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

Institutional Holders (2017Q2)
Portfolio Summary: 127 Institutional holders with a total value of $210,928,945.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 275,025 22,637,000 10.73%
2 BANK OF AMERICA CORP /DE/ 227,314 18,711,000 8.87%
3 WELLS FARGO & COMPANY/MN 191,157 15,734,000 7.46%
4 UBS Group AG 168,798 13,894,000 6.59%
5 J.P. Morgan Private Wealth Advisors LLC 102,732 8,456,000 4.01%
6 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 93,330 7,682,000 3.64%
7 ROYAL BANK OF CANADA 91,682 7,546,000 3.58%
8 Commonwealth Equity Services, Inc 81,341 6,695,000 3.17%
9 Jaffetilchin Investment Partners, LLC 80,836 6,654,000 3.15%
10 Jacobus Wealth Management, Inc. 75,967 6,253,000 2.96%
11 Lowe Wealth Advisors, LLC 72,048 5,930,000 2.81%
12 Raymond James Financial Services Advisors, Inc. 66,996 5,515,000 2.61%
13 WELL DONE, LLC 64,340 5,296,000 2.51%
14 LPL Financial LLC 57,904 4,766,000 2.26%
15 AMERIPRISE FINANCIAL INC 49,258 4,054,000 1.92%
16 Nadler Financial Group, Inc. 44,507 3,663,000 1.74%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 40,104 3,301,000 1.56%
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,221 3,063,000 1.45%
19 PNC FINANCIAL SERVICES GROUP, INC. 35,750 2,942,000 1.39%
20 JANE STREET GROUP, LLC 32,935 2,711,000 1.29%
21 VICUS CAPITAL 31,068 2,557,000 1.21%
22 CAHILL FINANCIAL ADVISORS INC 27,741 2,284,000 1.08%
23 SG Americas Securities, LLC 26,219 2,158,000 1.02%
24 Cetera Advisor Networks LLC 23,181 1,906,000 0.90%
25 STRATEGIC FINANCIAL GROUP, LLC 21,634 1,781,000 0.84%
26 McKinley Carter Wealth Services, Inc. 21,393 1,761,000 0.83%
27 RAYMOND JAMES & ASSOCIATES 19,718 1,623,000 0.77%
28 BARING ASSET MANAGEMENT Ltd 18,859 1,548,000 0.73%
29 AHRENS INVESTMENT PARTNERS LLC 17,720 1,459,000 0.69%
30 Cerity Partners OCIO LLC 17,223 1,418,000 0.67%
31 Garrison Asset Management, LLC 16,637 1,369,000 0.65%
32 INVESTMENT CENTERS OF AMERICA INC 15,560 1,279,000 0.61%
33 SHINE INVESTMENT ADVISORY SERVICES INC 15,476 1,274,000 0.60%
34 CETERA INVESTMENT ADVISERS 13,882 1,143,000 0.54%
35 Cetera Advisors LLC 13,882 1,143,000 0.54%
36 Cambridge Investment Research Advisors, Inc. 13,560 1,116,000 0.53%
37 White Pine Investment CO 13,210 1,087,000 0.52%
38 MONTAG A & ASSOCIATES INC 12,955 1,066,000 0.51%
39 Ruggie Capital Group 12,050 992,000 0.47%
40 KELMAN-LAZAROV, INC. 11,751 967,000 0.46%
41 ADVISOR GROUP, INC. 11,704 963,000 0.46%
42 Institute for Wealth Management, LLC. 10,078 829,000 0.39%
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,100 749,000 0.36% Call
44 Sand Hill Global Advisors, LLC 9,018 742,000 0.35%
45 WADE G W & INC 8,992 740,000 0.35%
46 PRIVATE ADVISORY GROUP LLC 8,978 739,000 0.35% SH
47 Biondo Investment Advisors, LLC 8,915 734,000 0.35%
48 Janney Montgomery Scott LLC 8,920 734,000 0.35%
49 CITIGROUP INC 8,831 727,000 0.34%
50 Virtu KCG Holdings LLC 8,503 700,000 0.33%
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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.