WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
RHS Financial, LLC 20201.12%3.19%6.20%Q4 2018Q3 202320
Janney Montgomery Scott LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Sunbelt Securities, Inc. 17170.04%0.32%0.70%Q3 2019Q3 202317
Insight Wealth Strategies, LLC 1510.10%0.17%0.24%Q3 2019Q3 202316
ROYAL BANK OF CANADA 1420.00%0.00%0.00%Q3 2019Q3 202316
BNP PARIBAS FINANCIAL MARKETS 15150.00%0.01%0.04%Q1 2020Q3 202315
RATIONAL ADVISORS LLC 15150.05%2.80%6.05%Q1 2020Q3 202315
HALBERT HARGROVE GLOBAL ADVISORS, LLC 151511.51%16.19%23.32%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.08%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 14140.00%0.03%0.06%Q3 2020Q4 202314
LPL Financial LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
IFP Advisors, Inc 14140.00%0.00%0.01%Q2 2020Q3 202314
Cetera Advisors LLC 14140.00%0.05%0.12%Q1 2020Q2 202314
Ford Financial Group, LLC 13130.14%2.87%14.58%Q1 2020Q1 202313
Truadvice, LLC 13130.31%0.67%1.07%Q3 2020Q3 202313
Private Advisor Group, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
FMR LLC 1110.00%0.00%0.00%Q3 2019Q3 202313
Innova Wealth Partners 12120.25%0.69%0.85%Q4 2020Q3 202312
ACT Advisors, LLC. 12120.34%4.34%11.23%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.02%0.02%Q4 2020Q3 202312
Western Wealth Management, LLC 840.04%0.08%0.13%Q3 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
TRUIST FINANCIAL CORP 11110.00%0.01%0.03%Q3 2020Q1 202311
Prospera Financial Services Inc 11110.01%0.07%0.14%Q1 2021Q3 202311
Professional Financial Advisors, LLC 820.06%1.30%3.36%Q1 2021Q3 202310
Perigon Wealth Management, LLC 910.01%0.04%0.11%Q3 2011Q2 202310
AE Wealth Management LLC 10100.01%0.04%0.07%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
MORGAN STANLEY 910.00%0.00%0.00%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Fermata Advisors, LLC 990.40%1.73%3.95%Q3 2021Q3 20239
Herold Advisors, Inc. 990.29%0.44%0.65%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 990.06%0.12%0.23%Q3 2021Q3 20239
MENLO ADVISORS LLC 990.27%0.29%0.34%Q2 2020Q2 20229
OGOREK ANTHONY JOSEPH /NY/ /ADV 880.11%2.87%4.20%Q4 2021Q3 20238
FLAGSHIP HARBOR ADVISORS, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
BlackDiamond Wealth Management, LLC 881.03%1.31%2.07%Q4 2021Q3 20238
UBS Group AG 210.00%0.00%0.00%Q1 2020Q3 20238
MML INVESTORS SERVICES, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
FIRST MANHATTAN CO. LLC. 880.00%0.00%0.00%Q4 2021Q3 20238
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q3 2018Q2 20228
Garrett Wealth Advisory Group, LLC 880.44%3.96%6.30%Q4 2020Q3 20228
Sigma Planning Corp 880.01%0.02%0.03%Q3 2020Q2 20228
MOTCO 880.00%0.00%0.01%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NEXT Financial Group, Inc 610.01%0.09%0.22%Q3 2018Q4 20217
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
Tower Research Capital LLC (TRC) 770.00%0.00%0.00%Q1 2022Q3 20237
SYM FINANCIAL Corp 770.00%13.59%25.72%Q4 2021Q2 20237
Financial Advocates Investment Management 520.01%0.04%0.05%Q4 2021Q3 20237
PRIVATE TRUST CO NA 660.01%0.02%0.02%Q2 2022Q3 20236
Advisory Services Network, LLC 660.00%0.01%0.02%Q4 2021Q1 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.01%Q2 2021Q4 20226
TORONTO DOMINION BANK 660.01%0.02%0.03%Q2 2022Q3 20236
WJ Interests, LLC 6610.33%18.21%21.47%Q2 2022Q3 20236
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2021Q3 20236
CWM, LLC 660.02%0.10%0.16%Q2 2022Q3 20236
Kestra Advisory Services, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Avion Wealth 550.09%0.09%0.10%Q3 2022Q3 20235
Leelyn Smith, LLC 550.00%0.04%0.06%Q4 2021Q4 20225
Claraphi Advisory Network, LLC 550.16%0.31%0.62%Q4 2021Q4 20225
Atria Wealth Solutions, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 550.11%0.43%0.56%Q3 2022Q3 20235
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 550.05%0.06%0.07%Q4 2021Q4 20225
Leading Edge Financial Planning LLC 440.89%1.07%1.16%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
Creative Planning 440.00%0.00%0.00%Q4 2020Q3 20214
Raleigh Capital Management Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.11%0.21%0.25%Q2 2021Q1 20224
KLR INVESTMENT ADVISORS, LLC 441.66%1.96%2.10%Q4 2022Q3 20234
Homrich & Berg 440.05%0.05%0.06%Q4 2020Q3 20214
Empirical Finance, LLC 440.05%0.09%0.22%Q4 2022Q3 20234
Safeguard Financial, LLC 440.19%0.19%0.20%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.01%0.03%0.06%Q1 2021Q3 20224
Wealthcare Advisory Partners LLC 440.60%0.92%1.08%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.05%0.09%0.11%Q4 2022Q3 20234
Citadel Advisors 210.00%0.00%0.00%Q1 2021Q3 20224
TD Capital Management LLC 330.01%0.02%0.02%Q3 2021Q1 20223
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
Advisor Group, Inc. 330.00%0.00%0.01%Q2 2019Q4 20193
Parallel Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Venturi Wealth Management, LLC 110.00%0.12%0.31%Q3 2020Q1 20233
Perennial Investment Advisors, LLC 330.93%1.23%1.73%Q1 2023Q3 20233
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q4 2019Q3 20233
MONEY CONCEPTS CAPITAL CORP 330.07%0.24%0.37%Q3 2022Q1 20233
Peregrine Asset Advisers, Inc. 330.22%0.31%0.38%Q4 2021Q2 20223
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q4 2021Q1 20222
FIDUCIENT ADVISORS LLC 220.09%0.12%0.14%Q4 2022Q1 20232
OLD MISSION CAPITAL LLC 220.04%0.11%0.18%Q1 2022Q2 20222
Whitegate Investment Counselors, Inc. 220.07%0.08%0.08%Q4 2021Q1 20222
V Wealth Advisors LLC 220.04%0.04%0.04%Q4 2021Q1 20222
DOLIVER ADVISORS, LP 220.22%0.23%0.24%Q3 2020Q4 20202
Barber Financial Group, Inc. 223.05%3.33%3.60%Q3 2019Q4 20192
BlackRock Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
PACIFIC CAPITAL WEALTH ADVISORS, INC 220.38%0.38%0.39%Q3 2020Q4 20202
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2020Q3 20222
BESSEMER GROUP INC 220.00%0.00%0.00%Q2 2022Q3 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q1 20232
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Private Ocean, LLC 110.02%0.02%0.02%Q1 2022Q3 20222
Wick Capital Partners, LLC 220.25%0.31%0.38%Q2 2022Q3 20222
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 220.01%0.27%0.53%Q4 2021Q1 20222
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2021Q1 20222
STAPP WEALTH MANAGEMENT, PLLC 225.13%5.36%5.60%Q3 2022Q4 20222
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Team Financial Group, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q3 2023Q3 20231
HB Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
PSI Advisors, LLC 110.22%0.22%0.22%Q2 2020Q2 20201
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2021Q3 20211
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Private Capital Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
SFG Wealth Management, LLC. 110.33%0.33%0.33%Q1 2023Q1 20231
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Global Retirement Partners, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Patriot Financial Group Insurance Agency, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
RFG Advisory, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Bluesphere Advisors, LLC 110.35%0.35%0.35%Q4 2021Q4 20211
STABLEFORD CAPITAL II LLC 110.20%0.20%0.20%Q1 2023Q1 20231
STONNINGTON GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Steward Financial Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Pensionmark Financial Group, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
Authentikos Wealth Advisory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Crabel Capital Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Alberta Investment Management Corp 110.03%0.03%0.03%Q4 2021Q4 20211
First Allied Advisory Services, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
EWG Elevate Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
External links

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