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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
51 Evercore Wealth Management, LLC 6,086 303,000 0.11%
52 M Holdings Securities, Inc. 5,540 276,000 0.10%
53 Edgemoor Investment Advisors, Inc. 5,488 273,000 0.10%
54 SVA Wealth Management, LLC 5,157 256,000 0.09%
55 Sigma Planning Corp 5,105 254,000 0.09%
56 McNamara Financial Services, Inc. 4,419 220,000 0.08%
57 Freedom Investment Management, Inc. 4,427 220,000 0.08%
58 Creative Planning 4,384 218,000 0.08%
59 Greylin Investment Management, Inc 4,319 215,000 0.08%
60 FLOW TRADERS U.S. LLC 4,257 212,000 0.07%
61 VALLEY NATIONAL ADVISERS INC 3,314 165,000 0.06%
62 AllSquare Wealth Management LLC 2,890 144,000 0.05%
63 ADVISOR GROUP, INC. 1,868 93,000 0.03%
64 Capital Advisors, Ltd. LLC 1,758 87,000 0.03%
65 WFG Advisors, LP 1,687 84,000 0.03%
66 Perigon Wealth Management, LLC 1,668 83,000 0.03%
67 LS Investment Advisors, LLC 1,610 80,000 0.03%
68 CITIGROUP INC 1,223 61,000 0.02%
69 IFP ADVISORS, INC 1,164 58,000 0.02%
70 JPMORGAN CHASE & CO 756 38,000 0.01%
71 Advisory Services Network, LLC 717 36,000 0.01%
72 Tortoise Investment Management, LLC 500 25,000 0.01%
73 ARMBRUSTER CAPITAL MANAGEMENT, INC. 275 14,000 0.00%
74 GENEOS WEALTH MANAGEMENT INC. 280 13,000 0.00%
75 KRILOGY FINANCIAL LLC 258 12,000 0.00%
76 NEXT Financial Group, Inc 234 12,000 0.00%
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 10,000 0.00%
78 PARALLEL ADVISORS, LLC 21 1,000 0.00%
79 Parallax Volatility Advisers, L.P. 1 0 0.00%
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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.