WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WHITTIER TRUST CO 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.00%Q2 2013Q3 202342
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2120.00%0.00%0.00%Q2 2013Q3 202336
ROYAL BANK OF CANADA 25100.00%0.00%0.00%Q3 2013Q3 202335
UBS Group AG 2910.00%0.00%0.00%Q1 2015Q3 202333
JANE STREET GROUP, LLC 1810.00%0.01%0.03%Q4 2014Q3 202332
BANK OF AMERICA CORP /DE/ 2540.00%0.00%0.01%Q2 2013Q3 202329
CWM, LLC 2080.00%0.00%0.00%Q3 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 1010.00%0.00%0.01%Q3 2014Q3 202322
Tower Research Capital LLC (TRC) 1010.00%0.00%0.01%Q2 2013Q3 202322
LPL Financial LLC 2010.00%0.00%0.01%Q3 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.01%0.05%Q4 2017Q3 202220
Creative Planning 1910.00%0.00%0.01%Q3 2017Q1 202320
Stratos Wealth Partners, LTD. 1810.00%0.01%0.02%Q1 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Citadel Advisors 610.00%0.00%0.00%Q3 2016Q2 202319
WELLS FARGO & COMPANY/MN 1510.00%0.00%0.00%Q2 2018Q3 202316
Advisor Group, Inc. 15150.00%0.01%0.05%Q2 2016Q4 201915
JANICZEK WEALTH MANAGEMENT, LLC 1410.00%0.00%0.02%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.06%Q1 2020Q3 202315
Independence Bank of Kentucky 14140.00%0.00%0.01%Q2 2019Q3 202214
CITIGROUP INC 13130.00%0.00%0.00%Q2 2018Q2 202113
Steward Partners Investment Advisory, LLC 1120.00%0.00%0.00%Q2 2018Q2 202313
IHT Wealth Management, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
JFS WEALTH ADVISORS, LLC 850.00%0.01%0.02%Q2 2014Q3 202213
HSBC HOLDINGS PLC 13130.00%0.02%0.05%Q3 2020Q3 202313
Advisory Services Network, LLC 1020.00%0.00%0.00%Q4 2017Q4 202012
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.01%Q2 2020Q1 202312
Bellecapital International Ltd. 11110.13%0.24%0.36%Q3 2019Q1 202211
EVERMAY WEALTH MANAGEMENT LLC 11110.00%0.34%0.97%Q2 2020Q4 202211
Nicholas Hoffman & Company, LLC. 11110.02%0.08%0.19%Q1 2021Q3 202311
MEITAV INVESTMENT HOUSE LTD 11110.01%0.05%0.09%Q1 2021Q3 202311
FinTrust Capital Advisors, LLC 11110.03%0.08%0.15%Q4 2018Q2 202111
Belpointe Asset Management LLC 610.00%0.01%0.03%Q1 2020Q1 202310
Squar Milner Financial Services LLC 10100.27%0.33%0.40%Q1 2018Q2 202010
LADENBURG THALMANN FINANCIAL SERVICES INC. 420.00%0.00%0.00%Q2 2013Q4 201910
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 10100.13%0.22%0.36%Q2 2021Q3 202310
IFP Advisors, Inc 820.00%0.00%0.00%Q3 2018Q2 202110
RAYMOND JAMES & ASSOCIATES 730.00%0.00%0.00%Q1 2019Q3 202110
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Kalos Management, Inc. 10100.20%0.69%1.38%Q3 2019Q4 202110
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q4 2020Q4 20229
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.00%0.00%0.01%Q1 2020Q1 20229
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q3 2018Q3 20229
OLD MISSION CAPITAL LLC 630.02%0.20%0.51%Q2 2021Q3 20239
Banque Cantonale Vaudoise 990.00%0.00%0.00%Q1 2021Q1 20239
Cetera Advisor Networks LLC 810.00%0.01%0.02%Q2 2020Q1 20239
FMR LLC 610.00%0.00%0.00%Q4 2018Q2 20239
Vontobel Holding Ltd. 990.00%0.00%0.01%Q3 2021Q3 20239
Procyon Advisors, LLC 620.03%0.24%0.35%Q1 2020Q2 20238
LAKE STREET ADVISORS GROUP, LLC 520.02%0.03%0.04%Q1 2021Q1 20237
NWAM LLC 770.02%0.06%0.12%Q4 2020Q2 20227
WHITE PINE CAPITAL LLC 610.08%0.12%0.14%Q2 2020Q1 20237
Beaumont Capital Management, LLC 521.17%1.60%2.16%Q4 2020Q3 20237
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 610.28%0.79%1.14%Q1 2020Q1 20227
Kestra Advisory Services, LLC 420.00%0.01%0.01%Q1 2021Q2 20236
CIBC WORLD MARKET INC. 420.00%0.00%0.00%Q1 2018Q1 20216
Stelac Advisory Services LLC 660.09%0.13%0.18%Q2 2021Q3 20226
Activest Wealth Management 510.00%0.04%0.10%Q1 2022Q3 20236
FLOW TRADERS U.S. LLC 410.02%0.08%0.14%Q2 2021Q3 20236
SOL Capital Management CO 660.38%0.50%0.65%Q2 2022Q3 20236
DeGreen Capital Management LLC 661.98%2.61%3.43%Q1 2020Q2 20216
MML INVESTORS SERVICES, LLC 550.00%0.01%0.02%Q4 2020Q4 20215
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.01%2.32%4.14%Q4 2020Q4 20215
Migdal Insurance & Financial Holdings Ltd. 550.52%0.67%0.97%Q1 2020Q1 20215
U.S. Capital Wealth Advisors, LLC 550.01%0.03%0.05%Q3 2021Q3 20225
OPTIMUM INVESTMENT ADVISORS 550.02%0.03%0.03%Q4 2013Q4 20145
Bank Julius Baer & Co. Ltd, Zurich 410.00%0.00%0.00%Q3 2020Q4 20215
LEO BROKERAGE, LLC 210.32%0.54%1.04%Q3 2021Q2 20235
PERSONAL CFO SOLUTIONS, LLC 410.00%0.10%0.28%Q3 2019Q1 20215
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q1 2021Q1 20225
ARVEST TRUST CO N A 550.41%0.45%0.54%Q1 2022Q1 20235
BlackRock Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
UBS AG 550.00%0.00%0.00%Q3 2013Q3 20145
GPS Wealth Strategies Group, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
BRANDYWINE OAK PRIVATE WEALTH LLC 440.03%0.41%0.76%Q4 2021Q3 20224
Banco Santander, S.A. 440.02%0.02%0.02%Q1 2021Q4 20214
Syntal Capital Partners, LLC 440.11%0.28%0.44%Q4 2017Q3 20184
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
CreativeOne Wealth, LLC 220.02%0.05%0.07%Q1 2021Q2 20234
Tradition Wealth Management, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
BAKER TILLY WEALTH MANAGEMENT, LLC 440.08%0.15%0.23%Q4 2020Q3 20214
Allworth Financial LP 440.00%0.06%0.10%Q4 2021Q3 20224
Ifrah Financial Services, Inc. 440.03%0.09%0.13%Q1 2021Q4 20214
Mutual Advisors, LLC 440.02%0.03%0.04%Q1 2021Q4 20214
Y.D. More Investments Ltd 440.03%0.04%0.05%Q4 2022Q3 20234
Beaumont Financial Partners, LLC 440.13%0.19%0.29%Q2 2020Q1 20214
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Granite Investment Partners, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Patriot Financial Group Insurance Agency, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Founders Financial Alliance, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2018Q2 20213
Cetera Investment Advisers 330.04%0.05%0.05%Q4 2020Q2 20213
Prime Capital Investment Advisors, LLC 330.00%0.01%0.01%Q4 2017Q2 20183
AdvisorNet Financial, Inc 210.00%0.00%0.00%Q2 2018Q2 20213
Cambridge Investment Research Advisors, Inc. 210.00%0.00%0.01%Q3 2020Q2 20213
HRT FINANCIAL LP 330.01%0.01%0.02%Q3 2021Q1 20223
Segment Wealth Management, LLC 330.74%0.76%0.78%Q1 2019Q3 20193
AMERIPRISE FINANCIAL INC 330.00%0.00%0.00%Q2 2021Q4 20213
180 WEALTH ADVISORS, LLC 210.08%0.09%0.09%Q2 2021Q3 20223
JSF Financial, LLC 330.19%0.29%0.37%Q1 2021Q3 20213
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Jane Street Holding, LLC 330.01%0.03%0.06%Q2 2013Q4 20133
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q4 2021Q2 20223
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Veritable, L.P. 330.00%0.00%0.00%Q4 2020Q2 20213
Private Advisor Group, LLC 330.00%0.00%0.01%Q2 2020Q4 20203
Integrated Wealth Concepts LLC 330.01%0.01%0.02%Q2 2021Q4 20213
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Accel Wealth Management 330.20%0.23%0.25%Q4 2020Q2 20213
Qube Research & Technologies Ltd 210.00%0.01%0.03%Q2 2021Q1 20223
Alliance Wealth Advisors, LLC 220.24%0.25%0.26%Q1 2021Q2 20212
FIRST FOUNDATION ADVISORS 220.01%0.01%0.01%Q3 2019Q4 20192
CANTOR FITZGERALD, L. P. 220.12%0.13%0.14%Q2 2022Q3 20222
First Heartland Consultants, Inc. 221.33%1.38%1.44%Q4 2020Q1 20212
WEDBUSH SECURITIES INC 220.01%0.02%0.02%Q1 2021Q2 20212
Milestone Resources Group Ltd 220.01%0.01%0.02%Q1 2021Q2 20212
Evolution Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Resource Management, LLC 220.09%0.10%0.11%Q4 2020Q1 20212
Ameliora Wealth Management Ltd. 220.06%0.10%0.13%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Partnervest Advisory Services LLC 220.10%0.12%0.13%Q2 2018Q3 20182
Ayalon Insurance Comp Ltd. 220.34%0.36%0.37%Q1 2015Q2 20152
Virtu KCG Holdings LLC 220.00%0.00%0.00%Q4 2013Q1 20142
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q4 2022Q2 20232
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
B, B, H, & B INC. 221.05%1.19%1.33%Q4 2020Q1 20212
Fulcrum Equity Management 220.16%0.22%0.28%Q3 2020Q4 20202
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q3 2014Q4 20142
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2019Q4 20222
FIRST HORIZON CORP 110.35%0.35%0.35%Q2 2013Q2 20131
QUATTRO FINANCIAL ADVISORS LLC 110.08%0.08%0.08%Q3 2017Q3 20171
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Jaffetilchin Investment Partners, LLC 110.63%0.63%0.63%Q2 2013Q2 20131
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.09%0.09%0.09%Q2 2019Q2 20191
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2019Q3 20191
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Regal Investment Advisors LLC 110.02%0.02%0.02%Q2 2021Q2 20211
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Gramercy Funds Management LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Merriman Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
TOTAL INVESTMENT MANAGEMENT INC 113.30%3.30%3.30%Q4 2019Q4 20191
Golden State Wealth Management, LLC 113.30%3.30%3.30%Q4 2019Q4 20191
Psagot Value Holdings Ltd. 110.28%0.28%0.28%Q2 2021Q2 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Key FInancial Inc 110.00%0.00%0.00%Q1 2022Q1 20221
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DRW Securities, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Ground Swell Capital, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
B. Riley Wealth Advisors, Inc. 110.09%0.09%0.09%Q1 2021Q1 20211
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q4 2020Q4 20201
PSI Advisors, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Legacy Capital Wealth Partners, LLC 116.68%6.68%6.68%Q2 2021Q2 20211
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
First Allied Advisory Services, Inc. 110.07%0.07%0.07%Q3 2020Q3 20201
Intrua Financial, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Brookstone Capital Management 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2013Q4 20131
Colonial River Wealth Management, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
BOSTON ADVISORS LLC 110.51%0.51%0.51%Q1 2019Q1 20191
WealthShield Partners, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
First Horizon Advisors, Inc. 110.23%0.23%0.23%Q3 2013Q3 20131
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q1 2018Q1 20181
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2021Q1 20211
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2021Q3 20211
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q1 2021Q1 20211
Foundations Investment Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Renaissance Technologies 110.00%0.00%0.00%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Kore Private Wealth LLC 110.16%0.16%0.16%Q3 2022Q3 20221
External links

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