WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 2310.00%0.01%0.02%Q4 2014Q3 202332
JANE STREET GROUP, LLC 1420.00%0.01%0.07%Q3 2016Q3 202326
LPL Financial LLC 25250.00%0.07%0.27%Q3 2017Q3 202325
BANK OF AMERICA CORP /DE/ 24240.00%0.01%0.02%Q4 2017Q3 202324
ROYAL BANK OF CANADA 23230.00%0.00%0.01%Q1 2018Q3 202323
Raymond James Financial Services Advisors, Inc. 23230.00%0.02%0.05%Q1 2018Q3 202323
MORGAN STANLEY 23230.00%0.02%0.05%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.03%0.05%Q1 2018Q3 202323
Financial Advocates Investment Management 23230.07%0.20%0.30%Q1 2018Q3 202323
IFP Advisors, Inc 1750.00%0.07%0.25%Q4 2017Q3 202322
Citadel Advisors 810.00%0.00%0.01%Q1 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1470.00%0.10%0.49%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 21210.01%0.06%0.10%Q3 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.01%0.27%0.61%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 2010.00%0.01%0.02%Q1 2018Q3 202321
Vista Private Wealth Partners. LLC 20200.18%0.55%0.89%Q4 2018Q3 202320
Cambridge Investment Research Advisors, Inc. 20200.00%0.03%0.06%Q4 2018Q3 202320
Harel Insurance Investments & Financial Services Ltd. 1330.00%2.15%4.34%Q1 2018Q3 202320
GOLDMAN SACHS GROUP INC 1230.00%0.00%0.00%Q4 2014Q1 202320
IHT Wealth Management, LLC 20200.04%0.09%0.23%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.01%0.02%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 20200.00%0.02%0.04%Q4 2018Q3 202320
TOMPKINS FINANCIAL CORP 10100.11%2.87%5.03%Q4 2018Q4 202320
RFG Advisory, LLC 19190.02%0.09%0.25%Q1 2019Q3 202319
Keystone Financial Group 1720.04%0.07%0.11%Q4 2018Q3 202319
Segment Wealth Management, LLC 19190.07%0.69%1.24%Q1 2019Q3 202319
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.01%Q1 2018Q3 202318
AdvisorNet Financial, Inc 1620.00%0.10%0.29%Q2 2018Q3 202318
Belpointe Asset Management LLC 1220.01%0.06%0.17%Q3 2018Q1 202317
Montecito Bank & Trust 1510.06%0.16%0.26%Q2 2018Q4 202317
OLD MISSION CAPITAL LLC 1110.01%0.61%2.48%Q1 2017Q3 202317
FMR LLC 1310.00%0.00%0.00%Q4 2018Q3 202317
Frontier Wealth Management LLC 16160.00%0.10%0.53%Q2 2018Q1 202216
ESL Trust Services, LLC 16164.24%7.28%9.77%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.00%0.01%0.02%Q4 2019Q3 202316
Clal Insurance Enterprises Holdings Ltd 16160.60%1.07%2.36%Q4 2019Q3 202316
Beaumont Financial Partners, LLC 16160.05%0.73%2.06%Q4 2018Q3 202216
Valmark Advisers, Inc. 15150.01%1.09%1.64%Q1 2020Q3 202315
WEBSTER BANK, N. A. 15150.02%0.07%0.09%Q1 2020Q3 202315
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 15150.07%0.14%0.34%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.05%0.15%Q1 2020Q3 202315
AE Wealth Management LLC 1410.01%0.07%0.16%Q3 2019Q3 202315
EVERMAY WEALTH MANAGEMENT LLC 15150.38%1.73%3.11%Q1 2020Q3 202315
WealthPLAN Partners, LLC 1050.03%1.56%2.87%Q4 2019Q4 202315
Geneos Wealth Management Inc. 15150.02%0.04%0.09%Q1 2020Q3 202315
HOWARD FINANCIAL SERVICES, LTD. 15150.71%2.79%3.86%Q1 2020Q3 202315
Integrated Wealth Concepts LLC 15150.02%0.09%0.14%Q1 2020Q3 202315
WESCAP Management Group, Inc. 15151.91%3.32%4.44%Q1 2020Q3 202315
MBE Wealth Management, LLC 15150.25%2.26%5.97%Q1 2020Q3 202315
US BANCORP \DE\ 1410.00%0.00%0.00%Q3 2019Q3 202315
B. Riley Wealth Advisors, Inc. 15150.11%0.44%0.85%Q1 2020Q3 202315
Procyon Advisors, LLC 15150.20%1.28%2.54%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.01%Q2 2019Q3 202314
WHITE PINE CAPITAL LLC 14140.08%0.17%0.38%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.00%0.04%0.08%Q2 2020Q3 202314
Migdal Insurance & Financial Holdings Ltd. 14140.73%1.07%1.32%Q4 2019Q1 202314
Horst & Graben Wealth Management LLC 14140.06%1.60%4.00%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 14140.05%0.09%0.15%Q2 2020Q3 202314
CLIENT 1ST ADVISORY GROUP, LLC 14140.88%3.46%6.02%Q2 2020Q3 202314
Csenge Advisory Group 14140.01%0.13%0.38%Q1 2020Q2 202314
XML Financial, LLC 14140.11%0.19%0.58%Q2 2020Q3 202314
Exchange Capital Management, Inc. 14140.14%0.22%0.29%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.01%0.02%0.03%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 14140.01%0.02%0.06%Q2 2020Q3 202314
Mendel Money Management 14140.27%0.38%0.54%Q2 2020Q3 202314
BOSTON FINANCIAL MANGEMENT LLC 14140.14%0.56%0.88%Q2 2020Q3 202314
D.A. DAVIDSON & CO. 14140.03%0.04%0.05%Q2 2020Q3 202314
Avidian Wealth Solutions, LLC 14140.03%0.38%0.80%Q2 2020Q3 202314
Strategic Blueprint, LLC 14140.18%0.99%2.33%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.01%0.03%Q2 2020Q3 202314
Mutual Advisors, LLC 13130.02%0.13%0.65%Q2 2020Q2 202313
Perigon Wealth Management, LLC 1210.01%0.02%0.04%Q3 2011Q3 202313
Capital Advisors, Ltd. LLC 1030.00%0.01%0.02%Q1 2018Q2 202313
BANK OF NOVA SCOTIA 12120.00%0.09%0.60%Q4 2020Q3 202313
AMERIPRISE FINANCIAL INC 13130.00%0.01%0.01%Q3 2020Q3 202313
CONDOR CAPITAL MANAGEMENT 13130.03%0.09%0.13%Q3 2020Q3 202313
Elwood & Goetz Wealth Advisory Group, LLC 13132.65%3.11%3.60%Q3 2020Q3 202313
FLOW TRADERS U.S. LLC 1010.00%0.62%3.00%Q4 2018Q3 202313
Truadvice, LLC 13130.19%0.69%1.85%Q3 2020Q3 202313
NEXT Financial Group, Inc 610.00%0.06%0.18%Q1 2018Q4 202113
HARBOR ADVISORY CORP /MA/ 12120.10%0.33%0.51%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1110.00%0.03%0.05%Q2 2020Q3 202312
Stewardship Advisors, LLC 12121.22%2.99%5.48%Q4 2020Q3 202312
Avior Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Ayalon Insurance Comp Ltd. 12120.02%0.09%0.35%Q4 2020Q3 202312
MAI Capital Management 12120.01%0.02%0.03%Q4 2020Q3 202312
Creative Planning 660.00%0.00%0.00%Q3 2015Q2 202212
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12121.42%2.37%4.36%Q4 2020Q3 202312
Cetera Advisors LLC 12120.01%0.05%0.07%Q4 2020Q3 202312
Estate Counselors, LLC 12120.56%1.00%1.32%Q1 2020Q4 202212
Retirement Group, LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.10%0.37%1.10%Q4 2020Q3 202312
HighTower Advisors, LLC 1110.00%0.02%0.03%Q3 2020Q3 202312
Advisory Services Network, LLC 520.00%0.01%0.02%Q1 2019Q1 202312
FIRST FINANCIAL CORP /IN/ 12120.01%0.10%0.21%Q4 2020Q3 202312
Western Wealth Management, LLC 840.03%0.06%0.14%Q3 2020Q3 202312
PINNACLE FINANCIAL PARTNERS INC 12120.07%0.11%0.17%Q4 2020Q3 202312
Compass Ion Advisors, LLC 12121.34%2.60%4.34%Q3 2020Q2 202312
Aspire Private Capital, LLC 12120.00%0.07%0.47%Q4 2020Q3 202312
Legacy Financial Group LLC 12122.46%3.62%4.50%Q4 2020Q3 202312
WealthShield Partners, LLC 510.00%0.85%1.99%Q1 2018Q3 202312
Kestra Advisory Services, LLC 12120.02%0.04%0.07%Q4 2020Q3 202312
Janney Montgomery Scott LLC 12120.00%0.01%0.05%Q4 2020Q3 202312
Full Sail Capital, LLC 12120.03%1.25%2.16%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 1110.02%0.05%0.08%Q2 2019Q2 202212
STEPHENS INC /AR/ 660.01%0.03%0.06%Q3 2018Q4 202112
Insight Advisors, LLC/ PA 12120.34%0.62%0.78%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.02%0.10%Q4 2020Q3 202312
ShoreHaven Wealth Partners, LLC 11110.44%2.87%4.24%Q4 2020Q2 202311
Fernwood Investment Management, LLC 11110.08%0.16%0.20%Q3 2020Q1 202311
J.P. Morgan Private Wealth Advisors LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Cedar Wealth Management, LLC 11110.00%0.07%0.11%Q1 2020Q3 202211
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.03%0.06%0.10%Q4 2020Q2 202311
ARCADIA INVESTMENT MANAGEMENT CORP/MI 11110.00%0.08%0.23%Q1 2021Q3 202311
SUMITOMO MITSUI FINANCIAL GROUP, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
FIFTH THIRD SECURITIES, INC. 650.04%0.12%0.33%Q4 2020Q3 202311
ROOSEVELT INVESTMENT GROUP LLC 11110.92%1.56%1.99%Q1 2020Q3 202211
WOODMONT INVESTMENT COUNSEL LLC 11110.12%0.34%0.50%Q1 2021Q3 202311
Addison Advisors LLC 1010.01%0.01%0.02%Q4 2020Q3 202311
Clark Capital Management Group, Inc. 1010.01%0.07%0.20%Q2 2019Q1 202211
TRUIST FINANCIAL CORP 11110.00%0.00%0.00%Q4 2019Q2 202211
Argent Trust Co 11110.05%0.10%0.12%Q1 2020Q3 202211
Clearwater Capital Advisors, LLC 11110.57%0.91%1.36%Q1 2021Q3 202311
WADDELL & ASSOCIATES, LLC 11110.04%2.56%6.19%Q1 2020Q3 202211
WASHINGTON TRUST Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.04%1.10%2.64%Q4 2020Q2 202311
Fermata Advisors, LLC 11111.11%2.84%7.83%Q1 2021Q3 202311
Kalos Management, Inc. 1010.02%0.33%0.49%Q3 2019Q1 202311
Concord Wealth Partners 740.00%1.24%3.10%Q4 2020Q3 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HUNTINGTON NATIONAL BANK 11110.00%0.00%0.00%Q1 2020Q3 202211
CENTAURUS FINANCIAL, INC. 11110.01%0.11%0.23%Q3 2020Q1 202311
Key FInancial Inc 11110.00%0.05%0.16%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.04%0.07%Q2 2020Q4 202211
CAPTRUST FINANCIAL ADVISORS 11110.01%0.25%0.71%Q1 2021Q3 202311
MEITAV INVESTMENT HOUSE LTD 11110.01%0.66%1.18%Q1 2021Q3 202311
Hochman Cole Investment Advisors, Inc. 10100.13%0.22%0.25%Q2 2019Q3 202110
Mengis Capital Management, Inc. 10100.09%0.11%0.13%Q2 2021Q3 202310
Koss-Olinger Consulting, LLC 550.14%0.16%0.18%Q1 2021Q3 202310
Sightline Wealth Advisors, LLC 820.26%1.13%1.44%Q4 2020Q3 202310
Professional Financial Advisors, LLC 10100.04%0.72%1.21%Q4 2020Q1 202310
Mayflower Financial Advisors, LLC 10100.04%0.48%1.07%Q2 2021Q3 202310
IAG Wealth Partners, LLC 910.01%0.15%0.34%Q4 2019Q3 202310
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
Aprio Wealth Management, LLC 10100.09%0.78%3.10%Q2 2021Q3 202310
55I, LLC 10100.04%0.82%2.10%Q2 2020Q3 202210
TSFG, LLC 10100.00%0.03%0.04%Q2 2020Q3 202210
CITIGROUP INC 420.00%0.00%0.00%Q2 2019Q2 202210
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.01%Q2 2021Q3 202310
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q2 2017Q3 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.01%Q3 2017Q4 201910
Chicago Partners Investment Group LLC 10100.03%0.06%0.07%Q2 2021Q3 202310
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 910.60%1.69%2.35%Q3 2018Q1 202210
OneDigital Investment Advisors LLC 550.03%0.32%0.93%Q4 2018Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.09%0.49%Q1 2021Q3 202310
PRUDENTIAL FINANCIAL INC 520.00%0.00%0.00%Q1 2020Q3 202310
American Portfolios Advisors 990.00%0.00%0.00%Q3 2020Q3 20229
Beaumont Capital Management, LLC 721.08%3.07%5.47%Q4 2020Q2 20239
Surevest, LLC 540.02%0.54%1.54%Q4 2018Q3 20229
WHITTIER TRUST CO 990.00%0.00%0.00%Q1 2021Q1 20239
Herold Advisors, Inc. 990.18%0.45%0.73%Q3 2021Q3 20239
Corbenic Partners LLC 990.05%0.86%1.46%Q2 2020Q2 20229
RAYMOND JAMES TRUST N.A. 990.01%0.01%0.02%Q3 2021Q3 20239
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 9910.95%14.23%19.17%Q4 2018Q4 20209
FLC Capital Advisors 990.44%0.66%0.94%Q3 2020Q3 20229
Cetera Investment Advisers 630.00%0.01%0.01%Q4 2020Q3 20239
SHEETS SMITH WEALTH MANAGEMENT 710.00%0.24%0.43%Q1 2020Q3 20239
Financial Management Professionals, Inc. 990.00%0.01%0.02%Q3 2021Q3 20239
MFA WEALTH ADVISORS, LLC 990.18%4.33%7.68%Q1 2020Q1 20229
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Golden State Equity Partners 630.09%0.64%1.50%Q4 2020Q3 20239
Qube Research & Technologies Ltd 720.00%0.00%0.01%Q2 2021Q3 20239
Fortis Advisors, LLC 990.00%0.02%0.06%Q1 2021Q1 20239
Castleview Partners, LLC 710.00%0.53%3.89%Q1 2018Q2 20239
Lee Financial Co 990.00%0.00%0.01%Q2 2021Q2 20239
Hanson & Doremus Investment Management 810.00%0.00%0.00%Q1 2021Q2 20239
Austin Private Wealth, LLC 990.06%1.07%1.85%Q2 2020Q2 20229
Ellis Investment Partners, LLC 990.12%0.13%0.16%Q3 2021Q3 20239
BANK OF MONTREAL /CAN/ 990.00%0.00%0.00%Q4 2019Q4 20219
Transamerica Financial Advisors, Inc. 991.23%1.95%3.32%Q3 2021Q3 20239
Bouchey Financial Group Ltd 991.87%2.71%4.10%Q1 2018Q1 20209
Treynor Bancshares, Inc. 880.43%0.51%0.68%Q4 2021Q3 20238
Capstone Triton Financial Group, LLC 880.28%0.70%2.42%Q4 2020Q3 20228
Covestor Ltd 880.01%0.01%0.03%Q4 2021Q3 20238
CERTUITY, LLC 770.01%0.12%0.25%Q1 2022Q3 20238
Rise Advisors, LLC 881.87%2.73%6.41%Q4 2021Q3 20238
Baystate Wealth Management LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Sowell Financial Services LLC 510.03%0.05%0.09%Q2 2020Q3 20238
Coyle Financial Counsel LLC 881.14%4.80%5.69%Q1 2020Q4 20218
Ballentine Partners, LLC 880.03%0.27%0.74%Q1 2021Q4 20228
GOFEN & GLOSSBERG LLC /IL/ 710.01%0.01%0.01%Q2 2020Q4 20228
Mason & Associates Inc 880.07%0.75%3.20%Q4 2021Q3 20238
VIVID FINANCIAL MANAGEMENT, INC. 710.71%3.70%5.48%Q4 2019Q4 20218
EverSource Wealth Advisors, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Princeton Global Asset Management LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.28%0.89%1.71%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.11%0.85%1.36%Q4 2021Q3 20238
SFI Advisors, LLC 880.82%1.37%1.84%Q4 2021Q3 20238
Golden State Wealth Management, LLC 410.01%0.10%0.26%Q2 2019Q1 20228
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.72%1.04%1.32%Q4 2021Q3 20238
FDx Advisors, Inc. 880.08%0.25%0.46%Q4 2021Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 880.32%0.51%0.80%Q4 2021Q3 20238
Mariner, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Copperleaf Capital, LLC 880.30%1.70%2.11%Q4 2020Q3 20228
Betterment LLC 880.00%0.01%0.01%Q4 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 881.36%1.48%1.74%Q4 2021Q3 20238
Cooper Financial Group 880.14%2.14%3.10%Q2 2020Q1 20228
GREAT VALLEY ADVISOR GROUP, INC. 880.25%0.42%0.63%Q2 2021Q1 20238
BerganKDV Wealth Management, LLC 880.01%0.87%3.59%Q1 2021Q4 20228
Sweet Financial Partners, LLC 882.05%2.48%2.90%Q4 2021Q3 20238
Stratos Wealth Advisors, LLC 880.09%0.17%0.26%Q2 2020Q1 20228
Spectrum Management Group, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
ETF Store, Inc. 881.53%2.59%3.36%Q4 2021Q3 20238
Advisor Group, Inc. 880.00%0.00%0.01%Q1 2018Q4 20198
Aspire Wealth Management Corp 880.01%0.21%0.43%Q4 2021Q3 20238
ACG Wealth 710.00%0.07%0.09%Q3 2018Q2 20228
Financial Advantage, Inc. 880.01%0.01%0.01%Q4 2020Q3 20228
Amplius Wealth Advisors, LLC 880.04%0.75%3.11%Q4 2021Q3 20238
Warren Street Wealth Advisors, LLC 887.43%8.95%12.73%Q4 2021Q3 20238
Melone Private Wealth, LLC 883.21%4.55%5.69%Q4 2021Q3 20238
McLean Asset Management Corp 880.08%0.14%0.22%Q4 2020Q3 20228
Gladstone Institutional Advisory LLC 880.02%0.09%0.17%Q3 2021Q2 20238
Capital Investment Advisory Services, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
DeGreen Capital Management LLC 714.95%6.02%7.05%Q3 2018Q3 20218
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.04%0.11%0.17%Q2 2020Q3 20228
Physician Wealth Advisors, Inc. 880.10%1.17%1.87%Q4 2020Q3 20228
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Refined Wealth Management 773.09%3.41%3.65%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 430.00%0.00%0.00%Q4 2018Q4 20217
Visionary Wealth Advisors 770.09%0.12%0.16%Q3 2020Q1 20227
One Wealth Advisors, LLC 610.00%0.90%1.62%Q4 2020Q4 20227
Tower Research Capital LLC (TRC) 520.00%0.00%0.01%Q4 2015Q3 20237
Southern Farm Bureau Life Insurance 770.81%1.66%2.14%Q1 2021Q3 20227
My Legacy Advisors, LLC 770.28%0.50%1.62%Q1 2022Q3 20237
Partnervest Advisory Services LLC 430.08%0.16%0.26%Q1 2018Q3 20207
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
TRANSCEND CAPITAL ADVISORS, LLC 430.02%0.06%0.10%Q2 2020Q1 20227
LexAurum Advisors, LLC 770.08%0.17%0.27%Q3 2020Q1 20227
CONNORS INVESTOR SERVICES INC 770.24%0.28%0.30%Q1 2021Q3 20227
WealthPlan Investment Management, LLC 610.01%0.17%0.89%Q1 2022Q4 20237
Beacon Financial Advisory LLC 770.15%0.22%0.32%Q3 2020Q1 20227
Cordasco Financial Network 770.00%0.00%0.00%Q3 2018Q1 20207
TCG Advisory Services, LLC 611.18%1.36%1.51%Q2 2021Q1 20237
Revolve Wealth Partners, LLC 770.09%0.12%0.16%Q1 2022Q3 20237
First Horizon Advisors, Inc. 520.00%0.00%0.00%Q4 2020Q3 20227
Leicht Financial Planning & Wealth Management, Inc. 770.24%2.53%4.15%Q4 2019Q2 20217
Wealthcare Advisory Partners LLC 770.01%0.07%0.14%Q4 2020Q2 20227
Atria Investments, Inc 430.02%0.03%0.04%Q4 2020Q3 20237
Stonebridge Capital Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Seascape Capital Management 772.84%4.41%6.33%Q4 2019Q2 20217
Brinker Capital Investments, LLC 610.00%0.01%0.01%Q4 2018Q4 20207
Merit Financial Group, LLC 510.02%0.03%0.06%Q1 2020Q3 20237
Fortress Wealth Management, Inc. 770.16%0.99%1.71%Q1 2022Q3 20237
Intelligence Driven Advisers, LLC 770.28%0.83%1.26%Q4 2018Q2 20207
Allworth Financial LP 610.00%0.10%0.32%Q3 2021Q3 20237
Colonial River Wealth Management, LLC 770.14%0.33%0.77%Q4 2020Q2 20227
Moisand Fitzgerald Tamayo, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
MERCER GLOBAL ADVISORS INC /ADV 660.01%0.01%0.02%Q1 2021Q2 20226
Renaissance Technologies 310.00%0.00%0.00%Q1 2021Q3 20236
Archford Capital Strategies, LLC 660.05%0.08%0.10%Q2 2020Q3 20216
Optas, LLC 660.06%0.67%1.04%Q4 2020Q1 20226
Spectrum Planning & Advisory Services Inc. 661.78%2.87%3.79%Q4 2020Q1 20226
CABOT WEALTH MANAGEMENT INC 660.04%0.06%0.07%Q2 2022Q3 20236
Pensionmark Financial Group, LLC 660.04%0.05%0.06%Q4 2020Q1 20226
Blue Edge Capital, LLC 660.05%0.65%0.98%Q4 2020Q1 20226
Van Hulzen Asset Management, LLC 660.05%0.07%0.09%Q1 2021Q2 20226
BADGLEY PHELPS & BELL INC 660.02%0.47%0.79%Q1 2020Q2 20216
Savior LLC 660.00%0.04%0.05%Q4 2020Q1 20226
BEACON FINANCIAL GROUP 660.06%0.14%0.23%Q4 2020Q1 20226
Venturi Wealth Management, LLC 330.00%0.53%1.29%Q1 2021Q3 20236
USAdvisors Wealth Management, LLC 660.11%0.15%0.20%Q4 2020Q1 20226
BB&T SECURITIES, LLC 660.02%0.02%0.03%Q2 2017Q3 20186
PRIVATE TRUST CO NA 660.02%0.03%0.05%Q2 2022Q3 20236
Midwest Heritage Bank, FSB 660.18%0.53%1.11%Q4 2021Q1 20236
Lloyd Advisory Services, LLC. 660.00%0.08%0.17%Q4 2020Q1 20226
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
ASSETMARK, INC 660.00%0.13%0.75%Q3 2020Q4 20216
BAKER TILLY WEALTH MANAGEMENT, LLC 660.07%0.16%0.32%Q4 2020Q1 20226
OLD NATIONAL BANCORP /IN/ 660.01%0.12%0.20%Q3 2020Q4 20216
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q4 2020Q1 20226
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
NewEdge Advisors, LLC 420.00%0.00%0.01%Q4 2021Q3 20236
JT Stratford LLC 660.08%0.12%0.16%Q4 2020Q1 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.07%0.17%0.42%Q2 2021Q4 20226
Modera Wealth Management, LLC 510.01%0.01%0.02%Q4 2020Q3 20236
SMITHBRIDGE ASSET MANAGEMENT INC/DE 420.07%0.36%0.60%Q2 2021Q2 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2020Q4 20216
Avestar Capital, LLC 660.13%0.36%0.73%Q3 2020Q4 20216
MCF Advisors LLC 660.00%0.00%0.00%Q1 2022Q2 20236
CAHILL FINANCIAL ADVISORS INC 660.06%0.10%0.14%Q1 2021Q2 20226
Phoenix Holdings Ltd. 660.23%0.39%0.66%Q4 2020Q1 20226
Sheaff Brock Investment Advisors, LLC 550.02%0.02%0.02%Q2 2020Q2 20215
Insight Wealth Strategies, LLC 550.04%0.14%0.21%Q3 2020Q3 20215
LIBERTY WEALTH MANAGEMENT LLC 550.01%0.15%0.30%Q3 2020Q3 20215
TD Capital Management LLC 410.00%0.00%0.00%Q1 2021Q3 20225
HBW ADVISORY SERVICES LLC 550.08%0.15%0.20%Q4 2020Q4 20215
Investors Financial Group, LLC 550.19%0.32%0.46%Q4 2020Q4 20215
QUATTRO FINANCIAL ADVISORS LLC 550.79%1.27%1.66%Q3 2020Q3 20215
Dakota Wealth Management 550.02%0.28%0.67%Q2 2021Q2 20225
PFG Advisors 550.04%0.06%0.08%Q2 2021Q2 20225
Systelligence, LLC 550.50%1.52%3.30%Q2 2020Q2 20215
Strategic Asset Management, LLC 550.23%0.83%1.17%Q3 2021Q3 20225
Collaborative Wealth Managment Inc. 210.13%0.25%0.49%Q1 2021Q1 20235
REDW Wealth LLC 550.24%0.28%0.32%Q3 2022Q3 20235
SRS Capital Advisors, Inc. 550.00%0.01%0.01%Q2 2021Q2 20225
Investors Research Corp 550.00%0.00%0.00%Q3 2022Q3 20235
Private Ocean, LLC 550.00%0.01%0.01%Q2 2020Q2 20215
RMR Wealth Builders 410.02%1.25%2.17%Q1 2021Q3 20225
First Heartland Consultants, Inc. 550.70%2.11%2.79%Q2 2020Q2 20215
MGO ONE SEVEN LLC 550.18%0.34%0.72%Q3 2022Q3 20235
Royal Fund Management, LLC 550.00%0.26%0.66%Q4 2017Q4 20185
Cascadia Advisory Services, LLC 320.23%0.32%0.37%Q2 2020Q3 20215
PERSONAL CFO SOLUTIONS, LLC 320.06%0.08%0.10%Q3 2019Q4 20215
CoreCap Advisors, LLC 550.05%0.07%0.11%Q4 2021Q4 20225
NorthCrest Asset Manangement, LLC 320.16%0.18%0.21%Q2 2022Q3 20235
FIRETHORN WEALTH PARTNERS, LLC 320.76%1.31%1.81%Q4 2020Q1 20225
Pinnacle Family Advisors, LLC 550.09%0.18%0.24%Q4 2020Q4 20215
HSBC HOLDINGS PLC 550.03%0.06%0.08%Q4 2020Q4 20215
Monument Capital Management 410.94%1.46%2.29%Q2 2020Q2 20225
Johnson Midwest Financial, LLC 550.02%0.05%0.07%Q3 2022Q3 20235
BlackRock Inc. 410.00%0.00%0.00%Q3 2021Q4 20225
Pallas Capital Advisors LLC 550.53%0.78%0.99%Q3 2022Q3 20235
CFS Investment Advisory Services, LLC 310.00%1.22%2.42%Q4 2020Q3 20225
YHB Investment Advisors, Inc. 550.02%0.03%0.04%Q1 2021Q1 20225
20/20 Capital Management, Inc. 550.06%0.10%0.17%Q2 2020Q2 20215
TFG Advisers LLC 550.12%0.18%0.23%Q4 2020Q4 20215
Global Retirement Partners, LLC 550.00%0.06%0.13%Q3 2020Q3 20215
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q1 2021Q1 20225
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.55%0.64%0.89%Q1 2022Q1 20235
Tyler-Stone Wealth Management 550.00%0.00%0.00%Q4 2021Q4 20225
CALIBER WEALTH MANAGEMENT, LLC 440.48%0.65%0.78%Q4 2020Q3 20214
JD Financial Services Inc. 442.04%5.48%7.40%Q1 2021Q4 20214
WESTERN FINANCIAL Corp 310.13%0.14%0.16%Q4 2020Q1 20224
Snowden Capital Advisors LLC 310.00%0.01%0.02%Q2 2019Q1 20234
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Strait & Sound Wealth Management LLC 440.23%0.28%0.32%Q4 2022Q3 20234
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Centennial Wealth Advisory LLC 441.08%1.83%2.19%Q4 2020Q3 20214
KLR INVESTMENT ADVISORS, LLC 441.29%1.45%1.55%Q4 2022Q3 20234
TNF LLC 440.13%0.61%0.82%Q3 2021Q2 20224
Raub Brock Capital Management LP 311.37%1.39%1.40%Q1 2021Q1 20224
RDA Financial Network 440.18%0.25%0.32%Q2 2020Q1 20214
Security Financial Services, INC. 220.06%0.38%0.74%Q4 2021Q3 20234
TCWP LLC 440.06%0.47%0.85%Q4 2021Q3 20224
Raleigh Capital Management Inc. 440.00%0.02%0.04%Q4 2021Q3 20224
Capital Planning Advisors, LLC 440.12%0.13%0.14%Q2 2021Q1 20224
Echo Wealth Management, LLC 440.28%0.36%0.43%Q4 2020Q3 20214
ARQ WEALTH ADVISORS, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Simplicity Solutions, LLC 310.01%0.06%0.15%Q3 2019Q4 20204
Vertex Planning Partners, LLC 441.48%1.97%2.46%Q4 2022Q3 20234
Hennion & Walsh Asset Management, Inc. 440.67%0.95%1.18%Q1 2021Q4 20214
Cypress Wealth Services, LLC 310.08%0.36%0.58%Q3 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
GeoWealth Management, LLC 440.25%0.40%0.48%Q4 2020Q3 20214
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 440.08%0.18%0.34%Q1 2022Q4 20224
Grace Capital 440.05%0.05%0.05%Q2 2020Q1 20214
Arcadia Wealth Management, LLC 440.20%0.31%0.47%Q4 2022Q3 20234
Bay Harbor Wealth Management, LLC 440.02%0.07%0.13%Q4 2020Q3 20214
Psagot Value Holdings Ltd. 440.20%1.52%3.06%Q4 2020Q3 20214
PFS INVESTMENTS INC. 440.02%0.03%0.03%Q3 2021Q2 20224
U.S. Capital Wealth Advisors, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.58%0.66%0.74%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.23%0.31%0.35%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 441.18%1.32%1.40%Q4 2022Q3 20234
MACRO Consulting Group 442.51%2.61%2.72%Q3 2020Q2 20214
Capstone Financial Group, Inc. 440.37%0.43%0.58%Q4 2019Q3 20204
Center For Asset Management LLC 440.28%0.30%0.33%Q4 2020Q3 20214
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.01%0.01%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.02%0.06%0.10%Q2 2021Q1 20224
Outlook Wealth Advisors, LLC 440.46%0.53%0.59%Q4 2020Q3 20214
Bensler, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.32%0.45%0.60%Q4 2021Q3 20224
Elevated Capital Advisors, LLC 310.28%0.36%0.44%Q3 2020Q3 20214
Harborview Advisors, LLC 444.28%5.08%5.68%Q4 2020Q3 20214
Clear Harbor Asset Management, LLC 210.00%0.03%0.05%Q4 2019Q2 20214
Walkner Condon Financial Advisors LLC 440.09%0.15%0.23%Q1 2021Q4 20214
Capital Asset Advisory Services LLC 440.02%0.02%0.02%Q4 2022Q3 20234
First Capital Advisors Group, LLC. 440.00%0.00%0.00%Q3 2022Q2 20234
Global Strategic Investment Solutions, LLC 440.01%0.03%0.06%Q4 2021Q3 20224
Astor Investment Management LLC 443.80%4.09%4.30%Q4 2020Q3 20214
Crewe Advisors LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Claraphi Advisory Network, LLC 440.65%0.89%1.17%Q1 2022Q4 20224
PSI Advisors, LLC 440.11%0.47%0.67%Q1 2021Q4 20214
MASSMUTUAL TRUST CO FSB/ADV 440.00%0.00%0.00%Q2 2020Q1 20214
DAVENPORT & Co LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Morton Brown Family Wealth, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Realta Investment Advisors 210.00%0.00%0.00%Q4 2022Q3 20233
SUTTON PLACE INVESTORS LLC 330.64%0.84%0.98%Q4 2021Q2 20223
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Legacy Capital Wealth Partners, LLC 335.83%6.45%7.62%Q4 2020Q2 20213
Sigma Planning Corp 210.02%0.02%0.04%Q2 2021Q2 20223
Blackhawk Capital Partners LLC. 330.38%0.40%0.42%Q1 2023Q3 20233
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q1 2021Q3 20213
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Gradient Investments LLC 110.00%0.00%0.00%Q1 2021Q1 20223
BESSEMER GROUP INC 330.00%0.00%0.00%Q1 2022Q3 20223
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q1 2020Q3 20213
Larson Financial Group LLC 330.00%0.00%0.00%Q2 2020Q4 20203
SkyView Investment Advisors, LLC 330.66%0.68%0.70%Q4 2020Q2 20213
MOTCO 330.00%0.00%0.00%Q4 2020Q2 20213
SeaCrest Wealth Management, LLC 210.01%0.04%0.06%Q1 2021Q2 20223
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
S. R. Schill & Associates 331.62%1.84%1.96%Q4 2020Q2 20213
Strategic Financial Concepts, LLC 330.13%0.16%0.20%Q1 2023Q3 20233
EPG Wealth Management LLC 210.00%0.00%0.00%Q3 2021Q2 20233
Total Clarity Wealth Management, Inc. 210.00%0.14%0.27%Q4 2020Q2 20223
Yoder Wealth Management, Inc. 332.21%2.37%2.57%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
FLAGSHIP HARBOR ADVISORS, LLC 210.02%0.06%0.12%Q4 2020Q3 20213
WT Wealth Management 330.56%0.61%0.65%Q1 2021Q3 20213
O'Connor Financial Group LLC 331.30%1.34%1.40%Q1 2023Q3 20233
Lavaca Capital LLC 330.02%0.03%0.03%Q4 2020Q2 20213
Per Stirling Capital Management, LLC. 330.04%0.06%0.08%Q1 2023Q3 20233
Cresset Asset Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q3 2021Q1 20223
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2018Q4 20183
Flagship Private Wealth, LLC 330.00%0.01%0.03%Q4 2020Q2 20213
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q1 2022Q2 20233
Lebenthal Global Advisors, LLC 335.02%5.28%5.57%Q1 2021Q3 20213
Element Wealth, LLC 330.17%0.22%0.26%Q1 2022Q3 20223
Financial Futures Ltd Liability Co. 330.32%1.07%2.24%Q4 2021Q2 20223
AXXCESS WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
ADIRONDACK TRUST CO 330.06%0.06%0.06%Q2 2019Q4 20193
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.58%0.74%0.96%Q1 2023Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.72%0.79%0.88%Q2 2020Q4 20203
CIBC WORLD MARKET INC. 330.00%0.02%0.03%Q4 2020Q2 20213
NorthRock Partners, LLC 210.02%0.02%0.02%Q3 2020Q1 20223
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q3 2019Q4 20223
Athanor Capital, LP 330.67%0.97%1.38%Q4 2020Q2 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Michael S. Ryan, Inc. 332.36%3.30%3.91%Q2 2023Q4 20233
NorthLanding Financial Partners, LLC 330.35%0.38%0.42%Q3 2022Q1 20233
Sage Advisory Services, Ltd.Co. 330.09%0.10%0.10%Q3 2021Q1 20223
J.W. COLE ADVISORS, INC. 330.02%0.02%0.02%Q4 2020Q2 20213
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q4 2020Q2 20213
GSA CAPITAL PARTNERS LLP 330.04%0.07%0.10%Q1 2023Q3 20233
Garde Capital, Inc. 330.01%0.01%0.02%Q2 2021Q4 20213
Vestmark Advisory Solutions, Inc. 330.06%0.07%0.09%Q2 2021Q4 20213
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Integrated Investment Consultants, LLC 220.33%0.47%0.62%Q2 2021Q3 20212
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Altshuler Shaham Ltd 220.06%0.08%0.09%Q2 2021Q3 20212
MARIPAU WEALTH MANAGEMENT LLC 220.94%0.95%0.95%Q4 2021Q1 20222
N.E.W. Advisory Services LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Sloy Dahl & Holst, LLC 220.91%1.00%1.09%Q2 2023Q3 20232
Y.D. More Investments Ltd 220.05%0.11%0.18%Q4 2022Q1 20232
Badgley Phelps Wealth Managers, LLC 220.62%0.66%0.71%Q3 2021Q4 20212
Tillar-Wenstrup Advisors, LLC 221.76%1.81%1.87%Q1 2021Q2 20212
Ford Financial Group, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Y-Intercept (Hong Kong) Ltd 110.08%0.12%0.16%Q1 2021Q3 20212
TimeScale Financial, Inc. 220.07%0.09%0.10%Q1 2023Q2 20232
Vantage Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
WMS Partners, LLC 220.20%0.44%0.68%Q2 2022Q3 20222
Paragon Wealth Strategies, LLC 110.02%0.09%0.16%Q4 2020Q2 20212
SCOTIA CAPITAL INC. 220.00%0.00%0.00%Q1 2018Q2 20182
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q4 2017Q1 20182
Sterling Financial Planning, Inc. 220.05%0.05%0.06%Q2 2021Q3 20212
Cornerstone Wealth Management, LLC 220.07%0.09%0.12%Q1 2021Q2 20212
Harbour Capital Advisors, LLC 110.10%0.12%0.14%Q1 2023Q3 20232
NWAM LLC 220.07%0.09%0.10%Q1 2021Q2 20212
Oxinas Partners Wealth Management LLC 220.17%0.18%0.20%Q2 2023Q3 20232
BCWM, LLC 220.06%0.06%0.06%Q1 2021Q2 20212
LEO BROKERAGE, LLC 220.17%0.21%0.25%Q1 2023Q2 20232
Apeiron RIA LLC 220.34%0.40%0.47%Q4 2021Q1 20222
WINTRUST INVESTMENTS LLC 220.97%1.00%1.02%Q1 2021Q2 20212
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
American Trust 220.02%0.03%0.03%Q1 2022Q2 20222
Goelzer Investment Management, Inc. 220.04%0.04%0.05%Q1 2015Q2 20152
Better Money Decisions, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Smart Money Group LLC 221.32%1.61%1.91%Q2 2020Q3 20202
WEALTHSOURCE PARTNERS, LLC 220.02%0.03%0.03%Q2 2021Q3 20212
PATHSTONE FAMILY OFFICE, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
West Wealth Group, LLC 222.71%2.95%3.18%Q4 2021Q1 20222
USCA RIA LLC 220.02%0.04%0.06%Q1 2021Q2 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Beacon Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CGN Advisors LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Wealthfront Advisers LLC 220.00%0.00%0.00%Q4 2022Q1 20232
COOPER/HAIMS ADVISORS, LLC 220.14%0.15%0.15%Q1 2021Q2 20212
Northwest Capital Management Inc 220.00%0.00%0.01%Q2 2023Q3 20232
Capital CS Group, LLC 220.27%0.29%0.31%Q4 2021Q1 20222
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Psagot Value Holdings Ltd. / (Israel) 110.20%0.20%0.20%Q3 2021Q3 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
SteelPeak Wealth, LLC 111.28%1.28%1.28%Q4 2020Q4 20201
ROPES WEALTH ADVISORS LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Birchcreek Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Aveo Capital Partners, LLC 111.03%1.03%1.03%Q1 2021Q1 20211
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Sageworth Trust Co 110.01%0.01%0.01%Q2 2022Q2 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Team Financial Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BlackDiamond Wealth Management, LLC 111.33%1.33%1.33%Q4 2021Q4 20211
Freedman Financial Associates, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
January Capital Advisors LLC 112.29%2.29%2.29%Q4 2021Q4 20211
INVENIO WEALTH PARTNERS LLC 111.90%1.90%1.90%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20171
WFA of San Diego, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WealthOne, LLC 110.37%0.37%0.37%Q1 2021Q1 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Paladin Advisory Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2022Q4 20221
Portfolio Strategies, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Worth Asset Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.28%0.28%0.28%Q4 2022Q4 20221
TITLEIST CAPITAL, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
VIAWEALTH, LLC 110.42%0.42%0.42%Q4 2022Q4 20221
Kaizen Financial Strategies 110.20%0.20%0.20%Q1 2021Q1 20211
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.01%0.01%0.01%Q1 2022Q1 20221
SFG Wealth Management, LLC. 110.32%0.32%0.32%Q4 2021Q4 20211
CCG WEALTH MANAGEMENT, LLC 110.51%0.51%0.51%Q3 2021Q3 20211
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ausdal Financial Partners, Inc. 110.05%0.05%0.05%Q4 2020Q4 20201
Pinnacle Wealth Advisors 110.16%0.16%0.16%Q2 2021Q2 20211
CANTOR FITZGERALD, L. P. 110.24%0.24%0.24%Q2 2022Q2 20221
HM PAYSON & CO 110.00%0.00%0.00%Q3 2020Q3 20201
Hibernia Wealth Partners, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NIEMANN CAPITAL MANAGEMENT INC 114.11%4.11%4.11%Q3 2017Q3 20171
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Johnson Financial Group, LLC 110.17%0.17%0.17%Q1 2020Q1 20201
Resource Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
TrinityPoint Wealth, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Tidal Investments LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NORTHERN TRUST CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Coulter & Justus Financial Services, LLC 110.67%0.67%0.67%Q4 2021Q4 20211
Certified Advisory Corp 110.01%0.01%0.01%Q1 2021Q1 20211
Acorn Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Centerpoint Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Northstar Advisory Group, LLC 112.49%2.49%2.49%Q3 2021Q3 20211
Crown Wealth Group, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Vigilare Wealth Management 110.34%0.34%0.34%Q4 2019Q4 20191
Shore Point Advisors, LLC 115.46%5.46%5.46%Q4 2021Q4 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Moloney Securities Asset Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Joseph Group Capital Management 110.06%0.06%0.06%Q4 2021Q4 20211
LVZ, Inc. 112.99%2.99%2.99%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Relative Value Partners Group, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Teamwork Financial Advisors, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Garrett Wealth Advisory Group, LLC 110.84%0.84%0.84%Q4 2021Q4 20211
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ameritas Investment Company, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2022Q1 20221
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Blue Zone Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Life Planning Partners, Inc 110.01%0.01%0.01%Q1 2022Q1 20221
Banco Santander, S.A. 110.03%0.03%0.03%Q3 2020Q3 20201
External links

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