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

Institutional Holders (2016Q3)
Portfolio Summary: 64 Institutional holders with a total value of $188,702,851.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 316,701 26,900,000 14.26%
2 3D ASSET MANAGEMENT, INC 292,135 24,814,000 13.15%
3 UBS Group AG 279,965 23,780,000 12.60%
4 SVA Wealth Management, LLC 277,293 23,553,000 12.48%
5 BANK OF AMERICA CORP /DE/ 160,548 13,636,000 7.23%
6 Linscomb Wealth, Inc. 154,452 13,119,000 6.95%
7 ENVESTNET ASSET MANAGEMENT INC 103,839 8,820,000 4.67%
8 CUTLER INVESTMENT COUNSEL LLC 53,450 4,540,000 2.41%
9 Cambridge Investment Research Advisors, Inc. 52,582 4,466,000 2.37%
10 WELLS FARGO & COMPANY/MN 43,902 3,729,000 1.98%
11 JANE STREET GROUP, LLC 41,308 3,509,000 1.86%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,883 2,963,000 1.57%
13 Commonwealth Equity Services, Inc 33,450 2,841,000 1.51%
14 J.P. Morgan Private Wealth Advisors LLC 30,305 2,574,000 1.36%
15 HighTower Advisors, LLC 28,336 2,404,000 1.27%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 26,840 2,280,000 1.21%
17 KELMAN-LAZAROV, INC. 22,680 1,913,851 1.01%
18 LPL Financial LLC 19,894 1,679,000 0.89%
19 Atria Investments, Inc 19,770 1,679,000 0.89%
20 GOLDMAN SACHS GROUP INC 18,928 1,608,000 0.85%
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,816 1,513,000 0.80%
22 CULBERTSON A N & CO INC 15,543 1,320,000 0.70%
23 RAY GERALD L & ASSOCIATES LTD 13,311 1,131,000 0.60%
24 RAYMOND JAMES & ASSOCIATES 13,176 1,119,000 0.59%
25 Raymond James Financial Services Advisors, Inc. 12,036 1,022,000 0.54%
26 ASSETMARK, INC 11,616 987,000 0.52%
27 BSC PRIVATE WEALTH MANAGEMENT, LLC 11,148 941,000 0.50%
28 ROYAL BANK OF CANADA 10,995 934,000 0.49%
29 LBMC INVESTMENT ADVISORS, LLC 10,465 889,000 0.47%
30 Freedom Investment Management, Inc. 9,275 788,000 0.42%
31 IFP ADVISORS, INC 8,691 738,000 0.39%
32 CITIGROUP INC 8,589 730,000 0.39%
33 ADVISOR GROUP, INC. 8,594 730,000 0.39%
34 Portfolio Solutions, LLC 8,190 696,000 0.37%
35 MSI Financial Services Inc 7,614 646,000 0.34%
36 MOLLER WEALTH PARTNERS 6,233 529,000 0.28%
37 BANK HAPOALIM BM 5,118 435,000 0.23%
38 Private Advisor Group, LLC 5,071 428,000 0.23%
39 AMERIPRISE FINANCIAL INC 3,786 322,000 0.17%
40 Concert Wealth Management Inc. 3,610 304,000 0.16%
41 Private Wealth Advisors, Inc. 3,453 293,000 0.16%
42 LVM CAPITAL MANAGEMENT LTD/MI 3,256 269,000 0.14%
43 CITADEL ADVISORS LLC 2,575 219,000 0.12%
44 ASSET DEDICATION, LLC 1,587 135,000 0.07%
45 SEI INVESTMENTS CO 1,418 120,000 0.06%
46 NEXT Financial Group, Inc 1,154 98,000 0.05%
47 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,029 87,000 0.05%
48 Chicago Partners Investment Group LLC 937 80,000 0.04%
49 JFS WEALTH ADVISORS, LLC 900 76,000 0.04%
50 SARGENT BICKHAM LAGUDIS LLC 765 65,000 0.03%
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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.