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

Institutional Holders (2017Q1)
Portfolio Summary: 79 Institutional holders with a total value of $286,573,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 852,689 42,404,000 14.80%
2 Parsec Financial Management, Inc. 614,590 30,564,000 10.67%
3 UBS Group AG 498,561 24,793,000 8.65%
4 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 491,547 24,445,000 8.53%
5 RAYMOND JAMES & ASSOCIATES 422,492 21,010,000 7.33%
6 BANK OF AMERICA CORP /DE/ 387,819 19,287,000 6.73%
7 MISSION WEALTH MANAGEMENT, LLC 263,736 13,116,000 4.58%
8 WELLS FARGO & COMPANY/MN 261,362 12,997,000 4.54%
9 Orion Porfolio Solutions, LLC 197,037 9,799,000 3.42%
10 JANE STREET GROUP, LLC 189,177 9,408,000 3.28%
11 ENVESTNET ASSET MANAGEMENT INC 171,274 8,516,000 2.97%
12 Raymond James Financial Services Advisors, Inc. 123,314 6,132,000 2.14%
13 MOLLER WEALTH PARTNERS 81,359 4,046,000 1.41%
14 Janney Montgomery Scott LLC 80,805 4,018,000 1.40%
15 TMD & ASSOCIATES, INC 78,885 3,923,000 1.37%
16 CITADEL ADVISORS LLC 76,338 3,796,000 1.32%
17 Baker Ellis Asset Management LLC 73,255 3,643,000 1.27%
18 ROYAL BANK OF CANADA 69,160 3,439,000 1.20%
19 CONNORS INVESTOR SERVICES INC 55,073 2,739,000 0.96%
20 WOODMONT INVESTMENT COUNSEL LLC 57,686 2,677,000 0.93%
21 Cambridge Investment Research Advisors, Inc. 51,676 2,570,000 0.90%
22 HALBERT HARGROVE GLOBAL ADVISORS, LLC 47,819 2,378,000 0.83%
23 BlackRock Finance, Inc. 42,334 2,105,000 0.73%
24 LPL Financial LLC 34,677 1,719,000 0.60%
25 ProVise Management Group, LLC 34,160 1,699,000 0.59%
26 COURIER CAPITAL LLC 31,033 1,543,000 0.54%
27 STIFEL FINANCIAL CORP 30,137 1,497,000 0.52%
28 Valmark Advisers, Inc. 28,282 1,406,000 0.49%
29 TCV Trust & Wealth Management, Inc. 27,702 1,378,000 0.48%
30 Private Advisor Group, LLC 26,506 1,310,000 0.46%
31 PNC FINANCIAL SERVICES GROUP, INC. 25,901 1,286,000 0.45%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 24,406 1,213,000 0.42%
33 GIRARD ADVISORY SERVICES, LLC 23,609 1,174,000 0.41% SH
34 WADE G W & INC 23,108 1,149,000 0.40%
35 HighTower Advisors, LLC 21,309 1,054,000 0.37%
36 WELL DONE, LLC 18,464 918,000 0.32%
37 Argent Trust Co 18,252 908,000 0.32%
38 CULBERTSON A N & CO INC 15,773 784,000 0.27%
39 AMERIPRISE FINANCIAL INC 14,413 717,000 0.25%
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,691 681,000 0.24%
41 RAY GERALD L & ASSOCIATES LTD 13,300 661,000 0.23%
42 GOLDMAN SACHS GROUP INC 11,428 568,000 0.20%
43 INTERNATIONAL ASSETS HOLDING CORP 12,154 564,000 0.20%
44 OLD MISSION CAPITAL LLC 11,117 553,000 0.19%
45 Commonwealth Equity Services, Inc 9,955 495,000 0.17%
46 Haverford Trust Co 9,720 483,000 0.17%
47 First Allied Advisory Services, Inc. 9,467 471,000 0.16%
48 BANK OF MONTREAL /CAN/ 7,726 384,000 0.13%
49 INVESTMENT CENTERS OF AMERICA INC 6,963 347,000 0.12%
50 BANCO ITAU HOLDING FINANCEIRA S A 6,891 343,000 0.12%
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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.