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

Institutional Holders (2016Q1)
Portfolio Summary: 24 Institutional holders with a total value of $116,504,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 1,167,889 73,564,000 63.14%
2 RAYMOND JAMES & ASSOCIATES 313,954 19,776,000 16.97%
3 LPL Financial LLC 96,952 6,035,000 5.18%
4 BB&T SECURITIES, LLC 65,579 4,130,000 3.54%
5 BANK OF AMERICA CORP /DE/ 54,961 3,462,000 2.97%
6 SG Americas Securities, LLC 37,428 2,358,000 2.02%
7 UBS Group AG 33,471 2,108,000 1.81%
8 ENVESTNET ASSET MANAGEMENT INC 26,678 1,680,000 1.44%
9 ROYAL BANK OF CANADA 15,521 978,000 0.84%
10 MURPHY CAPITAL MANAGEMENT INC 12,497 787,000 0.68%
11 MORGAN STANLEY 8,853 558,000 0.48%
12 Wharton Business Group, LLC 5,085 320,000 0.27%
13 JANE STREET GROUP, LLC 4,908 309,000 0.27%
14 KELMAN-LAZAROV, INC. 2,050 129,000 0.11%
15 SIGNATUREFD, LLC 1,990 125,000 0.11%
16 AMERICAN INTERNATIONAL GROUP, INC. 1,025 64,000 0.05%
17 CAPTRUST FINANCIAL ADVISORS 500 31,000 0.03%
18 WELLS FARGO & COMPANY/MN 493 31,000 0.03%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 259 17,000 0.01%
20 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 225 14,000 0.01%
21 Hudock, Inc. 165 10,000 0.01%
22 Gradient Investments LLC 150 9,000 0.01%
23 MSI Financial Services Inc 140 9,000 0.01%
24 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.