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

Institutional Holders (2016Q3)
Portfolio Summary: 45 Institutional holders with a total value of $73,773,035.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 343,848 13,393,000 18.15%
2 BANK OF AMERICA CORP /DE/ 229,465 8,937,000 12.11%
3 MORGAN STANLEY 184,668 7,193,000 9.75%
4 JANE STREET GROUP, LLC 141,870 5,526,000 7.49%
5 Clal Insurance Enterprises Holdings Ltd 138,700 5,402,000 7.32%
6 LPL Financial LLC 134,758 5,225,000 7.08%
7 UBS Group AG 79,752 3,106,000 4.21%
8 Commonwealth Equity Services, Inc 65,727 2,560,000 3.47%
9 PEAPACK GLADSTONE FINANCIAL CORP 51,922 2,022,362 2.74%
10 Bank of New York Mellon Corp 48,695 1,897,000 2.57%
11 Telos Capital Management, Inc. 45,112 1,757,000 2.38%
12 GENEOS WEALTH MANAGEMENT INC. 41,419 1,613,000 2.19%
13 AMERIPRISE FINANCIAL INC 41,012 1,595,000 2.16%
14 GOLDMAN SACHS GROUP INC 37,255 1,451,000 1.97%
15 MSI Financial Services Inc 34,785 1,355,000 1.84%
16 TRUST CO OF VERMONT 33,371 1,299,000 1.76%
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,909 1,282,000 1.74%
18 OLD MISSION CAPITAL LLC 32,493 1,266,000 1.72%
19 OLD NATIONAL BANCORP /IN/ 24,991 973,000 1.32%
20 Jacobus Wealth Management, Inc. 23,035 897,000 1.22%
21 RAYMOND JAMES & ASSOCIATES 22,189 864,000 1.17%
22 PNC FINANCIAL SERVICES GROUP, INC. 13,835 539,000 0.73%
23 GHP Investment Advisors, Inc. 11,566 451,000 0.61%
24 RAND WEALTH, LLC 9,113 355,000 0.48%
25 ROYAL BANK OF CANADA 8,818 344,000 0.47%
26 Creative Planning 7,944 309,000 0.42%
27 CITIGROUP INC 7,294 284,000 0.38%
28 Concert Wealth Management Inc. 6,479 254,000 0.34%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,518 254,000 0.34%
30 Pinnacle Advisory Group, Inc. 6,540 247,000 0.33%
31 Sigma Planning Corp 6,070 236,000 0.32%
32 WADE G W & INC 5,280 206,000 0.28%
33 HUNTINGTON NATIONAL BANK 5,202 202,000 0.27%
34 TCI Wealth Advisors, Inc. 4,594 179,000 0.24%
35 Capital Advisors, Ltd. LLC 3,765 147,000 0.20%
36 ENVESTNET ASSET MANAGEMENT INC 1,678 65,000 0.09%
37 BANK OF MONTREAL /CAN/ 525 20,000 0.03%
38 NEXT Financial Group, Inc 501 20,000 0.03%
39 IFP ADVISORS, INC 390 15,000 0.02%
40 CENTRAL TRUST Co 300 12,000 0.02%
41 ADVISOR GROUP, INC. 242 9,000 0.01%
42 Patten Group, Inc. 150 5,673 0.01%
43 Advisory Services Network, LLC 120 5,000 0.01%
44 Transamerica Financial Advisors, LLC 1 1,000 0.00%
45 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.