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

Institutional Holders (2016Q4)
Portfolio Summary: 31 Institutional holders with a total value of $24,693,346.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 THRIVENT FINANCIAL FOR LUTHERANS 111,135 4,830,000 19.56%
2 ENVESTNET ASSET MANAGEMENT INC 109,957 4,778,000 19.35%
3 BANK OF AMERICA CORP /DE/ 78,948 3,431,000 13.89%
4 LPL Financial LLC 58,830 2,567,000 10.40%
5 MORGAN STANLEY 33,794 1,468,000 5.94%
6 Bank of New York Mellon Corp 26,126 1,135,000 4.60%
7 WELLS FARGO & COMPANY/MN 26,015 1,130,000 4.58%
8 IFP ADVISORS, INC 22,337 971,000 3.93%
9 UBS Group AG 21,390 930,000 3.77%
10 HALBERT HARGROVE GLOBAL ADVISORS, LLC 13,701 595,000 2.41%
11 OLD MISSION CAPITAL, LLC 12,561 546,000 2.21%
12 Cambridge Investment Research Advisors, Inc. 9,563 416,000 1.68%
13 AMERIPRISE FINANCIAL INC 8,491 369,000 1.49%
14 Raymond James Financial Services Advisors, Inc. 7,085 308,000 1.25%
15 Evanson Asset Management, LLC 6,864 298,000 1.21%
16 EATON VANCE MANAGEMENT 5,765 251,000 1.02%
17 J.P. Morgan Private Wealth Advisors LLC 5,609 244,000 0.99%
18 RAYMOND JAMES & ASSOCIATES 4,920 214,000 0.87%
19 ROYAL BANK OF CANADA 1,354 59,000 0.24%
20 Creative Planning 755 33,000 0.13%
21 BANK OF MONTREAL /CAN/ 630 27,000 0.11%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 480 21,000 0.09%
23 ADVISOR GROUP, INC. 451 20,000 0.08%
24 NEXT Financial Group, Inc 370 16,000 0.06%
25 IHT WEALTH MANAGEMENT, LLC 271 12,000 0.05%
26 Live Your Vision, LLC 210 9,000 0.04%
27 Winslow, Evans & Crocker, Inc. 100 4,346 0.02%
28 Carroll Financial Associates, Inc. 100 4,000 0.02%
29 SEI INVESTMENTS CO 103 4,000 0.02%
30 KRILOGY FINANCIAL LLC 80 3,000 0.01%
31 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.