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

Institutional Holders (2016Q4)
Portfolio Summary: 26 Institutional holders with a total value of $21,009,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Evercore Wealth Management, LLC 176,750 5,036,000 23.97%
2 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 107,000 3,048,000 14.51%
3 SG Americas Securities, LLC 82,812 2,356,000 11.21%
4 BANK OF AMERICA CORP /DE/ 71,972 2,050,000 9.76%
5 Psagot Value Holdings Ltd. 46,616 1,328,000 6.32%
6 JANE STREET GROUP, LLC 45,512 1,297,000 6.17%
7 MORGAN STANLEY 32,833 935,000 4.45%
8 UBS Group AG 32,490 925,000 4.40%
9 CITIGROUP INC 21,013 598,000 2.85%
10 MORGENS WATERFALL VINTIADIS & CO INC 20,000 570,000 2.71%
11 Winfield Associates, Inc. 14,425 411,000 1.96%
12 BSC PRIVATE WEALTH MANAGEMENT, LLC 11,510 332,000 1.58%
13 LPL Financial LLC 11,342 327,000 1.56%
14 Virtu KCG Holdings LLC 10,576 301,000 1.43%
15 FLOW TRADERS U.S. LLC 10,543 300,000 1.43%
16 Cetera Advisors LLC 9,900 281,000 1.34%
17 OLD MISSION CAPITAL, LLC 9,291 265,000 1.26%
18 WEDBUSH SECURITIES INC 8,800 251,000 1.19%
19 ADVISOR GROUP, INC. 4,834 139,000 0.66%
20 ROYAL BANK OF CANADA 3,375 96,000 0.46%
21 MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. 2,930 83,000 0.40%
22 WELLS FARGO & COMPANY/MN 2,217 63,000 0.30%
23 IFP ADVISORS, INC 330 9,000 0.04%
24 Tower Research Capital LLC (TRC) 164 5,000 0.02%
25 MSI Financial Services Inc 100 3,000 0.01%
26 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.