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

Institutional Holders (2017Q1)
Portfolio Summary: 21 Institutional holders with a total value of $98,503,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,169,869 46,561,000 47.27%
2 WELLS FARGO & COMPANY/MN 334,289 13,305,000 13.51%
3 Orion Porfolio Solutions, LLC 284,345 11,317,000 11.49%
4 ROYAL BANK OF CANADA 196,027 7,802,000 7.92%
5 BANK OF AMERICA CORP /DE/ 194,377 7,736,000 7.85%
6 Cambria Investment Management, L.P. 83,122 3,308,000 3.36%
7 AVIANCE CAPITAL MANAGEMENT, LLC 62,769 2,498,000 2.54%
8 AXA S.A. 37,660 1,499,000 1.52%
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,533 1,096,000 1.11%
10 SAGE FINANCIAL GROUP INC 17,589 700,000 0.71% PRN
11 First Allied Advisory Services, Inc. 16,752 667,000 0.68%
12 ENVESTNET ASSET MANAGEMENT INC 13,414 534,000 0.54%
13 LPL Financial LLC 9,752 387,000 0.39%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 8,882 354,000 0.36%
15 Raymond James Financial Services Advisors, Inc. 8,243 328,000 0.33%
16 COMERICA BANK 7,753 308,000 0.31%
17 Vigilant Capital Management, LLC 1,900 76,000 0.08%
18 Gradient Investments LLC 339 13,000 0.01%
19 PNC FINANCIAL SERVICES GROUP, INC. 316 12,000 0.01%
20 Live Your Vision, LLC 40 2,000 0.00%
21 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.