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

Institutional Holders (2016Q4)
Portfolio Summary: 10 Institutional holders with a total value of $11,225,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LADENBURG THALMANN FINANCIAL SERVICES INC. 114 3,000 0.03%
2 UBS Group AG 1,465 40,000 0.36%
3 MSI Financial Services Inc 3,526 96,000 0.86%
4 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 8,140 223,000 1.99%
5 Cambridge Investment Research Advisors, Inc. 18,102 495,000 4.41%
6 CITADEL ADVISORS LLC 22,482 614,000 5.47%
7 LPL Financial LLC 50,616 1,385,000 12.34%
8 FINANCIAL ENHANCEMENT GROUP LLC 52,233 1,428,000 12.72%
9 MORGAN STANLEY 88,998 2,432,000 21.67%
10 BANK OF AMERICA CORP /DE/ 164,981 4,509,000 40.17%

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.