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

Institutional Holders (2017Q2)
Portfolio Summary: 40 Institutional holders with a total value of $71,114,962.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SEI INVESTMENTS CO 40 1,000 0.00%
2 Financial Architects, Inc 80 2,000 0.00%
3 FIRST MANHATTAN CO. LLC. 132 3,000 0.00%
4 ENVESTNET ASSET MANAGEMENT INC 275 8,000 0.01%
5 BB&T INVESTMENT SERVICES, INC. 357 11,000 0.02%
6 RISK PARADIGM GROUP, LLC 426 12,558 0.02%
7 RPG FAMILY WEALTH ADVISORY, LLC 526 15,506 0.02%
8 ADVISOR GROUP, INC. 600 18,000 0.03%
9 Creative Planning 895 26,000 0.04%
10 IFP ADVISORS, INC 2,515 74,000 0.10%
11 VALLEY NATIONAL ADVISERS INC 2,766 82,000 0.12%
12 WELLS FARGO & COMPANY/MN 2,847 84,000 0.12%
13 Tortoise Investment Management, LLC 4,575 135,000 0.19%
14 EASTERN BANK 7,241 213,000 0.30%
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,003 236,000 0.33%
16 M&T BANK CORP 9,695 286,000 0.40%
17 CITADEL ADVISORS LLC 12,529 369,000 0.52%
18 SII INVESTMENTS INC/WI 14,200 421,000 0.59%
19 INTERCONTINENTAL WEALTH ADVISORS, LLC 15,190 448,000 0.63%
20 ROYAL BANK OF CANADA 16,413 484,000 0.68%
21 FLOW TRADERS U.S. LLC 17,246 508,000 0.71%
22 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 18,188 536,000 0.75%
23 HSBC HOLDINGS PLC 21,857 644,000 0.91%
24 Janney Capital Management LLC 24,792 730,000 1.03%
25 LPL Financial LLC 27,797 819,000 1.15%
26 Cambridge Investment Research Advisors, Inc. 36,545 1,077,000 1.51%
27 DELTEC ASSET MANAGEMENT LLC 36,776 1,084,000 1.52%
28 JOHNSON INVESTMENT COUNSEL INC 39,046 1,151,000 1.62%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 46,588 1,374,000 1.93%
30 TRADITION CAPITAL MANAGEMENT LLC 48,742 1,437,000 2.02%
31 CITIGROUP INC 50,744 1,496,000 2.10%
32 JANE STREET GROUP, LLC 62,516 1,843,000 2.59%
33 BANK OF AMERICA CORP /DE/ 68,922 2,032,000 2.86%
34 Psagot Value Holdings Ltd. 77,970 2,299,000 3.23%
35 BSC PRIVATE WEALTH MANAGEMENT, LLC 102,445 3,027,000 4.26%
36 ALMANACK INVESTMENT PARTNERS, LLC. 117,098 3,452,000 4.85%
37 UBS Group AG 132,052 3,893,000 5.47%
38 MORGAN STANLEY 162,156 4,781,000 6.72%
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 524,793 15,470,898 21.75%
40 WESCAP MANAGEMENT GROUP, INC. 696,499 20,532,000 28.87%

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.