Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
RHS Financial, LLC | 20 | 20 | 1.12% | 3.19% | 6.20% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Sunbelt Securities, Inc. | 17 | 17 | 0.04% | 0.32% | 0.70% | Q3 2019 | Q3 2023 | 17 |
Insight Wealth Strategies, LLC | 15 | 1 | 0.10% | 0.17% | 0.24% | Q3 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
RATIONAL ADVISORS LLC | 15 | 15 | 0.05% | 2.80% | 6.05% | Q1 2020 | Q3 2023 | 15 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15 | 15 | 11.51% | 16.19% | 23.32% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q4 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.00% | 0.05% | 0.12% | Q1 2020 | Q2 2023 | 14 |
Ford Financial Group, LLC | 13 | 13 | 0.14% | 2.87% | 14.58% | Q1 2020 | Q1 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.31% | 0.67% | 1.07% | Q3 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Innova Wealth Partners | 12 | 12 | 0.25% | 0.69% | 0.85% | Q4 2020 | Q3 2023 | 12 |
ACT Advisors, LLC. | 12 | 12 | 0.34% | 4.34% | 11.23% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Western Wealth Management, LLC | 8 | 4 | 0.04% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Professional Financial Advisors, LLC | 8 | 2 | 0.06% | 1.30% | 3.36% | Q1 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 9 | 1 | 0.01% | 0.04% | 0.11% | Q3 2011 | Q2 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Fermata Advisors, LLC | 9 | 9 | 0.40% | 1.73% | 3.95% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.29% | 0.44% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.06% | 0.12% | 0.23% | Q3 2021 | Q3 2023 | 9 |
MENLO ADVISORS LLC | 9 | 9 | 0.27% | 0.29% | 0.34% | Q2 2020 | Q2 2022 | 9 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | 8 | 0.11% | 2.87% | 4.20% | Q4 2021 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 1.03% | 1.31% | 2.07% | Q4 2021 | Q3 2023 | 8 |
UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 8 |
Garrett Wealth Advisory Group, LLC | 8 | 8 | 0.44% | 3.96% | 6.30% | Q4 2020 | Q3 2022 | 8 |
Sigma Planning Corp | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
MOTCO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.09% | 0.22% | Q3 2018 | Q4 2021 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SYM FINANCIAL Corp | 7 | 7 | 0.00% | 13.59% | 25.72% | Q4 2021 | Q2 2023 | 7 |
Financial Advocates Investment Management | 5 | 2 | 0.01% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WJ Interests, LLC | 6 | 6 | 10.33% | 18.21% | 21.47% | Q2 2022 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.02% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Avion Wealth | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.16% | 0.31% | 0.62% | Q4 2021 | Q4 2022 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.11% | 0.43% | 0.56% | Q3 2022 | Q3 2023 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.89% | 1.07% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.11% | 0.21% | 0.25% | Q2 2021 | Q1 2022 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 1.66% | 1.96% | 2.10% | Q4 2022 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Empirical Finance, LLC | 4 | 4 | 0.05% | 0.09% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Safeguard Financial, LLC | 4 | 4 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2022 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.60% | 0.92% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.05% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
TD Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.12% | 0.31% | Q3 2020 | Q1 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.93% | 1.23% | 1.73% | Q1 2023 | Q3 2023 | 3 |
WELLS FARGO & COMPANY/MN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.07% | 0.24% | 0.37% | Q3 2022 | Q1 2023 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 0.22% | 0.31% | 0.38% | Q4 2021 | Q2 2022 | 3 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FIDUCIENT ADVISORS LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.04% | 0.11% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Whitegate Investment Counselors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 3.05% | 3.33% | 3.60% | Q3 2019 | Q4 2019 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 2 | 2 | 0.38% | 0.38% | 0.39% | Q3 2020 | Q4 2020 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Private Ocean, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Wick Capital Partners, LLC | 2 | 2 | 0.25% | 0.31% | 0.38% | Q2 2022 | Q3 2022 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.01% | 0.27% | 0.53% | Q4 2021 | Q1 2022 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STAPP WEALTH MANAGEMENT, PLLC | 2 | 2 | 5.13% | 5.36% | 5.60% | Q3 2022 | Q4 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Bluesphere Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | 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.