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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 RiverFront Investment Group, LLC 2,343,233 69,359,000 25.65%
2 UBS Group AG 1,277,404 37,811,000 13.98%
3 MORGAN STANLEY 976,389 28,901,000 10.69%
4 RAYMOND JAMES & ASSOCIATES 699,257 20,698,000 7.66%
5 DELPHI PRIVATE ADVISORS LLC 674,775 17,951,000 6.64%
6 BANK OF AMERICA CORP /DE/ 601,780 17,813,000 6.59%
7 Jacobus Wealth Management, Inc. 474,574 14,047,000 5.20%
8 Summit Asset Management, LLC 285,840 8,461,000 3.13%
9 BFSG, LLC 239,294 7,083,000 2.62%
10 Janney Montgomery Scott LLC 200,461 5,934,000 2.19%
11 WESCAP MANAGEMENT GROUP, INC. 148,424 4,393,000 1.62%
12 BB&T SECURITIES, LLC 147,896 4,377,000 1.62%
13 ROYAL BANK OF CANADA 133,039 3,938,000 1.46%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 104,595 3,096,000 1.15%
15 VALLEY NATIONAL ADVISERS INC 94,494 2,797,000 1.03%
16 COLORADO CAPITAL MANAGEMENT, INC. 90,295 2,672,000 0.99%
17 SARGENT BICKHAM LAGUDIS LLC 76,309 2,259,000 0.84%
18 SCOTIA CAPITAL INC. 65,504 1,939,000 0.72%
19 ENVESTNET ASSET MANAGEMENT INC 49,017 1,452,000 0.54%
20 LPL Financial LLC 46,044 1,363,000 0.50%
21 Carroll Financial Associates, Inc. 40,225 1,190,000 0.44%
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,229 1,102,000 0.41%
23 HEFTY WEALTH PARTNERS 29,264 866,000 0.32%
24 Capital Advisors, Ltd. LLC 28,206 835,000 0.31%
25 Patten Group, Inc. 26,940 810,000 0.30%
26 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 25,990 769,000 0.28%
27 LINCOLN NATIONAL CORP 25,884 766,000 0.28%
28 Cetera Advisor Networks LLC 22,968 679,000 0.25%
29 J.P. Morgan Private Wealth Advisors LLC 22,715 672,000 0.25%
30 Ifrah Financial Services, Inc. 22,474 665,000 0.25%
31 STIFEL FINANCIAL CORP 15,147 450,000 0.17%
32 First Allied Advisory Services, Inc. 14,145 421,000 0.16%
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,396 397,000 0.15%
34 Creative Planning 13,123 388,000 0.14%
35 JACOBI CAPITAL MANAGEMENT LLC 12,926 383,000 0.14%
36 SHARKEY, HOWES & JAVER 12,165 360,000 0.13%
37 LVW Advisors, LLC 11,095 328,000 0.12%
38 CIBC WORLD MARKET INC. 10,497 311,000 0.12%
39 Heritage Wealth Advisors 9,650 287,000 0.11%
40 Rehmann Capital Advisory Group 9,590 284,000 0.11%
41 FineMark National Bank & Trust 9,430 279,000 0.10%
42 Commonwealth Equity Services, Inc 8,737 259,000 0.10%
43 OLD MISSION CAPITAL LLC 8,184 242,000 0.09%
44 Raymond James Financial Services Advisors, Inc. 8,116 240,000 0.09%
45 Legacy Private Trust Co. 7,110 210,000 0.08%
46 FIFTH THIRD BANCORP 6,065 180,000 0.07%
47 CITIGROUP INC 5,200 154,000 0.06%
48 WELLS FARGO & COMPANY/MN 3,669 108,000 0.04%
49 BB&T INVESTMENT SERVICES, INC. 2,442 71,000 0.03%
50 GENEOS WEALTH MANAGEMENT INC. 2,415 71,000 0.03%
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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.