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

Institutional Holders (2016Q4)
Portfolio Summary: 50 Institutional holders with a total value of $65,746,580.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 361,362 13,504,000 20.54%
2 BANK OF AMERICA CORP /DE/ 219,544 8,204,000 12.48%
3 MORGAN STANLEY 149,727 5,596,000 8.51%
4 Clal Insurance Enterprises Holdings Ltd 138,700 5,228,000 7.95%
5 JANE STREET GROUP, LLC 97,694 3,651,000 5.55%
6 LPL Financial LLC 96,825 3,637,000 5.53%
7 UBS Group AG 78,073 2,918,000 4.44%
8 Commonwealth Equity Services, Inc 61,036 2,281,000 3.47%
9 CITADEL ADVISORS LLC 54,986 2,055,000 3.13%
10 Telos Capital Management, Inc. 48,616 1,817,000 2.76%
11 AMERIPRISE FINANCIAL INC 42,981 1,598,000 2.43%
12 PEAPACK GLADSTONE FINANCIAL CORP 35,977 1,344,460 2.04%
13 GENEOS WEALTH MANAGEMENT INC. 35,184 1,314,000 2.00%
14 TRUST CO OF VERMONT 33,256 1,243,000 1.89%
15 Jacobus Wealth Management, Inc. 30,505 1,140,000 1.73%
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,121 1,014,000 1.54%
17 OLD NATIONAL BANCORP /IN/ 24,591 919,000 1.40%
18 RAYMOND JAMES & ASSOCIATES 24,353 910,000 1.38%
19 ROYAL BANK OF CANADA 16,885 632,000 0.96%
20 OLD MISSION CAPITAL, LLC 16,099 602,000 0.92%
21 BANK OF MONTREAL /CAN/ 15,725 571,000 0.87%
22 Karp Capital Management Corp 15,235 569,000 0.87%
23 PARAMETRIC PORTFOLIO ASSOCIATES LLC 15,200 568,000 0.86%
24 PNC FINANCIAL SERVICES GROUP, INC. 13,835 517,000 0.79%
25 SUNTRUST BANKS INC 12,930 483,000 0.73%
26 RAND WEALTH, LLC 9,113 341,000 0.52%
27 Virtu KCG Holdings LLC 8,514 318,000 0.48%
28 Pinnacle Advisory Group, Inc. 8,000 299,000 0.45%
29 Creative Planning 7,944 297,000 0.45%
30 Raymond James Financial Services Advisors, Inc. 6,417 240,000 0.37%
31 Concert Wealth Management Inc. 6,434 239,000 0.36%
32 GHP Investment Advisors, Inc. 6,297 235,000 0.36%
33 CITIGROUP INC 6,058 226,000 0.34%
34 Sigma Planning Corp 5,700 213,000 0.32%
35 CHATHAM CAPITAL GROUP, INC. 5,550 207,000 0.31%
36 MSI Financial Services Inc 5,538 207,000 0.31%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,482 168,000 0.26%
38 Capital Advisors, Ltd. LLC 3,765 141,000 0.21%
39 Ancora Advisors LLC 2,000 75,000 0.11%
40 TCI Wealth Advisors, Inc. 1,933 72,000 0.11%
41 ENVESTNET ASSET MANAGEMENT INC 1,678 63,000 0.10%
42 GLOBAL RETIREMENT PARTNERS, LLC 613 23,000 0.03%
43 WESTSIDE INVESTMENT MANAGEMENT, INC. 500 19,120 0.03%
44 IFP ADVISORS, INC 393 15,000 0.02%
45 NEXT Financial Group, Inc 360 13,000 0.02%
46 ADVISOR GROUP, INC. 305 11,000 0.02%
47 Patten Group, Inc. 100 4,000 0.01%
48 STERLING INVESTMENT ADVISORS, LTD. 120 4,000 0.01%
49 Transamerica Financial Advisors, LLC 1 1,000 0.00%
50 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.