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

Institutional Holders (2016Q3)
Portfolio Summary: 69 Institutional holders with a total value of $152,312,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 435,689 34,036,000 22.35%
2 LPL Financial LLC 296,319 22,926,000 15.05%
3 MORGAN STANLEY 181,200 14,155,000 9.29%
4 WELLS FARGO & COMPANY/MN 140,104 10,945,000 7.19%
5 Waverton Investment Management Ltd 116,901 9,132,000 6.00%
6 JFS WEALTH ADVISORS, LLC 97,127 7,588,000 4.98%
7 HighTower Advisors, LLC 75,205 5,875,000 3.86%
8 GOLDMAN SACHS GROUP INC 58,443 4,566,000 3.00%
9 Bank of New York Mellon Corp 50,700 3,960,000 2.60%
10 UBS Group AG 43,254 3,379,000 2.22%
11 J.P. Morgan Private Wealth Advisors LLC 42,457 3,317,000 2.18%
12 Virtu KCG Holdings LLC 41,282 3,225,000 2.12%
13 BSC PRIVATE WEALTH MANAGEMENT, LLC 40,547 3,137,000 2.06%
14 Cambridge Investment Research Advisors, Inc. 35,779 2,795,000 1.84%
15 BLAIR WILLIAM & CO/IL 34,116 2,665,000 1.75%
16 Commonwealth Equity Services, Inc 24,764 1,935,000 1.27%
17 CUTLER INVESTMENT COUNSEL LLC 22,187 1,733,000 1.14%
18 Concert Wealth Management Inc. 22,006 1,723,000 1.13%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 16,911 1,320,000 0.87%
20 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,245 1,269,000 0.83%
21 Janney Montgomery Scott LLC 15,165 1,185,000 0.78%
22 WADE G W & INC 14,200 1,109,000 0.73%
23 JANE STREET GROUP, LLC 14,169 1,107,000 0.73%
24 COMERICA BANK 8,850 685,000 0.45%
25 TRADITION CAPITAL MANAGEMENT LLC 7,621 595,000 0.39%
26 ROYAL BANK OF CANADA 6,539 511,000 0.34%
27 RAYMOND JAMES & ASSOCIATES 6,333 495,000 0.32%
28 STIFEL FINANCIAL CORP 6,085 476,000 0.31%
29 Windsor Financial Group, LLC 5,502 430,000 0.28%
30 AMERIPRISE FINANCIAL INC 4,811 376,000 0.25%
31 LVZ, Inc. 4,665 364,000 0.24%
32 Willis Investment Counsel 4,241 331,000 0.22%
33 WFG Advisors, LP 3,943 308,000 0.20%
34 Summit Financial Wealth Advisors, LLC 3,821 298,000 0.20%
35 Cetera Advisor Networks LLC 3,677 287,000 0.19%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,661 286,000 0.19%
37 COBIZ WEALTH, LLC 3,607 282,000 0.19%
38 INVESTMENT CENTERS OF AMERICA INC 3,335 263,000 0.17%
39 BOK Financial Private Wealth, Inc. 3,323 260,000 0.17%
40 BENEDICT FINANCIAL ADVISORS INC 3,264 253,000 0.17%
41 Private Advisor Group, LLC 3,220 249,000 0.16%
42 First Allied Advisory Services, Inc. 3,135 245,000 0.16%
43 Sigma Planning Corp 2,790 218,000 0.14%
44 STRATEGIC FINANCIAL GROUP, LLC 2,726 213,000 0.14%
45 TCV Trust & Wealth Management, Inc. 2,700 211,000 0.14%
46 MSI Financial Services Inc 2,702 211,000 0.14%
47 GENEOS WEALTH MANAGEMENT INC. 2,050 160,000 0.11%
48 US BANCORP \DE\ 1,900 148,000 0.10%
49 Barnett & Company, Inc. 1,600 125,000 0.08%
50 IFP ADVISORS, INC 1,433 112,000 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.