| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
| CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
| Asset Dedication, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| Citadel Advisors | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
| UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
| JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
| Insight Advisors, LLC/ PA | 9 | 9 | 0.08% | 0.35% | 0.55% | Q1 2021 | Q1 2023 | 9 |
| OSAIC HOLDINGS, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
| ROYAL BANK OF CANADA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
| BOSTON FINANCIAL MANGEMENT LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q4 2022 | 6 |
| CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
| IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
| Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
| Hudock, Inc. | 3 | 3 | 0.50% | 0.52% | 0.55% | Q1 2023 | Q3 2023 | 3 |
| Truadvice, LLC | 3 | 3 | 0.22% | 0.43% | 0.54% | Q4 2020 | Q2 2021 | 3 |
| MORGAN STANLEY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Evanson Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
| MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
| MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.25% | 0.31% | 0.37% | Q4 2021 | Q1 2022 | 2 |
| Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
| Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
| Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
| Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| WIN ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
| Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
| Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.