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

Institutional Holders (2016Q1)
Portfolio Summary: 47 Institutional holders with a total value of $147,031,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 1,124,020 41,971,000 28.55%
2 FIFTH THIRD BANCORP 1,028,742 38,413,000 26.13%
3 UNITED CAPITAL FINANCIAL ADVISORS, LLC 338,644 12,645,000 8.60%
4 Commonwealth Equity Services, Inc 270,740 10,109,000 6.88%
5 Evanson Asset Management, LLC 251,073 9,375,000 6.38%
6 MORGAN STANLEY 194,799 7,274,000 4.95%
7 WELLS FARGO & COMPANY/MN 110,201 4,115,000 2.80%
8 UBS Group AG 100,849 3,766,000 2.56%
9 Linscomb Wealth, Inc. 77,800 2,905,000 1.98%
10 Cetera Advisor Networks LLC 48,590 1,815,000 1.23%
11 JANE STREET GROUP, LLC 41,360 1,544,000 1.05%
12 AMERIPRISE FINANCIAL INC 37,359 1,377,000 0.94%
13 MOTCO 33,698 1,258,000 0.86%
14 CITADEL ADVISORS LLC 32,910 1,229,000 0.84%
15 GOLDMAN SACHS GROUP INC 26,623 994,000 0.68%
16 Raymond James Financial Services Advisors, Inc. 21,036 785,000 0.53%
17 LVM CAPITAL MANAGEMENT LTD/MI 20,040 748,000 0.51%
18 INVESTMENT CENTERS OF AMERICA INC 16,693 623,000 0.42%
19 Virtu KCG Holdings LLC 15,822 591,000 0.40%
20 LPL Financial LLC 14,622 528,000 0.36%
21 STIFEL FINANCIAL CORP 12,973 484,000 0.33%
22 Valmark Advisers, Inc. 12,862 480,000 0.33%
23 OLD MISSION CAPITAL LLC 10,967 410,000 0.28%
24 OLD NATIONAL BANCORP /IN/ 10,012 374,000 0.25%
25 JPMORGAN CHASE & CO 9,924 370,000 0.25%
26 COURIER CAPITAL LLC 9,044 338,000 0.23%
27 ROYAL BANK OF CANADA 8,590 321,000 0.22%
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,280 309,000 0.21%
29 ASSETMARK, INC 7,452 278,000 0.19%
30 EXENCIAL WEALTH ADVISORS, LLC 7,249 271,000 0.18%
31 BLAIR WILLIAM & CO/IL 6,600 246,000 0.17%
32 Madrona Financial Services, LLC 5,431 203,000 0.14%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,979 186,000 0.13%
34 ENVESTNET ASSET MANAGEMENT INC 4,237 158,000 0.11%
35 Financial Architects, Inc 3,250 121,000 0.08%
36 Ranger International Management, LP 2,630 98,000 0.07%
37 HUNTINGTON NATIONAL BANK 2,230 96,000 0.07% PRN
38 BESSEMER GROUP INC 1,600 60,000 0.04%
39 Tower Research Capital LLC (TRC) 1,177 44,000 0.03%
40 Creative Planning 734 27,000 0.02%
41 NEXT Financial Group, Inc 600 22,000 0.01%
42 BANK OF MONTREAL /CAN/ 571 21,000 0.01%
43 Focused Wealth Management, Inc 429 16,000 0.01%
44 PNC FINANCIAL SERVICES GROUP, INC. 346 13,000 0.01%
45 MSI Financial Services Inc 259 10,000 0.01%
46 CITIGROUP INC 255 10,000 0.01%
47 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.