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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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 PARALLEL ADVISORS, LLC 21 1,000 0.00%
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 10,000 0.00%
4 NEXT Financial Group, Inc 234 12,000 0.00%
5 KRILOGY FINANCIAL LLC 258 12,000 0.00%
6 GENEOS WEALTH MANAGEMENT INC. 280 13,000 0.00%
7 ARMBRUSTER CAPITAL MANAGEMENT, INC. 275 14,000 0.00%
8 Tortoise Investment Management, LLC 500 25,000 0.01%
9 Advisory Services Network, LLC 717 36,000 0.01%
10 JPMORGAN CHASE & CO 756 38,000 0.01%
11 IFP ADVISORS, INC 1,164 58,000 0.02%
12 CITIGROUP INC 1,223 61,000 0.02%
13 LS Investment Advisors, LLC 1,610 80,000 0.03%
14 Perigon Wealth Management, LLC 1,668 83,000 0.03%
15 WFG Advisors, LP 1,687 84,000 0.03%
16 Capital Advisors, Ltd. LLC 1,758 87,000 0.03%
17 ADVISOR GROUP, INC. 1,868 93,000 0.03%
18 AllSquare Wealth Management LLC 2,890 144,000 0.05%
19 VALLEY NATIONAL ADVISERS INC 3,314 165,000 0.06%
20 FLOW TRADERS U.S. LLC 4,257 212,000 0.07%
21 Greylin Investment Management, Inc 4,319 215,000 0.08%
22 Creative Planning 4,384 218,000 0.08%
23 Freedom Investment Management, Inc. 4,427 220,000 0.08%
24 McNamara Financial Services, Inc. 4,419 220,000 0.08%
25 Sigma Planning Corp 5,105 254,000 0.09%
26 SVA Wealth Management, LLC 5,157 256,000 0.09%
27 Edgemoor Investment Advisors, Inc. 5,488 273,000 0.10%
28 M Holdings Securities, Inc. 5,540 276,000 0.10%
29 Evercore Wealth Management, LLC 6,086 303,000 0.11%
30 BANCO ITAU HOLDING FINANCEIRA S A 6,891 343,000 0.12%
31 INVESTMENT CENTERS OF AMERICA INC 6,963 347,000 0.12%
32 BANK OF MONTREAL /CAN/ 7,726 384,000 0.13%
33 First Allied Advisory Services, Inc. 9,467 471,000 0.16%
34 Haverford Trust Co 9,720 483,000 0.17%
35 Commonwealth Equity Services, Inc 9,955 495,000 0.17%
36 OLD MISSION CAPITAL LLC 11,117 553,000 0.19%
37 INTERNATIONAL ASSETS HOLDING CORP 12,154 564,000 0.20%
38 GOLDMAN SACHS GROUP INC 11,428 568,000 0.20%
39 RAY GERALD L & ASSOCIATES LTD 13,300 661,000 0.23%
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,691 681,000 0.24%
41 AMERIPRISE FINANCIAL INC 14,413 717,000 0.25%
42 CULBERTSON A N & CO INC 15,773 784,000 0.27%
43 Argent Trust Co 18,252 908,000 0.32%
44 WELL DONE, LLC 18,464 918,000 0.32%
45 HighTower Advisors, LLC 21,309 1,054,000 0.37%
46 WADE G W & INC 23,108 1,149,000 0.40%
47 GIRARD ADVISORY SERVICES, LLC 23,609 1,174,000 0.41% SH
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 24,406 1,213,000 0.42%
49 PNC FINANCIAL SERVICES GROUP, INC. 25,901 1,286,000 0.45%
50 Private Advisor Group, LLC 26,506 1,310,000 0.46%
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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.