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WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 63 Institutional holders with a total value of $270,376,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BARCLAYS PLC 93 3,000 0.00%
3 WFG Advisors, LP 200 6,000 0.00%
4 BENJAMIN F. EDWARDS & COMPANY, INC. 250 7,000 0.00%
5 Sandy Spring Bank 330 10,000 0.00%
6 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 332 10,000 0.00%
7 Winfield Associates, Inc. 450 13,000 0.00%
8 Hudock, Inc. 597 17,000 0.01%
9 BDO WEALTH ADVISORS, LLC 595 18,000 0.01%
10 KRILOGY FINANCIAL LLC 1,011 30,000 0.01%
11 M&R CAPITAL MANAGEMENT INC 1,200 35,000 0.01%
12 ADVISOR GROUP, INC. 1,726 51,000 0.02%
13 IHT WEALTH MANAGEMENT, LLC 15,529 55,000 0.02%
14 GENEOS WEALTH MANAGEMENT INC. 2,415 71,000 0.03%
15 BB&T INVESTMENT SERVICES, INC. 2,442 71,000 0.03%
16 WELLS FARGO & COMPANY/MN 3,669 108,000 0.04%
17 CITIGROUP INC 5,200 154,000 0.06%
18 FIFTH THIRD BANCORP 6,065 180,000 0.07%
19 Legacy Private Trust Co. 7,110 210,000 0.08%
20 Raymond James Financial Services Advisors, Inc. 8,116 240,000 0.09%
21 OLD MISSION CAPITAL LLC 8,184 242,000 0.09%
22 Commonwealth Equity Services, Inc 8,737 259,000 0.10%
23 FineMark National Bank & Trust 9,430 279,000 0.10%
24 Rehmann Capital Advisory Group 9,590 284,000 0.11%
25 Heritage Wealth Advisors 9,650 287,000 0.11%
26 CIBC WORLD MARKET INC. 10,497 311,000 0.12%
27 LVW Advisors, LLC 11,095 328,000 0.12%
28 SHARKEY, HOWES & JAVER 12,165 360,000 0.13%
29 JACOBI CAPITAL MANAGEMENT LLC 12,926 383,000 0.14%
30 Creative Planning 13,123 388,000 0.14%
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,396 397,000 0.15%
32 First Allied Advisory Services, Inc. 14,145 421,000 0.16%
33 STIFEL FINANCIAL CORP 15,147 450,000 0.17%
34 Ifrah Financial Services, Inc. 22,474 665,000 0.25%
35 J.P. Morgan Private Wealth Advisors LLC 22,715 672,000 0.25%
36 Cetera Advisor Networks LLC 22,968 679,000 0.25%
37 LINCOLN NATIONAL CORP 25,884 766,000 0.28%
38 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 25,990 769,000 0.28%
39 Patten Group, Inc. 26,940 810,000 0.30%
40 Capital Advisors, Ltd. LLC 28,206 835,000 0.31%
41 HEFTY WEALTH PARTNERS 29,264 866,000 0.32%
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,229 1,102,000 0.41%
43 Carroll Financial Associates, Inc. 40,225 1,190,000 0.44%
44 LPL Financial LLC 46,044 1,363,000 0.50%
45 ENVESTNET ASSET MANAGEMENT INC 49,017 1,452,000 0.54%
46 SCOTIA CAPITAL INC. 65,504 1,939,000 0.72%
47 SARGENT BICKHAM LAGUDIS LLC 76,309 2,259,000 0.84%
48 COLORADO CAPITAL MANAGEMENT, INC. 90,295 2,672,000 0.99%
49 VALLEY NATIONAL ADVISERS INC 94,494 2,797,000 1.03%
50 LADENBURG THALMANN FINANCIAL SERVICES INC. 104,595 3,096,000 1.15%
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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.