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

Institutional Holders (2017Q1)
Portfolio Summary: 31 Institutional holders with a total value of $73,596,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HOWLAND CAPITAL MANAGEMENT LLC 279,936 16,847,000 22.89%
2 GHP Investment Advisors, Inc. 165,843 9,980,000 13.56%
3 MORGAN STANLEY 105,509 6,350,000 8.63%
4 Cambridge Investment Research Advisors, Inc. 101,074 6,083,000 8.27%
5 Bank of New York Mellon Corp 75,579 4,549,000 6.18%
6 WELLS FARGO & COMPANY/MN 74,202 4,465,000 6.07%
7 STIFEL FINANCIAL CORP 69,032 4,168,000 5.66%
8 BANK OF AMERICA CORP /DE/ 54,415 3,275,000 4.45%
9 SMITH, MOORE & CO. 53,650 3,229,000 4.39%
10 ROYAL BANK OF CANADA 45,851 2,759,000 3.75%
11 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 41,386 2,491,000 3.38%
12 Evercore Wealth Management, LLC 22,021 1,325,000 1.80%
13 WADE G W & INC 21,074 1,268,000 1.72%
14 Invesco Ltd. 19,215 1,156,000 1.57%
15 Commonwealth Equity Services, Inc 18,010 1,084,000 1.47%
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,798 1,071,000 1.46%
17 RAYMOND JAMES & ASSOCIATES 12,529 754,000 1.02%
18 COMERICA BANK 9,181 572,000 0.78%
19 LPL Financial LLC 7,632 459,000 0.62%
20 3D ASSET MANAGEMENT, INC 5,842 352,000 0.48%
21 HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,046 304,000 0.41%
22 ADVISOR PARTNERS LLC 4,524 272,000 0.37%
23 SG Americas Securities, LLC 4,501 271,000 0.37%
24 Concert Wealth Management Inc. 4,170 233,000 0.32%
25 North Star Investment Management Corp. 1,500 90,000 0.12%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,173 70,000 0.10%
27 Creative Planning 1,000 60,000 0.08%
28 US BANCORP \DE\ 660 40,000 0.05%
29 PNC FINANCIAL SERVICES GROUP, INC. 160 10,000 0.01%
30 FIFTH THIRD BANCORP 145 9,000 0.01%
31 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.