Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Fermata Advisors, LLC | 9 | 9 | 0.21% | 0.54% | 0.94% | Q3 2021 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 8 | 3.24% | 4.88% | 6.66% | Q4 2021 | Q3 2023 | 8 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
RHS Financial, LLC | 6 | 6 | 0.23% | 0.61% | 0.82% | Q2 2022 | Q3 2023 | 6 |
WJ Interests, LLC | 6 | 6 | 7.06% | 13.74% | 16.65% | Q2 2022 | Q3 2023 | 6 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.09% | 0.26% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Avion Wealth | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 3 | 2 | 0.01% | 0.06% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Empirical Finance, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 11.66% | 13.25% | 13.98% | Q4 2022 | Q3 2023 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Professional Financial Advisors, LLC | 2 | 1 | 1.83% | 2.04% | 2.15% | Q4 2022 | Q3 2023 | 3 |
LPL Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.