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

Institutional Holders (2016Q2)
Portfolio Summary: 146 Institutional holders with a total value of $902,187,772.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 2,786,114 211,075,000 23.40%
2 MORGAN STANLEY 1,530,730 115,968,000 12.85%
3 RiverFront Investment Group, LLC 1,211,751 91,802,000 10.18%
4 FINANCIAL STRATEGY NETWORK, LLC 717,759 55,066,000 6.10%
5 BANK OF AMERICA CORP /DE/ 717,083 54,326,000 6.02%
6 WELLS FARGO & COMPANY/MN 426,738 32,330,000 3.58%
7 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 417,869 31,658,000 3.51%
8 RAYMOND JAMES & ASSOCIATES 335,554 25,422,000 2.82%
9 Stratos Wealth Partners, LTD. 280,355 21,240,000 2.35%
10 WADE G W & INC 279,955 21,209,000 2.35%
11 GOLDMAN SACHS GROUP INC 268,983 20,378,000 2.26%
12 Raymond James Financial Services Advisors, Inc. 257,000 19,471,000 2.16%
13 UBS Group AG 228,808 17,334,000 1.92%
14 BSC PRIVATE WEALTH MANAGEMENT, LLC 155,723 11,818,000 1.31%
15 ROYAL BANK OF CANADA 152,514 11,554,000 1.28%
16 BB&T SECURITIES, LLC 147,906 11,205,000 1.24%
17 Creative Planning 119,726 9,070,000 1.01%
18 Commonwealth Equity Services, Inc 114,844 8,701,000 0.96%
19 Sarasin & Partners LLP 98,393 7,459,000 0.83%
20 LPL Financial LLC 95,145 7,221,000 0.80%
21 Bank of New York Mellon Corp 84,499 6,401,000 0.71%
22 MISSION WEALTH MANAGEMENT, LLC 79,885 6,052,000 0.67%
23 Live Your Vision, LLC 73,399 5,561,000 0.62%
24 Cambridge Investment Research Advisors, Inc. 68,394 5,182,000 0.57%
25 ENVESTNET ASSET MANAGEMENT INC 67,886 5,143,000 0.57%
26 Virtu Financial LLC 53,232 4,033,000 0.45%
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,691 3,992,000 0.44%
28 Janney Montgomery Scott LLC 53,851 3,831,000 0.42%
29 Private Wealth Advisors, Inc. 50,396 3,818,000 0.42%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 49,374 3,738,000 0.41%
31 Paracle Advisors, LLC 47,388 3,590,000 0.40%
32 Linscomb Wealth, Inc. 44,933 3,404,000 0.38%
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,639 3,089,000 0.34%
34 Nadler Financial Group, Inc. 36,380 2,756,000 0.31%
35 NATIONAL PLANNING CORP 32,403 2,494,000 0.28%
36 PERRITT CAPITAL MANAGEMENT INC 31,852 2,413,000 0.27%
37 CITIGROUP INC 30,984 2,347,000 0.26%
38 BLAIR WILLIAM & CO/IL 26,040 1,973,000 0.22%
39 Koshinski Asset Management, Inc. 24,640 1,867,000 0.21%
40 BAIRD FINANCIAL GROUP, INC. 23,765 1,800,000 0.20%
41 SG Americas Securities, LLC 23,464 1,778,000 0.20%
42 SOCIETE GENERALE 23,464 1,778,000 0.20%
43 CULBERTSON A N & CO INC 21,620 1,638,000 0.18%
44 MOLLER WEALTH PARTNERS 20,996 1,591,000 0.18%
45 STALEY CAPITAL ADVISERS INC 20,840 1,579,000 0.18%
46 SHINE INVESTMENT ADVISORY SERVICES INC 19,451 1,474,000 0.16%
47 OPTIMUM INVESTMENT ADVISORS 18,285 1,385,000 0.15%
48 MSI Financial Services Inc 18,210 1,380,000 0.15%
49 M&T BANK CORP 16,677 1,264,000 0.14%
50 HEFTY WEALTH PARTNERS 15,298 1,158,000 0.13%
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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.