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

Institutional Holders (2017Q2)
Portfolio Summary: 25 Institutional holders with a total value of $134,432,483.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NEWFOUND RESEARCH LLC 39 1,000 0.00%
2 BANK OF MONTREAL /CAN/ 287 8,000 0.01%
3 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 500 15,000 0.01%
4 LADENBURG THALMANN FINANCIAL SERVICES INC. 600 17,000 0.01%
5 UBS Group AG 700 20,000 0.01%
6 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 775 22,483 0.02%
7 RPG INVESTMENT ADVISORY, LLC 3,497 101,000 0.08%
8 KINGS POINT CAPITAL MANAGEMENT 4,320 125,000 0.09%
9 Argent Trust Co 7,930 230,000 0.17%
10 Advisors Preferred, LLC 11,986 348,000 0.26%
11 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13,148 381,000 0.28%
12 Cambridge Investment Research Advisors, Inc. 16,935 491,000 0.37%
13 INTERNATIONAL ASSETS HOLDING CORP 19,108 554,000 0.41%
14 ENVESTNET ASSET MANAGEMENT INC 21,062 610,000 0.45%
15 Frontier Wealth Management LLC 24,443 709,000 0.53%
16 Janney Montgomery Scott LLC 33,582 974,000 0.72%
17 Institute for Wealth Management, LLC. 48,955 1,420,000 1.06%
18 FINANCIAL ENHANCEMENT GROUP LLC 56,591 1,642,000 1.22%
19 LPL Financial LLC 69,536 2,017,000 1.50%
20 RAYMOND JAMES & ASSOCIATES 111,434 3,233,000 2.40%
21 BLUE SKY ASSET MANAGEMENT, LLC 130,992 3,800,000 2.83%
22 ROYAL BANK OF CANADA 193,379 5,610,000 4.17%
23 MORGAN STANLEY 213,124 6,183,000 4.60%
24 BANK OF AMERICA CORP /DE/ 566,151 16,424,000 12.22%
25 ORGEL WEALTH MANAGEMENT, LLC 3,085,024 89,497,000 66.57%

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.