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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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BlackRock Finance, Inc. 14 1,000 0.00%
3 GENEOS WEALTH MANAGEMENT INC. 25 2,000 0.00%
4 D.A. DAVIDSON & CO. 50 4,000 0.00%
5 WOODMONT INVESTMENT COUNSEL LLC 100 8,000 0.00%
6 Gradient Investments LLC 116 10,000 0.01%
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 211 18,000 0.01%
8 Barrett Asset Management, LLC 225 19,000 0.01%
9 Kistler-Tiffany Companies, LLC 252 21,000 0.01%
10 KINGS POINT CAPITAL MANAGEMENT 320 27,000 0.01%
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 331 28,000 0.01%
12 Creative Planning 364 31,000 0.02%
13 PNC FINANCIAL SERVICES GROUP, INC. 479 41,000 0.02%
14 Financial Architects, Inc 475 41,000 0.02%
15 SARGENT BICKHAM LAGUDIS LLC 765 65,000 0.03%
16 JFS WEALTH ADVISORS, LLC 900 76,000 0.04%
17 Chicago Partners Investment Group LLC 937 80,000 0.04%
18 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,029 87,000 0.05%
19 NEXT Financial Group, Inc 1,154 98,000 0.05%
20 SEI INVESTMENTS CO 1,418 120,000 0.06%
21 ASSET DEDICATION, LLC 1,587 135,000 0.07%
22 CITADEL ADVISORS LLC 2,575 219,000 0.12%
23 LVM CAPITAL MANAGEMENT LTD/MI 3,256 269,000 0.14%
24 Private Wealth Advisors, Inc. 3,453 293,000 0.16%
25 Concert Wealth Management Inc. 3,610 304,000 0.16%
26 AMERIPRISE FINANCIAL INC 3,786 322,000 0.17%
27 Private Advisor Group, LLC 5,071 428,000 0.23%
28 BANK HAPOALIM BM 5,118 435,000 0.23%
29 MOLLER WEALTH PARTNERS 6,233 529,000 0.28%
30 MSI Financial Services Inc 7,614 646,000 0.34%
31 Portfolio Solutions, LLC 8,190 696,000 0.37%
32 CITIGROUP INC 8,589 730,000 0.39%
33 ADVISOR GROUP, INC. 8,594 730,000 0.39%
34 IFP ADVISORS, INC 8,691 738,000 0.39%
35 Freedom Investment Management, Inc. 9,275 788,000 0.42%
36 LBMC INVESTMENT ADVISORS, LLC 10,465 889,000 0.47%
37 ROYAL BANK OF CANADA 10,995 934,000 0.49%
38 BSC PRIVATE WEALTH MANAGEMENT, LLC 11,148 941,000 0.50%
39 ASSETMARK, INC 11,616 987,000 0.52%
40 Raymond James Financial Services Advisors, Inc. 12,036 1,022,000 0.54%
41 RAYMOND JAMES & ASSOCIATES 13,176 1,119,000 0.59%
42 RAY GERALD L & ASSOCIATES LTD 13,311 1,131,000 0.60%
43 CULBERTSON A N & CO INC 15,543 1,320,000 0.70%
44 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,816 1,513,000 0.80%
45 GOLDMAN SACHS GROUP INC 18,928 1,608,000 0.85%
46 Atria Investments, Inc 19,770 1,679,000 0.89%
47 LPL Financial LLC 19,894 1,679,000 0.89%
48 KELMAN-LAZAROV, INC. 22,680 1,913,851 1.01%
49 LADENBURG THALMANN FINANCIAL SERVICES INC. 26,840 2,280,000 1.21%
50 HighTower Advisors, LLC 28,336 2,404,000 1.27%
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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.