| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| JANE STREET GROUP, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
| UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
| FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 4 |
| Masso Torrence Wealth Management Inc. | 3 | 3 | 0.74% | 0.93% | 1.06% | Q1 2023 | Q3 2023 | 3 |
| Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
| Key FInancial Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| Advisory Services Network, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
| Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Antonetti Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| LPL Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| SYM FINANCIAL Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| OSAIC HOLDINGS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Stratos Wealth Partners, LTD. | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
| Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
| Prestige Wealth Management Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
| Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Kestra Advisory Services, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
| Moloney Securities Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
| EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
| First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| SWEENEY & MICHEL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
| Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Consolidated Portfolio Review Corp | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| MRA Advisory Group | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
| AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
| Belpointe Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.