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

Institutional Holders (2016Q2)
Portfolio Summary: 30 Institutional holders with a total value of $17,535,130.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 94,072 3,921,000 22.36%
2 JANE STREET GROUP, LLC 56,086 2,338,000 13.33%
3 Commonwealth Equity Services, Inc 41,720 1,739,000 9.92%
4 VSR Financial Services, Inc. 37,466 1,562,000 8.91%
5 MORGAN STANLEY 35,031 1,460,000 8.33%
6 WELLS FARGO & COMPANY/MN 28,700 1,196,000 6.82%
7 Bank of New York Mellon Corp 23,565 982,000 5.60%
8 UBS Group AG 20,884 870,000 4.96%
9 IFP ADVISORS, INC 18,630 776,000 4.43%
10 HALBERT HARGROVE GLOBAL ADVISORS, LLC 13,701 571,000 3.26%
11 Cambridge Investment Research Advisors, Inc. 10,909 455,000 2.59%
12 Evanson Asset Management, LLC 6,634 276,000 1.57%
13 LPL Financial LLC 6,296 260,000 1.48%
14 J.P. Morgan Private Wealth Advisors LLC 5,509 230,000 1.31%
15 RAYMOND JAMES & ASSOCIATES 5,105 213,000 1.21%
16 Janney Montgomery Scott LLC 5,287 208,000 1.19%
17 AMERIPRISE FINANCIAL INC 6,815 207,000 1.18%
18 Sunbelt Securities, Inc. 1,391 57,962 0.33%
19 ROYAL BANK OF CANADA 1,353 57,000 0.33%
20 Tower Research Capital LLC (TRC) 873 36,000 0.21%
21 Creative Planning 755 31,000 0.18%
22 BANK OF MONTREAL /CAN/ 630 26,000 0.15%
23 ADVISOR GROUP, INC. 451 18,000 0.10%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 430 18,000 0.10%
25 NEXT Financial Group, Inc 370 15,000 0.09%
26 Winslow, Evans & Crocker, Inc. 100 4,168 0.02%
27 Carroll Financial Associates, Inc. 100 4,000 0.02%
28 KRILOGY FINANCIAL LLC 78 3,000 0.02%
29 Argentus Capital Management, LLC 15 1,000 0.01%
30 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.