| 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 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 8 | 1.56% | 2.00% | 2.41% | Q4 2021 | Q3 2023 | 8 |
| JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
| FMR LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Fermata Advisors, LLC | 6 | 6 | 0.06% | 0.13% | 0.20% | Q3 2021 | Q4 2022 | 6 |
| OneDigital Investment Advisors LLC | 5 | 5 | 0.02% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
| UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
| DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
| OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
| Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| OLD MISSION CAPITAL LLC | 2 | 1 | 0.04% | 0.08% | 0.10% | Q2 2022 | Q1 2023 | 3 |
| BlackDiamond Wealth Management, LLC | 3 | 3 | 0.35% | 1.45% | 2.52% | Q1 2023 | Q3 2023 | 3 |
| Professional Financial Advisors, LLC | 2 | 1 | 0.61% | 0.66% | 0.74% | Q4 2022 | Q3 2023 | 3 |
| LPL Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.