WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Financial Enhancement Group LLC 24240.31%0.84%2.83%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 22220.00%0.11%0.19%Q2 2018Q3 202322
Patriot Financial Group Insurance Agency, LLC 21210.03%0.29%0.68%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.00%0.00%Q3 2018Q3 202321
Migdal Insurance & Financial Holdings Ltd. 10100.00%0.00%0.00%Q3 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 20200.00%0.01%0.01%Q4 2018Q3 202320
RFG Advisory, LLC 20200.02%0.08%0.17%Q4 2018Q3 202320
ROYAL BANK OF CANADA 19190.00%0.00%0.00%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
UBS Group AG 1110.00%0.00%0.00%Q1 2018Q3 202319
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q2 2017Q2 202318
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.00%Q1 2019Q3 202317
Private Wealth Strategies, L.L.C. 161610.28%11.85%15.07%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 16160.00%0.00%0.01%Q2 2019Q1 202316
CABOT WEALTH MANAGEMENT INC 16160.05%0.32%0.49%Q4 2019Q3 202316
Capital Advisors, Ltd. LLC 15150.00%0.02%0.02%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 1220.00%0.00%0.01%Q3 2019Q3 202314
MORGAN STANLEY 14140.00%0.00%0.00%Q2 2020Q3 202314
Carroll Financial Associates, Inc. 14140.00%0.01%0.01%Q3 2018Q4 202114
Truadvice, LLC 13130.16%0.34%0.53%Q3 2020Q3 202313
Private Advisor Group, LLC 12120.01%0.03%0.10%Q4 2020Q3 202312
HighTower Advisors, LLC 11110.09%0.10%0.11%Q1 2021Q3 202311
Tower Research Capital LLC (TRC) 11110.00%0.01%0.06%Q1 2020Q3 202211
IFP Advisors, Inc 740.00%0.02%0.11%Q4 2019Q4 202211
Insight Advisors, LLC/ PA 11110.11%0.58%0.94%Q1 2021Q3 202311
Citadel Advisors 410.00%0.00%0.00%Q2 2018Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.01%0.01%0.02%Q2 2021Q3 202310
Sunbelt Securities, Inc. 720.02%0.04%0.04%Q3 2019Q3 20239
AE Wealth Management LLC 510.01%0.01%0.02%Q2 2019Q3 20229
BANK OF AMERICA CORP /DE/ 810.00%0.00%0.00%Q4 2018Q2 20229
Accel Wealth Management 630.02%0.02%0.03%Q4 2020Q1 20239
RMR Wealth Builders 710.04%0.06%0.07%Q1 2021Q1 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.00%0.01%0.01%Q2 2021Q1 20238
FMR LLC 410.00%0.00%0.00%Q4 2018Q2 20238
Covestor Ltd 880.01%0.01%0.04%Q4 2021Q3 20238
My Legacy Advisors, LLC 770.18%0.43%0.52%Q1 2022Q3 20237
BEACON FINANCIAL GROUP 770.08%0.31%0.50%Q3 2018Q1 20207
Stearns Financial Services Group 773.80%4.40%5.39%Q1 2019Q3 20207
RVW Wealth, LLC 520.04%1.33%2.25%Q1 2019Q4 20227
JANE STREET GROUP, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
GREAT VALLEY ADVISOR GROUP, INC. 771.26%1.45%1.64%Q1 2022Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q1 2021Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.01%0.02%Q3 2018Q4 20196
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
Simplicity Solutions, LLC 550.01%0.02%0.02%Q2 2019Q2 20205
Mutual Advisors, LLC 550.04%0.10%0.13%Q1 2019Q1 20205
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q1 2020Q1 20215
CoreCap Advisors, LLC 550.03%0.03%0.04%Q4 2021Q4 20225
ACG Wealth 550.15%0.17%0.19%Q3 2018Q3 20195
Allworth Financial LP 550.00%0.02%0.03%Q3 2022Q3 20235
Stratos Wealth Partners, LTD. 440.08%0.10%0.12%Q4 2022Q3 20234
Raleigh Capital Management Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wechter Feldman Wealth Management, Inc. 440.78%0.86%0.95%Q1 2019Q4 20194
Slow Capital, Inc. 440.09%0.11%0.13%Q1 2019Q4 20194
Princeton Global Asset Management LLC 440.18%0.25%0.34%Q4 2018Q3 20194
BB&T SECURITIES, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
KLR INVESTMENT ADVISORS, LLC 441.38%1.52%1.60%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 330.27%0.43%0.64%Q3 2022Q1 20233
Montecito Bank & Trust 330.13%0.19%0.26%Q3 2018Q1 20193
STIFEL FINANCIAL CORP 330.00%0.00%0.00%Q4 2018Q2 20193
BIP Wealth, LLC 330.05%0.07%0.09%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Avior Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q1 2023Q3 20233
55I, LLC 330.01%0.02%0.03%Q1 2022Q3 20223
Parallel Advisors, LLC 330.00%0.06%0.18%Q1 2019Q3 20193
Tillar-Wenstrup Advisors, LLC 330.15%0.15%0.16%Q4 2018Q2 20193
Chicago Partners Investment Group LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Cetera Investment Advisers 330.00%0.00%0.00%Q1 2023Q3 20233
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2023Q3 20232
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q2 2022Q2 20222
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q2 2022Q3 20222
WealthShield Partners, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
V Wealth Advisors LLC 220.16%0.16%0.17%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.02%Q4 2019Q1 20202
Insight Wealth Strategies, LLC 220.04%0.04%0.05%Q2 2020Q3 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.00%Q4 2019Q1 20202
Leicht Financial Planning & Wealth Management, Inc. 220.19%0.37%0.54%Q4 2019Q1 20202
Barber Financial Group, Inc. 112.97%2.97%2.97%Q4 2018Q4 20181
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Advisor Group, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.92%0.92%0.92%Q2 2022Q2 20221
London & Capital Asset Management Ltd 110.04%0.04%0.04%Q3 2022Q3 20221
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Global Retirement Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
WCG Wealth Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Asset Dedication, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Walkner Condon Financial Advisors LLC 110.23%0.23%0.23%Q4 2019Q4 20191
BlackRock Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Perigon Wealth Management, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Team Financial Group, LLC 119.72%9.72%9.72%Q3 2023Q3 20231
ALTERNA WEALTH MANAGEMENT, INC 110.17%0.17%0.17%Q1 2022Q1 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Regal Investment Advisors LLC 110.11%0.11%0.11%Q4 2018Q4 20181
External links

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