WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 38380.00%0.01%0.01%Q2 2014Q3 202338
MORGAN STANLEY 36360.00%0.01%0.02%Q4 2014Q3 202336
ROYAL BANK OF CANADA 35350.00%0.00%0.00%Q1 2015Q3 202335
Summit Asset Management, LLC 35350.22%4.58%5.84%Q1 2015Q3 202335
UBS Group AG 35350.00%0.01%0.03%Q1 2015Q3 202335
CONDOR CAPITAL MANAGEMENT 35350.09%0.16%0.25%Q1 2015Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.04%0.69%2.39%Q1 2015Q3 202335
LPL Financial LLC 35350.00%0.02%0.07%Q1 2015Q3 202335
Capital Advisors, Ltd. LLC 34340.02%0.24%0.46%Q2 2015Q3 202334
FIFTH THIRD BANCORP 33330.00%0.00%0.00%Q3 2015Q3 202333
WELLS FARGO & COMPANY/MN 32320.00%0.00%0.01%Q4 2015Q3 202332
ENVESTNET ASSET MANAGEMENT INC 32320.00%0.01%0.02%Q4 2015Q3 202332
Colorado Capital Management, Inc. 32320.54%1.31%3.90%Q4 2015Q3 202332
JANE STREET GROUP, LLC 1510.00%0.01%0.06%Q2 2014Q3 202332
Geneos Wealth Management Inc. 31310.01%0.01%0.04%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.01%0.02%Q4 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 17130.00%0.02%0.08%Q4 2015Q3 202330
Aspen Investment Management Inc 2520.15%0.19%0.68%Q3 2015Q3 202327
WESCAP Management Group, Inc. 27271.84%4.29%6.45%Q1 2017Q3 202327
STIFEL FINANCIAL CORP 15120.00%0.01%0.02%Q3 2016Q3 202327
Carroll Financial Associates, Inc. 27270.00%0.05%0.16%Q2 2015Q4 202127
Jacobi Capital Management LLC 26260.03%0.07%0.16%Q2 2017Q3 202326
Rehmann Capital Advisory Group 15110.01%0.33%0.70%Q4 2016Q3 202326
OARSMAN CAPITAL, INC. 1970.09%0.19%0.27%Q2 2015Q1 202226
Patten Group, Inc. 26260.08%0.19%0.37%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 25250.02%0.12%0.22%Q3 2017Q3 202325
Ifrah Financial Services, Inc. 1540.15%0.71%2.87%Q4 2015Q3 202325
RMB Capital Management, LLC 24240.26%0.37%0.49%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.04%Q4 2017Q3 202324
Cetera Advisor Networks LLC 1010.00%0.02%0.05%Q1 2016Q3 202324
M&R CAPITAL MANAGEMENT INC 23230.01%0.01%0.01%Q2 2017Q4 202223
Raymond James Financial Services Advisors, Inc. 910.00%0.02%0.10%Q3 2016Q3 202323
MML INVESTORS SERVICES, LLC 23230.01%0.03%0.04%Q1 2018Q3 202323
Sharkey, Howes & Javer 1850.05%8.81%29.20%Q1 2015Q4 202023
Cambridge Investment Research Advisors, Inc. 22220.02%0.09%0.15%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 1340.00%0.00%0.01%Q4 2014Q3 202322
Gradient Investments LLC 2110.00%0.00%0.00%Q4 2017Q3 202322
BFSG, LLC 1650.33%0.98%3.48%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Citadel Advisors 710.00%0.00%0.01%Q2 2016Q2 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.01%Q1 2015Q3 202121
Strategic Family Wealth Counselors, L.L.C. 20200.10%0.19%0.38%Q4 2018Q3 202320
UNITED CAPITAL FINANCIAL ADVISORS, LLC 20200.02%0.05%0.08%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
IFP Advisors, Inc 1710.00%0.01%0.12%Q4 2015Q3 202320
Cetera Advisors LLC 1820.01%0.07%0.13%Q3 2018Q3 202320
FMR LLC 1810.00%0.00%0.00%Q1 2015Q3 202320
CITIGROUP INC 720.00%0.00%0.00%Q1 2016Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.02%0.04%Q1 2015Q4 201920
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
FLOW TRADERS U.S. LLC 310.01%0.06%0.22%Q4 2015Q3 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 1090.00%0.00%0.01%Q1 2017Q1 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
J.P. Morgan Private Wealth Advisors LLC 1010.01%0.01%0.03%Q1 2015Q3 202318
BANK OF MONTREAL /CAN/ 1420.00%0.00%0.00%Q3 2017Q3 202318
LINCOLN NATIONAL CORP 1030.00%0.02%0.05%Q1 2016Q3 202317
FDx Advisors, Inc. 17170.13%0.47%0.88%Q2 2019Q2 202317
First Horizon Advisors, Inc. 17170.00%0.00%0.01%Q2 2018Q2 202217
Aptus Capital Advisors, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
SCOTIA CAPITAL INC. 1520.01%0.04%0.05%Q3 2015Q2 202017
Mutual Advisors, LLC 17170.03%0.09%0.12%Q3 2019Q3 202317
AE Wealth Management LLC 17170.04%0.07%0.10%Q3 2019Q3 202317
US BANCORP \DE\ 1110.00%0.00%0.00%Q4 2016Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.12%0.16%0.22%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.00%0.01%Q3 2018Q2 202216
JPMORGAN CHASE & CO 1220.00%0.00%0.00%Q1 2019Q3 202316
Americana Partners, LLC 16160.46%1.07%5.60%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q4 2019Q3 202316
OLD MISSION CAPITAL LLC 510.01%0.04%0.12%Q2 2016Q3 202316
SHEETS SMITH WEALTH MANAGEMENT 16160.04%0.58%0.81%Q4 2019Q3 202316
Creative Planning 710.00%0.01%0.04%Q3 2015Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Trinity Wealth Management, LLC 1232.80%4.53%5.59%Q4 2019Q3 202315
LVW Advisors, LLC 1050.09%0.11%0.13%Q3 2015Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
FIRST FINANCIAL CORP /IN/ 15150.07%0.08%0.09%Q1 2020Q3 202315
KMG FIDUCIARY PARTNERS, LLC 15150.10%0.12%0.15%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1320.01%0.02%0.05%Q4 2019Q3 202315
Royal Fund Management, LLC 14140.10%0.56%0.77%Q2 2020Q3 202314
COZAD ASSET MANAGEMENT INC 14140.13%0.17%0.21%Q2 2020Q3 202314
IAG Wealth Partners, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
CX Institutional 14140.00%0.35%0.78%Q2 2018Q3 202114
Ancora Advisors LLC 1210.00%0.00%0.00%Q4 2016Q3 202214
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Valeo Financial Advisors, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
Sculati Wealth Management, LLC 14143.25%4.08%4.72%Q2 2020Q3 202314
Janney Montgomery Scott LLC 910.00%0.04%0.07%Q2 2015Q3 202314
BB&T SECURITIES, LLC 13130.00%0.04%0.07%Q3 2016Q3 201913
Princeton Global Asset Management LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Sowell Financial Services LLC 710.00%0.06%0.28%Q4 2016Q3 202313
BEACON FINANCIAL GROUP 1210.05%0.09%0.22%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.09%0.15%0.21%Q3 2020Q3 202313
MARINER INDEPENDENT ADVISOR NETWORK, LLC 13130.07%0.21%0.36%Q3 2019Q3 202213
Bogart Wealth, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12120.05%1.06%5.05%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 12120.06%0.15%0.22%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.16%0.45%0.93%Q4 2020Q3 202312
RiverFront Investment Group, LLC 12120.01%1.20%1.82%Q3 2016Q2 201912
Price Wealth, LLC 12120.88%1.54%2.18%Q4 2017Q3 202012
BARCLAYS PLC 1020.00%0.00%0.00%Q1 2017Q3 202112
Private Capital Group, LLC 930.00%0.00%0.01%Q3 2018Q3 202112
Winfield Associates, Inc. 12120.01%0.01%0.01%Q1 2015Q4 201712
PNC FINANCIAL SERVICES GROUP, INC. 710.00%0.00%0.01%Q1 2015Q3 202312
DHJJ Financial Advisors, Ltd. 12120.97%1.30%1.45%Q4 2020Q3 202312
SPC Financial, Inc. 11110.65%2.44%3.72%Q1 2020Q3 202211
Stratos Wealth Partners, LTD. 710.00%0.01%0.01%Q4 2017Q2 202311
IHT Wealth Management, LLC 650.00%0.04%0.14%Q4 2016Q3 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Delphi Private Advisors LLC 11110.02%19.12%35.91%Q4 2015Q2 201811
Arete Wealth Advisors, LLC 920.02%0.04%0.05%Q1 2020Q1 202311
SYNOVUS FINANCIAL CORP 620.00%0.00%0.00%Q1 2020Q3 202311
Total Clarity Wealth Management, Inc. 1010.17%0.80%1.23%Q4 2019Q3 202211
Cordatus Wealth Management LLC 430.23%0.40%0.72%Q3 2020Q3 202311
Ten Capital Wealth Advisors, LLC 11110.03%0.06%0.09%Q3 2020Q1 202311
Choice Wealth Advisors, LLC 657.65%8.80%10.48%Q4 2020Q3 202311
Prospera Financial Services Inc 830.03%0.04%0.04%Q4 2020Q3 202311
Commonwealth Equity Services, Inc 640.00%0.00%0.01%Q1 2015Q3 201710
Stewardship Advisors, LLC 10100.08%1.23%3.12%Q4 2019Q1 202210
Hudock, Inc. 10100.00%0.01%0.01%Q3 2016Q4 201810
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Jacobus Wealth Management, Inc. 10100.44%2.64%3.84%Q2 2015Q3 201710
First Allied Advisory Services, Inc. 10100.02%0.04%0.06%Q2 2017Q3 201910
Private Advisor Group, LLC 510.00%0.07%0.21%Q1 2016Q3 20239
Advocacy Wealth Management Services, LLC 720.00%0.01%0.01%Q3 2016Q4 20189
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Corbenic Partners LLC 990.74%1.64%2.36%Q2 2020Q2 20229
Simplicity Solutions, LLC 630.02%0.05%0.07%Q3 2019Q3 20239
Castleview Partners, LLC 810.79%3.00%4.68%Q2 2021Q3 20239
Sargent Bickham Lagudis LLC 990.00%0.12%0.29%Q1 2017Q1 20199
V Wealth Advisors LLC 990.06%0.09%0.10%Q2 2021Q2 20239
TD Capital Management LLC 540.00%0.00%0.00%Q1 2021Q3 20239
Financial Enhancement Group LLC 990.00%0.45%1.48%Q4 2019Q4 20219
Wealthcare Advisory Partners LLC 810.00%0.05%0.11%Q4 2019Q3 20239
Exchange Capital Management, Inc. 880.10%0.18%0.25%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.09%0.24%0.34%Q4 2021Q3 20238
MAYPORT, LLC 880.13%0.18%0.22%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.00%0.00%0.01%Q3 2020Q3 20238
WEALTH MANAGEMENT RESOURCES, INC. 884.23%5.05%6.36%Q4 2021Q3 20238
FineMark National Bank & Trust 880.02%0.02%0.03%Q3 2016Q2 20188
Aspire Wealth Management Corp 883.94%4.46%4.88%Q4 2021Q3 20238
Equitable Holdings, Inc. 530.00%0.01%0.01%Q2 2021Q3 20238
Astoria Portfolio Advisors LLC. 881.37%2.29%3.94%Q4 2021Q3 20238
Melone Private Wealth, LLC 884.07%5.14%6.52%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.01%Q1 2015Q4 20168
RFG Advisory, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.04%0.05%0.05%Q4 2021Q3 20238
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q3 2014Q4 20218
Global Retirement Partners, LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Operose Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
THOROUGHBRED FINANCIAL SERVICES, LLC 710.03%0.08%0.13%Q1 2020Q3 20238
BEAM WEALTH ADVISORS, INC. 880.53%0.65%0.83%Q4 2019Q3 20218
NEXT Financial Group, Inc 620.00%0.00%0.01%Q4 2019Q4 20218
LifePlan Financial Group, Inc 880.02%0.02%0.03%Q4 2018Q3 20208
Kingsview Wealth Management, LLC 710.01%0.02%0.05%Q2 2020Q3 20238
CAPITAL WEALTH MANAGEMENT, LLC 880.37%2.99%5.66%Q4 2021Q3 20238
Ameritas Investment Company, LLC 320.87%1.42%2.81%Q4 2018Q3 20218
Qube Research & Technologies Ltd 320.00%0.00%0.01%Q1 2021Q2 20238
EisnerAmper Wealth Management Corporate Benefits, LLC 770.12%0.15%0.16%Q2 2022Q4 20237
FIFTH THIRD SECURITIES, INC. 770.30%2.72%5.14%Q4 2018Q2 20207
Ameritas Advisory Services, LLC 610.88%1.35%1.82%Q4 2021Q3 20237
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 770.02%0.03%0.05%Q2 2017Q4 20187
PARTNERS CAPITAL INVESTMENT GROUP, LLP 770.01%0.01%0.01%Q1 2020Q3 20217
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Diversified, LLC 770.10%0.17%0.26%Q4 2020Q2 20227
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
Kolinsky Wealth Management, LLC 770.30%0.32%0.35%Q1 2022Q3 20237
HighTower Advisors, LLC 430.00%0.00%0.00%Q2 2021Q3 20237
Merit Financial Group, LLC 770.01%0.04%0.08%Q1 2022Q3 20237
Heritage Wealth Advisors 770.13%0.20%0.30%Q1 2017Q3 20187
Centennial Wealth Advisory LLC 430.12%0.14%0.15%Q2 2021Q3 20237
Herold Advisors, Inc. 410.06%0.11%0.20%Q3 2021Q3 20236
OPPENHEIMER & CO INC 660.00%0.00%0.01%Q3 2020Q4 20216
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q2 2016Q1 20186
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Latitude Advisors, LLC 660.08%0.31%0.54%Q4 2020Q1 20226
Virtu Financial LLC 410.01%0.02%0.04%Q2 2018Q3 20206
Tillar-Wenstrup Advisors, LLC 661.06%1.46%1.97%Q2 2015Q3 20166
USCA RIA LLC 660.02%0.02%0.02%Q1 2020Q2 20216
SYM FINANCIAL Corp 660.55%0.80%1.01%Q4 2017Q1 20196
GUARDIAN WEALTH ADVISORS, LLC / NC 660.02%0.03%0.03%Q2 2022Q3 20236
Better Money Decisions, LLC 660.06%0.24%0.30%Q1 2021Q2 20226
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.14%1.31%2.52%Q2 2022Q3 20236
ANGELES WEALTH MANAGEMENT, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
Blackston Financial Advisory Group, LLC 330.28%0.32%0.40%Q4 2021Q2 20236
L.M. KOHN & COMPANY 660.11%0.16%0.22%Q2 2022Q3 20236
Financial Advocates Investment Management 550.04%0.07%0.09%Q3 2022Q3 20235
WILLNER & HELLER, LLC 550.30%0.40%0.44%Q4 2021Q4 20225
SG Americas Securities, LLC 310.00%0.01%0.03%Q2 2016Q4 20185
Hefty Wealth Partners 550.57%0.67%0.80%Q1 2017Q1 20185
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.03%Q4 2016Q4 20175
Mariner, LLC 550.00%0.02%0.03%Q3 2022Q3 20235
Lake Point Wealth Management 5512.76%13.15%13.47%Q2 2021Q2 20225
Venturi Wealth Management, LLC 320.21%0.42%0.78%Q1 2020Q2 20225
Koshinski Asset Management, Inc. 310.01%0.05%0.16%Q4 2017Q1 20225
CIBC WORLD MARKET INC. 410.00%0.00%0.00%Q2 2017Q3 20235
Empirical Asset Management, LLC 550.62%0.83%1.06%Q4 2021Q4 20225
WFG Advisors, LP 320.00%0.00%0.00%Q4 2015Q2 20175
Cetera Investment Advisers 550.00%0.01%0.01%Q3 2022Q3 20235
AlphaCore Capital LLC 320.01%0.10%0.20%Q4 2019Q3 20235
Stokes Capital Advisors, LLC 550.13%0.42%1.54%Q4 2017Q4 20185
Renaissance Technologies 310.00%0.00%0.00%Q3 2021Q3 20235
Belpointe Asset Management LLC 550.01%0.04%0.06%Q1 2022Q1 20235
PacWest Financial Management Inc 552.29%3.12%3.84%Q4 2015Q4 20165
Stratos Wealth Advisors, LLC 550.10%0.19%0.26%Q3 2022Q3 20235
Krilogy Financial LLC 550.01%0.01%0.02%Q2 2016Q2 20175
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.00%Q1 2015Q1 20165
Intercontinental Wealth Advisors, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
O'Dell Group, LLC 550.15%0.21%0.28%Q3 2022Q3 20235
TOMPKINS FINANCIAL CORP 440.01%0.01%0.01%Q1 2023Q4 20234
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.00%Q1 2019Q2 20204
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.29%0.39%0.46%Q4 2019Q3 20204
DENVER WEALTH MANAGEMENT, INC. 440.30%0.34%0.42%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.15%0.17%0.20%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 440.08%0.11%0.15%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.07%0.18%0.27%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.33%0.42%0.47%Q4 2017Q3 20184
S. R. Schill & Associates 441.81%1.85%1.87%Q4 2021Q3 20224
Legacy Private Trust Co. 440.03%0.03%0.03%Q1 2017Q4 20174
Cardinal Point Wealth Management Partners, LLC 444.42%4.69%4.96%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.02%0.02%Q4 2022Q3 20234
Southland Equity Partners LLC 440.13%0.16%0.19%Q4 2022Q3 20234
Stratos Investment Management, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Mason & Associates Inc 441.63%1.98%2.33%Q4 2021Q3 20224
Atria Investments, Inc 210.01%0.02%0.03%Q4 2016Q3 20234
Cardinal Point Wealth Management LLC 444.02%4.54%4.81%Q4 2020Q3 20214
LEVEL FOUR ADVISORY SERVICES, LLC 440.07%0.10%0.11%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.00%0.00%0.01%Q4 2022Q3 20234
AlphaStar Capital Management, LLC 440.36%0.37%0.38%Q3 2019Q2 20204
IFG Advisory, LLC 440.03%0.03%0.04%Q2 2021Q1 20224
CLIENT 1ST ADVISORY GROUP, LLC 310.10%1.16%2.66%Q4 2019Q2 20214
Cardinal Point Capital Management ULC 443.06%3.48%3.79%Q4 2022Q3 20234
ASSETMARK, INC 440.00%0.00%0.00%Q4 2022Q3 20234
PFG Advisors 440.08%0.17%0.26%Q4 2022Q3 20234
Western Wealth Management, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Baird Financial Group, Inc. 440.01%0.02%0.03%Q4 2022Q3 20234
Grant/GrossMendelsohn, LLC 330.11%0.13%0.14%Q2 2022Q4 20223
Cumberland Partners Ltd 330.04%0.04%0.04%Q3 2021Q1 20223
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CALIBER WEALTH MANAGEMENT, LLC 333.10%3.16%3.25%Q1 2023Q3 20233
Regal Investment Advisors LLC 330.06%0.06%0.06%Q1 2023Q3 20233
NewEdge Advisors, LLC 110.00%0.00%0.01%Q2 2022Q3 20233
Visionary Wealth Advisors 330.29%0.30%0.32%Q1 2022Q3 20223
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.04%0.08%0.12%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Strategic Financial Concepts, LLC 330.21%0.24%0.29%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 330.20%0.20%0.21%Q3 2015Q1 20163
Integrated Wealth Management 330.00%0.01%0.01%Q1 2015Q3 20153
Morton Brown Family Wealth, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Life Planning Partners, Inc 330.02%0.02%0.02%Q1 2022Q3 20223
CABOT WEALTH MANAGEMENT INC 330.46%0.54%0.60%Q2 2015Q4 20153
NorthRock Partners, LLC 330.03%0.03%0.03%Q1 2020Q3 20203
NewFocus Financial Group, LLC 332.82%2.86%2.89%Q4 2014Q2 20153
Faithward Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Advisors Preferred, LLC 330.03%0.04%0.05%Q4 2022Q2 20233
PFG Investments, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q2 2018Q3 20233
Founders Capital Management 330.03%0.03%0.03%Q2 2023Q4 20233
TITLEIST ASSET MANAGEMENT, LLC 330.69%0.70%0.71%Q1 2023Q3 20233
Core Wealth Advisors, Inc. 330.05%0.12%0.15%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ADAMSBROWN WEALTH CONSULTANTS LLC 330.65%0.86%0.97%Q1 2023Q3 20233
Diversified Trust Co 330.03%0.03%0.03%Q1 2016Q3 20163
Concert Wealth Management Inc. 330.05%0.21%0.30%Q3 2015Q1 20163
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q2 2022Q4 20223
Cribstone Capital Management, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Fund Evaluation Group, LLC 3330.01%33.27%39.62%Q3 2015Q1 20163
Sandy Spring Bank 330.00%0.00%0.00%Q1 2017Q3 20173
Bank of New York Mellon Corp 210.00%0.00%0.00%Q3 2022Q3 20233
WESTPORT RESOURCES MANAGEMENT INC 330.03%0.07%0.09%Q1 2015Q3 20153
MGO ONE SEVEN LLC 210.00%0.04%0.06%Q4 2017Q4 20183
Lido Advisors, LLC 220.04%0.04%0.04%Q2 2018Q3 20182
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2019Q2 20232
OLD MISSION CAPITAL, LLC 110.12%0.19%0.26%Q4 2016Q4 20202
CWM, LLC 220.00%0.02%0.04%Q2 2023Q3 20232
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Marietta Wealth Management, LLC 221.52%1.76%2.00%Q2 2023Q3 20232
VIVID FINANCIAL MANAGEMENT, INC. 222.31%2.44%2.56%Q4 2019Q1 20202
Virtu KCG Holdings LLC 110.01%0.02%0.03%Q2 2015Q4 20162
Integrated Wealth Concepts LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Per Stirling Capital Management, LLC. 220.05%0.05%0.05%Q2 2023Q3 20232
J.W. COLE ADVISORS, INC. 220.05%0.05%0.06%Q2 2023Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 110.09%0.56%1.04%Q3 2022Q2 20232
SFMG, LLC 220.06%3.12%6.18%Q2 2015Q3 20152
Oak Point Wealth Management 220.35%0.42%0.49%Q4 2017Q1 20182
Prime Capital Investment Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MTM Investment Management, LLC 220.23%0.23%0.24%Q2 2023Q3 20232
INSIGHT 2811, INC. 220.37%0.38%0.38%Q2 2023Q3 20232
New England Private Wealth Advisors LLC 220.09%0.09%0.09%Q3 2022Q4 20222
SMITH, MOORE & CO. 220.92%0.94%0.96%Q2 2023Q3 20232
TITLEIST CAPITAL, LLC 220.52%0.59%0.65%Q3 2022Q4 20222
Platform Technology Partners 220.19%0.20%0.21%Q2 2023Q3 20232
Eagle Strategies LLC 220.77%0.78%0.79%Q2 2023Q3 20232
Lee Financial Group Hawaii, Inc. 221.38%1.40%1.42%Q2 2023Q3 20232
Leicht Financial Planning & Wealth Management, Inc. 220.20%3.29%6.38%Q4 2019Q1 20202
First Financial Bank - Trust Division 220.14%0.15%0.15%Q2 2018Q3 20182
Harbour Capital Advisors, LLC 110.08%0.08%0.08%Q1 2023Q3 20232
Sloy Dahl & Holst, LLC 220.11%0.13%0.14%Q2 2023Q3 20232
Savior LLC 220.00%0.00%0.01%Q2 2022Q3 20222
VitalStone Financial, LLC 220.00%0.31%0.61%Q2 2023Q3 20232
Foundations Investment Advisors, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
SIGNATUREFD, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Bison Wealth, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2020Q3 20212
Brinker Capital Investments, LLC 220.06%0.07%0.08%Q4 2015Q1 20162
Fortis Capital Management LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Silver Lake Advisory, LLC 220.11%0.11%0.11%Q1 2021Q2 20212
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20182
OLD NATIONAL BANCORP /IN/ 220.05%0.05%0.05%Q2 2023Q3 20232
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
Riverview Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Aspire Private Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SAXON INTERESTS, INC. 113.10%3.10%3.10%Q3 2023Q3 20231
COMMERCE BANK 110.01%0.01%0.01%Q3 2022Q3 20221
Cornerstone Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Capital Planning Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
D.A. DAVIDSON & CO. 110.02%0.02%0.02%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Wealth Management, Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Global Wealth Management Investment Advisory, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Blueprint Investment Partners LLC 110.10%0.10%0.10%Q1 2023Q1 20231
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Urban Wealth Management, LLC 110.69%0.69%0.69%Q2 2022Q2 20221
Fragasso Group Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
Fieldpoint Private Securities, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CoreCap Advisors, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Employees' Retirement Fund of the City of Fort Worth 113.19%3.19%3.19%Q3 2023Q3 20231
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
UBS AG 110.00%0.00%0.00%Q2 2014Q2 20141
PRW Wealth Management LLC 110.10%0.10%0.10%Q2 2021Q2 20211
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
BDO Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
ASPIRIANT, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Lloyd Advisory Services, LLC. 110.02%0.02%0.02%Q2 2021Q2 20211
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.03%0.03%0.03%Q3 2023Q3 20231
TIAA, FSB 110.00%0.00%0.00%Q1 2019Q1 20191
Ameliora Wealth Management Ltd. 110.59%0.59%0.59%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 110.82%0.82%0.82%Q3 2023Q3 20231
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Perella Weinberg Partners Capital Management LP 110.67%0.67%0.67%Q4 2015Q4 20151
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q1 2015Q1 20151
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2023Q2 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Prism Advisors, Inc. 116.61%6.61%6.61%Q3 2023Q3 20231
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2018Q3 20181
Econ Financial Services Corp 111.59%1.59%1.59%Q2 2019Q2 20191
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Architects, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2022Q2 20221
Vista Private Wealth Partners. LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Fortis Advisors, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
DRIVE WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
BMS Financial Advisors, LLC 112.42%2.42%2.42%Q2 2023Q2 20231
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WIN ADVISORS, INC 110.19%0.19%0.19%Q3 2023Q3 20231
TIAA CREF TRUST CO FSB/MO 110.01%0.01%0.01%Q1 2016Q1 20161
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
External links

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