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

Institutional Holders (2016Q4)
Portfolio Summary: 33 Institutional holders with a total value of $22,427,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Capital Management LLC 227,897 5,754,000 25.66%
2 FIDUCIARY TRUST CO 109,182 2,757,000 12.29%
3 MORGAN STANLEY 93,228 2,354,000 10.50%
4 WELLS FARGO & COMPANY/MN 62,693 1,583,000 7.06%
5 Freedom Investment Management, Inc. 48,035 1,213,000 5.41%
6 Cambridge Investment Research Advisors, Inc. 42,634 1,077,000 4.80%
7 CITADEL ADVISORS LLC 40,327 1,018,000 4.54%
8 JANE STREET GROUP, LLC 38,692 977,000 4.36%
9 RAY GERALD L & ASSOCIATES LTD 37,403 944,000 4.21%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,683 699,000 3.12%
11 ENVESTNET ASSET MANAGEMENT INC 25,528 645,000 2.88%
12 LPL Financial LLC 24,422 619,000 2.76%
13 GENEOS WEALTH MANAGEMENT INC. 23,156 584,000 2.60%
14 Creative Planning 18,744 473,000 2.11%
15 MISSION WEALTH MANAGEMENT, LLC 17,100 432,000 1.93%
16 Raymond James Financial Services Advisors, Inc. 11,693 295,000 1.32%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 11,645 294,000 1.31%
18 BANK OF AMERICA CORP /DE/ 10,793 272,000 1.21%
19 ROYAL BANK OF CANADA 7,452 187,000 0.83%
20 ADVISOR GROUP, INC. 2,589 65,000 0.29%
21 Capital Advisors, Ltd. LLC 1,870 47,000 0.21%
22 Carroll Financial Associates, Inc. 1,567 39,000 0.17%
23 JPMORGAN CHASE & CO 614 16,000 0.07%
24 SYNOVUS FINANCIAL CORP 601 15,000 0.07%
25 UBS Group AG 574 14,000 0.06%
26 NEXT Financial Group, Inc 525 13,000 0.06%
27 MSI Financial Services Inc 463 12,000 0.05%
28 GLOBAL RETIREMENT PARTNERS, LLC 457 12,000 0.05%
29 ALPHA OMEGA WEALTH MANAGEMENT LLC 400 10,000 0.04%
30 US BANCORP \DE\ 206 5,000 0.02%
31 FIRST COMMAND BANK 35 1,000 0.00%
32 FIRST COMMAND FINANCIAL SERVICES, INC. 35 1,000 0.00%
33 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.