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

Institutional Holders (2016Q1)
Portfolio Summary: 152 Institutional holders with a total value of $871,383,471.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 2,773,538 203,578,000 23.36%
2 MORGAN STANLEY 1,376,702 101,050,000 11.60%
3 RiverFront Investment Group, LLC 1,197,642 87,906,000 10.09%
4 FINANCIAL STRATEGY NETWORK, LLC 691,945 51,518,000 5.91%
5 BANK OF AMERICA CORP /DE/ 673,473 49,433,000 5.67%
6 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 423,240 31,066,000 3.57%
7 WELLS FARGO & COMPANY/MN 382,532 28,078,000 3.22%
8 GOLDMAN SACHS GROUP INC 370,458 27,192,000 3.12%
9 RAYMOND JAMES & ASSOCIATES 339,054 24,887,000 2.86%
10 Raymond James Financial Services Advisors, Inc. 316,595 23,238,000 2.67%
11 WADE G W & INC 285,424 20,950,000 2.40%
12 Stratos Wealth Partners, LTD. 262,752 19,286,000 2.21%
13 UBS Group AG 232,245 17,047,000 1.96%
14 LPL Financial LLC 174,104 12,690,000 1.46%
15 ENVESTNET ASSET MANAGEMENT INC 163,462 11,998,000 1.38%
16 ROYAL BANK OF CANADA 146,204 10,732,000 1.23%
17 BB&T SECURITIES, LLC 143,336 10,520,000 1.21%
18 Creative Planning 124,017 9,103,000 1.04%
19 Commonwealth Equity Services, Inc 115,759 8,497,000 0.98%
20 Sarasin & Partners LLP 100,540 7,381,000 0.85%
21 Evercore Wealth Management, LLC 96,604 7,091,000 0.81%
22 Live Your Vision, LLC 94,040 6,903,000 0.79%
23 MISSION WEALTH MANAGEMENT, LLC 81,219 5,961,000 0.68%
24 Bank of New York Mellon Corp 78,563 5,766,000 0.66%
25 Cambridge Investment Research Advisors, Inc. 71,009 5,212,000 0.60%
26 Virtu Financial LLC 61,721 4,530,000 0.52%
27 Paracle Advisors, LLC 48,611 3,568,000 0.41%
28 Private Wealth Advisors, Inc. 48,210 3,539,000 0.41%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 48,171 3,530,000 0.41%
30 Linscomb Wealth, Inc. 46,100 3,384,000 0.39%
31 UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,619 3,055,000 0.35%
32 Janney Montgomery Scott LLC 40,866 3,000,000 0.34%
33 Nadler Financial Group, Inc. 37,250 2,734,000 0.31%
34 NATIONAL PLANNING CORP 33,924 2,489,000 0.29%
35 PERRITT CAPITAL MANAGEMENT INC 31,629 2,322,000 0.27%
36 CITIGROUP INC 30,660 2,250,000 0.26%
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,334 2,006,000 0.23%
38 BAIRD FINANCIAL GROUP, INC. 27,058 1,986,000 0.23%
39 SG Americas Securities, LLC 24,064 1,766,000 0.20%
40 Koshinski Asset Management, Inc. 23,468 1,723,000 0.20%
41 STALEY CAPITAL ADVISERS INC 21,915 1,609,000 0.18%
42 CULBERTSON A N & CO INC 21,580 1,584,000 0.18%
43 MOLLER WEALTH PARTNERS 20,996 1,541,000 0.18%
44 MSI Financial Services Inc 20,196 1,482,000 0.17%
45 SHINE INVESTMENT ADVISORY SERVICES INC 20,076 1,474,000 0.17%
46 OPTIMUM INVESTMENT ADVISORS 18,885 1,386,000 0.16%
47 M&T BANK CORP 16,677 1,224,000 0.14%
48 J.P. Morgan Private Wealth Advisors LLC 16,280 1,195,000 0.14%
49 Cetera Advisor Networks LLC 15,089 1,106,000 0.13%
50 HEFTY WEALTH PARTNERS 14,624 1,073,000 0.12%
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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.