| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| JANE STREET GROUP, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.22% | 0.34% | 0.56% | Q1 2019 | Q3 2023 | 19 |
| ACG Wealth | 16 | 16 | 0.10% | 0.52% | 0.98% | Q4 2018 | Q3 2022 | 16 |
| RFG Advisory, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
| OSAIC HOLDINGS, INC. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
| Private Advisor Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
| ROYAL BANK OF CANADA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 11 |
| OLD MISSION CAPITAL LLC | 11 | 11 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 11 |
| UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 11 |
| Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2022 | 11 |
| Citadel Advisors | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
| HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
| Insight Advisors, LLC/ PA | 10 | 10 | 0.12% | 0.30% | 0.43% | Q2 2021 | Q3 2023 | 10 |
| Cambridge Investment Research Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
| Arkadios Wealth Advisors | 9 | 9 | 0.01% | 0.08% | 0.26% | Q4 2019 | Q4 2021 | 9 |
| EPG Wealth Management LLC | 5 | 1 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 8 |
| FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 8 |
| Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
| RVW Wealth, LLC | 5 | 1 | 0.01% | 1.47% | 3.11% | Q1 2020 | Q3 2023 | 6 |
| LPL Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| Insight Wealth Strategies, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2020 | 6 |
| SYM FINANCIAL Corp | 6 | 6 | 1.31% | 1.69% | 1.96% | Q4 2018 | Q1 2020 | 6 |
| GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 5 |
| MORGAN STANLEY | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
| IFP Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
| CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
| MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| SIGNATUREFD, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2021 | 3 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 2 |
| Orgel Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
| Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
| NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
| Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.