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

Institutional Holders (2017Q1)
Portfolio Summary: 82 Institutional holders with a total value of $211,257,055.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Creative Planning 10 1,000 0.00%
3 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 25 2,000 0.00%
4 JNBA Financial Advisors 72 6,000 0.00%
5 MARK SHEPTOFF FINANCIAL PLANNING, LLC 151 13,000 0.01%
6 Tortoise Investment Management, LLC 150 13,000 0.01%
7 BENJAMIN F. EDWARDS & COMPANY, INC. 200 17,000 0.01%
8 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 224 19,000 0.01%
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 259 22,000 0.01%
10 YORKBRIDGE WEALTH PARTNERS, LLC 300 25,000 0.01%
11 ALPHA OMEGA WEALTH MANAGEMENT LLC 320 27,000 0.01%
12 REILLY FINANCIAL ADVISORS, LLC 332 28,000 0.01%
13 D.A. DAVIDSON & CO. 450 37,000 0.02%
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 475 39,000 0.02%
15 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 465 39,055 0.02%
16 JPMORGAN CHASE & CO 500 42,000 0.02%
17 Tower Research Capital LLC (TRC) 652 55,000 0.03%
18 WFG Advisors, LP 661 56,000 0.03%
19 GLOBAL RETIREMENT PARTNERS, LLC 694 58,000 0.03%
20 Ruggie Capital Group 738 62,000 0.03%
21 BlackRock Finance, Inc. 747 63,000 0.03%
22 Barnett & Company, Inc. 800 67,000 0.03%
23 DUBUQUE BANK & TRUST CO 858 72,000 0.03%
24 PNC FINANCIAL SERVICES GROUP, INC. 1,285 108,000 0.05%
25 Financial Architects, Inc 1,400 118,000 0.06%
26 IFP ADVISORS, INC 1,444 121,000 0.06%
27 Advisory Services Network, LLC 1,565 131,000 0.06%
28 US BANCORP \DE\ 1,900 160,000 0.08%
29 GENEOS WEALTH MANAGEMENT INC. 2,050 172,000 0.08%
30 REGIONS FINANCIAL CORP 2,400 202,000 0.10%
31 PARALLEL ADVISORS, LLC 2,500 210,000 0.10%
32 Cetera Advisor Networks LLC 2,526 211,000 0.10%
33 TCV Trust & Wealth Management, Inc. 2,700 227,000 0.11%
34 STRATEGIC FINANCIAL GROUP, LLC 2,733 230,000 0.11%
35 BENEDICT FINANCIAL ADVISORS INC 2,806 236,000 0.11%
36 ADVISOR GROUP, INC. 2,961 248,000 0.12%
37 Private Advisor Group, LLC 3,056 256,000 0.12%
38 COBIZ WEALTH, LLC 3,287 276,000 0.13%
39 BOK Financial Private Wealth, Inc. 3,323 279,000 0.13%
40 Raymond James Financial Services Advisors, Inc. 3,549 298,000 0.14%
41 Virtu KCG Holdings LLC 3,649 306,000 0.14%
42 Summit Financial Wealth Advisors, LLC 3,868 325,000 0.15%
43 LVZ, Inc. 3,919 329,000 0.16%
44 STIFEL FINANCIAL CORP 4,737 398,000 0.19%
45 COMERICA BANK 5,062 428,000 0.20%
46 Windsor Financial Group, LLC 5,411 454,000 0.21%
47 TRADITION CAPITAL MANAGEMENT LLC 6,488 544,000 0.26%
48 AMERIPRISE FINANCIAL INC 6,511 547,000 0.26%
49 First Allied Advisory Services, Inc. 7,307 614,000 0.29%
50 FINANCIAL COUNSELORS INC 7,370 619,000 0.29%
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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.