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

Institutional Holders (2016Q3)
Portfolio Summary: 50 Institutional holders with a total value of $78,902,812.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 277,870 15,580,000 19.75%
2 One Capital Management, LLC 176,358 9,888,000 12.53%
3 GHP Investment Advisors, Inc. 126,004 7,065,000 8.95%
4 MORGAN STANLEY 84,509 4,739,000 6.01%
5 COMERICA BANK 62,531 3,491,000 4.42%
6 STIFEL FINANCIAL CORP 60,372 3,406,000 4.32%
7 Cambridge Investment Research Advisors, Inc. 56,803 3,185,000 4.04%
8 SMITH, MOORE & CO. 54,455 3,053,000 3.87%
9 JANE STREET GROUP, LLC 53,745 3,013,000 3.82%
10 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 43,792 2,455,000 3.11%
11 ARTHUR ZASKE & ASSOCIATES, LLC 39,565 2,218,000 2.81%
12 Bank of New York Mellon Corp 38,928 2,182,000 2.77%
13 WELLS FARGO & COMPANY/MN 38,293 2,147,000 2.72%
14 ROYAL BANK OF CANADA 34,887 1,957,000 2.48%
15 BANK OF AMERICA CORP /DE/ 26,856 1,506,000 1.91%
16 Evercore Wealth Management, LLC 22,021 1,235,000 1.57%
17 OLD MISSION CAPITAL LLC 21,929 1,230,000 1.56%
18 UBS Group AG 19,345 1,085,000 1.38%
19 Commonwealth Equity Services, Inc 16,605 931,000 1.18%
20 GOLDMAN SACHS GROUP INC 14,237 798,000 1.01%
21 Invesco Ltd. 14,204 796,000 1.01%
22 CITADEL ADVISORS LLC 14,056 788,000 1.00%
23 Chicago Partners Investment Group LLC 11,515 646,000 0.82%
24 WADE G W & INC 11,451 642,000 0.81%
25 ADVISOR GROUP, INC. 8,856 497,000 0.63%
26 3D ASSET MANAGEMENT, INC 8,709 488,000 0.62%
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,224 461,000 0.58%
28 SignalPoint Asset Management, LLC 7,454 418,000 0.53%
29 STARFIRE INVESTMENT ADVISERS, INC. 7,390 414,357 0.53%
30 LPL Financial LLC 7,357 411,000 0.52%
31 Capital Analysts, LLC 6,500 364,455 0.46%
32 Capital Advisors, Ltd. LLC 5,566 312,000 0.40%
33 ADVISOR PARTNERS LLC 5,349 300,000 0.38%
34 HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,046 283,000 0.36%
35 SG Americas Securities, LLC 3,884 218,000 0.28%
36 Concert Wealth Management Inc. 3,245 183,000 0.23%
37 PNC FINANCIAL SERVICES GROUP, INC. 1,660 93,000 0.12%
38 North Star Investment Management Corp. 1,500 84,000 0.11%
39 Creative Planning 1,331 75,000 0.10%
40 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,290 72,000 0.09%
41 IFP ADVISORS, INC 803 45,000 0.06%
42 US BANCORP \DE\ 660 37,000 0.05%
43 GENEOS WEALTH MANAGEMENT INC. 590 33,000 0.04%
44 MANUFACTURERS LIFE INSURANCE COMPANY, THE 417 23,000 0.03%
45 TRUST CO OF VERMONT 400 22,000 0.03%
46 MSI Financial Services Inc 355 20,000 0.03%
47 Vantage Investment Advisors, LLC 135 8,000 0.01%
48 NEXT Financial Group, Inc 80 4,000 0.01%
49 Transamerica Financial Advisors, LLC 2 1,000 0.00%
50 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.