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

Institutional Holders (2016Q2)
Portfolio Summary: 50 Institutional holders with a total value of $199,915,548.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BALENTINE LLC 1,128,129 62,803,000 31.41%
2 PARAMETRIC PORTFOLIO ASSOCIATES LLC 897,969 49,990,000 25.01%
3 RiverFront Investment Group, LLC 426,520 23,744,000 11.88%
4 Motley Fool Wealth Management, LLC 213,028 11,859,000 5.93%
5 RAYMOND JAMES & ASSOCIATES 149,985 8,350,000 4.18%
6 MORGAN STANLEY 126,452 7,039,000 3.52%
7 AVIANCE CAPITAL MANAGEMENT, LLC 110,824 6,170,000 3.09%
8 UBS Group AG 108,326 6,030,000 3.02%
9 CITADEL ADVISORS LLC 71,147 3,961,000 1.98%
10 ROYAL BANK OF CANADA 47,930 2,668,000 1.33%
11 ENVESTNET ASSET MANAGEMENT INC 40,854 2,274,000 1.14%
12 UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,400 1,422,000 0.71%
13 BANK OF AMERICA CORP /DE/ 25,112 1,398,000 0.70%
14 BB&T SECURITIES, LLC 23,502 1,308,000 0.65%
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,652 1,261,000 0.63%
16 First Personal Financial Services 21,584 1,202,000 0.60%
17 WELLS FARGO & COMPANY/MN 20,361 1,134,000 0.57%
18 HSBC HOLDINGS PLC 19,168 1,067,000 0.53%
19 Bienville Capital Management, LLC 17,713 986,000 0.49%
20 Cetera Advisors LLC 17,170 959,000 0.48%
21 LPL Financial LLC 16,198 905,000 0.45%
22 ROBERTS GLORE & CO INC /IL/ 10,121 563,000 0.28%
23 Cambridge Investment Research Advisors, Inc. 9,569 533,000 0.27%
24 HM PAYSON & CO 7,815 435,000 0.22%
25 GOLDMAN SACHS GROUP INC 5,298 295,000 0.15%
26 First Allied Advisory Services, Inc. 5,205 293,000 0.15%
27 Raymond James Financial Services Advisors, Inc. 4,980 277,000 0.14%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,587 200,000 0.10%
29 ADVISOR GROUP, INC. 2,172 119,000 0.06%
30 SIGNATUREFD, LLC 2,056 114,000 0.06%
31 CUTLER GROUP LLC / CA 1,792 99,000 0.05%
32 PNC FINANCIAL SERVICES GROUP, INC. 1,609 91,000 0.05%
33 Hanson & Doremus Investment Management 1,550 86,000 0.04%
34 Winslow, Evans & Crocker, Inc. 1,282 71,314 0.04%
35 IFP ADVISORS, INC 1,190 66,000 0.03%
36 NEXT Financial Group, Inc 730 40,000 0.02%
37 WOLVERINE TRADING LP /BD 361 20,234 0.01%
38 Creative Planning 353 20,000 0.01%
39 People's United Financial, Inc. 191 11,000 0.01%
40 Ameritas Investment Partners, Inc. 144 8,000 0.00%
41 JNBA Financial Advisors 125 7,000 0.00%
42 Advisory Services Network, LLC 125 7,000 0.00%
43 Hudock, Inc. 133 7,000 0.00%
44 FIFTH THIRD BANCORP 100 6,000 0.00%
45 MSI Financial Services Inc 115 6,000 0.00%
46 BRONFMAN E.L. ROTHSCHILD, L.P. 90 5,000 0.00%
47 CWM, LLC 92 5,000 0.00%
48 BARCLAYS PLC 21 1,000 0.00%
49 CUTLER GROUP LLC / CA 200 0 0.00% Call
50 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.