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

Institutional Holders (2016Q4)
Portfolio Summary: 194 Institutional holders with a total value of $1,076,516,703.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 200 0 0.00% Call
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CAPTRUST FINANCIAL ADVISORS 21 2,000 0.00%
4 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 25 2,000 0.00%
5 Avior Wealth Management, LLC 21 2,000 0.00%
6 MARK SHEPTOFF FINANCIAL PLANNING, LLC 20 2,000 0.00%
7 Perigon Wealth Management, LLC 28 3,000 0.00%
8 Advisory Alpha, LLC 28 3,000 0.00%
9 Plante Moran Financial Advisors, LLC 29 3,000 0.00%
10 KRILOGY FINANCIAL LLC 37 4,000 0.00%
11 GLOBAL RETIREMENT PARTNERS, LLC 80 8,000 0.00%
12 VALLEY NATIONAL ADVISERS INC 155 15,000 0.00%
13 Bartlett & Co. LLC 175 17,000 0.00%
14 West Oak Capital, LLC 325 30,674 0.00%
15 Winslow, Evans & Crocker, Inc. 330 31,146 0.00%
16 COUNTRY TRUST BANK 344 32,000 0.00%
17 Kistler-Tiffany Companies, LLC 350 33,000 0.00%
18 ADVANTAGE INVESTMENT MANAGEMENT, LLC 350 33,000 0.00%
19 BENJAMIN F. EDWARDS & COMPANY, INC. 350 33,000 0.00%
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 500 47,000 0.00%
21 Capital Advisors, Ltd. LLC 687 65,000 0.01%
22 YORKBRIDGE WEALTH PARTNERS, LLC 689 65,000 0.01%
23 HIGH POINT BANK & TRUST CO 911 86,000 0.01%
24 Joel Isaacson & Co., LLC 1,000 94,000 0.01%
25 Ameritas Investment Partners, Inc. 1,292 121,000 0.01%
26 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 1,280 122,000 0.01%
27 Financial Architects, Inc 1,292 122,000 0.01%
28 First Personal Financial Services 1,499 141,000 0.01%
29 Sunbelt Securities, Inc. 1,519 143,361 0.01%
30 MCF Advisors LLC 1,583 149,000 0.01%
31 Carroll Financial Associates, Inc. 1,844 174,000 0.02%
32 WFG Advisors, LP 1,854 175,000 0.02%
33 IHT WEALTH MANAGEMENT, LLC 1,926 183,000 0.02%
34 Chicago Partners Investment Group LLC 2,094 198,000 0.02%
35 Geneva Advisors, LLC 2,165 204,000 0.02%
36 UMB Bank, n.a. 2,200 208,000 0.02%
37 MILLENNIUM MANAGEMENT LLC 2,236 211,000 0.02%
38 US BANCORP \DE\ 2,238 211,000 0.02%
39 FIFTH THIRD BANCORP 2,321 219,000 0.02%
40 Valmark Advisers, Inc. 2,342 221,000 0.02%
41 SYNOVUS FINANCIAL CORP 2,413 228,000 0.02%
42 Stratos Wealth Partners, LTD. 2,479 234,000 0.02%
43 1st Global Advisors, Inc. 2,614 247,000 0.02%
44 NORTHERN TRUST CORP 2,671 252,000 0.02%
45 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,700 255,000 0.02%
46 Oakworth Capital, Inc. 2,775 259,000 0.02%
47 VICUS CAPITAL 2,849 269,000 0.02%
48 GENEOS WEALTH MANAGEMENT INC. 2,876 271,000 0.03%
49 CIBC BANK USA 3,005 284,000 0.03%
50 PAGNATOKARP PARTNERS LLC 3,026 286,000 0.03%
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.