WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Fermata Advisors, LLC 990.21%0.54%0.94%Q3 2021Q3 20239
JANE STREET GROUP, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
HALBERT HARGROVE GLOBAL ADVISORS, LLC 883.24%4.88%6.66%Q4 2021Q3 20238
UBS Group AG 610.00%0.00%0.00%Q3 2021Q2 20237
FMR LLC 610.00%0.00%0.00%Q3 2021Q3 20237
RHS Financial, LLC 660.23%0.61%0.82%Q2 2022Q3 20236
WJ Interests, LLC 667.06%13.74%16.65%Q2 2022Q3 20236
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
OneDigital Investment Advisors LLC 550.09%0.26%0.36%Q3 2022Q3 20235
Avion Wealth 550.07%0.07%0.08%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 320.01%0.06%0.15%Q2 2022Q3 20235
Empirical Finance, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
OSAIC HOLDINGS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
CWM, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.08%0.12%0.14%Q4 2022Q3 20234
SYM FINANCIAL Corp 4411.66%13.25%13.98%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Citadel Advisors 210.00%0.00%0.00%Q2 2022Q2 20233
Professional Financial Advisors, LLC 211.83%2.04%2.15%Q4 2022Q3 20233
LPL Financial LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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