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

Institutional Holders (2017Q1)
Portfolio Summary: 36 Institutional holders with a total value of $25,601,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 FIRST COMMAND FINANCIAL SERVICES, INC. 35 1,000 0.00%
3 FIRST COMMAND BANK 35 1,000 0.00%
4 GENEOS WEALTH MANAGEMENT INC. 102 2,000 0.01%
5 Tower Research Capital LLC (TRC) 100 3,000 0.01%
6 US BANCORP \DE\ 206 6,000 0.02%
7 WASHINGTON TRUST BANK 250 7,000 0.03%
8 ALPHA OMEGA WEALTH MANAGEMENT LLC 400 11,000 0.04%
9 GLOBAL RETIREMENT PARTNERS, LLC 457 13,000 0.05%
10 Sageworth Trust Co 507 14,000 0.05%
11 PINNACLE BANCORP, INC. 510 14,000 0.05% SH
12 SYNOVUS FINANCIAL CORP 601 17,000 0.07%
13 UBS Group AG 686 19,000 0.07%
14 ADVISOR GROUP, INC. 899 25,000 0.10%
15 Carroll Financial Associates, Inc. 1,414 39,000 0.15%
16 Capital Advisors, Ltd. LLC 1,870 53,000 0.21%
17 LPL Financial LLC 7,848 222,000 0.87%
18 ROYAL BANK OF CANADA 8,510 239,000 0.93%
19 BANK OF AMERICA CORP /DE/ 10,165 286,000 1.12%
20 Raymond James Financial Services Advisors, Inc. 12,029 339,000 1.32%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,138 399,000 1.56%
22 STIFEL FINANCIAL CORP 16,473 463,000 1.81%
23 MISSION WEALTH MANAGEMENT, LLC 17,100 482,000 1.88%
24 ENVESTNET ASSET MANAGEMENT INC 18,139 511,000 2.00%
25 Creative Planning 19,601 553,000 2.16%
26 Cambridge Investment Research Advisors, Inc. 24,875 701,000 2.74%
27 JANE STREET GROUP, LLC 31,364 884,000 3.45%
28 RAY GERALD L & ASSOCIATES LTD 36,243 1,022,000 3.99%
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,947 1,267,000 4.95%
30 Freedom Investment Management, Inc. 51,840 1,461,000 5.71%
31 SG Americas Securities, LLC 55,021 1,551,000 6.06%
32 WELLS FARGO & COMPANY/MN 66,607 1,878,000 7.34%
33 FIDUCIARY TRUST CO 85,369 2,407,000 9.40%
34 MORGAN STANLEY 103,631 2,921,000 11.41%
35 AVALON CAPITAL MANAGEMENT 124,448 3,508,000 13.70%
36 Janney Capital Management LLC 151,942 4,282,000 16.73%

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.