Dark
Light
System
Security
WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 181 Institutional holders with a total value of $912,791,077.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,361,656 123,747,000 13.56%
2 BANK OF AMERICA CORP /DE/ 908,089 82,527,000 9.04%
3 Linscomb Wealth, Inc. 696,407 63,289,000 6.93%
4 WELLS FARGO & COMPANY/MN 648,426 58,929,000 6.46%
5 UBS Group AG 642,954 58,432,000 6.40%
6 AMERIPRISE FINANCIAL INC 613,207 55,728,000 6.11%
7 Creative Planning 313,306 28,473,000 3.12%
8 Parsec Financial Management, Inc. 277,777 25,244,000 2.77%
9 LPL Financial LLC 253,595 22,656,000 2.48%
10 Commonwealth Equity Services, Inc 223,261 20,290,000 2.22%
11 SVA Wealth Management, LLC 216,512 19,677,000 2.16%
12 Noven Financial Group, Inc. 189,255 17,199,000 1.88%
13 RAYMOND JAMES & ASSOCIATES 168,373 15,306,000 1.68%
14 CARDAN CAPITAL PARTNERS, LLC 153,521 13,952,000 1.53%
15 BSW Wealth Partners 1,068 11,750,000 1.29%
16 HUNTINGTON NATIONAL BANK 123,593 11,233,000 1.23% PRN
17 BAIRD FINANCIAL GROUP, INC. 118,593 10,778,000 1.18%
18 Raymond James Financial Services Advisors, Inc. 117,542 10,682,000 1.17%
19 Jacobus Wealth Management, Inc. 115,023 10,453,000 1.15%
20 TMD & ASSOCIATES, INC 107,805 9,797,000 1.07%
21 NewFocus Financial Group, LLC 106,546 9,683,000 1.06%
22 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 99,420 9,035,000 0.99%
23 Merriman Wealth Management, LLC 97,065 8,821,000 0.97%
24 Live Your Vision, LLC 96,041 8,728,000 0.96%
25 ProVise Management Group, LLC 90,623 8,236,000 0.90%
26 GOLDMAN SACHS GROUP INC 87,009 7,907,000 0.87%
27 JPMORGAN CHASE & CO 70,417 6,399,000 0.70%
28 Bank of New York Mellon Corp 67,478 6,132,000 0.67%
29 INSPIRION WEALTH ADVISORS, LLC 63,745 5,793,000 0.63%
30 ROYAL BANK OF CANADA 63,552 5,775,000 0.63%
31 BEACON FINANCIAL GROUP 63,221 5,722,000 0.63%
32 Destination Wealth Management 61,240 5,566,000 0.61%
33 New England Investment & Retirement Group, Inc. 60,861 5,531,000 0.61%
34 Orion Porfolio Solutions, LLC 55,722 5,064,000 0.55%
35 Montecito Bank & Trust 51,642 4,693,000 0.51%
36 MSI Financial Services Inc 51,461 4,677,000 0.51%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 51,382 4,669,000 0.51%
38 Cambridge Investment Research Advisors, Inc. 51,149 4,648,000 0.51%
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,928 4,356,000 0.48%
40 Janney Montgomery Scott LLC 46,010 4,181,000 0.46%
41 WELL DONE, LLC 45,417 4,127,000 0.45%
42 CAPITAL ONE, NATIONAL ASSOCIATION 45,001 4,090,000 0.45%
43 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 43,170 3,923,000 0.43%
44 Gemmer Asset Management LLC 42,551 3,867,000 0.42%
45 Yellowstone Partners, LLC 40,642 3,694,000 0.40%
46 STIFEL FINANCIAL CORP 38,131 3,464,000 0.38%
47 EisnerAmper Wealth Management Corporate Benefits, LLC 36,941 3,336,000 0.37%
48 ENVESTNET ASSET MANAGEMENT INC 31,760 2,886,000 0.32%
49 BSC PRIVATE WEALTH MANAGEMENT, LLC 31,051 2,774,000 0.30%
50 Koshinski Asset Management, Inc. 28,078 2,552,000 0.28%
Page 1 of 4

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.