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

Institutional Holders (2016Q2)
Portfolio Summary: 81 Institutional holders with a total value of $200,358,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 731,250 32,724,000 16.33%
2 UBS Group AG 402,954 18,032,000 9.00%
3 BANK OF AMERICA CORP /DE/ 389,792 17,443,000 8.71%
4 MISSION WEALTH MANAGEMENT, LLC 301,784 13,505,000 6.74%
5 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 262,856 11,763,000 5.87%
6 WELLS FARGO & COMPANY/MN 244,795 10,955,000 5.47%
7 Parsec Financial Management, Inc. 229,215 10,257,000 5.12%
8 RAYMOND JAMES & ASSOCIATES 218,534 9,779,000 4.88%
9 Orion Porfolio Solutions, LLC 160,769 7,194,000 3.59%
10 Cambridge Investment Research Advisors, Inc. 131,046 5,864,000 2.93%
11 STRINGER ASSET MANAGEMENT, LLC 117,168 5,243,000 2.62%
12 MOLLER WEALTH PARTNERS 81,768 3,659,000 1.83%
13 COURIER CAPITAL LLC 73,824 3,304,000 1.65%
14 Raymond James Financial Services Advisors, Inc. 71,940 3,219,000 1.61%
15 ENVESTNET ASSET MANAGEMENT INC 69,897 3,128,000 1.56%
16 Baker Ellis Asset Management LLC 67,810 3,034,000 1.51%
17 WOODMONT INVESTMENT COUNSEL LLC 61,411 2,748,000 1.37%
18 CONNORS INVESTOR SERVICES INC 59,083 2,644,000 1.32%
19 PNC FINANCIAL SERVICES GROUP, INC. 58,067 2,597,000 1.30%
20 Yellowstone Partners, LLC 54,672 2,447,000 1.22%
21 TCV Trust & Wealth Management, Inc. 53,195 2,381,000 1.19%
22 HALBERT HARGROVE GLOBAL ADVISORS, LLC 47,819 2,140,000 1.07%
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,816 1,424,000 0.71%
24 Investors Capital Advisory Services 31,102 1,391,000 0.69%
25 GOLDMAN SACHS GROUP INC 29,166 1,305,000 0.65%
26 JANE STREET GROUP, LLC 28,756 1,287,000 0.64%
27 ProVise Management Group, LLC 27,088 1,211,000 0.60%
28 ROYAL BANK OF CANADA 26,975 1,207,000 0.60%
29 Janney Montgomery Scott LLC 25,633 1,194,000 0.60%
30 TMD & ASSOCIATES, INC 23,670 1,059,000 0.53%
31 GIRARD ADVISORY SERVICES, LLC 23,479 1,051,000 0.52%
32 Concert Wealth Management Inc. 22,796 1,019,000 0.51%
33 FDx Advisors, Inc. 22,184 993,000 0.50%
34 STIFEL FINANCIAL CORP 21,146 948,000 0.47%
35 Argent Trust Co 20,939 937,000 0.47%
36 HighTower Advisors, LLC 18,169 814,000 0.41%
37 HENGEHOLD CAPITAL MANAGEMENT LLC 16,720 748,000 0.37%
38 CULBERTSON A N & CO INC 15,923 713,000 0.36%
39 First Allied Advisory Services, Inc. 14,539 652,000 0.33%
40 CIBC WORLD MARKET INC. 13,791 617,000 0.31%
41 UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,930 492,000 0.25%
42 WADE G W & INC 10,588 474,000 0.24%
43 SVA Wealth Management, LLC 10,472 469,000 0.23%
44 RAY GERALD L & ASSOCIATES LTD 10,448 468,000 0.23%
45 Haverford Trust Co 9,720 435,000 0.22%
46 LPL Financial LLC 9,756 427,000 0.21%
47 M&T BANK CORP 9,531 427,000 0.21%
48 Virtu KCG Holdings LLC 8,686 389,000 0.19%
49 AMERIPRISE FINANCIAL INC 8,121 363,000 0.18%
50 Edgemoor Investment Advisors, Inc. 6,988 314,000 0.16%
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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.