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

Institutional Holders (2016Q3)
Portfolio Summary: 119 Institutional holders with a total value of $237,436,018.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 489,779 38,482,000 16.21%
2 MORGAN STANLEY 302,335 23,755,000 10.00%
3 WELLS FARGO & COMPANY/MN 270,416 21,247,000 8.95%
4 UBS Group AG 216,018 16,973,000 7.15%
5 OLD DOMINION CAPITAL MANAGEMENT INC 140,833 11,065,000 4.66%
6 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 95,717 7,520,000 3.17%
7 Jacobus Wealth Management, Inc. 92,942 7,302,000 3.08%
8 Commonwealth Equity Services, Inc 80,419 6,319,000 2.66%
9 Jaffetilchin Investment Partners, LLC 79,618 6,256,000 2.63%
10 ROYAL BANK OF CANADA 77,775 6,111,000 2.57%
11 Lowe Wealth Advisors, LLC 74,173 5,828,000 2.45%
12 Raymond James Financial Services Advisors, Inc. 67,715 5,321,000 2.24%
13 WELL DONE, LLC 59,168 4,649,000 1.96%
14 LPL Financial LLC 56,743 4,389,000 1.85%
15 Nadler Financial Group, Inc. 49,035 3,853,000 1.62%
16 FundX Investment Group, LLC 48,214 3,788,000 1.60%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 44,169 3,470,000 1.46%
18 AMERIPRISE FINANCIAL INC 43,637 3,439,000 1.45%
19 PNC FINANCIAL SERVICES GROUP, INC. 35,514 2,790,000 1.18%
20 CAHILL FINANCIAL ADVISORS INC 34,672 2,725,000 1.15%
21 VICUS CAPITAL 31,289 2,458,000 1.04%
22 BARING ASSET MANAGEMENT Ltd 25,943 2,023,000 0.85%
23 McKinley Carter Wealth Services, Inc. 21,884 1,719,000 0.72%
24 JANE STREET GROUP, LLC 21,823 1,715,000 0.72%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,000 1,650,000 0.69% Call
26 STRATEGIC FINANCIAL GROUP, LLC 20,767 1,632,000 0.69%
27 RAYMOND JAMES & ASSOCIATES 18,597 1,461,000 0.62%
28 INVESTMENT CENTERS OF AMERICA INC 18,189 1,435,000 0.60%
29 Garrison Asset Management, LLC 17,554 1,379,000 0.58%
30 Cerity Partners OCIO LLC 16,831 1,322,000 0.56%
31 CITADEL ADVISORS LLC 16,644 1,308,000 0.55%
32 Cambridge Investment Research Advisors, Inc. 16,226 1,275,000 0.54%
33 White Pine Investment CO 16,073 1,263,000 0.53%
34 SHINE INVESTMENT ADVISORY SERVICES INC 15,991 1,256,000 0.53%
35 J.P. Morgan Private Wealth Advisors LLC 15,506 1,218,000 0.51%
36 Concert Wealth Management Inc. 13,616 1,072,000 0.45%
37 Cetera Advisor Networks LLC 12,964 1,019,000 0.43%
38 MONTAG A & ASSOCIATES INC 12,955 1,018,000 0.43%
39 Ruggie Capital Group 12,050 947,000 0.40%
40 ADVISOR GROUP, INC. 11,888 933,000 0.39%
41 KELMAN-LAZAROV, INC. 12,038 931,018 0.39%
42 ENVESTNET ASSET MANAGEMENT INC 11,833 930,000 0.39%
43 Janney Montgomery Scott LLC 11,416 897,000 0.38%
44 SII INVESTMENTS INC/WI 11,076 869,000 0.37%
45 Bank of New York Mellon Corp 10,662 838,000 0.35%
46 WADE G W & INC 9,909 779,000 0.33%
47 CITIGROUP INC 9,319 732,000 0.31%
48 MSI Financial Services Inc 9,004 707,000 0.30%
49 Biondo Investment Advisors, LLC 8,715 685,000 0.29%
50 Cetera Advisors LLC 8,555 673,000 0.28%
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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.