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

Institutional Holders (2016Q1)
Portfolio Summary: 48 Institutional holders with a total value of $62,954,887.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 273,198 10,463,000 16.62%
2 BANK OF AMERICA CORP /DE/ 251,147 9,619,000 15.28%
3 LPL Financial LLC 256,148 9,477,000 15.05%
4 MORGAN STANLEY 190,869 7,310,000 11.61%
5 JANE STREET GROUP, LLC 84,459 3,235,000 5.14%
6 Commonwealth Equity Services, Inc 63,812 2,444,000 3.88%
7 UBS Group AG 62,488 2,393,000 3.80%
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,196 1,996,000 3.17%
9 PEAPACK GLADSTONE FINANCIAL CORP 46,740 1,790,142 2.84%
10 GENEOS WEALTH MANAGEMENT INC. 45,822 1,736,000 2.76%
11 AMERIPRISE FINANCIAL INC 39,438 1,501,000 2.38%
12 Telos Capital Management, Inc. 39,097 1,497,000 2.38%
13 TRUST CO OF VERMONT 36,143 1,385,000 2.20%
14 OLD NATIONAL BANCORP /IN/ 26,813 1,027,000 1.63%
15 Jacobus Wealth Management, Inc. 25,775 987,000 1.57%
16 RAYMOND JAMES & ASSOCIATES 17,849 684,000 1.09%
17 PNC FINANCIAL SERVICES GROUP, INC. 13,835 529,000 0.84%
18 ENVESTNET ASSET MANAGEMENT INC 12,593 482,000 0.77%
19 Creative Planning 9,302 356,000 0.57%
20 RAND WEALTH, LLC 9,113 349,000 0.55%
21 ROYAL BANK OF CANADA 8,918 342,000 0.54%
22 Bank of New York Mellon Corp 8,769 336,000 0.53%
23 CITIGROUP INC 8,218 314,000 0.50%
24 GHP Investment Advisors, Inc. 7,789 298,000 0.47%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,475 287,000 0.46%
26 Pinnacle Advisory Group, Inc. 6,540 250,000 0.40%
27 Concert Wealth Management Inc. 6,334 241,000 0.38%
28 WADE G W & INC 5,950 228,000 0.36%
29 Sigma Planning Corp 5,770 221,000 0.35%
30 Raymond James Financial Services Advisors, Inc. 5,487 210,000 0.33%
31 FIRSTMERIT BANK N A TRUSTEE 5,442 208,000 0.33%
32 TCI Wealth Advisors, Inc. 5,118 196,000 0.31%
33 MONROE BANK & TRUST/MI 4,929 189,000 0.30%
34 Capital Advisors, Ltd. LLC 3,904 150,000 0.24%
35 Tower Research Capital LLC (TRC) 1,333 51,000 0.08%
36 FIFTH THIRD BANCORP 729 28,000 0.04%
37 NEXT Financial Group, Inc 651 24,000 0.04%
38 HIGH POINT BANK & TRUST CO 600 23,000 0.04%
39 BANK OF MONTREAL /CAN/ 525 20,000 0.03%
40 HOWE & RUSLING INC 500 19,000 0.03%
41 MSI Financial Services Inc 469 18,000 0.03%
42 IFP ADVISORS, INC 355 14,000 0.02%
43 SARGENT BICKHAM LAGUDIS LLC 300 13,000 0.02%
44 Patten Group, Inc. 150 5,745 0.01%
45 Advisory Services Network, LLC 120 5,000 0.01%
46 AMERICAN INTERNATIONAL GROUP, INC. 70 3,000 0.00%
47 Evercore Wealth Management, LLC 20 1,000 0.00%
48 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.