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

Institutional Holders (2014Q2)
Portfolio Summary: 43 Institutional holders with a total value of $127,669,110.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 344,786 24,666,000 19.32%
2 LPL Financial LLC 262,644 18,790,000 14.72%
3 JFS WEALTH ADVISORS, LLC 171,505 12,269,000 9.61%
4 Dorsey Wright & Associates 130,856 9,405,000 7.37%
5 WELLS FARGO & COMPANY/MN 116,747 8,352,000 6.54%
6 MORGAN STANLEY 112,546 8,052,000 6.31%
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 81,258 5,813,000 4.55%
8 Tillar-Wenstrup Advisors, LLC 73,180 5,235,000 4.10%
9 UNITED CAPITAL FINANCIAL ADVISORS, LLC 68,021 4,866,000 3.81%
10 J.P. Morgan Private Wealth Advisors LLC 50,774 3,632,000 2.84%
11 UBS AG 46,847 3,351,000 2.62%
12 CREDIT SUISSE AG/ 40,185 2,875,000 2.25%
13 FRANKLIN RESOURCES INC 36,785 2,632,000 2.06%
14 Cambridge Investment Research Advisors, Inc. 32,817 2,348,000 1.84%
15 Commonwealth Equity Services, Inc 29,813 2,133,000 1.67%
16 Bank of New York Mellon Corp 27,721 1,984,000 1.55%
17 Concert Wealth Management Inc. 22,505 1,568,000 1.23%
18 Investors Capital Advisory Services 20,354 1,456,000 1.14%
19 WADE G W & INC 17,263 1,235,000 0.97%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,762 913,000 0.72%
21 ATHERTON LANE ADVISERS, LLC 11,075 792,000 0.62%
22 JANE STREET GROUP, LLC 10,182 728,000 0.57%
23 AMERIPRISE FINANCIAL INC 9,514 671,000 0.53%
24 STIFEL FINANCIAL CORP 7,232 517,000 0.40%
25 GOLDMAN SACHS GROUP INC 5,943 425,000 0.33%
26 COBIZ WEALTH, LLC 5,625 402,000 0.31%
27 ROYAL BANK OF CANADA 5,328 381,000 0.30%
28 Cetera Advisors LLC 4,285 307,000 0.24%
29 BLAIR WILLIAM & CO/IL 4,200 300,000 0.23%
30 First Allied Advisory Services, Inc. 4,052 290,000 0.23%
31 AMERICAN INTERNATIONAL GROUP, INC. 3,713 265,648 0.21%
32 TCV Trust & Wealth Management, Inc. 3,700 265,000 0.21%
33 CUTLER INVESTMENT COUNSEL LLC 2,804 201,000 0.16%
34 DEUTSCHE BANK AG\ 2,433 174,000 0.14%
35 US BANCORP \DE\ 1,900 136,000 0.11%
36 WFG Advisors, LP 1,062 76,000 0.06%
37 MSI Financial Services Inc 535 38,000 0.03%
38 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 522 37,000 0.03%
39 ENVESTNET ASSET MANAGEMENT INC 426 30,000 0.02%
40 Financial Architects, Inc 400 29,000 0.02%
41 B. Riley Wealth Advisors, Inc. 300 21,462 0.02%
42 Orion Porfolio Solutions, LLC 64 5,000 0.00%
43 Horrell Capital Management, Inc. 40 3,000 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.