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

Institutional Holders (2017Q2)
Portfolio Summary: 22 Institutional holders with a total value of $24,983,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC 309,153 7,427,000 29.73%
2 MORGAN STANLEY 183,281 4,403,000 17.62%
3 BANK OF AMERICA CORP /DE/ 92,827 2,229,000 8.92%
4 Clal Insurance Enterprises Holdings Ltd 91,940 2,209,000 8.84%
5 JANE STREET GROUP, LLC 91,089 2,188,000 8.76%
6 OLD MISSION CAPITAL LLC 78,092 1,876,000 7.51%
7 ROYAL BANK OF CANADA 49,858 1,198,000 4.80%
8 BSC PRIVATE WEALTH MANAGEMENT, LLC 47,260 1,130,000 4.52%
9 LPL Financial LLC 25,252 607,000 2.43%
10 Cambridge Investment Research Advisors, Inc. 16,811 404,000 1.62%
11 CAPITAL MANAGEMENT CORP /VA 13,913 334,000 1.34%
12 WELL DONE, LLC 13,080 314,000 1.26%
13 AMERIPRISE FINANCIAL INC 10,138 244,000 0.98%
14 Carroll Financial Associates, Inc. 4,800 115,000 0.46%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,278 103,000 0.41%
16 UBS Group AG 3,319 80,000 0.32%
17 WELLS FARGO & COMPANY/MN 1,950 47,000 0.19%
18 SYNOVUS FINANCIAL CORP 1,400 34,000 0.14%
19 IFP ADVISORS, INC 1,001 24,000 0.10%
20 CITIGROUP INC 721 17,000 0.07%
21 Parallax Volatility Advisers, L.P. 1 0 0.00%
22 Live Your Vision, LLC 10 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.