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

Institutional Holders (2014Q3)
Portfolio Summary: 238 Institutional holders with a total value of $1,477,483,257.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 INVESTMENT CENTERS OF AMERICA INC 8,066 384,000 0.03%
152 Moors & Cabot, Inc. 7,925 379,000 0.03%
153 SouthState Bank Corp 7,720 369,000 0.02%
154 SignalPoint Asset Management, LLC 7,650 366,000 0.02%
155 M Holdings Securities, Inc. 7,435 355,000 0.02%
156 STIFEL FINANCIAL CORP 7,235 346,000 0.02%
157 Regal Investment Advisors LLC 7,128 341,000 0.02%
158 LODESTAR INVESTMENT COUNSEL LLC/IL 7,050 337,000 0.02%
159 Ashfield Capital Partners, LLC 7,013 335,000 0.02%
160 Lourd Capital, LLC 6,900 330,000 0.02%
161 RAND WEALTH, LLC 6,634 317,000 0.02%
162 One Capital Management, LLC 6,298 301,000 0.02%
163 Live Your Vision, LLC 6,167 290,000 0.02%
164 VICUS CAPITAL 5,999 287,000 0.02%
165 LVM CAPITAL MANAGEMENT LTD/MI 6,000 287,000 0.02%
166 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,016 287,000 0.02%
167 First Allied Advisory Services, Inc. 5,897 283,000 0.02%
168 AlphaMark Advisors, LLC 5,480 262,000 0.02%
169 COMMERCE BANK 5,338 255,000 0.02%
170 Harbour Capital Advisors, LLC 5,335 255,000 0.02%
171 Financial Planning & Information Services, Inc. 5,309 254,000 0.02%
172 Dorsey & Whitney Trust CO LLC 5,325 254,000 0.02%
173 CADENCE BANK NA 5,258 251,000 0.02%
174 Tortoise Investment Management, LLC 5,102 244,000 0.02%
175 Bangor Savings Bank 5,016 240,000 0.02%
176 ANCHOR CAPITAL ADVISORS LLC 5,000 239,000 0.02%
177 Mirae Asset Global Investments Co., Ltd. 5,000 238,000 0.02%
178 OPTIMUM INVESTMENT ADVISORS 4,942 236,000 0.02%
179 COLDSTREAM CAPITAL MANAGEMENT INC 4,895 234,000 0.02%
180 Bartlett & Co. LLC 4,425 211,000 0.01%
181 SII INVESTMENTS INC/WI 4,359 211,000 0.01%
182 Loudon Investment Management, LLC 4,423 211,000 0.01%
183 Greenwich Wealth Management LLC 4,334 207,000 0.01%
184 WELCH & FORBES LLC 4,200 201,000 0.01%
185 HAYS ADVISORY LLC 4,190 200,000 0.01%
186 BARCLAYS PLC 4,242 200,000 0.01%
187 Financial Architects, Inc 3,452 165,000 0.01%
188 Evercore Wealth Management, LLC 3,163 151,000 0.01%
189 B. Riley Wealth Management, Inc. 3,150 150,000 0.01%
190 WHITTIER TRUST CO 2,890 138,000 0.01%
191 Pinnacle Summer Investments, Inc. 2,095 100,000 0.01%
192 Alexandria Capital, LLC 2,026 97,000 0.01%
193 Winslow, Evans & Crocker, Inc. 2,000 95,560 0.01%
194 COLONY GROUP LLC 1,993 95,000 0.01%
195 Psagot Value Holdings Ltd. 1,800 86,000 0.01%
196 Carroll Financial Associates, Inc. 1,730 79,000 0.01%
197 SYNOVUS FINANCIAL CORP 1,307 65,000 0.00%
198 Parasol Investment Management, LLC 1,300 62,000 0.00%
199 Crosspoint Capital Strategies, LLC 1,261 60,000 0.00%
200 EFG Private Wealth Management (Americas) Corp. 1,256 60,000 0.00%
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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.