WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q4 2021Q2 202411
JANE STREET GROUP, LLC 620.00%0.00%0.01%Q1 2022Q2 20248
Masso Torrence Wealth Management Inc. 660.74%0.94%1.10%Q1 2023Q2 20246
Stratos Wealth Partners, LTD. 550.24%0.26%0.29%Q2 2023Q2 20245
Advisory Services Network, LLC 550.10%0.15%0.19%Q2 2023Q2 20245
Key FInancial Inc 550.03%0.04%0.05%Q2 2023Q2 20245
WADDELL & ASSOCIATES, LLC 550.03%0.10%0.14%Q2 2023Q2 20245
FMR LLC 410.00%0.00%0.00%Q4 2022Q2 20245
Prestige Wealth Management Group LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Wealth Alliance Advisory Group, LLC 550.05%0.06%0.07%Q2 2023Q2 20245
OSAIC HOLDINGS, INC. 550.00%0.00%0.01%Q2 2023Q2 20245
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2023Q2 20245
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 550.00%0.00%0.01%Q2 2023Q2 20245
Geneos Wealth Management Inc. 550.00%0.01%0.01%Q2 2023Q2 20245
LPL Financial LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Ancora Advisors LLC 550.00%0.00%0.00%Q2 2023Q2 20245
AdvisorNet Financial, Inc 550.00%0.05%0.14%Q2 2023Q2 20245
Kestra Advisory Services, LLC 550.05%0.10%0.12%Q2 2023Q2 20245
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q2 2023Q2 20245
Stone House Investment Management, LLC 310.00%0.00%0.01%Q1 2023Q1 20244
First Command Advisory Services, Inc. 440.00%0.00%0.01%Q3 2023Q2 20244
PNC FINANCIAL SERVICES GROUP, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Centerpoint Advisors, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
JNBA Financial Advisors 440.00%0.00%0.00%Q3 2023Q2 20244
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Glen Eagle Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2023Q2 20244
NewEdge Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
AlphaMark Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
PSI Advisors, LLC 440.00%0.01%0.02%Q3 2023Q2 20244
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
UBS Group AG 310.00%0.00%0.00%Q1 2022Q1 20234
Householder Group Estate & Retirement Specialist, LLC 440.06%0.24%0.36%Q3 2023Q2 20244
CWM, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
BANK OF AMERICA CORP /DE/ 440.00%0.00%0.00%Q3 2023Q2 20244
Private Advisor Group, LLC 440.00%0.01%0.01%Q3 2023Q2 20244
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.01%Q3 2023Q2 20244
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.00%Q2 2023Q1 20244
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q3 2023Q2 20244
FLOW TRADERS U.S. LLC 210.01%0.04%0.07%Q4 2021Q3 20234
SYM FINANCIAL Corp 440.01%0.01%0.01%Q2 2023Q1 20244
UMB Bank, n.a. 440.00%0.00%0.00%Q2 2023Q1 20244
EPG Wealth Management LLC 440.01%0.01%0.01%Q3 2023Q2 20244
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q4 2023Q2 20243
MRA Advisory Group 330.12%0.55%1.37%Q3 2023Q1 20243
Scarborough Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Citadel Advisors 110.00%0.00%0.00%Q1 2024Q1 20243
SWEENEY & MICHEL, LLC 210.10%0.12%0.14%Q3 2023Q2 20243
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q3 2023Q1 20243
MeadowBrook Investment Advisors LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Rise Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Raymond James Financial Services Advisors, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Spire Wealth Management 330.00%0.00%0.00%Q4 2023Q2 20243
Kingsview Wealth Management, LLC 330.01%0.01%0.01%Q3 2023Q1 20243
Prospera Financial Services Inc 330.06%0.06%0.06%Q4 2023Q2 20243
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
MORGAN STANLEY 330.00%0.00%0.00%Q4 2023Q2 20243
HALBERT HARGROVE GLOBAL ADVISORS, LLC 210.01%0.01%0.01%Q3 2023Q2 20243
Carmichael Hill & Associates, Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
Cetera Advisors LLC 330.01%0.01%0.01%Q2 2023Q4 20233
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Moloney Securities Asset Management, LLC 330.05%0.06%0.06%Q3 2023Q1 20243
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Register Financial Advisors LLC 210.01%0.01%0.03%Q3 2023Q2 20243
Smartleaf Asset Management LLC 330.02%0.03%0.04%Q4 2023Q2 20243
Highlander Capital Management, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
ROYAL BANK OF CANADA 330.00%0.00%0.00%Q2 2023Q4 20233
AE Wealth Management LLC 220.00%0.00%0.01%Q2 2023Q3 20232
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q4 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q3 2023Q4 20232
Main Street Group, LTD 220.01%0.01%0.01%Q1 2024Q2 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
ENVESTNET ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2024Q2 20242
Insight Advisors, LLC/ PA 220.04%0.05%0.06%Q1 2024Q2 20242
Provident Wealth Management, LLC 220.18%0.21%0.23%Q1 2024Q2 20242
CoreCap Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Belpointe Asset Management LLC 220.04%0.04%0.04%Q3 2023Q4 20232
Western Wealth Management, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Concord Wealth Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Private Ocean, LLC 110.01%0.01%0.01%Q4 2023Q2 20242
Manhattan West Asset Management, LLC 220.11%0.11%0.12%Q1 2024Q2 20242
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 220.00%0.00%0.00%Q1 2024Q2 20242
Merriman Wealth Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Fox Hill Wealth Management 220.22%0.23%0.24%Q1 2024Q2 20242
Antonetti Capital Management LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Creative Planning 220.00%0.00%0.00%Q1 2024Q2 20242
Allworth Financial LP 220.00%0.00%0.00%Q1 2024Q2 20242
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2023Q2 20242
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Kovack Advisors, Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Wiser Advisor Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Wellington Shields & Co., LLC 110.06%0.06%0.06%Q4 2023Q4 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2023Q2 20231
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Planning Capital Management Corp 110.00%0.00%0.00%Q2 2024Q2 20241
Consolidated Portfolio Review Corp 110.54%0.54%0.54%Q2 2023Q2 20231
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q2 2024Q2 20241
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Great Lakes Retirement, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2024Q2 20241
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Mariner, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Wellington Shields Capital Management, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
FLAGSHIP HARBOR ADVISORS, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
AllSquare Wealth Management LLC 110.03%0.03%0.03%Q2 2024Q2 20241
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Cascade Financial Partners, LLC 110.07%0.07%0.07%Q2 2024Q2 20241
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q2 2024Q2 20241
Hennion & Walsh Asset Management, Inc. 110.79%0.79%0.79%Q2 2024Q2 20241
Acorn Wealth Advisors, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2023Q2 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2024Q2 20241

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