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

Institutional Holders (2017Q1)
Portfolio Summary: 47 Institutional holders with a total value of $58,606,298.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 351,035 13,960,000 23.82%
2 BANK OF AMERICA CORP /DE/ 161,923 6,439,000 10.99%
3 Clal Insurance Enterprises Holdings Ltd 138,700 5,516,000 9.41%
4 MORGAN STANLEY 134,382 5,344,000 9.12%
5 UBS Group AG 89,441 3,557,000 6.07%
6 LPL Financial LLC 77,889 3,081,000 5.26%
7 Commonwealth Equity Services, Inc 61,835 2,459,000 4.20%
8 Bank of New York Mellon Corp 52,503 2,088,000 3.56%
9 Telos Capital Management, Inc. 50,917 2,025,000 3.46%
10 AMERIPRISE FINANCIAL INC 44,515 1,753,000 2.99%
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,001 1,551,000 2.65%
12 PEAPACK GLADSTONE FINANCIAL CORP 31,320 1,245,596 2.13%
13 GHP Investment Advisors, Inc. 31,098 1,237,000 2.11%
14 SG Americas Securities, LLC 28,829 1,147,000 1.96%
15 TRUST CO OF VERMONT 28,322 1,127,000 1.92%
16 OLD NATIONAL BANCORP /IN/ 24,691 982,000 1.68%
17 JANE STREET GROUP, LLC 20,182 803,000 1.37%
18 Karp Capital Management Corp 16,181 644,000 1.10%
19 Jacobus Wealth Management, Inc. 13,195 525,000 0.90%
20 SUNTRUST BANKS INC 12,930 514,000 0.88%
21 Creative Planning 7,944 316,000 0.54%
22 ROYAL BANK OF CANADA 6,974 277,000 0.47%
23 RAYMOND JAMES & ASSOCIATES 6,361 253,000 0.43%
24 Concert Wealth Management Inc. 6,434 239,000 0.41%
25 Sigma Planning Corp 5,700 227,000 0.39%
26 CHATHAM CAPITAL GROUP, INC. 5,550 221,000 0.38%
27 WADE G W & INC 5,280 210,000 0.36%
28 CITIGROUP INC 5,061 201,000 0.34%
29 Capital Advisors, Ltd. LLC 3,765 150,000 0.26%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,659 145,000 0.25%
31 ENVESTNET ASSET MANAGEMENT INC 1,953 78,000 0.13%
32 TCI Wealth Advisors, Inc. 1,933 77,000 0.13%
33 GENEOS WEALTH MANAGEMENT INC. 1,649 65,000 0.11%
34 TRUST DEPARTMENT MB FINANCIAL BANK N A 673 27,000 0.05%
35 BANK OF MONTREAL /CAN/ 525 21,000 0.04%
36 WESTSIDE INVESTMENT MANAGEMENT, INC. 500 19,725 0.03%
37 GLOBAL RETIREMENT PARTNERS, LLC 463 18,000 0.03%
38 IFP ADVISORS, INC 395 16,000 0.03%
39 ADVISOR GROUP, INC. 291 12,000 0.02%
40 PNC FINANCIAL SERVICES GROUP, INC. 235 9,000 0.02%
41 NEXT Financial Group, Inc 210 8,000 0.01%
42 STERLING INVESTMENT ADVISORS, LTD. 120 5,000 0.01%
43 Advisory Services Network, LLC 120 5,000 0.01%
44 Patten Group, Inc. 100 4,000 0.01%
45 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 100 3,977 0.01%
46 Transamerica Financial Advisors, LLC 1 1,000 0.00%
47 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.