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

Institutional Holders (2016Q4)
Portfolio Summary: 49 Institutional holders with a total value of $79,267,703.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 280,260 15,518,000 19.58%
2 One Capital Management, LLC 179,683 9,949,000 12.55%
3 GHP Investment Advisors, Inc. 133,928 7,416,000 9.36%
4 MORGAN STANLEY 82,930 4,592,000 5.79%
5 Cambridge Investment Research Advisors, Inc. 68,954 3,818,000 4.82%
6 STIFEL FINANCIAL CORP 64,652 3,575,000 4.51%
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 61,212 3,389,000 4.28%
8 SMITH, MOORE & CO. 55,858 3,093,000 3.90%
9 BANK OF AMERICA CORP /DE/ 53,239 2,947,000 3.72%
10 COMERICA BANK 50,066 2,857,000 3.60%
11 WELLS FARGO & COMPANY/MN 48,227 2,670,000 3.37%
12 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 42,801 2,370,000 2.99%
13 ROYAL BANK OF CANADA 40,477 2,242,000 2.83%
14 ARTHUR ZASKE & ASSOCIATES, LLC 35,265 1,953,000 2.46%
15 Bank of New York Mellon Corp 27,893 1,545,000 1.95%
16 Evercore Wealth Management, LLC 22,021 1,219,000 1.54%
17 UBS Group AG 19,591 1,085,000 1.37%
18 Commonwealth Equity Services, Inc 16,910 936,000 1.18%
19 WADE G W & INC 16,517 915,000 1.15%
20 Invesco Ltd. 16,398 908,000 1.15%
21 JANE STREET GROUP, LLC 12,936 716,000 0.90%
22 ADVISOR GROUP, INC. 9,791 542,000 0.68%
23 Capital Advisors, Ltd. LLC 9,437 523,000 0.66%
24 LPL Financial LLC 7,478 416,000 0.52%
25 SignalPoint Asset Management, LLC 7,426 411,000 0.52%
26 POINTE CAPITAL MANAGEMENT LLC 7,390 409,184 0.52%
27 STARFIRE INVESTMENT ADVISERS, INC. 7,390 409,184 0.52%
28 Capital Analysts, LLC 6,500 360,000 0.45%
29 3D ASSET MANAGEMENT, INC 6,217 344,000 0.43%
30 Chicago Partners Investment Group LLC 5,982 331,000 0.42%
31 SG Americas Securities, LLC 5,192 287,000 0.36%
32 HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,046 279,000 0.35%
33 ADVISOR PARTNERS LLC 4,669 259,000 0.33%
34 CORIENT CAPITAL PARTNERS, LLC 4,306 238,000 0.30%
35 Concert Wealth Management Inc. 4,170 233,000 0.29%
36 PNC FINANCIAL SERVICES GROUP, INC. 1,660 92,000 0.12%
37 North Star Investment Management Corp. 1,500 83,000 0.10%
38 Sunbelt Securities, Inc. 1,361 75,335 0.10%
39 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,290 72,000 0.09%
40 Creative Planning 1,031 57,000 0.07%
41 US BANCORP \DE\ 660 37,000 0.05%
42 GENEOS WEALTH MANAGEMENT INC. 590 32,000 0.04%
43 MSI Financial Services Inc 355 20,000 0.03%
44 SEI INVESTMENTS CO 335 19,000 0.02%
45 MANUFACTURERS LIFE INSURANCE COMPANY, THE 257 14,000 0.02%
46 Vantage Investment Advisors, LLC 136 8,000 0.01%
47 NEXT Financial Group, Inc 80 4,000 0.01%
48 Parallax Volatility Advisers, L.P. 1 0 0.00%
49 IFP ADVISORS, INC 3 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.