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

Institutional Holders (2016Q1)
Portfolio Summary: 30 Institutional holders with a total value of $31,060,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Capital Management LLC 243,800 6,645,000 21.39%
2 MORGAN STANLEY 170,431 4,646,000 14.96%
3 FIDUCIARY TRUST CO 127,961 3,488,000 11.23%
4 VENTURI WEALTH MANAGEMENT, LLC 111,511 3,040,000 9.79%
5 Cambridge Investment Research Advisors, Inc. 87,124 2,375,000 7.65%
6 WELLS FARGO & COMPANY/MN 60,252 1,642,000 5.29%
7 Freedom Investment Management, Inc. 45,332 1,236,000 3.98%
8 JANE STREET GROUP, LLC 42,224 1,151,000 3.71%
9 Raymond James Financial Services Advisors, Inc. 37,682 1,027,000 3.31%
10 ENVESTNET ASSET MANAGEMENT INC 32,749 893,000 2.88%
11 GENEOS WEALTH MANAGEMENT INC. 31,412 847,000 2.73%
12 Janney Montgomery Scott LLC 21,435 584,000 1.88%
13 Creative Planning 21,326 581,000 1.87%
14 BANK OF AMERICA CORP /DE/ 19,399 528,000 1.70%
15 MISSION WEALTH MANAGEMENT, LLC 17,100 466,000 1.50%
16 LPL Financial LLC 15,457 410,000 1.32%
17 Argentus Capital Management, LLC 12,804 349,000 1.12%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,415 338,000 1.09%
19 ROYAL BANK OF CANADA 11,963 326,000 1.05%
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,736 211,000 0.68%
21 AMERICAN INTERNATIONAL GROUP, INC. 2,589 71,000 0.23%
22 Capital Advisors, Ltd. LLC 1,870 51,000 0.16%
23 Carroll Financial Associates, Inc. 1,567 42,000 0.14%
24 UBS Group AG 1,293 35,000 0.11%
25 BANK OF MONTREAL /CAN/ 762 21,000 0.07%
26 Advisors Preferred, LLC 703 19,000 0.06%
27 JPMORGAN CHASE & CO 614 17,000 0.05%
28 MSI Financial Services Inc 563 15,000 0.05%
29 US BANCORP \DE\ 206 6,000 0.02%
30 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.