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

Institutional Holders (2016Q4)
Portfolio Summary: 70 Institutional holders with a total value of $223,095,093.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 337,701 32,970,000 14.78%
2 3D ASSET MANAGEMENT, INC 287,986 28,116,000 12.60%
3 SVA Wealth Management, LLC 276,607 27,005,000 12.10%
4 UBS Group AG 256,294 25,022,000 11.22%
5 BANK OF AMERICA CORP /DE/ 169,272 16,526,000 7.41%
6 Linscomb Wealth, Inc. 161,423 15,760,000 7.06%
7 ENVESTNET ASSET MANAGEMENT INC 101,591 9,918,000 4.45%
8 CITADEL ADVISORS LLC 73,026 7,130,000 3.20%
9 CUTLER INVESTMENT COUNSEL LLC 63,750 6,224,000 2.79%
10 WELLS FARGO & COMPANY/MN 55,397 5,408,000 2.42%
11 HighTower Advisors, LLC 40,330 3,938,000 1.77%
12 Cambridge Investment Research Advisors, Inc. 38,255 3,735,000 1.67%
13 LPL Financial LLC 33,160 3,253,000 1.46%
14 Commonwealth Equity Services, Inc 33,064 3,228,000 1.45%
15 TMD & ASSOCIATES, INC 31,435 3,069,000 1.38%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 30,462 2,973,000 1.33%
17 J.P. Morgan Private Wealth Advisors LLC 27,185 2,654,000 1.19%
18 KELMAN-LAZAROV, INC. 23,894 2,332,771 1.05%
19 Atria Investments, Inc 20,068 1,959,000 0.88%
20 Raymond James Financial Services Advisors, Inc. 18,341 1,791,000 0.80%
21 ROYAL BANK OF CANADA 17,559 1,714,000 0.77%
22 CULBERTSON A N & CO INC 14,952 1,460,000 0.65%
23 GOLDMAN SACHS GROUP INC 14,609 1,426,000 0.64%
24 RAY GERALD L & ASSOCIATES LTD 13,058 1,275,000 0.57%
25 ASSETMARK, INC 12,273 1,198,000 0.54%
26 BSC PRIVATE WEALTH MANAGEMENT, LLC 11,250 1,104,000 0.49%
27 RAYMOND JAMES & ASSOCIATES 9,824 959,000 0.43%
28 Freedom Investment Management, Inc. 9,239 902,000 0.40%
29 IFP ADVISORS, INC 9,018 880,000 0.39%
30 ADVISOR GROUP, INC. 9,002 879,000 0.39%
31 Portfolio Solutions, LLC 7,923 774,000 0.35%
32 MSI Financial Services Inc 7,460 729,000 0.33%
33 LBMC INVESTMENT ADVISORS, LLC 7,436 726,000 0.33%
34 CITIGROUP INC 7,389 721,000 0.32%
35 MOLLER WEALTH PARTNERS 6,233 609,000 0.27%
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,784 579,000 0.26%
37 Private Advisor Group, LLC 5,126 502,000 0.23%
38 BANK HAPOALIM BM 5,118 500,000 0.22%
39 Concert Wealth Management Inc. 4,997 492,000 0.22%
40 FDx Advisors, Inc. 4,723 461,000 0.21%
41 AMERIPRISE FINANCIAL INC 3,798 371,000 0.17%
42 Private Wealth Advisors, Inc. 3,454 337,000 0.15%
43 LVM CAPITAL MANAGEMENT LTD/MI 3,132 306,000 0.14%
44 CUE ADVISORY SERVICES, INC. 2,290 224,000 0.10%
45 ASSET DEDICATION, LLC 1,587 155,000 0.07%
46 NEXT Financial Group, Inc 1,154 113,000 0.05%
47 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,029 100,000 0.04%
48 Chicago Partners Investment Group LLC 937 91,000 0.04%
49 JFS WEALTH ADVISORS, LLC 900 88,000 0.04%
50 SARGENT BICKHAM LAGUDIS LLC 765 75,000 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.