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

Institutional Holders (2016Q2)
Portfolio Summary: 34 Institutional holders with a total value of $30,427,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Capital Management LLC 238,095 6,456,000 21.22%
2 MORGAN STANLEY 141,145 3,827,000 12.58%
3 VENTURI WEALTH MANAGEMENT, LLC 133,171 3,611,000 11.87%
4 FIDUCIARY TRUST CO 127,709 3,463,000 11.38%
5 Cambridge Investment Research Advisors, Inc. 81,175 2,201,000 7.23%
6 WELLS FARGO & COMPANY/MN 59,406 1,610,000 5.29%
7 Freedom Investment Management, Inc. 47,213 1,280,000 4.21%
8 JANE STREET GROUP, LLC 39,659 1,075,000 3.53%
9 GENEOS WEALTH MANAGEMENT INC. 29,781 815,000 2.68%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,105 789,000 2.59%
11 ENVESTNET ASSET MANAGEMENT INC 28,478 772,000 2.54%
12 Creative Planning 21,714 589,000 1.94%
13 Janney Montgomery Scott LLC 22,464 587,000 1.93%
14 ROYAL BANK OF CANADA 18,462 500,000 1.64%
15 MISSION WEALTH MANAGEMENT, LLC 17,100 464,000 1.52%
16 Virtu KCG Holdings LLC 14,299 388,000 1.28%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,415 337,000 1.11%
18 BANK OF AMERICA CORP /DE/ 12,094 328,000 1.08%
19 Argentus Capital Management, LLC 11,661 316,000 1.04%
20 Raymond James Financial Services Advisors, Inc. 10,366 281,000 0.92%
21 CITADEL ADVISORS LLC 9,683 263,000 0.86%
22 LPL Financial LLC 7,866 212,000 0.70%
23 ADVISOR GROUP, INC. 2,845 77,000 0.25%
24 Capital Advisors, Ltd. LLC 1,870 51,000 0.17%
25 Carroll Financial Associates, Inc. 1,567 42,000 0.14%
26 Iowa State Bank 675 18,000 0.06%
27 Tower Research Capital LLC (TRC) 674 18,000 0.06%
28 JPMORGAN CHASE & CO 614 17,000 0.06%
29 UBS Group AG 614 17,000 0.06%
30 MSI Financial Services Inc 563 15,000 0.05%
31 US BANCORP \DE\ 206 6,000 0.02%
32 Advisors Preferred, LLC 83 2,000 0.01%
33 CITIGROUP INC 10 0 0.00%
34 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.