| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Legacy Financial Advisors, Inc. | 3 | 3 | 0.09% | 2.38% | 3.57% | Q1 2023 | Q3 2023 | 3 |
| UBS Group AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Millington Financial Advisors, LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
| OSAIC HOLDINGS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Prestige Wealth Management Group LLC | 2 | 2 | 3.86% | 3.90% | 3.95% | Q2 2023 | Q3 2023 | 2 |
| Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
| Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| RVW Wealth, LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2023 | Q4 2023 | 1 |
| LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Kestra Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.