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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
51 ROYAL BANK OF CANADA 133,039 3,938,000 1.46%
52 BB&T SECURITIES, LLC 147,896 4,377,000 1.62%
53 WESCAP MANAGEMENT GROUP, INC. 148,424 4,393,000 1.62%
54 Janney Montgomery Scott LLC 200,461 5,934,000 2.19%
55 BFSG, LLC 239,294 7,083,000 2.62%
56 Summit Asset Management, LLC 285,840 8,461,000 3.13%
57 Jacobus Wealth Management, Inc. 474,574 14,047,000 5.20%
58 BANK OF AMERICA CORP /DE/ 601,780 17,813,000 6.59%
59 DELPHI PRIVATE ADVISORS LLC 674,775 17,951,000 6.64%
60 RAYMOND JAMES & ASSOCIATES 699,257 20,698,000 7.66%
61 MORGAN STANLEY 976,389 28,901,000 10.69%
62 UBS Group AG 1,277,404 37,811,000 13.98%
63 RiverFront Investment Group, LLC 2,343,233 69,359,000 25.65%
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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.