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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
51 JFS WEALTH ADVISORS, LLC 27,814 2,528,000 0.28%
52 RAND WEALTH, LLC 27,055 2,459,000 0.27%
53 ADVISOR GROUP, INC. 26,960 2,450,000 0.27%
54 RELIANCE TRUST CO OF DELAWARE 26,393 2,398,000 0.26%
55 Fragasso Financial Advisors Inc 25,047 2,276,000 0.25%
56 GUIDANT WEALTH ADVISORS 25,042 2,237,000 0.25%
57 COTTAGE STREET ADVISORS LLC 20,408 1,853,000 0.20%
58 STARFIRE INVESTMENT ADVISERS, INC. 20,049 1,822,129 0.20%
59 VESTOR CAPITAL, LLC 19,250 1,749,000 0.19%
60 SARGENT BICKHAM LAGUDIS LLC 19,244 1,749,000 0.19%
61 WADE G W & INC 19,249 1,749,000 0.19%
62 Coyle Financial Counsel LLC 19,390 1,732,000 0.19%
63 Composition Wealth, LLC 18,770 1,706,000 0.19%
64 CULBERTSON A N & CO INC 18,248 1,658,000 0.18%
65 OLD NATIONAL BANCORP /IN/ 17,771 1,615,000 0.18%
66 GIRARD SECURITIES, INC. 17,211 1,564,000 0.17%
67 Jackson Wealth Management, LLC 16,916 1,505,000 0.16%
68 Private Advisor Group, LLC 16,189 1,446,000 0.16%
69 Concert Wealth Management Inc. 14,845 1,348,000 0.15%
70 JOHANSON FINANCIAL ADVISORS, INC. 14,755 1,339,000 0.15%
71 Aspen Investment Management Inc 14,596 1,326,000 0.15%
72 STRATEGIC FINANCIAL GROUP, LLC 14,145 1,285,000 0.14%
73 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 13,627 1,238,000 0.14%
74 BB&T SECURITIES, LLC 13,287 1,207,000 0.13%
75 CAPE ANN SAVINGS BANK 13,246 1,203,000 0.13%
76 CENTRAL TRUST Co 12,913 1,173,000 0.13%
77 HEFTY WEALTH PARTNERS 12,259 1,114,000 0.12%
78 Cetera Advisors LLC 12,109 1,100,000 0.12%
79 HL FINANCIAL SERVICES LLC 11,599 1,054,000 0.12%
80 MANUFACTURERS LIFE INSURANCE COMPANY, THE 11,450 1,041,000 0.11%
81 INVESTMENT CENTERS OF AMERICA INC 10,466 950,000 0.10%
82 Advisory Services Network, LLC 10,412 946,000 0.10%
83 TRUSTMARK BANK TRUST DEPARTMENT 10,392 944,000 0.10%
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,958 905,000 0.10%
85 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,565 869,000 0.10%
86 Invesco Ltd. 9,336 848,000 0.09%
87 Kovack Advisors, Inc. 9,185 835,000 0.09%
88 RELIANCE TRUST CO 8,386 762,000 0.08%
89 Cetera Advisor Networks LLC 8,176 743,000 0.08%
90 SPINNAKER TRUST 8,524 734,000 0.08%
91 Baystate Wealth Management LLC 7,980 725,000 0.08%
92 CFO4Life, L.P. 7,957 723,000 0.08%
93 SNOWDEN CAPITAL ADVISORS LLC 7,881 716,225 0.08%
94 NEXT Financial Group, Inc 7,728 702,000 0.08%
95 B. Riley Wealth Advisors, Inc. 10,836 674,000 0.07%
96 SouthState Bank Corp 7,054 641,000 0.07%
97 Biondo Investment Advisors, LLC 6,995 636,000 0.07%
98 LVZ, Inc. 6,991 635,000 0.07%
99 BLAIR WILLIAM & CO/IL 6,965 633,000 0.07%
100 HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,742 613,000 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.