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

Institutional Holders (2016Q1)
Portfolio Summary: 68 Institutional holders with a total value of $159,952,570.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 543,139 39,997,000 25.01%
2 BANK OF AMERICA CORP /DE/ 397,861 29,533,000 18.46%
3 MORGAN STANLEY 227,034 16,852,000 10.54%
4 JFS WEALTH ADVISORS, LLC 149,199 11,075,000 6.92%
5 WELLS FARGO & COMPANY/MN 124,375 9,233,000 5.77%
6 Bank of New York Mellon Corp 124,104 9,212,000 5.76%
7 Waverton Investment Management Ltd 65,805 4,885,000 3.05%
8 HighTower Advisors, LLC 47,966 3,561,000 2.23%
9 J.P. Morgan Private Wealth Advisors LLC 43,657 3,241,000 2.03%
10 UBS Group AG 42,821 3,179,000 1.99%
11 Cambridge Investment Research Advisors, Inc. 35,127 2,607,000 1.63%
12 Investors Capital Advisory Services 31,709 2,353,000 1.47%
13 UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,345 2,104,000 1.32%
14 Raymond James Financial Services Advisors, Inc. 26,570 1,972,000 1.23%
15 Commonwealth Equity Services, Inc 26,437 1,962,000 1.23%
16 CUTLER INVESTMENT COUNSEL LLC 25,030 1,858,000 1.16%
17 Concert Wealth Management Inc. 24,174 1,795,000 1.12%
18 Janney Montgomery Scott LLC 15,507 1,151,000 0.72%
19 WADE G W & INC 15,285 1,135,000 0.71%
20 FINANCIAL COUNSELORS INC 14,460 1,073,000 0.67%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,896 958,000 0.60%
22 COMERICA BANK 9,634 722,000 0.45%
23 ROYAL BANK OF CANADA 9,689 718,000 0.45%
24 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,490 704,000 0.44%
25 GOLDMAN SACHS GROUP INC 7,862 584,000 0.37%
26 TRADITION CAPITAL MANAGEMENT LLC 7,719 572,000 0.36%
27 STIFEL FINANCIAL CORP 7,481 555,000 0.35%
28 AMERIPRISE FINANCIAL INC 7,251 538,000 0.34%
29 Windsor Financial Group, LLC 5,794 430,000 0.27%
30 RAYMOND JAMES & ASSOCIATES 5,491 408,000 0.26%
31 LVZ, Inc. 5,416 402,000 0.25%
32 Willis Investment Counsel 4,810 357,000 0.22%
33 Summit Financial Wealth Advisors, LLC 4,773 354,000 0.22%
34 WFG Advisors, LP 3,883 288,000 0.18%
35 COBIZ WEALTH, LLC 3,831 284,000 0.18%
36 BLAIR WILLIAM & CO/IL 3,450 256,000 0.16%
37 MSI Financial Services Inc 3,346 248,000 0.16%
38 BENEDICT FINANCIAL ADVISORS INC 3,330 247,000 0.15%
39 First Allied Advisory Services, Inc. 3,330 247,000 0.15%
40 Private Advisor Group, LLC 3,220 239,000 0.15%
41 AMERICAN INTERNATIONAL GROUP, INC. 3,010 224,000 0.14%
42 CITADEL ADVISORS LLC 3,013 224,000 0.14%
43 Sigma Planning Corp 2,981 221,000 0.14%
44 TCV Trust & Wealth Management, Inc. 2,700 200,000 0.13%
45 US BANCORP \DE\ 1,900 141,000 0.09%
46 Sunbelt Securities, Inc. 1,659 123,147 0.08%
47 GENEOS WEALTH MANAGEMENT INC. 1,650 123,000 0.08%
48 IFP ADVISORS, INC 1,421 105,000 0.07%
49 Financial Architects, Inc 1,400 104,000 0.07%
50 SG Americas Securities, LLC 1,404 104,000 0.07%
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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.