Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Financial Enhancement Group LLC | 24 | 24 | 0.31% | 0.84% | 2.83% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.03% | 0.29% | 0.68% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
RFG Advisory, LLC | 20 | 20 | 0.02% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
UBS Group AG | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 18 |
GOLDMAN SACHS GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 10.28% | 11.85% | 15.07% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
CABOT WEALTH MANAGEMENT INC | 16 | 16 | 0.05% | 0.32% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 14 |
Truadvice, LLC | 13 | 13 | 0.16% | 0.34% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 11 | 11 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 11 | 11 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2022 | 11 |
IFP Advisors, Inc | 7 | 4 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q4 2022 | 11 |
Insight Advisors, LLC/ PA | 11 | 11 | 0.11% | 0.58% | 0.94% | Q1 2021 | Q3 2023 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 7 | 2 | 0.02% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 9 |
AE Wealth Management LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 9 |
BANK OF AMERICA CORP /DE/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 9 |
Accel Wealth Management | 6 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 9 |
RMR Wealth Builders | 7 | 1 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q1 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
My Legacy Advisors, LLC | 7 | 7 | 0.18% | 0.43% | 0.52% | Q1 2022 | Q3 2023 | 7 |
BEACON FINANCIAL GROUP | 7 | 7 | 0.08% | 0.31% | 0.50% | Q3 2018 | Q1 2020 | 7 |
Stearns Financial Services Group | 7 | 7 | 3.80% | 4.40% | 5.39% | Q1 2019 | Q3 2020 | 7 |
RVW Wealth, LLC | 5 | 2 | 0.04% | 1.33% | 2.25% | Q1 2019 | Q4 2022 | 7 |
JANE STREET GROUP, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 1.26% | 1.45% | 1.64% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.04% | 0.10% | 0.13% | Q1 2019 | Q1 2020 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
ACG Wealth | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2018 | Q3 2019 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wechter Feldman Wealth Management, Inc. | 4 | 4 | 0.78% | 0.86% | 0.95% | Q1 2019 | Q4 2019 | 4 |
Slow Capital, Inc. | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q4 2019 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.18% | 0.25% | 0.34% | Q4 2018 | Q3 2019 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 1.38% | 1.52% | 1.60% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 3 | 3 | 0.27% | 0.43% | 0.64% | Q3 2022 | Q1 2023 | 3 |
Montecito Bank & Trust | 3 | 3 | 0.13% | 0.19% | 0.26% | Q3 2018 | Q1 2019 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.06% | 0.18% | Q1 2019 | Q3 2019 | 3 |
Tillar-Wenstrup Advisors, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q4 2018 | Q2 2019 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 0.19% | 0.37% | 0.54% | Q4 2019 | Q1 2020 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 2.97% | 2.97% | 2.97% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2022 | Q2 2022 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Team Financial Group, LLC | 1 | 1 | 9.72% | 9.72% | 9.72% | Q3 2023 | Q3 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.