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

Institutional Holders (2017Q2)
Portfolio Summary: 75 Institutional holders with a total value of $237,251,389.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,106,072 36,324,000 15.31%
2 3D ASSET MANAGEMENT, INC 953,507 31,301,000 13.19%
3 SVA Wealth Management, LLC 872,138 28,641,000 12.07%
4 UBS Group AG 738,372 24,248,000 10.22%
5 BANK OF AMERICA CORP /DE/ 607,327 19,944,000 8.41%
6 Linscomb Wealth, Inc. 516,450 16,960,000 7.15%
7 WELLS FARGO & COMPANY/MN 297,902 9,783,000 4.12%
8 ENVESTNET ASSET MANAGEMENT INC 256,274 8,417,000 3.55%
9 HighTower Advisors, LLC 178,898 5,878,000 2.48%
10 CUTLER INVESTMENT COUNSEL LLC 136,894 4,496,000 1.90%
11 LADENBURG THALMANN FINANCIAL SERVICES INC. 115,310 3,786,000 1.60%
12 Commonwealth Equity Services, Inc 113,295 3,721,000 1.57%
13 TMD & ASSOCIATES, INC 92,840 3,049,000 1.29%
14 BAROMETER CAPITAL MANAGEMENT INC. 84,900 2,788,000 1.18%
15 LPL Financial LLC 82,389 2,706,000 1.14%
16 ROYAL BANK OF CANADA 76,817 2,524,000 1.06%
17 KELMAN-LAZAROV, INC. 76,313 2,506,000 1.06%
18 Atria Investments, Inc 72,731 2,388,000 1.01%
19 Cambridge Investment Research Advisors, Inc. 62,758 2,061,000 0.87%
20 CULBERTSON A N & CO INC 59,369 1,950,000 0.82%
21 J.P. Morgan Private Wealth Advisors LLC 55,489 1,822,000 0.77%
22 Raymond James Financial Services Advisors, Inc. 53,487 1,757,000 0.74%
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 52,397 1,721,000 0.73%
24 ASSETMARK, INC 52,210 1,715,000 0.72%
25 BSC PRIVATE WEALTH MANAGEMENT, LLC 48,370 1,583,000 0.67%
26 RAY GERALD L & ASSOCIATES LTD 37,485 1,231,000 0.52%
27 CITIGROUP INC 30,270 994,000 0.42%
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,620 874,000 0.37%
29 Freedom Investment Management, Inc. 26,251 862,000 0.36%
30 ADVISOR GROUP, INC. 25,052 823,000 0.35%
31 RAYMOND JAMES & ASSOCIATES 23,872 784,000 0.33%
32 Portfolio Solutions, LLC 23,068 758,000 0.32%
33 LBMC INVESTMENT ADVISORS, LLC 22,428 737,000 0.31%
34 Chicago Partners Investment Group LLC 14,796 725,000 0.31%
35 MOLLER WEALTH PARTNERS 18,699 614,000 0.26%
36 SEI INVESTMENTS CO 18,123 595,000 0.25%
37 Psagot Value Holdings Ltd. 17,208 565,000 0.24%
38 CITADEL ADVISORS LLC 15,557 511,000 0.22%
39 BANK HAPOALIM BM 15,432 507,000 0.21%
40 Private Advisor Group, LLC 15,254 499,000 0.21%
41 AMERIPRISE FINANCIAL INC 12,349 406,000 0.17%
42 CIBC Private Wealth Group LLC 10,740 353,000 0.15%
43 Concert Wealth Management Inc. 10,071 333,000 0.14%
44 COVENANT ASSET MANAGEMENT, LLC 10,045 330,000 0.14%
45 Private Wealth Advisors, Inc. 9,692 318,000 0.13%
46 FLAGSHIP HARBOR ADVISORS, LLC 8,964 292,000 0.12%
47 LVM CAPITAL MANAGEMENT LTD/MI 8,405 276,000 0.12%
48 MML INVESTORS SERVICES, INC. 8,273 272,000 0.11%
49 GOLDMAN SACHS GROUP INC 7,854 258,000 0.11%
50 LINCOLN NATIONAL CORP 7,170 235,000 0.10%
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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.