WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 41410.00%0.00%0.00%Q3 2013Q3 202341
MORGAN STANLEY 41410.00%0.00%0.00%Q3 2013Q3 202341
Linscomb & Williams, Inc. 41410.04%0.60%0.96%Q3 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.00%0.00%Q3 2013Q3 202341
LPL Financial LLC 37370.00%0.01%0.03%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
LVM CAPITAL MANAGEMENT LTD/MI 2830.11%0.40%0.67%Q4 2015Q3 202331
CAPITAL MANAGEMENT CORP /VA 31310.07%0.10%0.27%Q1 2016Q3 202331
CITIGROUP INC 28280.00%0.00%0.00%Q3 2016Q2 202328
Cambridge Investment Research Advisors, Inc. 1260.00%0.00%0.02%Q3 2015Q3 202328
SUSQUEHANNA INTERNATIONAL GROUP, LLP 620.00%0.00%0.00%Q2 2014Q3 202328
Clearwater Capital Advisors, LLC 27270.03%0.43%1.08%Q2 2016Q4 202227
RAYMOND JAMES & ASSOCIATES 26260.00%0.00%0.01%Q2 2017Q3 202326
Asset Dedication, LLC 26260.02%0.03%0.06%Q2 2017Q3 202326
IFP Advisors, Inc 1510.00%0.02%0.10%Q1 2016Q1 202325
NEXT Financial Group, Inc 1110.00%0.03%0.10%Q2 2015Q4 202124
SIGNET FINANCIAL MANAGEMENT, LLC 24240.05%0.17%0.37%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 830.00%0.00%0.00%Q3 2016Q3 202323
Sargent Bickham Lagudis LLC 12110.00%0.07%0.26%Q1 2017Q4 202223
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.00%0.00%Q2 2018Q3 202322
FIFTH THIRD BANCORP 12100.00%0.00%0.00%Q2 2017Q1 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.02%0.03%0.04%Q2 2018Q3 202322
Front Row Advisors LLC 1570.00%0.00%0.00%Q4 2017Q3 202322
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q1 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CADENCE BANK NA 2010.09%0.19%0.29%Q1 2015Q2 202221
WELLS FARGO & COMPANY/MN 1810.00%0.00%0.00%Q4 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Global Retirement Partners, LLC 1270.01%0.01%0.02%Q4 2018Q3 202319
PNC FINANCIAL SERVICES GROUP, INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
FinTrust Capital Advisors, LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.00%Q4 2015Q4 201917
FMR LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Chicago Partners Investment Group LLC 1210.00%0.01%0.03%Q1 2018Q3 202316
Patriot Financial Group Insurance Agency, LLC 1210.00%0.02%0.05%Q1 2018Q3 202316
S.A. Mason LLC 16160.03%0.03%0.08%Q4 2019Q3 202316
Ellevest, Inc. 16160.00%0.01%0.03%Q2 2019Q1 202316
Starfire Investment Advisers, Inc. 1060.31%0.42%0.56%Q2 2016Q2 202016
Creative Planning 1320.00%0.00%0.00%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
HighTower Advisors, LLC 1050.00%0.00%0.01%Q2 2018Q1 202215
Waverton Investment Management Ltd 15150.02%0.03%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Private Advisor Group, LLC 710.00%0.00%0.01%Q2 2018Q3 202314
Private Wealth Strategies, L.L.C. 14141.74%3.73%5.31%Q2 2020Q3 202314
9258 Wealth Management, LLC 1310.05%0.07%0.09%Q4 2019Q3 202314
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q4 2013Q1 202013
XML Financial, LLC 13130.27%0.38%0.50%Q3 2020Q3 202313
American Portfolios Advisors 13130.00%0.00%0.01%Q3 2019Q3 202213
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.01%Q3 2020Q3 202313
Vista Private Wealth Partners. LLC 910.21%0.32%0.42%Q3 2017Q1 202113
Truadvice, LLC 13130.16%0.34%0.51%Q3 2020Q3 202313
Princeton Global Asset Management LLC 12120.12%0.16%0.19%Q4 2020Q3 202312
1834 INVESTMENT ADVISORS CO 12120.00%0.00%0.00%Q4 2017Q3 202012
J.P. Morgan Private Wealth Advisors LLC 12120.00%0.00%0.01%Q1 2018Q4 202012
Citadel Advisors 410.00%0.00%0.00%Q2 2015Q3 202212
Redmond Asset Management, LLC 12120.08%0.08%0.08%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 650.00%0.01%0.02%Q1 2019Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q4 2020Q2 202311
Winslow, Evans & Crocker, Inc. 11110.00%0.01%0.01%Q4 2017Q2 202011
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Parallel Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
YorkBridge Wealth Partners, LLC 10100.08%0.12%0.19%Q1 2017Q2 201910
MCF Advisors LLC 10100.00%0.00%0.00%Q3 2017Q4 201910
RMR Wealth Builders 910.04%0.05%0.08%Q1 2021Q3 202310
Geneos Wealth Management Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q4 2015Q2 201910
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.01%0.01%Q2 2021Q3 202310
Adams Chetwood Wealth Management LLC 10102.62%3.03%3.52%Q4 2019Q1 202210
AE Wealth Management LLC 410.00%0.01%0.01%Q3 2019Q4 20229
JPMORGAN CHASE & CO 540.00%0.00%0.00%Q1 2017Q3 20239
Joseph Group Capital Management 880.90%1.17%1.41%Q4 2021Q3 20238
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
Newbridge Financial Services Group, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
IAG Wealth Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Commonwealth Equity Services, Inc 530.00%0.01%0.02%Q3 2015Q3 20178
Collaborative Wealth Managment Inc. 610.34%0.58%0.79%Q1 2021Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
IHT Wealth Management, LLC 610.02%0.02%0.02%Q4 2020Q2 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
RFG Advisory, LLC 770.02%0.02%0.03%Q4 2020Q2 20227
Avant Capital LLC 430.25%0.26%0.29%Q4 2021Q3 20237
Insight Advisors, LLC/ PA 770.07%0.11%0.16%Q3 2021Q1 20237
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 770.01%0.04%0.08%Q4 2019Q2 20217
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Omega Financial Group, LLC 770.16%0.30%0.39%Q4 2018Q2 20207
Venturi Wealth Management, LLC 430.01%0.47%0.83%Q4 2021Q3 20237
Realta Investment Advisors 220.01%0.01%0.02%Q3 2019Q3 20236
ACG Wealth 660.04%0.38%0.80%Q3 2018Q4 20196
CERTUITY, LLC 660.17%0.32%0.52%Q2 2022Q3 20236
Kestra Advisory Services, LLC 210.00%0.00%0.01%Q1 2021Q3 20236
Allworth Financial LP 660.01%0.03%0.06%Q2 2022Q3 20236
Gemmer Asset Management LLC 660.30%1.24%1.90%Q3 2016Q4 20176
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
My Legacy Advisors, LLC 660.17%0.19%0.23%Q2 2022Q3 20236
Well Done, LLC 410.01%0.11%0.17%Q1 2018Q3 20236
Arkadios Wealth Advisors 420.00%0.01%0.01%Q4 2019Q3 20216
Stratos Wealth Partners, LTD. 210.00%0.01%0.03%Q4 2017Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q3 2013Q3 20145
Glenview Trust Co 550.01%0.01%0.01%Q1 2021Q1 20225
HARBOR INVESTMENT ADVISORY, LLC 550.01%0.06%0.08%Q3 2022Q3 20235
Orion Portfolio Solutions, LLC 410.00%0.01%0.01%Q1 2020Q3 20235
Cadence Bank 550.03%0.03%0.03%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 310.02%0.03%0.04%Q2 2021Q3 20224
Hennion & Walsh Asset Management, Inc. 310.01%0.32%1.24%Q4 2021Q3 20234
Treasure Coast Financial Planning 440.14%0.17%0.20%Q4 2022Q3 20234
BOSTON FINANCIAL MANGEMENT LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Dynamic Advisor Solutions LLC 440.02%0.02%0.02%Q3 2020Q2 20214
KLR INVESTMENT ADVISORS, LLC 441.09%1.22%1.30%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.00%0.01%0.02%Q4 2021Q4 20224
Cardan Capital Partners, LLC 440.79%0.82%0.85%Q1 2019Q4 20194
PRIVATE TRUST CO NA 310.00%0.01%0.01%Q2 2022Q3 20234
SG Americas Securities, LLC 220.00%0.00%0.01%Q4 2016Q2 20194
Raleigh Capital Management Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Intelligence Driven Advisers, LLC 330.25%0.63%0.84%Q4 2018Q2 20193
SIGNATUREFD, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Essex Savings Bank 330.03%0.03%0.04%Q4 2018Q2 20193
Altrius Capital Management Inc 330.06%0.08%0.09%Q2 2022Q4 20223
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Simplicity Solutions, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20193
Cetera Advisors LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Mutual Advisors, LLC 330.10%0.11%0.12%Q2 2020Q4 20203
Avior Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Advisor Resource Council 330.07%0.13%0.18%Q1 2023Q3 20233
Seneca House Advisors 330.21%0.32%0.40%Q4 2017Q2 20183
MSI Financial Services Inc 220.00%0.00%0.00%Q3 2013Q4 20132
UBS AG 110.00%0.00%0.00%Q3 2013Q3 20142
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Golden State Equity Partners 220.00%0.06%0.11%Q2 2023Q3 20232
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q3 2017Q4 20172
AVANTAX ADVISORY SERVICES, INC. 220.06%0.07%0.09%Q3 2019Q4 20192
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q2 2022Q3 20222
Moloney Securities Asset Management, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
Stokes Capital Advisors, LLC 221.06%1.06%1.07%Q4 2017Q1 20182
IMC-Chicago, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
55I, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Capital Advisors, Ltd. LLC 220.02%0.02%0.02%Q2 2023Q3 20232
EPG Wealth Management LLC 220.01%0.11%0.21%Q4 2019Q1 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q1 20231
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FARR MILLER & WASHINGTON LLC/DC 110.02%0.02%0.02%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q3 2018Q3 20181
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Colonial River Wealth Management, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Team Financial Group, LLC 115.21%5.21%5.21%Q3 2023Q3 20231
USCA RIA LLC 110.02%0.02%0.02%Q4 2017Q4 20171
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q2 20171
Pointe Capital Management LLC 110.50%0.50%0.50%Q4 2016Q4 20161
Larson Financial Group LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2018Q3 20181
Curi Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2014Q3 20141
ORG Partners LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
External links

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