Dark
Light
System
Security
WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 45 Institutional holders with a total value of $310,617,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 2,591,696 68,342,000 22.00%
2 UBS Group AG 1,671,982 44,090,000 14.19%
3 SHARKEY, HOWES & JAVER 1,580,791 41,685,000 13.42%
4 MORGAN STANLEY 1,060,410 27,962,000 9.00%
5 RAYMOND JAMES & ASSOCIATES 1,041,189 27,456,000 8.84%
6 BANK OF AMERICA CORP /DE/ 860,433 22,690,000 7.30%
7 DELPHI PRIVATE ADVISORS LLC 626,367 16,517,000 5.32%
8 Jacobus Wealth Management, Inc. 379,496 10,007,000 3.22%
9 Summit Asset Management, LLC 288,065 7,596,000 2.45%
10 PacWest Financial Management Inc 237,850 6,272,000 2.02%
11 ROYAL BANK OF CANADA 224,104 5,909,000 1.90%
12 PNC FINANCIAL SERVICES GROUP, INC. 177,000 4,668,000 1.50%
13 BB&T SECURITIES, LLC 173,721 4,581,000 1.47%
14 VALLEY NATIONAL ADVISERS INC 147,775 3,897,000 1.25%
15 Ifrah Financial Services, Inc. 116,083 3,061,000 0.99%
16 COLORADO CAPITAL MANAGEMENT, INC. 100,356 2,623,000 0.84%
17 SG Americas Securities, LLC 75,272 1,985,000 0.64%
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 62,773 1,655,000 0.53%
19 ENVESTNET ASSET MANAGEMENT INC 59,650 1,573,000 0.51%
20 LPL Financial LLC 59,075 1,564,000 0.50%
21 Cetera Advisor Networks LLC 45,660 1,204,000 0.39%
22 Carroll Financial Associates, Inc. 35,132 926,000 0.30%
23 Capital Advisors, Ltd. LLC 34,263 904,000 0.29%
24 J.P. Morgan Private Wealth Advisors LLC 22,215 586,000 0.19%
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,492 356,000 0.11%
26 LVW Advisors, LLC 11,807 311,000 0.10%
27 Diversified Trust Co 11,193 295,000 0.09%
28 Raymond James Financial Services Advisors, Inc. 9,498 250,000 0.08%
29 FineMark National Bank & Trust 9,430 249,000 0.08%
30 LINCOLN NATIONAL CORP 9,283 245,000 0.08%
31 Private Advisor Group, LLC 9,219 244,000 0.08%
32 STIFEL FINANCIAL CORP 8,794 233,000 0.08%
33 MSI Financial Services Inc 7,270 192,000 0.06%
34 FIFTH THIRD BANCORP 6,065 160,000 0.05%
35 ADVISOR GROUP, INC. 2,493 66,000 0.02%
36 GENEOS WEALTH MANAGEMENT INC. 2,415 63,000 0.02%
37 WELLS FARGO & COMPANY/MN 2,405 63,000 0.02%
38 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,497 40,000 0.01%
39 KRILOGY FINANCIAL LLC 1,121 30,000 0.01%
40 CITIGROUP INC 842 22,000 0.01%
41 Hudock, Inc. 606 15,000 0.00%
42 Winfield Associates, Inc. 450 12,000 0.00%
43 MANUFACTURERS LIFE INSURANCE COMPANY, THE 326 9,000 0.00%
44 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 353 9,000 0.00%
45 Parallax Volatility Advisers, L.P. 1 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.