XPONANCE, INC. 440.10%0.11%0.12%Q1 2014Q4 20144
Essex Financial Services, Inc. 330.04%0.05%0.06%Q2 2015Q4 20153
WEST CHESTER CAPITAL ADVISORS, INC 330.16%0.16%0.16%Q2 2013Q4 20133
American Portfolios Advisors 330.00%0.00%0.00%Q1 2018Q3 20183
CPWM, LLC 210.02%0.03%0.03%Q1 2019Q4 20193
Perigon Wealth Management, LLC 330.04%0.05%0.06%Q2 2019Q4 20193
STIFEL FINANCIAL CORP 330.00%0.00%0.00%Q4 2014Q2 20153
AMERIPRISE FINANCIAL INC 330.00%0.00%0.00%Q1 2014Q3 20143
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q3 2014Q4 20142
COLUMBIA CAPITAL LLC 220.13%0.14%0.14%Q4 2013Q1 20142
Ground Swell Capital, LLC 220.00%0.02%0.03%Q2 2014Q3 20142
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
AMG National Trust Bank 220.03%0.03%0.03%Q1 2017Q2 20172
DRIEHAUS CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q4 2013Q1 20142
Sowell Financial Services LLC 220.00%0.00%0.00%Q3 2019Q4 20192
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2014Q3 20142
LPL Financial LLC 110.00%0.00%0.00%Q3 2014Q1 20152
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.02%0.03%0.05%Q2 2013Q3 20142
Jane Street Holding, LLC 220.00%0.01%0.02%Q2 2013Q3 20132
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
SIGNATUREFD, LLC 220.06%0.06%0.06%Q2 2014Q3 20142
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CITIGROUP INC 110.00%0.00%0.00%Q3 2013Q3 20131
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BlackRock Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2014Q1 20141
OSAIC HOLDINGS, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
OLD MISSION CAPITAL, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
CANADA LIFE ASSURANCE Co 110.00%0.00%0.00%Q4 2014Q4 20141
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2014Q1 20141
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bell Rock Capital LLC 110.02%0.02%0.02%Q2 2018Q2 20181
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q1 2020Q1 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2014Q1 20141
External links

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