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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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Transamerica Financial Advisors, LLC 1 1,000 0.00%
3 STERLING INVESTMENT ADVISORS, LTD. 120 4,000 0.01%
4 Patten Group, Inc. 100 4,000 0.01%
5 ADVISOR GROUP, INC. 305 11,000 0.02%
6 NEXT Financial Group, Inc 360 13,000 0.02%
7 IFP ADVISORS, INC 393 15,000 0.02%
8 WESTSIDE INVESTMENT MANAGEMENT, INC. 500 19,120 0.03%
9 GLOBAL RETIREMENT PARTNERS, LLC 613 23,000 0.03%
10 ENVESTNET ASSET MANAGEMENT INC 1,678 63,000 0.10%
11 TCI Wealth Advisors, Inc. 1,933 72,000 0.11%
12 Ancora Advisors LLC 2,000 75,000 0.11%
13 Capital Advisors, Ltd. LLC 3,765 141,000 0.21%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,482 168,000 0.26%
15 CHATHAM CAPITAL GROUP, INC. 5,550 207,000 0.31%
16 MSI Financial Services Inc 5,538 207,000 0.31%
17 Sigma Planning Corp 5,700 213,000 0.32%
18 CITIGROUP INC 6,058 226,000 0.34%
19 GHP Investment Advisors, Inc. 6,297 235,000 0.36%
20 Concert Wealth Management Inc. 6,434 239,000 0.36%
21 Raymond James Financial Services Advisors, Inc. 6,417 240,000 0.37%
22 Creative Planning 7,944 297,000 0.45%
23 Pinnacle Advisory Group, Inc. 8,000 299,000 0.45%
24 Virtu KCG Holdings LLC 8,514 318,000 0.48%
25 RAND WEALTH, LLC 9,113 341,000 0.52%
26 SUNTRUST BANKS INC 12,930 483,000 0.73%
27 PNC FINANCIAL SERVICES GROUP, INC. 13,835 517,000 0.79%
28 PARAMETRIC PORTFOLIO ASSOCIATES LLC 15,200 568,000 0.86%
29 Karp Capital Management Corp 15,235 569,000 0.87%
30 BANK OF MONTREAL /CAN/ 15,725 571,000 0.87%
31 OLD MISSION CAPITAL, LLC 16,099 602,000 0.92%
32 ROYAL BANK OF CANADA 16,885 632,000 0.96%
33 RAYMOND JAMES & ASSOCIATES 24,353 910,000 1.38%
34 OLD NATIONAL BANCORP /IN/ 24,591 919,000 1.40%
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,121 1,014,000 1.54%
36 Jacobus Wealth Management, Inc. 30,505 1,140,000 1.73%
37 TRUST CO OF VERMONT 33,256 1,243,000 1.89%
38 GENEOS WEALTH MANAGEMENT INC. 35,184 1,314,000 2.00%
39 PEAPACK GLADSTONE FINANCIAL CORP 35,977 1,344,460 2.04%
40 AMERIPRISE FINANCIAL INC 42,981 1,598,000 2.43%
41 Telos Capital Management, Inc. 48,616 1,817,000 2.76%
42 CITADEL ADVISORS LLC 54,986 2,055,000 3.13%
43 Commonwealth Equity Services, Inc 61,036 2,281,000 3.47%
44 UBS Group AG 78,073 2,918,000 4.44%
45 LPL Financial LLC 96,825 3,637,000 5.53%
46 JANE STREET GROUP, LLC 97,694 3,651,000 5.55%
47 Clal Insurance Enterprises Holdings Ltd 138,700 5,228,000 7.95%
48 MORGAN STANLEY 149,727 5,596,000 8.51%
49 BANK OF AMERICA CORP /DE/ 219,544 8,204,000 12.48%
50 WELLS FARGO & COMPANY/MN 361,362 13,504,000 20.54%

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.