Dark
Light
System
Security
WISDOMTREE TR
WISDOMTREE TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 39 Institutional holders with a total value of $138,989,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Pinnacle Advisory Group, Inc. 1,760,772 47,752,000 34.36%
2 WELLS FARGO & COMPANY/MN 555,155 15,056,000 10.83%
3 NOTTINGHAM ADVISORS, INC. 443,082 12,016,000 8.65%
4 Astor Investment Management LLC 434,512 11,784,000 8.48%
5 GLOBAL FINANCIAL PRIVATE CAPITAL, INC 370,584 10,050,000 7.23%
6 MORGAN STANLEY 340,988 9,247,000 6.65%
7 BANK OF AMERICA CORP /DE/ 325,059 8,816,000 6.34%
8 AJ WEALTH STRATEGIES, LLC 217,483 5,898,000 4.24%
9 Clark Capital Management Group, Inc. 158,126 4,288,000 3.09%
10 Community Bank, N.A. 93,505 2,535,000 1.82%
11 ENVESTNET ASSET MANAGEMENT INC 78,828 2,138,000 1.54%
12 HighTower Advisors, LLC 67,323 1,827,000 1.31%
13 AE WEALTH MANAGEMENT LLC 53,662 1,455,000 1.05%
14 Simplicity Solutions, LLC 49,763 1,350,000 0.97%
15 JANE STREET GROUP, LLC 24,342 660,000 0.47%
16 FIRST TRUST ADVISORS LP 22,699 616,000 0.44%
17 Transamerica Financial Advisors, LLC 22,152 601,000 0.43%
18 UBS Group AG 21,674 588,000 0.42%
19 NewSquare Capital LLC 15,755 427,000 0.31%
20 LPL Financial LLC 15,727 427,000 0.31%
21 INTERACTIVE FINANCIAL ADVISORS, INC. 14,728 399,000 0.29%
22 MANUFACTURERS LIFE INSURANCE COMPANY, THE 13,578 368,000 0.26%
23 STIFEL FINANCIAL CORP 10,646 284,000 0.20%
24 Advisory Services Network, LLC 5,115 139,000 0.10%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,924 134,000 0.10%
26 CITIGROUP INC 2,750 75,000 0.05%
27 ROYAL BANK OF CANADA 811 22,000 0.02%
28 Gradient Investments LLC 360 10,000 0.01%
29 PNC FINANCIAL SERVICES GROUP, INC. 294 8,000 0.01%
30 Orion Porfolio Solutions, LLC 188 5,000 0.00%
31 ADVISOR GROUP, INC. 100 3,000 0.00%
32 NEWFOUND RESEARCH LLC 96 3,000 0.00%
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 109 3,000 0.00%
34 IFP ADVISORS, INC 76 2,000 0.00%
35 Beacon Capital Management, Inc. 47 1,000 0.00%
36 Creative Planning 38 1,000 0.00%
37 ASSETMARK, INC 27 1,000 0.00%
38 VALLEY NATIONAL ADVISERS INC 1 0 0.00%
39 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.