Dark
Light
System
Security
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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BlackRock Finance, Inc. 14 1,000 0.00%
3 GENEOS WEALTH MANAGEMENT INC. 25 1,000 0.00%
4 D.A. DAVIDSON & CO. 50 3,000 0.00%
5 MassMutual Private Wealth & Trust, FSB 75 5,925 0.00%
6 BELLWETHER INVESTMENT GROUP, LLC 71 6,000 0.00%
7 Gradient Investments LLC 142 11,000 0.01%
8 Creative Planning 199 16,000 0.01%
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 211 17,000 0.01%
10 Barrett Asset Management, LLC 225 18,000 0.01%
11 Kistler-Tiffany Companies, LLC 252 20,000 0.01%
12 KINGS POINT CAPITAL MANAGEMENT 320 25,000 0.01%
13 Financial Architects, Inc 475 37,000 0.02%
14 PNC FINANCIAL SERVICES GROUP, INC. 479 38,000 0.02%
15 SARGENT BICKHAM LAGUDIS LLC 887 70,000 0.04%
16 JFS WEALTH ADVISORS, LLC 900 71,000 0.04%
17 Chicago Partners Investment Group LLC 937 74,000 0.04%
18 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,029 81,000 0.05%
19 AMERICAN NATIONAL BANK & TRUST 1,200 95,000 0.05%
20 ASSET DEDICATION, LLC 1,587 122,000 0.07%
21 Virtu KCG Holdings LLC 2,959 234,000 0.13%
22 CUE ADVISORY SERVICES, INC. 3,115 246,000 0.14%
23 AMERIPRISE FINANCIAL INC 3,300 261,000 0.15%
24 RAY GERALD L & ASSOCIATES LTD 3,473 274,000 0.16%
25 Private Wealth Advisors, Inc. 3,503 277,000 0.16%
26 LVM CAPITAL MANAGEMENT LTD/MI 3,577 283,000 0.16%
27 Concert Wealth Management Inc. 4,868 388,000 0.22%
28 Private Advisor Group, LLC 5,071 397,000 0.23%
29 BANK HAPOALIM BM 5,698 450,000 0.26%
30 MOLLER WEALTH PARTNERS 6,233 492,000 0.28%
31 MSI Financial Services Inc 8,108 640,000 0.37%
32 Portfolio Solutions, LLC 8,429 666,000 0.38%
33 ADVISOR GROUP, INC. 8,585 676,000 0.39%
34 CITIGROUP INC 8,689 686,000 0.40%
35 IFP ADVISORS, INC 8,897 703,000 0.41%
36 Freedom Investment Management, Inc. 9,199 727,000 0.42%
37 BSC PRIVATE WEALTH MANAGEMENT, LLC 10,460 819,000 0.47%
38 LBMC INVESTMENT ADVISORS, LLC 10,465 827,000 0.48%
39 Raymond James Financial Services Advisors, Inc. 12,506 988,000 0.57%
40 RAYMOND JAMES & ASSOCIATES 12,582 994,000 0.57%
41 ROYAL BANK OF CANADA 13,262 1,047,000 0.60%
42 Atria Investments, Inc 14,654 1,160,000 0.67%
43 CULBERTSON A N & CO INC 15,818 1,250,000 0.72%
44 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,902 1,414,000 0.82%
45 LPL Financial LLC 19,367 1,516,000 0.87%
46 KELMAN-LAZAROV, INC. 20,470 1,625,523 0.94%
47 Commonwealth Equity Services, Inc 24,290 1,919,000 1.11%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,195 1,990,000 1.15%
49 JANE STREET GROUP, LLC 27,609 2,181,000 1.26%
50 HighTower Advisors, LLC 28,721 2,268,000 1.31%
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.