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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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 GENEOS WEALTH MANAGEMENT INC. 25 1,000 0.00%
3 BlackRock Finance, Inc. 14 1,000 0.00%
4 D.A. DAVIDSON & CO. 50 3,000 0.00%
5 ENTERPRISE FINANCIAL SERVICES CORP 37 3,000 0.00%
6 MassMutual Private Wealth & Trust, FSB 75 5,770 0.00%
7 Financial Architects, Inc 90 7,000 0.00%
8 WOODMONT INVESTMENT COUNSEL LLC 100 8,000 0.00%
9 Gradient Investments LLC 142 11,000 0.01%
10 GUPTA WEALTH MANAGEMENT LLC 150 12,000 0.01%
11 Creative Planning 199 15,000 0.01%
12 MANUFACTURERS LIFE INSURANCE COMPANY, THE 210 16,000 0.01%
13 Barrett Asset Management, LLC 225 17,000 0.01%
14 Kistler-Tiffany Companies, LLC 251 19,000 0.01%
15 KINGS POINT CAPITAL MANAGEMENT 320 25,000 0.01%
16 PNC FINANCIAL SERVICES GROUP, INC. 479 37,000 0.02%
17 JFS WEALTH ADVISORS, LLC 900 69,000 0.04%
18 Chicago Partners Investment Group LLC 937 72,000 0.04%
19 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,055 81,000 0.05%
20 SARGENT BICKHAM LAGUDIS LLC 1,165 90,000 0.05%
21 ASSET DEDICATION, LLC 1,587 122,000 0.07%
22 RAY GERALD L & ASSOCIATES LTD 3,350 258,000 0.15%
23 Private Wealth Advisors, Inc. 3,488 268,000 0.16%
24 CUE ADVISORY SERVICES, INC. 3,495 269,000 0.16%
25 LVM CAPITAL MANAGEMENT LTD/MI 3,702 285,000 0.17%
26 AMERIPRISE FINANCIAL INC 3,775 290,000 0.17%
27 Virtu KCG Holdings LLC 3,890 299,000 0.17%
28 Concert Wealth Management Inc. 4,868 379,000 0.22%
29 Private Advisor Group, LLC 5,177 398,000 0.23%
30 BANK HAPOALIM BM 5,698 438,000 0.25%
31 MOLLER WEALTH PARTNERS 6,233 480,000 0.28%
32 MSI Financial Services Inc 7,563 582,000 0.34%
33 JANE STREET GROUP, LLC 7,626 587,000 0.34%
34 AMERICAN INTERNATIONAL GROUP, INC. 7,772 598,000 0.35%
35 Freedom Investment Management, Inc. 8,637 664,000 0.38%
36 Portfolio Solutions, LLC 8,951 689,000 0.40%
37 IFP ADVISORS, INC 9,269 713,000 0.41%
38 CITIGROUP INC 9,288 715,000 0.41%
39 LBMC INVESTMENT ADVISORS, LLC 10,705 824,000 0.48%
40 Atria Investments, Inc 11,615 894,000 0.52%
41 RAYMOND JAMES & ASSOCIATES 12,029 925,000 0.54%
42 ROYAL BANK OF CANADA 13,281 1,022,000 0.59%
43 LADENBURG THALMANN FINANCIAL SERVICES INC. 15,215 1,170,000 0.68%
44 J.P. Morgan Private Wealth Advisors LLC 15,292 1,176,000 0.68%
45 USCA RIA LLC 97,616 1,269,000 0.74%
46 GFS Advisors, LLC 97,616 1,269,000 0.74%
47 CULBERTSON A N & CO INC 17,035 1,311,000 0.76%
48 Raymond James Financial Services Advisors, Inc. 17,222 1,325,000 0.77%
49 KELMAN-LAZAROV, INC. 17,343 1,333,000 0.77%
50 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,930 1,379,000 0.80%
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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.