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

Institutional Holders (2016Q2)
Portfolio Summary: 110 Institutional holders with a total value of $395,037,485.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Tortoise Investment Management, LLC 20,084 1,127,000 0.29%
52 ADVISOR GROUP, INC. 18,695 1,046,000 0.26%
53 AMERIPRISE FINANCIAL INC 16,233 906,000 0.23%
54 MSI Financial Services Inc 15,421 865,000 0.22%
55 TCI Wealth Advisors, Inc. 14,610 820,000 0.21%
56 JPMORGAN CHASE & CO 11,911 668,000 0.17%
57 AllSquare Wealth Management LLC 18,292 563,000 0.14%
58 Invesco Ltd. 10,030 563,000 0.14%
59 NORTHERN CAPITAL MANAGEMENT LLC 9,915 556,000 0.14%
60 BRISTLECONE ADVISORS, LLC 9,420 529,000 0.13%
61 STIFEL FINANCIAL CORP 9,117 512,000 0.13%
62 Camelot Portfolios, LLC 9,084 510,000 0.13%
63 Virtu KCG Holdings LLC 8,871 498,000 0.13%
64 Shoker Investment Counsel, Inc. 8,862 497,000 0.13%
65 WEDBUSH SECURITIES INC 8,398 471,000 0.12%
66 QUANTUM CAPITAL MANAGEMENT 7,851 441,000 0.11%
67 SVA Wealth Management, LLC 7,619 428,000 0.11%
68 BSW Wealth Partners 7,271 408,000 0.10%
69 Essex Financial Services, Inc. 7,007 393,000 0.10%
70 Cetera Advisor Networks LLC 6,850 382,000 0.10%
71 Joel Isaacson & Co., LLC 6,516 366,000 0.09%
72 OLD MISSION CAPITAL LLC 6,322 355,000 0.09%
73 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,268 352,000 0.09%
74 Edgemoor Investment Advisors, Inc. 6,230 351,000 0.09%
75 MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,021 338,000 0.09%
76 Camarda Financial Advisors, LLC 5,976 335,000 0.08%
77 Ruggie Capital Group 5,714 327,000 0.08%
78 US BANCORP \DE\ 5,415 304,000 0.08%
79 NTV ASSET MANAGEMENT LLC 5,100 286,000 0.07%
80 Live Your Vision, LLC 4,969 279,000 0.07%
81 PNC FINANCIAL SERVICES GROUP, INC. 4,939 277,000 0.07%
82 Yorktown Management & Research Co Inc 4,500 252,000 0.06%
83 SouthState Bank Corp 4,259 239,000 0.06%
84 Cetera Advisors LLC 3,784 211,000 0.05%
85 D'Orazio & Associates, Inc. 3,595 202,000 0.05%
86 CITIGROUP INC 3,180 178,000 0.05%
87 IndexIQ Advisors LLC 2,110 118,000 0.03%
88 Klingman & Associates, LLC 2,000 112,000 0.03%
89 Creative Planning 1,959 110,000 0.03%
90 Sunbelt Securities, Inc. 1,599 89,693 0.02%
91 RPG FAMILY WEALTH ADVISORY, LLC 1,500 84,645 0.02%
92 FLOW TRADERS U.S. LLC 1,490 84,000 0.02%
93 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,365 77,000 0.02%
94 Gemmer Asset Management LLC 1,300 73,000 0.02%
95 Apriem Advisors 1,000 56,000 0.01%
96 Chicago Partners Investment Group LLC 893 50,000 0.01%
97 Sandy Spring Bank 900 50,000 0.01%
98 IFP ADVISORS, INC 772 43,000 0.01%
99 Capital Advisors, Ltd. LLC 722 41,000 0.01%
100 D.A. DAVIDSON & CO. 726 40,000 0.01%
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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.