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

Institutional Holders (2016Q4)
Portfolio Summary: 153 Institutional holders with a total value of $960,594,589.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 2,823,715 225,614,000 23.49%
2 MORGAN STANLEY 1,674,003 133,753,000 13.92%
3 RiverFront Investment Group, LLC 1,059,220 84,632,000 8.81%
4 BANK OF AMERICA CORP /DE/ 755,560 60,370,000 6.28%
5 FINANCIAL STRATEGY NETWORK, LLC 666,367 53,802,000 5.60%
6 WELLS FARGO & COMPANY/MN 420,573 33,603,000 3.50%
7 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 416,687 33,293,000 3.47%
8 Stratos Wealth Partners, LTD. 294,294 23,514,000 2.45%
9 RAYMOND JAMES & ASSOCIATES 290,617 23,220,000 2.42%
10 WADE G W & INC 270,987 21,652,000 2.25%
11 Raymond James Financial Services Advisors, Inc. 248,537 19,858,000 2.07%
12 GOLDMAN SACHS GROUP INC 230,451 18,413,000 1.92%
13 UBS Group AG 220,149 17,590,000 1.83%
14 ROYAL BANK OF CANADA 159,443 12,740,000 1.33%
15 PAGNATOKARP PARTNERS LLC 146,156 11,678,000 1.22%
16 BSC PRIVATE WEALTH MANAGEMENT, LLC 142,613 11,465,000 1.19%
17 LPL Financial LLC 138,686 11,149,000 1.16%
18 Creative Planning 119,285 9,531,000 0.99%
19 Commonwealth Equity Services, Inc 118,078 9,434,000 0.98%
20 BB&T SECURITIES, LLC 115,971 8,928,000 0.93%
21 VESTOR CAPITAL, LLC 93,022 7,432,000 0.77%
22 Janney Montgomery Scott LLC 84,645 6,763,000 0.70%
23 Sarasin & Partners LLP 80,302 6,413,000 0.67%
24 Live Your Vision, LLC 75,752 6,053,000 0.63%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 66,770 5,332,000 0.56%
26 MISSION WEALTH MANAGEMENT, LLC 62,440 4,989,000 0.52%
27 ENVESTNET ASSET MANAGEMENT INC 58,865 4,702,000 0.49%
28 Cambridge Investment Research Advisors, Inc. 50,854 4,063,000 0.42%
29 Private Wealth Advisors, Inc. 49,896 3,987,000 0.42%
30 Paracle Advisors, LLC 45,799 3,659,000 0.38%
31 Linscomb Wealth, Inc. 44,024 3,518,000 0.37%
32 PERRITT CAPITAL MANAGEMENT INC 40,676 3,250,000 0.34%
33 BLAIR WILLIAM & CO/IL 40,594 3,243,000 0.34%
34 Bank of New York Mellon Corp 39,381 3,146,000 0.33%
35 Nadler Financial Group, Inc. 37,780 3,019,000 0.31%
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 37,408 2,989,000 0.31%
37 NATIONAL PLANNING CORP 33,160 2,660,000 0.28%
38 Advisors Preferred, LLC 30,197 2,413,000 0.25%
39 GUIDANT WEALTH ADVISORS 28,959 2,328,000 0.24%
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,817 2,302,000 0.24%
41 ADVISOR GROUP, INC. 27,774 2,220,000 0.23%
42 HEFTY WEALTH PARTNERS 27,217 2,174,000 0.23%
43 CITIGROUP INC 25,510 2,038,000 0.21%
44 BAIRD FINANCIAL GROUP, INC. 24,177 1,932,000 0.20%
45 CIRCLE WEALTH MANAGEMENT, LLC 23,964 1,915,000 0.20%
46 Koshinski Asset Management, Inc. 22,134 1,768,000 0.18%
47 JANE STREET GROUP, LLC 21,598 1,726,000 0.18%
48 MOLLER WEALTH PARTNERS 20,996 1,678,000 0.17%
49 CULBERTSON A N & CO INC 19,380 1,548,000 0.16%
50 SHINE INVESTMENT ADVISORY SERVICES INC 19,208 1,535,000 0.16%
Page 1 of 4

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.