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

Institutional Holders (2016Q2)
Portfolio Summary: 63 Institutional holders with a total value of $173,352,448.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 303,806 24,001,000 13.85%
2 3D ASSET MANAGEMENT, INC 300,627 23,750,000 13.70%
3 UBS Group AG 258,190 20,397,000 11.77%
4 SVA Wealth Management, LLC 229,592 18,138,000 10.46%
5 BANK OF AMERICA CORP /DE/ 196,425 15,518,000 8.95%
6 Linscomb Wealth, Inc. 148,448 11,727,000 6.76%
7 ENVESTNET ASSET MANAGEMENT INC 117,835 9,309,000 5.37%
8 GOLDMAN SACHS GROUP INC 68,928 5,445,000 3.14%
9 Cambridge Investment Research Advisors, Inc. 62,004 4,898,000 2.83%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,638 3,921,000 2.26%
11 CUTLER INVESTMENT COUNSEL LLC 39,320 3,106,000 1.79%
12 WELLS FARGO & COMPANY/MN 34,474 2,724,000 1.57%
13 J.P. Morgan Private Wealth Advisors LLC 29,213 2,308,000 1.33%
14 HighTower Advisors, LLC 28,721 2,268,000 1.31%
15 JANE STREET GROUP, LLC 27,609 2,181,000 1.26%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,195 1,990,000 1.15%
17 Commonwealth Equity Services, Inc 24,290 1,919,000 1.11%
18 KELMAN-LAZAROV, INC. 20,470 1,625,523 0.94%
19 LPL Financial LLC 19,367 1,516,000 0.87%
20 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,902 1,414,000 0.82%
21 CULBERTSON A N & CO INC 15,818 1,250,000 0.72%
22 Atria Investments, Inc 14,654 1,160,000 0.67%
23 ROYAL BANK OF CANADA 13,262 1,047,000 0.60%
24 RAYMOND JAMES & ASSOCIATES 12,582 994,000 0.57%
25 Raymond James Financial Services Advisors, Inc. 12,506 988,000 0.57%
26 LBMC INVESTMENT ADVISORS, LLC 10,465 827,000 0.48%
27 BSC PRIVATE WEALTH MANAGEMENT, LLC 10,460 819,000 0.47%
28 Freedom Investment Management, Inc. 9,199 727,000 0.42%
29 IFP ADVISORS, INC 8,897 703,000 0.41%
30 CITIGROUP INC 8,689 686,000 0.40%
31 ADVISOR GROUP, INC. 8,585 676,000 0.39%
32 Portfolio Solutions, LLC 8,429 666,000 0.38%
33 MSI Financial Services Inc 8,108 640,000 0.37%
34 MOLLER WEALTH PARTNERS 6,233 492,000 0.28%
35 BANK HAPOALIM BM 5,698 450,000 0.26%
36 Private Advisor Group, LLC 5,071 397,000 0.23%
37 Concert Wealth Management Inc. 4,868 388,000 0.22%
38 LVM CAPITAL MANAGEMENT LTD/MI 3,577 283,000 0.16%
39 Private Wealth Advisors, Inc. 3,503 277,000 0.16%
40 RAY GERALD L & ASSOCIATES LTD 3,473 274,000 0.16%
41 AMERIPRISE FINANCIAL INC 3,300 261,000 0.15%
42 CUE ADVISORY SERVICES, INC. 3,115 246,000 0.14%
43 Virtu KCG Holdings LLC 2,959 234,000 0.13%
44 ASSET DEDICATION, LLC 1,587 122,000 0.07%
45 AMERICAN NATIONAL BANK & TRUST 1,200 95,000 0.05%
46 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,029 81,000 0.05%
47 Chicago Partners Investment Group LLC 937 74,000 0.04%
48 JFS WEALTH ADVISORS, LLC 900 71,000 0.04%
49 SARGENT BICKHAM LAGUDIS LLC 887 70,000 0.04%
50 PNC FINANCIAL SERVICES GROUP, INC. 479 38,000 0.02%
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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.