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

Institutional Holders (2016Q3)
Portfolio Summary: 34 Institutional holders with a total value of $28,765,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Capital Management LLC 232,831 6,703,000 23.30%
2 FIDUCIARY TRUST CO 120,898 3,481,000 12.10%
3 MORGAN STANLEY 102,169 2,942,000 10.23%
4 JANE STREET GROUP, LLC 90,765 2,613,000 9.08%
5 Cambridge Investment Research Advisors, Inc. 73,633 2,120,000 7.37%
6 WELLS FARGO & COMPANY/MN 60,923 1,754,000 6.10%
7 Freedom Investment Management, Inc. 49,834 1,435,000 4.99%
8 RAY GERALD L & ASSOCIATES LTD 34,329 988,000 3.43%
9 CITADEL ADVISORS LLC 29,561 851,000 2.96%
10 GENEOS WEALTH MANAGEMENT INC. 28,276 814,000 2.83%
11 ENVESTNET ASSET MANAGEMENT INC 26,511 763,000 2.65%
12 LPL Financial LLC 24,978 712,000 2.48%
13 Janney Montgomery Scott LLC 20,575 592,000 2.06%
14 Creative Planning 17,547 505,000 1.76%
15 MISSION WEALTH MANAGEMENT, LLC 17,100 492,000 1.71%
16 BANK OF AMERICA CORP /DE/ 12,150 349,000 1.21%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,645 335,000 1.16%
18 Raymond James Financial Services Advisors, Inc. 9,215 265,000 0.92%
19 ROYAL BANK OF CANADA 7,443 214,000 0.74%
20 Bank of New York Mellon Corp 6,992 202,000 0.70%
21 Concert Wealth Management Inc. 6,203 179,000 0.62%
22 Advisors Preferred, LLC 5,370 155,000 0.54%
23 ADVISOR GROUP, INC. 2,589 75,000 0.26%
24 Capital Advisors, Ltd. LLC 1,870 54,000 0.19%
25 Carroll Financial Associates, Inc. 1,567 45,000 0.16%
26 Argentus Capital Management, LLC 837 24,000 0.08%
27 UBS Group AG 614 18,000 0.06%
28 JPMORGAN CHASE & CO 614 18,000 0.06%
29 SYNOVUS FINANCIAL CORP 581 17,000 0.06%
30 MSI Financial Services Inc 576 17,000 0.06%
31 NEXT Financial Group, Inc 525 15,000 0.05%
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 414 12,000 0.04%
33 US BANCORP \DE\ 206 6,000 0.02%
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.