Dark
Light
System
Security
WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 52 Institutional holders with a total value of $75,556,136.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 280,334 14,692,000 19.45%
2 One Capital Management, LLC 172,587 9,045,000 11.97%
3 GHP Investment Advisors, Inc. 120,323 6,306,000 8.35%
4 COMERICA BANK 80,417 4,474,000 5.92%
5 MORGAN STANLEY 79,978 4,192,000 5.55%
6 Cambridge Investment Research Advisors, Inc. 62,862 3,295,000 4.36%
7 STIFEL FINANCIAL CORP 55,899 2,930,000 3.88%
8 INSIGHT 2811, INC. 55,890 2,929,000 3.88%
9 SMITH, MOORE & CO. 52,725 2,763,000 3.66%
10 CITADEL ADVISORS LLC 47,202 2,474,000 3.27%
11 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 46,627 2,444,000 3.23%
12 Bank of New York Mellon Corp 42,969 2,252,000 2.98%
13 JANE STREET GROUP, LLC 37,764 1,979,000 2.62%
14 ROYAL BANK OF CANADA 31,771 1,665,000 2.20%
15 WELLS FARGO & COMPANY/MN 31,095 1,630,000 2.16%
16 Evercore Wealth Management, LLC 22,021 1,154,000 1.53%
17 OLD MISSION CAPITAL LLC 21,508 1,127,000 1.49%
18 Commonwealth Equity Services, Inc 19,222 1,007,000 1.33%
19 UBS Group AG 18,532 971,000 1.29%
20 BANK OF AMERICA CORP /DE/ 15,975 837,000 1.11%
21 Chicago Partners Investment Group LLC 13,639 715,000 0.95%
22 Invesco Ltd. 13,521 709,000 0.94%
23 WADE G W & INC 13,155 689,000 0.91%
24 ADVISOR GROUP, INC. 9,546 499,000 0.66%
25 3D ASSET MANAGEMENT, INC 9,050 474,000 0.63%
26 SignalPoint Asset Management, LLC 8,073 423,000 0.56%
27 STARFIRE INVESTMENT ADVISERS, INC. 7,125 373,421 0.49%
28 Capital Analysts, LLC 7,060 370,014 0.49%
29 LPL Financial LLC 7,025 358,000 0.47%
30 Virtu KCG Holdings LLC 6,595 346,000 0.46%
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,975 313,000 0.41%
32 Capital Advisors, Ltd. LLC 5,566 292,000 0.39%
33 ADVISOR PARTNERS LLC 5,434 285,000 0.38%
34 HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,046 264,000 0.35%
35 Concert Wealth Management Inc. 4,675 243,000 0.32%
36 SOCIETE GENERALE 3,884 204,000 0.27%
37 SG Americas Securities, LLC 3,884 204,000 0.27%
38 Sunbelt Securities, Inc. 1,826 95,701 0.13%
39 PNC FINANCIAL SERVICES GROUP, INC. 1,660 87,000 0.12%
40 North Star Investment Management Corp. 1,500 79,000 0.10%
41 Creative Planning 1,331 70,000 0.09%
42 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,290 67,000 0.09%
43 ENVESTNET ASSET MANAGEMENT INC 1,023 54,000 0.07%
44 IFP ADVISORS, INC 803 42,000 0.06%
45 US BANCORP \DE\ 660 35,000 0.05%
46 GENEOS WEALTH MANAGEMENT INC. 590 31,000 0.04%
47 MSI Financial Services Inc 545 29,000 0.04%
48 TRUST CO OF VERMONT 400 21,000 0.03%
49 HOWE & RUSLING INC 200 10,000 0.01%
50 Vantage Investment Advisors, LLC 135 7,000 0.01%
Page 1 of 2

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.