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

Institutional Holders (2016Q4)
Portfolio Summary: 104 Institutional holders with a total value of $281,115,019.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,253,957 68,490,000 24.36%
2 UBS Group AG 582,589 31,821,000 11.32%
3 BANK OF AMERICA CORP /DE/ 333,897 18,238,000 6.49%
4 Motley Fool Wealth Management, LLC 256,423 14,006,000 4.98%
5 HARVEST CAPITAL MANAGEMENT INC 188,393 10,290,000 3.66%
6 WELLS FARGO & COMPANY/MN 183,527 10,024,000 3.57%
7 CITIGROUP INC 173,330 9,467,000 3.37%
8 BESSEMER GROUP INC 138,500 7,565,000 2.69%
9 AMERIPRISE FINANCIAL INC 124,601 6,804,000 2.42%
10 BB&T SECURITIES, LLC 97,891 5,415,000 1.93%
11 Orion Porfolio Solutions, LLC 93,000 5,080,000 1.81%
12 JANE STREET GROUP, LLC 86,844 4,743,000 1.69%
13 Vontobel Swiss Wealth Advisors AG 79,129 4,322,000 1.54%
14 BANCO SANTANDER CENTRAL HISPANO SA 64,912 3,545,000 1.26%
15 Compagnie Lombard Odier SCmA 65,000 3,543,000 1.26%
16 White Pine Investment CO 64,708 3,534,000 1.26%
17 AVIANCE CAPITAL MANAGEMENT, LLC 63,819 3,486,000 1.24%
18 ROYAL BANK OF CANADA 63,270 3,456,000 1.23%
19 CITADEL ADVISORS LLC 62,321 3,404,000 1.21%
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 61,365 3,352,000 1.19%
21 LPL Financial LLC 60,594 3,324,000 1.18%
22 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 60,230 3,290,000 1.17%
23 ENVESTNET ASSET MANAGEMENT INC 57,651 3,148,000 1.12%
24 HSBC HOLDINGS PLC 53,188 2,905,000 1.03%
25 Braver Wealth Management, LLC 51,028 2,787,000 0.99%
26 Commonwealth Equity Services, Inc 48,212 2,633,000 0.94%
27 Virtu KCG Holdings LLC 44,302 2,420,000 0.86%
28 PERRITT CAPITAL MANAGEMENT INC 41,319 2,257,000 0.80%
29 CORNERSTONE FINANCIAL PARTNERS, LLC 37,886 2,067,000 0.74%
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 35,911 1,961,000 0.70%
31 ADVISOR GROUP, INC. 34,310 1,874,000 0.67%
32 Cetera Advisors LLC 34,164 1,864,000 0.66%
33 IMA Advisory Services, Inc. 31,036 1,695,000 0.60%
34 COTTAGE STREET ADVISORS LLC 27,225 1,487,000 0.53%
35 SG Americas Securities, LLC 26,867 1,467,000 0.52%
36 Raymond James Financial Services Advisors, Inc. 23,309 1,273,000 0.45%
37 WHITTIER TRUST CO 23,316 1,273,000 0.45%
38 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23,202 1,267,000 0.45%
39 RAYMOND JAMES & ASSOCIATES 22,719 1,241,000 0.44%
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,000 1,202,000 0.43% Put
41 LADENBURG THALMANN FINANCIAL SERVICES INC. 20,234 1,105,000 0.39%
42 Bank of New York Mellon Corp 19,571 1,070,000 0.38%
43 CUMBERLAND ADVISORS INC 18,490 1,010,000 0.36%
44 Global Endowment Management, LP 18,000 983,000 0.35%
45 GOLDMAN SACHS GROUP INC 15,563 850,000 0.30%
46 Northeast Financial Consultants Inc 13,100 716,000 0.25%
47 OPPENHEIMER & CO INC 12,775 698,000 0.25%
48 Cambridge Investment Research Advisors, Inc. 12,010 656,000 0.23%
49 Cetera Advisor Networks LLC 11,969 652,000 0.23%
50 WOLVERINE TRADING LP /BD 11,800 645,000 0.23% Put
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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.