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

Institutional Holders (2017Q1)
Portfolio Summary: 129 Institutional holders with a total value of $473,450,314.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 MACROVIEW INVESTMENT MANAGEMENT LLC 21 1,000 0.00%
3 HORAN SECURITIES, INC. 31 2,000 0.00%
4 Harbour Capital Advisors, LLC 39 2,553 0.00%
5 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 52 3,000 0.00%
6 ROPES WEALTH ADVISORS LLC 41 3,000 0.00%
7 ASSET DEDICATION, LLC 67 4,000 0.00%
8 CT Financial Advisors LLC 106 6,953 0.00%
9 LS Investment Advisors, LLC 100 7,000 0.00%
10 FIFTH THIRD BANCORP 135 9,000 0.00%
11 CITIZENS FINANCIAL GROUP INC/DE 201 13,000 0.00%
12 GENEOS WEALTH MANAGEMENT INC. 336 21,000 0.00%
13 RPG FAMILY WEALTH ADVISORY, LLC 335 21,932 0.00%
14 WFG Advisors, LP 350 23,000 0.00%
15 BESSEMER GROUP INC 395 26,000 0.01%
16 GLOBAL RETIREMENT PARTNERS, LLC 427 28,000 0.01%
17 Financial Architects, Inc 470 31,000 0.01%
18 D.A. DAVIDSON & CO. 500 32,000 0.01%
19 Allworth Financial LP 544 36,000 0.01%
20 Johnson Financial Group, Inc. 600 39,000 0.01%
21 SARGENT BICKHAM LAGUDIS LLC 604 40,000 0.01%
22 IndexIQ Advisors LLC 724 47,000 0.01%
23 Sandy Spring Bank 900 59,000 0.01%
24 BELL ROCK CAPITAL LLC 1,172 73,000 0.02%
25 CITIGROUP INC 1,261 83,000 0.02%
26 Gemmer Asset Management LLC 1,300 85,000 0.02%
27 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1,365 89,000 0.02%
28 Chicago Partners Investment Group LLC 1,589 104,000 0.02%
29 ALPHA OMEGA WEALTH MANAGEMENT LLC 1,602 105,000 0.02%
30 PNC FINANCIAL SERVICES GROUP, INC. 1,715 113,000 0.02%
31 IFP ADVISORS, INC 1,994 131,000 0.03%
32 PARALLEL ADVISORS, LLC 2,304 157,000 0.03%
33 KRILOGY FINANCIAL LLC 3,232 194,000 0.04%
34 FUSION FAMILY WEALTH, LLC 3,046 199,000 0.04% SH
35 EATON VANCE MANAGEMENT 3,100 203,000 0.04%
36 FAMILY LEGACY, INC. 3,239 212,000 0.04%
37 Ruggie Capital Group 3,259 212,000 0.04%
38 Cetera Advisors LLC 3,577 235,000 0.05%
39 D'Orazio & Associates, Inc. 3,595 235,000 0.05%
40 Capital Advisors, Ltd. LLC 3,663 240,000 0.05%
41 BSC PRIVATE WEALTH MANAGEMENT, LLC 3,720 243,000 0.05%
42 WINNING POINTS ADVISORS, LLC 3,950 259,000 0.05%
43 EisnerAmper Wealth Management Corporate Benefits, LLC 4,170 273,000 0.06%
44 AHRENS INVESTMENT PARTNERS LLC 4,490 294,000 0.06%
45 BROWN ADVISORY INC 4,654 305,000 0.06%
46 US BANCORP \DE\ 4,670 306,000 0.06%
47 Virtu KCG Holdings LLC 4,963 325,000 0.07%
48 Edgemoor Investment Advisors, Inc. 5,080 333,000 0.07%
49 NTV ASSET MANAGEMENT LLC 5,100 333,000 0.07%
50 SVA Wealth Management, LLC 6,222 407,000 0.09%
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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.