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

Institutional Holders (2016Q2)
Portfolio Summary: 64 Institutional holders with a total value of $140,128,204.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 413,385 31,722,000 22.64%
2 LPL Financial LLC 275,235 21,146,000 15.09%
3 MORGAN STANLEY 208,345 15,988,000 11.41%
4 WELLS FARGO & COMPANY/MN 137,809 10,576,000 7.55%
5 JFS WEALTH ADVISORS, LLC 132,242 10,148,000 7.24%
6 Bank of New York Mellon Corp 60,584 4,649,000 3.32%
7 HighTower Advisors, LLC 54,600 4,190,000 2.99%
8 J.P. Morgan Private Wealth Advisors LLC 42,457 3,258,000 2.33%
9 BSC PRIVATE WEALTH MANAGEMENT, LLC 41,473 3,186,000 2.27%
10 UBS Group AG 38,615 2,963,000 2.11%
11 BLAIR WILLIAM & CO/IL 35,561 2,729,000 1.95%
12 Cambridge Investment Research Advisors, Inc. 35,313 2,710,000 1.93%
13 Investors Capital Advisory Services 31,389 2,408,000 1.72%
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,299 2,402,000 1.71%
15 UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,182 2,093,000 1.49%
16 Commonwealth Equity Services, Inc 26,276 2,016,000 1.44%
17 Concert Wealth Management Inc. 24,194 1,861,000 1.33%
18 CUTLER INVESTMENT COUNSEL LLC 22,182 1,702,000 1.21%
19 FINANCIAL COUNSELORS INC 14,460 1,110,000 0.79%
20 WADE G W & INC 14,451 1,109,000 0.79%
21 Janney Montgomery Scott LLC 15,320 1,098,000 0.78%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,044 1,078,000 0.77%
23 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,561 1,041,000 0.74%
24 COMERICA BANK 9,022 711,000 0.51%
25 STIFEL FINANCIAL CORP 7,873 604,000 0.43%
26 ROYAL BANK OF CANADA 7,366 565,000 0.40%
27 TRADITION CAPITAL MANAGEMENT LLC 7,346 563,000 0.40%
28 Windsor Financial Group, LLC 5,801 445,000 0.32%
29 AMERIPRISE FINANCIAL INC 5,783 444,000 0.32%
30 LVZ, Inc. 5,382 413,000 0.29%
31 GOLDMAN SACHS GROUP INC 5,154 396,000 0.28%
32 Willis Investment Counsel 4,713 367,000 0.26%
33 RAYMOND JAMES & ASSOCIATES 4,694 360,000 0.26%
34 Summit Financial Wealth Advisors, LLC 4,026 309,000 0.22%
35 WFG Advisors, LP 3,926 301,000 0.21%
36 COBIZ WEALTH, LLC 3,831 294,000 0.21%
37 BOK Financial Private Wealth, Inc. 3,323 255,000 0.18%
38 First Allied Advisory Services, Inc. 3,255 250,000 0.18%
39 BENEDICT FINANCIAL ADVISORS INC 3,249 250,000 0.18%
40 Private Advisor Group, LLC 3,220 247,000 0.18%
41 ADVISOR GROUP, INC. 3,011 229,000 0.16%
42 Sigma Planning Corp 2,885 221,000 0.16%
43 STRATEGIC FINANCIAL GROUP, LLC 2,722 209,000 0.15%
44 MSI Financial Services Inc 2,715 208,000 0.15%
45 TCV Trust & Wealth Management, Inc. 2,700 207,000 0.15%
46 US BANCORP \DE\ 1,900 146,000 0.10%
47 Sunbelt Securities, Inc. 1,671 128,204 0.09%
48 GENEOS WEALTH MANAGEMENT INC. 1,650 126,000 0.09%
49 IFP ADVISORS, INC 1,427 109,000 0.08%
50 Financial Architects, Inc 1,400 107,000 0.08%
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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.