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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 BANK OF AMERICA CORP /DE/ 472,401 39,677,000 18.78%
2 MML INVESTORS SERVICES, INC. 549,756 31,598,000 14.96%
3 LPL Financial LLC 310,961 26,077,000 12.34%
4 WELLS FARGO & COMPANY/MN 176,379 14,814,000 7.01%
5 MORGAN STANLEY 157,079 13,192,000 6.24%
6 HighTower Advisors, LLC 82,654 6,938,000 3.28%
7 CITADEL ADVISORS LLC 64,105 5,384,000 2.55%
8 JFS WEALTH ADVISORS, LLC 64,757 5,262,000 2.49%
9 JANE STREET GROUP, LLC 53,011 4,452,000 2.11%
10 CLEARSTEAD ADVISORS, LLC 51,490 4,325,000 2.05%
11 GOLDMAN SACHS GROUP INC 50,732 4,261,000 2.02%
12 UBS Group AG 47,353 3,977,000 1.88%
13 INDEPENDENT ADVISOR ALLIANCE 44,053 3,685,000 1.74%
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,532 3,488,000 1.65%
15 J.P. Morgan Private Wealth Advisors LLC 41,392 3,477,000 1.65%
16 BSC PRIVATE WEALTH MANAGEMENT, LLC 41,252 3,451,000 1.63%
17 Bank of New York Mellon Corp 40,579 3,409,000 1.61%
18 BLAIR WILLIAM & CO/IL 36,175 3,058,000 1.45%
19 Cambridge Investment Research Advisors, Inc. 29,800 2,503,000 1.18%
20 Commonwealth Equity Services, Inc 25,777 2,165,000 1.02%
21 CUTLER INVESTMENT COUNSEL LLC 23,631 1,985,000 0.94%
22 UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,319 1,959,000 0.93%
23 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,270 1,870,000 0.89%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 21,719 1,823,000 0.86%
25 MARINER INDEPENDENT ADVISOR NETWORK, LLC 31,786 1,475,000 0.70%
26 ROYAL BANK OF CANADA 16,718 1,405,000 0.67%
27 INVESTMENT CENTERS OF AMERICA INC 16,525 1,386,000 0.66%
28 Janney Montgomery Scott LLC 15,735 1,322,000 0.63%
29 Concert Wealth Management Inc. 14,253 1,157,000 0.55%
30 WADE G W & INC 13,383 1,124,000 0.53%
31 LCNB CORP 13,064 1,097,000 0.52%
32 RAYMOND JAMES & ASSOCIATES 7,745 651,000 0.31%
33 FINANCIAL COUNSELORS INC 7,370 619,000 0.29%
34 First Allied Advisory Services, Inc. 7,307 614,000 0.29%
35 AMERIPRISE FINANCIAL INC 6,511 547,000 0.26%
36 TRADITION CAPITAL MANAGEMENT LLC 6,488 544,000 0.26%
37 Windsor Financial Group, LLC 5,411 454,000 0.21%
38 COMERICA BANK 5,062 428,000 0.20%
39 STIFEL FINANCIAL CORP 4,737 398,000 0.19%
40 LVZ, Inc. 3,919 329,000 0.16%
41 Summit Financial Wealth Advisors, LLC 3,868 325,000 0.15%
42 Virtu KCG Holdings LLC 3,649 306,000 0.14%
43 Raymond James Financial Services Advisors, Inc. 3,549 298,000 0.14%
44 BOK Financial Private Wealth, Inc. 3,323 279,000 0.13%
45 COBIZ WEALTH, LLC 3,287 276,000 0.13%
46 Private Advisor Group, LLC 3,056 256,000 0.12%
47 ADVISOR GROUP, INC. 2,961 248,000 0.12%
48 BENEDICT FINANCIAL ADVISORS INC 2,806 236,000 0.11%
49 STRATEGIC FINANCIAL GROUP, LLC 2,733 230,000 0.11%
50 TCV Trust & Wealth Management, Inc. 2,700 227,000 0.11%
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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.