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

Institutional Holders (2016Q3)
Portfolio Summary: 147 Institutional holders with a total value of $899,262,159.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 2,801,428 215,683,000 23.98%
2 MORGAN STANLEY 1,522,328 117,204,000 13.03%
3 RiverFront Investment Group, LLC 1,128,849 86,909,000 9.66%
4 BANK OF AMERICA CORP /DE/ 741,927 57,121,000 6.35%
5 FINANCIAL STRATEGY NETWORK, LLC 727,883 54,178,000 6.02%
6 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 413,725 31,853,000 3.54%
7 WELLS FARGO & COMPANY/MN 402,644 30,999,000 3.45%
8 RAYMOND JAMES & ASSOCIATES 295,058 22,717,000 2.53%
9 Stratos Wealth Partners, LTD. 289,540 22,292,000 2.48%
10 WADE G W & INC 272,973 21,016,000 2.34%
11 Raymond James Financial Services Advisors, Inc. 249,190 19,185,000 2.13%
12 GOLDMAN SACHS GROUP INC 238,200 18,339,000 2.04%
13 UBS Group AG 219,638 16,910,000 1.88%
14 BSC PRIVATE WEALTH MANAGEMENT, LLC 147,896 11,267,000 1.25%
15 ROYAL BANK OF CANADA 141,860 10,923,000 1.21%
16 LPL Financial LLC 136,733 10,416,000 1.16%
17 Creative Planning 119,981 9,237,000 1.03%
18 Commonwealth Equity Services, Inc 117,412 9,040,000 1.01%
19 BB&T SECURITIES, LLC 115,971 8,928,000 0.99%
20 Sarasin & Partners LLP 92,933 7,153,000 0.80%
21 MISSION WEALTH MANAGEMENT, LLC 81,499 6,275,000 0.70%
22 Live Your Vision, LLC 74,373 5,726,000 0.64%
23 Cambridge Investment Research Advisors, Inc. 62,790 4,834,000 0.54%
24 Bank of New York Mellon Corp 55,869 4,302,000 0.48%
25 ENVESTNET ASSET MANAGEMENT INC 55,727 4,290,000 0.48%
26 Private Wealth Advisors, Inc. 50,461 3,885,000 0.43%
27 Linscomb Wealth, Inc. 47,748 3,676,000 0.41%
28 Paracle Advisors, LLC 47,302 3,642,000 0.40%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 47,062 3,624,000 0.40%
30 SG Americas Securities, LLC 45,864 3,531,000 0.39%
31 BLAIR WILLIAM & CO/IL 44,490 3,425,000 0.38%
32 JANE STREET GROUP, LLC 42,244 3,252,000 0.36%
33 Janney Montgomery Scott LLC 40,943 3,152,000 0.35%
34 UNITED CAPITAL FINANCIAL ADVISORS, LLC 39,556 3,045,000 0.34%
35 Nadler Financial Group, Inc. 37,130 2,859,000 0.32%
36 GUIDANT WEALTH ADVISORS 34,534 2,631,000 0.29%
37 PERRITT CAPITAL MANAGEMENT INC 31,737 2,443,000 0.27%
38 NATIONAL PLANNING CORP 31,576 2,384,000 0.27%
39 CITADEL ADVISORS LLC 26,609 2,049,000 0.23%
40 HEFTY WEALTH PARTNERS 26,381 2,031,000 0.23%
41 Koshinski Asset Management, Inc. 24,512 1,887,000 0.21%
42 BAIRD FINANCIAL GROUP, INC. 23,931 1,842,000 0.20%
43 CITIGROUP INC 22,733 1,750,000 0.19%
44 MOLLER WEALTH PARTNERS 20,996 1,616,000 0.18%
45 STALEY CAPITAL ADVISERS INC 19,540 1,504,000 0.17%
46 SHINE INVESTMENT ADVISORY SERVICES INC 19,451 1,498,000 0.17%
47 CULBERTSON A N & CO INC 19,390 1,493,000 0.17%
48 OPUS INVESTMENT MANAGEMENT INC 17,600 1,355,000 0.15%
49 M&T BANK CORP 16,677 1,284,000 0.14%
50 OPTIMUM INVESTMENT ADVISORS 16,598 1,278,000 0.14%
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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.