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

Institutional Holders (2015Q3)
Portfolio Summary: 119 Institutional holders with a total value of $798,601,488.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 2,879,455 193,786,000 24.27%
2 RiverFront Investment Group, LLC 1,469,605 98,904,000 12.38%
3 MORGAN STANLEY 1,228,606 82,686,000 10.35%
4 BANK OF AMERICA CORP /DE/ 621,287 41,814,000 5.24%
5 WELLS FARGO & COMPANY/MN 586,796 39,491,000 4.95%
6 RAYMOND JAMES & ASSOCIATES 492,147 33,122,000 4.15%
7 UBS Group AG 432,265 29,091,000 3.64%
8 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 426,860 28,728,000 3.60%
9 GOLDMAN SACHS GROUP INC 391,964 26,379,000 3.30%
10 WADE G W & INC 306,330 20,616,000 2.58%
11 ENVESTNET ASSET MANAGEMENT INC 253,133 17,036,000 2.13%
12 Raymond James Financial Services Advisors, Inc. 239,298 16,105,000 2.02%
13 Live Your Vision, LLC 227,271 15,295,000 1.92%
14 BB&T SECURITIES, LLC 189,565 12,757,000 1.60%
15 ROYAL BANK OF CANADA 159,947 10,765,000 1.35%
16 Commonwealth Equity Services, Inc 153,477 10,329,000 1.29%
17 Creative Planning 136,977 9,219,000 1.15%
18 LPL Financial LLC 102,679 7,150,000 0.90%
19 Sarasin & Partners LLP 102,265 6,876,000 0.86%
20 MISSION WEALTH MANAGEMENT, LLC 79,732 5,366,000 0.67%
21 Private Wealth Advisors, Inc. 70,520 4,746,000 0.59%
22 Cambridge Investment Research Advisors, Inc. 67,632 4,552,000 0.57%
23 Virtu Financial LLC 65,568 4,407,000 0.55%
24 Janney Montgomery Scott LLC 61,811 4,160,000 0.52%
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 59,433 4,000,000 0.50%
26 Evercore Wealth Management, LLC 52,957 3,559,000 0.45%
27 Paracle Advisors, LLC 51,160 3,443,000 0.43%
28 First Allied Advisory Services, Inc. 48,387 3,252,000 0.41%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 46,935 3,160,000 0.40%
30 Linscomb Wealth, Inc. 46,073 3,101,000 0.39%
31 CITIGROUP INC 42,182 2,835,000 0.35%
32 Nadler Financial Group, Inc. 39,410 2,652,000 0.33%
33 Cetera Advisor Networks LLC 36,845 2,480,000 0.31%
34 NATIONAL PLANNING CORP 32,830 2,406,000 0.30%
35 PERRITT CAPITAL MANAGEMENT INC 31,322 2,108,000 0.26%
36 Stratos Wealth Partners, LTD. 26,656 1,794,000 0.22%
37 M&T BANK CORP 22,287 1,500,000 0.19%
38 STALEY CAPITAL ADVISERS INC 21,845 1,470,000 0.18%
39 MOLLER WEALTH PARTNERS 20,996 1,413,000 0.18%
40 SG Americas Securities, LLC 20,910 1,407,000 0.18%
41 Bank of New York Mellon Corp 20,896 1,406,000 0.18%
42 Koshinski Asset Management, Inc. 19,242 1,395,000 0.17%
43 SHINE INVESTMENT ADVISORY SERVICES INC 20,626 1,388,000 0.17%
44 CULBERTSON A N & CO INC 20,040 1,349,000 0.17% SH
45 BAIRD FINANCIAL GROUP, INC. 19,936 1,342,000 0.17%
46 RETIREMENT DESIGN & MANAGEMENT INC /ADV 19,945 1,342,000 0.17%
47 CITADEL ADVISORS LLC 19,254 1,294,000 0.16%
48 CREDIT SUISSE AG/ 19,165 1,290,000 0.16%
49 JANE STREET GROUP, LLC 18,915 1,273,000 0.16%
50 OPTIMUM INVESTMENT ADVISORS 18,063 1,216,000 0.15%
Page 1 of 3

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.