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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 BlackRock Finance, Inc. 5 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 CUTLER GROUP LLC / CA 300 1,000 0.00% Call
4 BANK OF MONTREAL /CAN/ 45 3,000 0.00%
5 Gradient Investments LLC 46 3,000 0.00%
6 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 55 4,000 0.00%
7 SARGENT BICKHAM LAGUDIS LLC 52 4,000 0.00%
8 Winslow, Evans & Crocker, Inc. 75 5,505 0.00%
9 Alexandria Capital, LLC 94 7,000 0.00%
10 ASSETMARK, INC 128 9,000 0.00%
11 MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 11,000 0.00%
12 Capital Advisors, Ltd. LLC 160 12,000 0.00%
13 Winch Advisory Services, LLC 193 14,000 0.00%
14 SEI INVESTMENTS CO 216 16,000 0.00%
15 HUNTINGTON NATIONAL BANK 234 17,000 0.00% PRN
16 WOODMONT INVESTMENT COUNSEL LLC 238 17,000 0.00%
17 JNBA Financial Advisors 240 18,000 0.00%
18 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 275 20,000 0.00%
19 VALLEY NATIONAL ADVISERS INC 299 22,000 0.00%
20 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 344 25,000 0.00%
21 Parkside Financial Bank & Trust 372 27,000 0.00%
22 SECURITY NATIONAL TRUST CO 400 29,000 0.00%
23 INTEGRATED WEALTH MANAGEMENT 440 32,000 0.00%
24 BENJAMIN F. EDWARDS & COMPANY, INC. 450 33,000 0.00%
25 Carnick & Kubik, LLC 500 37,000 0.00%
26 FIFTH THIRD BANCORP 550 40,000 0.00%
27 Klingman & Associates, LLC 600 44,000 0.01%
28 Formidable Asset Management, LLC 625 46,000 0.01%
29 SIGNATUREFD, LLC 706 52,000 0.01%
30 Financial Architects, Inc 734 54,000 0.01%
31 Vantage Investment Advisors, LLC 775 57,000 0.01%
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 800 59,000 0.01%
33 Carroll Financial Associates, Inc. 1,000 73,000 0.01%
34 JPMORGAN CHASE & CO 1,204 89,000 0.01%
35 Hudock, Inc. 1,234 90,000 0.01%
36 IFP ADVISORS, INC 1,261 93,000 0.01%
37 Transamerica Financial Advisors, LLC 1,308 96,000 0.01%
38 WFG Advisors, LP 1,356 100,000 0.01%
39 WEALTHCARE CAPITAL MANAGEMENT LLC 1,436 105,000 0.01%
40 MCF Advisors LLC 1,500 110,000 0.01%
41 Sunbelt Securities, Inc. 1,654 121,413 0.01%
42 Tower Research Capital LLC (TRC) 1,666 122,000 0.01%
43 Chicago Partners Investment Group LLC 1,966 144,000 0.02%
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,035 149,000 0.02%
45 Rex Capital Advisors, LLC 2,743 201,000 0.02%
46 MOISAND FITZGERALD TAMAYO, LLC 2,832 208,000 0.02%
47 WELL DONE, LLC 2,832 208,000 0.02%
48 Virtu KCG Holdings LLC 2,828 208,000 0.02%
49 D.A. DAVIDSON & CO. 2,840 208,000 0.02%
50 Argentus Capital Management, LLC 3,033 209,000 0.02%
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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.