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

Institutional Holders (2016Q4)
Portfolio Summary: 84 Institutional holders with a total value of $240,416,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 761,415 35,330,000 14.70%
2 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 470,433 21,828,000 9.08%
3 UBS Group AG 421,901 19,576,000 8.14%
4 RAYMOND JAMES & ASSOCIATES 412,239 19,128,000 7.96%
5 Parsec Financial Management, Inc. 355,619 16,501,000 6.86%
6 BANK OF AMERICA CORP /DE/ 314,319 14,585,000 6.07%
7 MISSION WEALTH MANAGEMENT, LLC 288,789 13,400,000 5.57%
8 WELLS FARGO & COMPANY/MN 206,193 9,567,000 3.98%
9 Orion Porfolio Solutions, LLC 189,570 8,796,000 3.66%
10 ENVESTNET ASSET MANAGEMENT INC 153,821 7,137,000 2.97%
11 Raymond James Financial Services Advisors, Inc. 115,855 5,376,000 2.24%
12 MOLLER WEALTH PARTNERS 81,359 3,775,000 1.57%
13 TMD & ASSOCIATES, INC 76,685 3,558,000 1.48%
14 ROYAL BANK OF CANADA 75,442 3,500,000 1.46%
15 GOLDMAN SACHS GROUP INC 75,422 3,500,000 1.46%
16 Baker Ellis Asset Management LLC 71,965 3,339,000 1.39%
17 Cambridge Investment Research Advisors, Inc. 69,769 3,237,000 1.35%
18 Janney Montgomery Scott LLC 66,141 3,069,000 1.28%
19 WOODMONT INVESTMENT COUNSEL LLC 57,686 2,677,000 1.11%
20 CONNORS INVESTOR SERVICES INC 55,473 2,574,000 1.07%
21 JANE STREET GROUP, LLC 54,652 2,536,000 1.05%
22 CITADEL ADVISORS LLC 48,455 2,248,000 0.94%
23 HALBERT HARGROVE GLOBAL ADVISORS, LLC 47,819 2,219,000 0.92%
24 PNC FINANCIAL SERVICES GROUP, INC. 44,336 2,056,000 0.86%
25 COURIER CAPITAL LLC 41,456 1,924,000 0.80%
26 SG Americas Securities, LLC 41,119 1,908,000 0.79%
27 OLD MISSION CAPITAL, LLC 35,487 1,647,000 0.69%
28 LPL Financial LLC 33,818 1,577,000 0.66%
29 TCV Trust & Wealth Management, Inc. 33,777 1,568,000 0.65%
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,145 1,492,000 0.62%
31 ProVise Management Group, LLC 31,676 1,470,000 0.61%
32 FLOW TRADERS U.S. LLC 31,030 1,440,000 0.60%
33 STIFEL FINANCIAL CORP 28,269 1,311,000 0.55%
34 Valmark Advisers, Inc. 25,346 1,176,000 0.49%
35 Private Advisor Group, LLC 24,298 1,156,000 0.48%
36 GIRARD ADVISORY SERVICES, LLC 23,047 1,069,000 0.44% SH
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 20,920 971,000 0.40%
38 HighTower Advisors, LLC 20,460 949,000 0.39%
39 Virtu KCG Holdings LLC 19,103 886,000 0.37%
40 Argent Trust Co 18,571 862,000 0.36%
41 CULBERTSON A N & CO INC 15,773 732,000 0.30%
42 CIBC WORLD MARKET INC. 15,560 722,000 0.30%
43 First Allied Advisory Services, Inc. 14,525 674,000 0.28%
44 INTERNATIONAL ASSETS HOLDING CORP 12,234 568,000 0.24%
45 RAY GERALD L & ASSOCIATES LTD 10,800 501,000 0.21%
46 WADE G W & INC 10,588 491,000 0.20%
47 AMERIPRISE FINANCIAL INC 10,473 486,000 0.20%
48 SVA Wealth Management, LLC 10,472 486,000 0.20%
49 Commonwealth Equity Services, Inc 10,405 483,000 0.20%
50 Haverford Trust Co 9,720 451,000 0.19%
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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.