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

Institutional Holders (2017Q1)
Portfolio Summary: 48 Institutional holders with a total value of $139,242,778.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 1,102,932 44,779,000 32.16%
2 FIFTH THIRD BANCORP 908,774 36,896,000 26.50%
3 UNITED CAPITAL FINANCIAL ADVISORS, LLC 364,012 14,779,000 10.61%
4 Evanson Asset Management, LLC 211,352 8,581,000 6.16%
5 MORGAN STANLEY 164,386 6,674,000 4.79%
6 JFS WEALTH ADVISORS, LLC 113,492 4,325,000 3.11%
7 WELLS FARGO & COMPANY/MN 95,628 3,882,000 2.79%
8 UBS Group AG 81,846 3,323,000 2.39%
9 Linscomb Wealth, Inc. 64,205 2,607,000 1.87%
10 Cetera Advisor Networks LLC 44,962 1,827,000 1.31%
11 INVESTMENT CENTERS OF AMERICA INC 28,123 1,144,000 0.82%
12 GREENLEAF TRUST 27,640 1,122,000 0.81%
13 LVM CAPITAL MANAGEMENT LTD/MI 26,083 1,059,000 0.76%
14 MOTCO 25,043 1,017,000 0.73%
15 Commonwealth Equity Services, Inc 17,498 710,000 0.51%
16 HighTower Advisors, LLC 14,111 570,000 0.41%
17 JPMORGAN CHASE & CO 11,513 467,000 0.34%
18 AJ WEALTH STRATEGIES, LLC 11,100 451,000 0.32%
19 Financial Architects, Inc 9,529 387,000 0.28%
20 EXENCIAL WEALTH ADVISORS, LLC 9,632 382,000 0.27%
21 LPL Financial LLC 9,427 380,000 0.27%
22 Madrona Financial Services, LLC 8,991 365,000 0.26% SH
23 Cambridge Investment Research Advisors, Inc. 8,724 354,000 0.25%
24 ROYAL BANK OF CANADA 8,670 352,000 0.25%
25 COURIER CAPITAL LLC 8,488 345,000 0.25%
26 Valmark Advisers, Inc. 6,593 268,000 0.19%
27 BSC PRIVATE WEALTH MANAGEMENT, LLC 6,607 265,000 0.19%
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,039 245,000 0.18%
29 TOEWS CORP /ADV 5,574 226,000 0.16%
30 RAYMOND JAMES & ASSOCIATES 5,577 226,000 0.16%
31 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,070 206,000 0.15%
32 SCOTIA CAPITAL INC. 5,015 204,000 0.15%
33 ENVESTNET ASSET MANAGEMENT INC 3,858 156,000 0.11%
34 ASSETMARK, INC 3,140 127,000 0.09%
35 EDGE ADVISORS, LLC 2,854 115,000 0.08%
36 Ranger International Management, LP 2,630 106,778 0.08%
37 HUNTINGTON NATIONAL BANK 2,230 91,000 0.07% PRN
38 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,462 59,000 0.04%
39 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 1,376 55,000 0.04%
40 WEBSTER BANK, N. A. 1,006 41,000 0.03%
41 Creative Planning 575 23,000 0.02%
42 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 429 17,000 0.01%
43 PNC FINANCIAL SERVICES GROUP, INC. 346 14,000 0.01%
44 CITIGROUP INC 232 9,000 0.01%
45 GENEOS WEALTH MANAGEMENT INC. 200 8,000 0.01%
46 ADVISOR GROUP, INC. 50 2,000 0.00%
47 Focused Wealth Management, Inc 28 1,000 0.00%
48 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.