WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 1130.00%0.00%0.00%Q1 2020Q3 202332
SUSQUEHANNA INTERNATIONAL GROUP, LLP 850.00%0.00%0.00%Q2 2020Q3 202324
CWM, LLC 1080.00%0.01%0.02%Q1 2019Q3 202318
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.01%Q3 2019Q3 202317
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
JANE STREET GROUP, LLC 1410.00%0.00%0.00%Q3 2019Q3 202315
RAYMOND JAMES & ASSOCIATES 15150.00%0.00%0.01%Q1 2020Q3 202315
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 14140.74%1.25%2.45%Q2 2020Q3 202314
LPL Financial LLC 14140.00%0.02%0.05%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.01%0.01%Q2 2020Q3 202314
NORTHSTAR ASSET MANAGEMENT Co LLC 14140.08%1.15%2.13%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.00%0.01%0.02%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.01%0.01%0.03%Q2 2020Q3 202314
Claro Advisors LLC 14140.07%0.35%0.62%Q2 2020Q3 202314
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.00%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.00%0.02%0.06%Q2 2020Q3 202314
First PREMIER Bank 14140.01%0.12%0.32%Q2 2020Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.01%Q2 2020Q3 202314
Asset Dedication, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
IFP Advisors, Inc 14140.00%0.01%0.03%Q2 2020Q3 202314
MORGAN STANLEY 14140.00%0.00%0.00%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 1310.00%0.02%0.05%Q4 2019Q3 202314
Cetera Advisor Networks LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Cetera Advisors LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.00%0.00%Q3 2020Q3 202313
Clearwater Capital Advisors, LLC 13130.22%0.80%1.08%Q3 2020Q3 202313
Geneos Wealth Management Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
SUMITOMO MITSUI FINANCIAL GROUP, INC. 13130.06%0.11%0.19%Q3 2020Q3 202313
ALBION FINANCIAL GROUP /UT 1030.00%0.87%2.12%Q2 2020Q3 202313
Joseph P. Lucia & Associates, LLC 13130.34%0.97%1.58%Q3 2020Q3 202313
UBS Group AG 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.05%0.12%Q3 2020Q3 202313
Carolina Wealth Advisors, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.00%Q3 2020Q3 202313
Banque Cantonale Vaudoise 13130.00%0.01%0.03%Q3 2020Q3 202313
North Star Investment Management Corp. 13130.00%0.00%0.00%Q3 2020Q3 202313
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1210.74%1.11%1.71%Q2 2020Q3 202313
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
AMERIPRISE FINANCIAL INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Vontobel Holding Ltd. 12120.00%0.00%0.00%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.08%0.25%Q4 2020Q3 202312
HBW ADVISORY SERVICES LLC 660.08%0.15%0.23%Q3 2020Q3 202312
Destiny Wealth Partners, LLC 12120.17%0.43%0.56%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 1020.00%0.01%0.01%Q2 2020Q2 202312
Oxler Private Wealth LLC 12120.06%0.39%0.82%Q4 2020Q3 202312
GOLDMAN SACHS GROUP INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Moloney Securities Asset Management, LLC 12120.05%0.10%0.21%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.03%0.04%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 12120.00%0.00%0.01%Q4 2020Q3 202312
HighTower Advisors, LLC 1110.00%0.00%0.01%Q3 2020Q3 202312
Steward Partners Investment Advisory, LLC 750.00%0.00%0.00%Q3 2020Q3 202312
TimeScale Financial, Inc. 12120.00%0.01%0.01%Q3 2020Q2 202312
Global Retirement Partners, LLC 750.00%0.00%0.01%Q3 2020Q3 202312
Thrive Capital Management, LLC 12120.31%0.68%0.93%Q4 2020Q3 202312
Lindbrook Capital, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Pacifica Partners Inc. 12120.00%0.01%0.01%Q1 2021Q4 202312
B. Riley Wealth Advisors, Inc. 12120.01%0.07%0.19%Q2 2020Q1 202312
BANK OF MONTREAL /CAN/ 1020.00%0.00%0.00%Q3 2020Q3 202312
Versant Capital Management, Inc 12120.00%0.00%0.01%Q1 2021Q4 202312
PSI Advisors, LLC 12120.08%0.11%0.19%Q4 2020Q3 202312
BLAIR WILLIAM & CO/IL 11110.00%0.00%0.00%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q2 2020Q4 202211
Janney Montgomery Scott LLC 830.00%0.01%0.04%Q4 2020Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.02%0.03%Q1 2021Q3 202311
American Portfolios Advisors 11110.02%0.04%0.08%Q1 2020Q3 202211
Cutler Group LLC / CA 410.00%0.00%0.01%Q2 2022Q3 202311
Spire Wealth Management 11110.00%0.04%0.21%Q1 2021Q3 202311
Resolute Advisors LLC 920.05%0.17%0.27%Q4 2020Q3 202311
J.P. Morgan Private Wealth Advisors LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Kistler-Tiffany Companies, LLC 11110.00%0.01%0.01%Q2 2020Q4 202211
MEITAV INVESTMENT HOUSE LTD 11110.21%0.35%0.74%Q1 2021Q3 202311
AJ WEALTH STRATEGIES, LLC 11110.03%0.09%0.33%Q4 2020Q2 202311
Gladstone Institutional Advisory LLC 10100.02%0.47%1.35%Q3 2020Q4 202210
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
Wolf Group Capital Advisors 640.14%0.27%0.45%Q4 2020Q3 202310
Intrua Financial, LLC 10100.07%0.17%0.28%Q4 2020Q1 202310
Belpointe Asset Management LLC 550.01%0.02%0.04%Q4 2020Q3 202310
JPMORGAN CHASE & CO 820.00%0.00%0.00%Q1 2021Q3 202310
Selective Wealth Management, Inc. 730.00%2.22%5.86%Q2 2021Q4 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
Clarity Wealth Advisors, LLC 10100.98%1.57%1.99%Q2 2020Q3 202210
BDO Wealth Advisors, LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
Creative Planning 990.00%0.00%0.00%Q3 2020Q3 20229
Graypoint LLC 540.03%0.05%0.10%Q1 2021Q3 20239
FMR LLC 630.00%0.00%0.00%Q4 2020Q3 20239
Insight Advisors, LLC/ PA 990.10%0.34%0.59%Q1 2021Q1 20239
&PARTNERS 720.10%0.29%0.48%Q1 2021Q2 20239
MACROVIEW INVESTMENT MANAGEMENT LLC 720.02%0.03%0.06%Q1 2021Q3 20239
Gemmer Asset Management LLC 990.03%0.26%0.52%Q2 2020Q2 20229
KESTRA PRIVATE WEALTH SERVICES, LLC 990.01%0.04%0.06%Q3 2020Q3 20229
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 540.01%0.07%0.13%Q1 2021Q3 20239
Integrated Wealth Concepts LLC 630.01%0.01%0.03%Q3 2020Q4 20229
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 990.34%1.36%2.12%Q3 2020Q3 20229
Renaissance Technologies 510.00%0.00%0.00%Q2 2020Q3 20239
LBMC INVESTMENT ADVISORS, LLC 990.03%0.03%0.04%Q3 2020Q3 20229
AE Wealth Management LLC 810.01%0.02%0.07%Q2 2020Q3 20239
Cresset Asset Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
SFI Advisors, LLC 881.13%1.71%2.59%Q4 2021Q3 20238
Corbenic Partners LLC 880.00%0.03%0.05%Q3 2020Q2 20228
Patriot Financial Group Insurance Agency, LLC 880.00%0.01%0.01%Q3 2020Q2 20228
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 710.00%0.19%0.43%Q2 2020Q1 20238
Sierra Capital LLC 880.00%0.01%0.02%Q1 2021Q4 20228
Realta Investment Advisors 880.05%0.13%0.21%Q2 2020Q1 20228
Private Capital Group, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q1 2021Q1 20228
Ayalon Insurance Comp Ltd. 880.03%0.17%0.48%Q2 2020Q1 20228
Claraphi Advisory Network, LLC 880.06%0.23%0.41%Q2 2020Q1 20228
HRT FINANCIAL LP 410.00%0.01%0.02%Q3 2020Q3 20227
Bremer Bank National Association 770.30%0.41%0.76%Q1 2022Q3 20237
Edgehill Endowment Partners, LLC 774.88%8.20%10.20%Q1 2022Q3 20237
Harel Insurance Investments & Financial Services Ltd. 770.00%0.00%0.01%Q2 2020Q4 20217
FLAGSHIP HARBOR ADVISORS, LLC 520.02%0.03%0.04%Q2 2020Q1 20227
Carroll Financial Associates, Inc. 770.04%0.04%0.05%Q2 2020Q4 20217
Jefferies Group LLC 770.00%0.01%0.01%Q2 2020Q4 20217
GREAT VALLEY ADVISOR GROUP, INC. 770.03%0.10%0.18%Q2 2020Q4 20217
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 770.00%0.00%0.00%Q4 2020Q2 20227
Circle Wealth Management, LLC 770.01%0.03%0.04%Q1 2022Q3 20237
AVANTAX ADVISORY SERVICES, INC. 770.00%0.01%0.02%Q2 2020Q4 20217
Stratos Wealth Partners, LTD. 770.01%0.03%0.04%Q3 2020Q1 20227
West Oak Capital, LLC 770.01%0.01%0.01%Q2 2020Q4 20217
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Qube Research & Technologies Ltd 510.00%0.01%0.02%Q3 2021Q3 20237
CREDIT SUISSE AG/ 410.00%0.00%0.01%Q3 2020Q4 20227
SIGNATUREFD, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BECK CAPITAL MANAGEMENT, LLC 770.70%0.85%1.18%Q2 2020Q4 20217
Cypress Capital Management LLC (WY) 770.14%0.15%0.16%Q2 2020Q4 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.01%Q3 2020Q4 20216
BROWN ADVISORY INC 660.00%0.00%0.00%Q3 2020Q4 20216
STRATEGIC WEALTH MANAGEMENT INC 661.40%1.50%1.59%Q3 2020Q4 20216
CIBC WORLD MARKET INC. 420.00%0.01%0.02%Q2 2020Q2 20236
Zurich Insurance Group Ltd/FI 660.02%0.02%0.04%Q3 2020Q4 20216
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Capital Analysts, LLC 420.00%0.03%0.08%Q2 2020Q3 20226
TWO SIGMA ADVISERS, LP 660.00%0.00%0.01%Q2 2022Q3 20236
Migdal Insurance & Financial Holdings Ltd. 660.01%0.01%0.02%Q2 2020Q3 20216
Bogart Wealth, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Sowell Financial Services LLC 310.00%0.02%0.04%Q3 2020Q3 20236
Kingsview Wealth Management, LLC 660.01%0.02%0.04%Q3 2020Q4 20216
Private Wealth Strategies, L.L.C. 660.37%1.85%2.78%Q3 2020Q4 20216
Legend Financial Advisors, Inc. 660.22%0.92%4.17%Q4 2020Q1 20226
NORTHERN TRUST CORP 660.00%0.00%0.00%Q2 2022Q3 20236
Anfield Capital Management, LLC 660.70%0.82%1.11%Q3 2020Q4 20216
LEVEL FOUR ADVISORY SERVICES, LLC 410.02%0.05%0.07%Q3 2020Q1 20236
ICA Group Wealth Management, LLC 660.04%0.04%0.05%Q1 2022Q2 20236
Yarbrough Capital, LLC 660.43%0.51%0.67%Q2 2022Q3 20236
Total Clarity Wealth Management, Inc. 420.00%0.16%0.36%Q2 2020Q4 20216
Baird Financial Group, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CERTUITY, LLC 550.04%0.06%0.08%Q4 2020Q4 20215
Titus Wealth Management 550.11%0.15%0.18%Q4 2020Q4 20215
TD Waterhouse Canada Inc. 410.00%0.00%0.00%Q4 2021Q3 20235
ENVESTNET ASSET MANAGEMENT INC 320.00%0.00%0.00%Q2 2020Q4 20225
USCA RIA LLC 550.02%0.13%0.17%Q2 2020Q2 20215
Mutual Advisors, LLC 550.02%0.03%0.03%Q4 2020Q4 20215
Sigma Planning Corp 550.01%0.01%0.02%Q1 2021Q1 20225
Ranch Capital Advisors Inc. 550.00%0.00%0.00%Q3 2020Q3 20215
Rollins Financial 320.31%1.02%1.59%Q4 2020Q1 20225
SOA Wealth Advisors, LLC. 550.00%0.00%0.00%Q4 2020Q4 20215
Evanson Asset Management, LLC 410.02%0.02%0.03%Q1 2022Q3 20235
Seven Post Investment Office LP 550.08%0.09%0.11%Q1 2021Q1 20225
Ahrens Investment Partners LLC 310.00%0.03%0.11%Q4 2020Q1 20235
U.S. Capital Wealth Advisors, LLC 410.00%0.07%0.12%Q3 2021Q4 20225
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Compass Ion Advisors, LLC 550.10%0.14%0.22%Q3 2020Q3 20215
TWO SIGMA INVESTMENTS, LP 410.00%0.00%0.01%Q2 2022Q3 20235
Orca Investment Management, LLC 551.68%2.01%2.33%Q4 2020Q4 20215
StoneX Group Inc. 550.04%0.06%0.07%Q4 2020Q4 20215
Ten Capital Wealth Advisors, LLC 550.01%0.02%0.03%Q4 2020Q4 20215
EPIQ Capital Group, LLC 320.14%0.44%0.63%Q3 2021Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.01%0.01%0.02%Q1 2021Q1 20225
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.02%Q4 2021Q4 20225
MARINER INDEPENDENT ADVISOR NETWORK, LLC 550.04%0.06%0.11%Q4 2020Q4 20215
Schwab Charitable Fund 550.05%0.08%0.11%Q1 2022Q1 20235
Atria Wealth Solutions, Inc. 310.00%0.00%0.00%Q1 2022Q3 20235
Equitable Holdings, Inc. 440.00%0.01%0.01%Q1 2021Q4 20214
Prestige Wealth Management Group LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Valeo Financial Advisors, LLC 440.00%0.00%0.01%Q2 2020Q1 20214
Financial Advocates Investment Management 440.02%0.06%0.07%Q1 2021Q4 20214
Optiver Holding B.V. 440.00%0.00%0.00%Q2 2021Q1 20224
OLD MISSION CAPITAL LLC 440.01%0.02%0.04%Q4 2021Q3 20224
Psagot Value Holdings Ltd. 440.52%0.72%1.15%Q3 2020Q2 20214
FLOW TRADERS U.S. LLC 210.01%0.03%0.04%Q2 2021Q3 20234
Berman Capital Advisors, LLC 310.01%0.01%0.03%Q2 2020Q3 20214
Curi Wealth Management, LLC 310.00%0.01%0.01%Q4 2020Q2 20224
PROFESSIONAL PLANNING 440.14%0.15%0.16%Q4 2020Q3 20214
Fermata Advisors, LLC 440.15%0.49%1.21%Q1 2021Q4 20214
Strid Group, LLC 440.05%0.05%0.06%Q1 2021Q4 20214
KM Capital Management Ltd. 440.36%0.73%1.01%Q4 2022Q3 20234
LVW Advisors, LLC 310.05%0.19%0.25%Q1 2022Q1 20234
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Masso Torrence Wealth Management Inc. 440.20%0.45%0.78%Q4 2021Q3 20224
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2020Q1 20234
IHT Wealth Management, LLC 440.03%0.03%0.04%Q1 2021Q4 20214
Biltmore Capital Advisors LLC 440.04%0.04%0.05%Q1 2021Q4 20214
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
MV CAPITAL MANAGEMENT, INC. 440.00%0.00%0.00%Q2 2021Q1 20224
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 310.01%0.01%0.02%Q4 2020Q4 20214
AdvisorNet Financial, Inc 210.00%0.02%0.08%Q2 2020Q3 20234
SMITH, MOORE & CO. 440.03%0.04%0.04%Q2 2021Q1 20224
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2021Q3 20224
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Freedom, LLC 330.01%0.02%0.04%Q4 2022Q2 20233
Larson Financial Group LLC 330.00%0.00%0.00%Q2 2021Q4 20213
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q1 2021Q4 20213
Capital Advisory Group Advisory Services, LLC 330.04%0.25%0.47%Q2 2020Q4 20203
Dynamic Advisor Solutions LLC 330.04%0.05%0.05%Q2 2020Q4 20203
Summit Trail Advisors, LLC 210.05%0.24%0.62%Q1 2020Q1 20223
Worth Asset Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Barnett & Company, Inc. 330.04%0.04%0.04%Q2 2020Q4 20203
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q3 20233
MANCHESTER FINANCIAL INC 330.00%0.00%0.00%Q3 2020Q1 20213
Western Wealth Management, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
CITIGROUP INC 330.00%0.00%0.00%Q4 2020Q2 20213
Disciplined Investments, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Avitas Wealth Management LLC 330.04%0.06%0.06%Q3 2020Q1 20213
Altshuler Shaham Ltd 330.02%0.02%0.02%Q3 2020Q1 20213
Cooper Financial Group 330.04%0.10%0.15%Q4 2020Q2 20213
L & S Advisors Inc 330.09%0.10%0.11%Q1 2021Q3 20213
MARSHALL WACE, LLP 210.00%0.00%0.00%Q1 2021Q1 20233
J.W. COLE ADVISORS, INC. 210.02%0.04%0.06%Q4 2020Q1 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Truadvice, LLC 330.34%0.64%0.80%Q4 2020Q2 20213
WJ Wealth Management, LLC 330.30%0.59%0.78%Q2 2020Q4 20203
Belvedere Trading LLC 110.02%0.03%0.03%Q4 2020Q3 20213
Arete Wealth Advisors, LLC 330.02%0.03%0.04%Q2 2021Q4 20213
Perigon Wealth Management, LLC 210.01%0.02%0.03%Q4 2020Q3 20233
Essex Financial Services, Inc. 330.02%0.03%0.04%Q3 2021Q1 20223
GRIMES & COMPANY, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
S. R. Schill & Associates 330.12%0.13%0.14%Q2 2020Q4 20203
Allworth Financial LP 330.00%0.00%0.00%Q3 2021Q1 20223
1832 Asset Management L.P. 220.00%0.00%0.00%Q1 2022Q2 20222
PineBridge Investments, L.P. 220.00%0.00%0.01%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
RMB Capital Management, LLC 110.24%0.25%0.27%Q2 2022Q4 20222
South Shore Capital Advisors 220.52%0.55%0.57%Q4 2020Q1 20212
SeaBridge Investment Advisors LLC 220.01%0.01%0.01%Q2 2020Q3 20202
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
EQUITABLE TRUST CO 220.02%0.02%0.02%Q4 2021Q1 20222
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q3 2021Q4 20212
SPRENG CAPITAL MANAGEMENT, INC. 220.13%0.16%0.19%Q4 2021Q1 20222
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Stelac Advisory Services LLC 110.04%0.04%0.04%Q1 2022Q2 20232
Advisor Resource Council 110.09%0.11%0.14%Q2 2021Q4 20212
LINCOLN NATIONAL CORP 220.00%0.00%0.01%Q2 2021Q3 20212
CFS Investment Advisory Services, LLC 110.00%0.01%0.01%Q1 2022Q3 20222
SEAVIEW INVESTMENT MANAGERS LLC 220.11%0.37%0.63%Q3 2020Q4 20202
Phoenix Holdings Ltd. 220.01%0.02%0.02%Q4 2020Q1 20212
Activest Wealth Management 220.01%0.02%0.02%Q3 2022Q4 20222
CENTAURUS FINANCIAL, INC. 220.20%0.22%0.24%Q2 2021Q3 20212
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.02%0.02%0.02%Q4 2022Q1 20232
Fragasso Group Inc. 220.03%0.04%0.05%Q4 2021Q1 20222
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Pensionmark Financial Group, LLC 220.10%0.10%0.10%Q2 2020Q3 20202
PRUDENTIAL PLC 220.02%0.04%0.05%Q3 2021Q4 20212
MARIPAU WEALTH MANAGEMENT LLC 220.23%0.30%0.37%Q4 2021Q1 20222
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.02%0.02%Q3 2020Q4 20202
First Allied Advisory Services, Inc. 220.03%0.03%0.04%Q2 2020Q3 20202
LODESTAR PRIVATE ASSET MANAGEMENT LLC 220.12%0.12%0.13%Q2 2023Q3 20232
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.06%0.06%0.06%Q4 2021Q1 20222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.07%0.07%0.08%Q1 2021Q3 20212
Paradigm, Strategies in Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q3 20232
ShoreHaven Wealth Partners, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.01%0.02%0.03%Q1 2021Q2 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.03%Q4 2021Q1 20222
Ridgewood Investments LLC 110.00%0.00%0.00%Q2 2023Q2 20231
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2020Q4 20201
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
First Heartland Consultants, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Parallax Volatility Advisers, L.P. 110.01%0.01%0.01%Q4 2021Q4 20211
Horan Securities, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Kovack Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Operose Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Noked Israel Ltd 112.29%2.29%2.29%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NewEdge Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
DRW Securities, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q2 2020Q2 20201
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
FIRST COMMUNITY TRUST NA 110.00%0.00%0.00%Q2 2022Q2 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Vanguard Capital Wealth Advisors 110.20%0.20%0.20%Q1 2021Q1 20211
THOMPSON INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Walleye Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Center Lake Capital Management, LLC 112.23%2.23%2.23%Q1 2021Q1 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Onyx Bridge Wealth Group LLC 110.08%0.08%0.08%Q4 2021Q4 20211
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
Shore Point Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Winslow, Evans & Crocker, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ausdal Financial Partners, Inc. 110.08%0.08%0.08%Q4 2020Q4 20201
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CEERA INVESTMENTS, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Team Financial Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2022Q4 20221
Jeneq Management LP 1130.24%30.24%30.24%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.09%0.09%0.09%Q2 2020Q2 20201
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Pinnacle Private Wealth, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Pointe Capital Management LLC 110.05%0.05%0.05%Q1 2023Q1 20231
CATALYST PRIVATE WEALTH, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
BANK HAPOALIM BM 110.41%0.41%0.41%Q1 2022Q1 20221
Merit Financial Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Del-Sette Capital Management, LLC 110.80%0.80%0.80%Q4 2022Q4 20221
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
GSA CAPITAL PARTNERS LLP 110.08%0.08%0.08%Q1 2023Q1 20231
Vishria Bird Financial Group, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Apollon Wealth Management, LLC 110.42%0.42%0.42%Q4 2020Q4 20201
HighTower Trust Company, N.A. 110.03%0.03%0.03%Q3 2022Q3 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
IEQ CAPITAL, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
EMG Holdings, L.P. 110.30%0.30%0.30%Q2 2022Q2 20221
Ulrich Consultants & Investment Group, LLC 110.86%0.86%0.86%Q2 2022Q2 20221
Chicago Partners Investment Group LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Blume Capital Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
LIBERTY WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2021Q3 20211
HAP Trading, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
One Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Sovereign Financial Group, Inc. 110.17%0.17%0.17%Q2 2023Q2 20231
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Kore Private Wealth LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Robertson Stephens Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
External links

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