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

Institutional Holders (2016Q3)
Portfolio Summary: 30 Institutional holders with a total value of $16,363,282.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 91,454 3,915,000 23.93%
2 JANE STREET GROUP, LLC 45,075 1,930,000 11.79%
3 Commonwealth Equity Services, Inc 40,882 1,750,000 10.69%
4 MORGAN STANLEY 36,163 1,548,000 9.46%
5 WELLS FARGO & COMPANY/MN 26,740 1,144,000 6.99%
6 Bank of New York Mellon Corp 26,701 1,142,000 6.98%
7 UBS Group AG 23,530 1,007,000 6.15%
8 IFP ADVISORS, INC 20,804 891,000 5.45%
9 HALBERT HARGROVE GLOBAL ADVISORS, LLC 13,701 587,000 3.59%
10 Cambridge Investment Research Advisors, Inc. 11,257 482,000 2.95%
11 AMERIPRISE FINANCIAL INC 7,570 324,000 1.98%
12 Evanson Asset Management, LLC 6,800 291,000 1.78%
13 Raymond James Financial Services Advisors, Inc. 6,568 281,000 1.72%
14 LPL Financial LLC 6,210 263,000 1.61%
15 J.P. Morgan Private Wealth Advisors LLC 5,509 236,000 1.44%
16 RAYMOND JAMES & ASSOCIATES 4,920 211,000 1.29%
17 Concert Wealth Management Inc. 3,635 154,000 0.94%
18 ROYAL BANK OF CANADA 1,353 58,000 0.35%
19 Creative Planning 755 32,000 0.20%
20 BANK OF MONTREAL /CAN/ 630 27,000 0.17%
21 ADVISOR GROUP, INC. 451 20,000 0.12%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 430 18,000 0.11%
23 NEXT Financial Group, Inc 370 16,000 0.10%
24 Argentus Capital Management, LLC 322 14,000 0.09%
25 Live Your Vision, LLC 228 10,000 0.06%
26 Winslow, Evans & Crocker, Inc. 100 4,282 0.03%
27 Carroll Financial Associates, Inc. 100 4,000 0.02%
28 KRILOGY FINANCIAL LLC 79 3,000 0.02%
29 Tower Research Capital LLC (TRC) 21 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.