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

Institutional Holders (2016Q4)
Portfolio Summary: 38 Institutional holders with a total value of $137,056,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Pinnacle Advisory Group, Inc. 1,643,512 45,969,000 33.54%
2 BANK OF AMERICA CORP /DE/ 581,866 16,274,000 11.87%
3 WELLS FARGO & COMPANY/MN 538,874 15,072,000 11.00%
4 NOTTINGHAM ADVISORS, INC. 432,947 12,110,000 8.84%
5 Astor Investment Management LLC 425,368 11,898,000 8.68%
6 MORGAN STANLEY 323,333 9,043,000 6.60%
7 Sequoia Financial Advisors, LLC 206,912 5,787,000 4.22%
8 AJ WEALTH STRATEGIES, LLC 184,257 5,154,000 3.76%
9 Community Bank, N.A. 93,410 2,612,000 1.91%
10 ENVESTNET ASSET MANAGEMENT INC 75,047 2,099,000 1.53%
11 ASSETMARK, INC 67,629 1,892,000 1.38%
12 AE WEALTH MANAGEMENT LLC 42,293 1,183,000 0.86%
13 Simplicity Solutions, LLC 41,574 1,163,000 0.85%
14 UBS Group AG 40,599 1,136,000 0.83%
15 HighTower Advisors, LLC 39,178 1,100,000 0.80%
16 FIRST TRUST ADVISORS LP 22,645 633,000 0.46%
17 Transamerica Financial Advisors, LLC 20,572 576,000 0.42%
18 Cetera Advisors LLC 19,072 535,000 0.39%
19 LPL Financial LLC 18,079 512,000 0.37%
20 ADVISOR GROUP, INC. 18,006 504,000 0.37%
21 INTERACTIVE FINANCIAL ADVISORS, INC. 16,423 459,000 0.33%
22 NewSquare Capital LLC 15,480 433,000 0.32%
23 JANE STREET GROUP, LLC 11,919 333,000 0.24%
24 MANUFACTURERS LIFE INSURANCE COMPANY, THE 9,509 266,000 0.19%
25 GUGGENHEIM CAPITAL LLC 3,139 88,000 0.06%
26 CITIGROUP INC 3,056 85,000 0.06%
27 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,937 54,000 0.04%
28 NEWFOUND RESEARCH LLC 1,033 29,000 0.02%
29 ROYAL BANK OF CANADA 892 25,000 0.02%
30 PNC FINANCIAL SERVICES GROUP, INC. 294 8,000 0.01%
31 MSI Financial Services Inc 265 7,000 0.01%
32 Burt Wealth Advisors 200 6,000 0.00%
33 Orion Porfolio Solutions, LLC 188 5,000 0.00%
34 Gradient Investments LLC 132 4,000 0.00%
35 Beacon Capital Management, Inc. 47 1,000 0.00%
36 Creative Planning 38 1,000 0.00%
37 VALLEY NATIONAL ADVISERS INC 1 0 0.00%
38 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.