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

Institutional Holders (2016Q1)
Portfolio Summary: 65 Institutional holders with a total value of $172,623,770.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 345,463 26,576,000 15.40%
2 3D ASSET MANAGEMENT, INC 304,805 23,449,000 13.58%
3 UBS Group AG 262,681 20,208,000 11.71%
4 SVA Wealth Management, LLC 220,214 16,941,000 9.81%
5 BANK OF AMERICA CORP /DE/ 213,702 16,440,000 9.52%
6 Linscomb Wealth, Inc. 146,775 11,291,000 6.54%
7 ENVESTNET ASSET MANAGEMENT INC 122,681 9,438,000 5.47%
8 GOLDMAN SACHS GROUP INC 68,928 5,303,000 3.07%
9 Cambridge Investment Research Advisors, Inc. 67,810 5,217,000 3.02%
10 LPL Financial LLC 41,207 3,100,000 1.80%
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,372 2,802,000 1.62%
12 WELLS FARGO & COMPANY/MN 35,665 2,743,000 1.59%
13 CUTLER INVESTMENT COUNSEL LLC 35,289 2,715,000 1.57%
14 HighTower Advisors, LLC 27,796 2,140,000 1.24%
15 Commonwealth Equity Services, Inc 23,875 1,837,000 1.06%
16 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,930 1,379,000 0.80%
17 KELMAN-LAZAROV, INC. 17,343 1,333,000 0.77%
18 Raymond James Financial Services Advisors, Inc. 17,222 1,325,000 0.77%
19 CULBERTSON A N & CO INC 17,035 1,311,000 0.76%
20 GFS Advisors, LLC 97,616 1,269,000 0.74%
21 USCA RIA LLC 97,616 1,269,000 0.74%
22 J.P. Morgan Private Wealth Advisors LLC 15,292 1,176,000 0.68%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 15,215 1,170,000 0.68%
24 ROYAL BANK OF CANADA 13,281 1,022,000 0.59%
25 RAYMOND JAMES & ASSOCIATES 12,029 925,000 0.54%
26 Atria Investments, Inc 11,615 894,000 0.52%
27 LBMC INVESTMENT ADVISORS, LLC 10,705 824,000 0.48%
28 CITIGROUP INC 9,288 715,000 0.41%
29 IFP ADVISORS, INC 9,269 713,000 0.41%
30 Portfolio Solutions, LLC 8,951 689,000 0.40%
31 Freedom Investment Management, Inc. 8,637 664,000 0.38%
32 AMERICAN INTERNATIONAL GROUP, INC. 7,772 598,000 0.35%
33 JANE STREET GROUP, LLC 7,626 587,000 0.34%
34 MSI Financial Services Inc 7,563 582,000 0.34%
35 MOLLER WEALTH PARTNERS 6,233 480,000 0.28%
36 BANK HAPOALIM BM 5,698 438,000 0.25%
37 Private Advisor Group, LLC 5,177 398,000 0.23%
38 Concert Wealth Management Inc. 4,868 379,000 0.22%
39 Virtu KCG Holdings LLC 3,890 299,000 0.17%
40 AMERIPRISE FINANCIAL INC 3,775 290,000 0.17%
41 LVM CAPITAL MANAGEMENT LTD/MI 3,702 285,000 0.17%
42 CUE ADVISORY SERVICES, INC. 3,495 269,000 0.16%
43 Private Wealth Advisors, Inc. 3,488 268,000 0.16%
44 RAY GERALD L & ASSOCIATES LTD 3,350 258,000 0.15%
45 ASSET DEDICATION, LLC 1,587 122,000 0.07%
46 SARGENT BICKHAM LAGUDIS LLC 1,165 90,000 0.05%
47 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,055 81,000 0.05%
48 Chicago Partners Investment Group LLC 937 72,000 0.04%
49 JFS WEALTH ADVISORS, LLC 900 69,000 0.04%
50 PNC FINANCIAL SERVICES GROUP, INC. 479 37,000 0.02%
Page 1 of 2

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.