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

Institutional Holders (2016Q2)
Portfolio Summary: 42 Institutional holders with a total value of $58,575,380.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 284,334 10,754,000 18.36%
2 BANK OF AMERICA CORP /DE/ 238,320 9,013,000 15.39%
3 MORGAN STANLEY 167,012 6,316,000 10.78%
4 Clal Insurance Enterprises Holdings Ltd 138,700 5,246,000 8.96%
5 LPL Financial LLC 136,266 5,045,000 8.61%
6 UBS Group AG 72,739 2,751,000 4.70%
7 Commonwealth Equity Services, Inc 65,081 2,461,000 4.20%
8 PEAPACK GLADSTONE FINANCIAL CORP 46,740 1,767,707 3.02%
9 Telos Capital Management, Inc. 44,024 1,665,000 2.84%
10 GENEOS WEALTH MANAGEMENT INC. 43,194 1,637,000 2.79%
11 AMERIPRISE FINANCIAL INC 40,490 1,490,000 2.54%
12 TRUST CO OF VERMONT 36,098 1,366,000 2.33%
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,485 1,342,000 2.29%
14 Jacobus Wealth Management, Inc. 25,775 975,000 1.66%
15 OLD NATIONAL BANCORP /IN/ 25,491 964,000 1.65%
16 RAYMOND JAMES & ASSOCIATES 23,122 874,000 1.49%
17 PNC FINANCIAL SERVICES GROUP, INC. 13,835 523,000 0.89%
18 Bank of New York Mellon Corp 11,469 434,000 0.74%
19 GHP Investment Advisors, Inc. 10,466 396,000 0.68%
20 CITADEL ADVISORS LLC 10,038 380,000 0.65%
21 RAND WEALTH, LLC 9,113 345,000 0.59%
22 ROYAL BANK OF CANADA 8,918 338,000 0.58%
23 Creative Planning 7,944 300,000 0.51%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,260 274,000 0.47%
25 Pinnacle Advisory Group, Inc. 6,540 247,000 0.42%
26 CITIGROUP INC 6,507 246,000 0.42%
27 MSI Financial Services Inc 6,433 243,000 0.41%
28 Concert Wealth Management Inc. 6,334 239,000 0.41%
29 Sigma Planning Corp 5,990 227,000 0.39%
30 FIRSTMERIT BANK N A TRUSTEE 5,422 205,000 0.35%
31 TCI Wealth Advisors, Inc. 5,118 194,000 0.33%
32 Capital Advisors, Ltd. LLC 3,904 148,000 0.25%
33 ENVESTNET ASSET MANAGEMENT INC 1,643 62,000 0.11%
34 NEXT Financial Group, Inc 651 24,000 0.04%
35 BANK OF MONTREAL /CAN/ 525 20,000 0.03%
36 HOWE & RUSLING INC 500 19,000 0.03%
37 IFP ADVISORS, INC 362 14,000 0.02%
38 SARGENT BICKHAM LAGUDIS LLC 300 13,000 0.02%
39 ADVISOR GROUP, INC. 193 7,000 0.01%
40 Patten Group, Inc. 150 5,673 0.01%
41 Advisory Services Network, LLC 120 5,000 0.01%
42 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.