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

Institutional Holders (2014Q4)
Portfolio Summary: 57 Institutional holders with a total value of $209,129,228.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 488,405 36,511,000 17.46%
2 BANK OF AMERICA CORP /DE/ 471,345 35,235,000 16.85%
3 Arrow Investment Advisors, LLC 310,411 23,188,000 11.09%
4 LPL Financial LLC 280,806 20,992,000 10.04%
5 WELLS FARGO & COMPANY/MN 248,188 18,553,000 8.87%
6 JFS WEALTH ADVISORS, LLC 158,747 11,867,000 5.67%
7 Dorsey Wright & Associates 128,319 9,592,000 4.59%
8 Tillar-Wenstrup Advisors, LLC 85,930 6,424,000 3.07%
9 UNITED CAPITAL FINANCIAL ADVISORS, LLC 73,478 5,493,000 2.63%
10 J.P. Morgan Private Wealth Advisors LLC 45,334 3,389,000 1.62%
11 Bank of New York Mellon Corp 43,308 3,237,000 1.55%
12 CREDIT SUISSE AG/ 39,310 2,939,000 1.41%
13 Cambridge Investment Research Advisors, Inc. 38,983 2,914,000 1.39%
14 UBS Group AG 33,090 2,474,000 1.18%
15 Commonwealth Equity Services, Inc 31,626 2,364,000 1.13%
16 SG Americas Securities, LLC 31,509 2,355,000 1.13%
17 JANE STREET GROUP, LLC 30,030 2,245,000 1.07%
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,419 2,123,000 1.02%
19 Investors Capital Advisory Services 24,944 1,864,000 0.89%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 23,054 1,723,000 0.82%
21 Concert Wealth Management Inc. 22,743 1,698,000 0.81%
22 Janney Montgomery Scott LLC 19,434 1,452,779 0.69%
23 COMERICA BANK 17,198 1,286,000 0.61%
24 WADE G W & INC 16,269 1,216,000 0.58%
25 ATHERTON LANE ADVISERS, LLC 12,255 916,000 0.44%
26 AMERIPRISE FINANCIAL INC 11,004 823,000 0.39%
27 FRANKLIN RESOURCES INC 8,980 671,000 0.32%
28 ROYAL BANK OF CANADA 8,547 639,000 0.31%
29 STIFEL FINANCIAL CORP 7,232 541,000 0.26%
30 COBIZ WEALTH, LLC 5,409 404,000 0.19%
31 First Allied Advisory Services, Inc. 5,053 377,000 0.18%
32 J.P. Turner & Co Capital Mnagement, LLC 4,649 347,000 0.17%
33 Cetera Advisor Networks LLC 4,501 333,000 0.16%
34 Cetera Advisors LLC 4,285 319,000 0.15%
35 BENEDICT FINANCIAL ADVISORS INC 4,127 308,000 0.15%
36 Sigma Planning Corp 3,920 293,000 0.14%
37 BLAIR WILLIAM & CO/IL 3,800 284,000 0.14%
38 HighTower Advisors, LLC 3,230 241,000 0.12%
39 TCV Trust & Wealth Management, Inc. 3,200 239,000 0.11%
40 AMERICAN INTERNATIONAL GROUP, INC. 3,053 228,235 0.11%
41 CUTLER INVESTMENT COUNSEL LLC 3,065 225,000 0.11%
42 B. Riley Wealth Management, Inc. 2,322 173,000 0.08%
43 US BANCORP \DE\ 1,900 142,000 0.07%
44 DEUTSCHE BANK AG\ 1,837 137,000 0.07%
45 WFG Advisors, LP 1,068 80,000 0.04%
46 Genesis Wealth Advisors, LLC 625 47,525 0.02%
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 523 39,000 0.02%
48 B. Riley Wealth Advisors, Inc. 500 37,000 0.02%
49 ENVESTNET ASSET MANAGEMENT INC 403 30,000 0.01%
50 Financial Architects, Inc 400 30,000 0.01%
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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.