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

Institutional Holders (2015Q1)
Portfolio Summary: 64 Institutional holders with a total value of $194,830,468.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 476,268 35,363,000 18.15%
2 LPL Financial LLC 319,581 23,659,000 12.14%
3 Arrow Investment Advisors, LLC 317,837 23,644,000 12.14%
4 WELLS FARGO & COMPANY/MN 259,260 19,250,000 9.88%
5 MORGAN STANLEY 206,210 15,312,000 7.86%
6 JFS WEALTH ADVISORS, LLC 158,459 11,766,000 6.04%
7 Dorsey Wright & Associates 127,951 9,500,000 4.88%
8 Tillar-Wenstrup Advisors, LLC 93,670 6,955,000 3.57%
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 85,075 6,329,000 3.25%
10 UNITED CAPITAL FINANCIAL ADVISORS, LLC 70,888 5,302,000 2.72%
11 Bank of New York Mellon Corp 60,578 4,498,000 2.31%
12 CREDIT SUISSE AG/ 46,363 3,442,000 1.77%
13 Cambridge Investment Research Advisors, Inc. 41,634 3,091,000 1.59%
14 UBS Group AG 34,329 2,549,000 1.31%
15 Commonwealth Equity Services, Inc 32,956 2,447,000 1.26%
16 Investors Capital Advisory Services 27,348 2,030,000 1.04%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,093 1,862,000 0.96%
18 LVZ, Inc. 21,323 1,583,000 0.81%
19 FINANCIAL COUNSELORS INC 21,060 1,564,000 0.80%
20 CUTLER INVESTMENT COUNSEL LLC 17,963 1,360,000 0.70%
21 WADE G W & INC 15,005 1,114,000 0.57%
22 COMERICA BANK 14,186 1,053,000 0.54%
23 SG Americas Securities, LLC 13,273 986,000 0.51%
24 ATHERTON LANE ADVISERS, LLC 10,930 812,000 0.42%
25 WEALTHCARE CAPITAL MANAGEMENT LLC 8,874 659,000 0.34%
26 FRANKLIN RESOURCES INC 8,625 642,000 0.33%
27 ROYAL BANK OF CANADA 8,270 614,000 0.32%
28 STIFEL FINANCIAL CORP 7,180 533,000 0.27%
29 Cetera Advisors LLC 7,118 530,000 0.27%
30 Concert Wealth Management Inc. 22,816 492,000 0.25%
31 Janney Montgomery Scott LLC 6,225 462,000 0.24%
32 J.P. Turner & Co Capital Mnagement, LLC 5,592 414,000 0.21%
33 Cetera Advisor Networks LLC 5,331 394,000 0.20%
34 First Allied Advisory Services, Inc. 5,053 375,000 0.19%
35 HighTower Advisors, LLC 5,000 371,000 0.19%
36 COBIZ WEALTH, LLC 4,824 358,000 0.18%
37 AMERIPRISE FINANCIAL INC 4,592 341,000 0.18%
38 BLAIR WILLIAM & CO/IL 4,200 311,000 0.16%
39 BENEDICT FINANCIAL ADVISORS INC 4,136 310,000 0.16%
40 MANAGED ACCOUNT ADVISORS LLC 3,746 278,000 0.14%
41 Sigma Planning Corp 3,588 266,000 0.14%
42 ENVESTNET ASSET MANAGEMENT INC 3,509 261,000 0.13%
43 JANE STREET GROUP, LLC 3,510 261,000 0.13%
44 TCV Trust & Wealth Management, Inc. 3,200 238,000 0.12%
45 AMERICAN INTERNATIONAL GROUP, INC. 2,979 221,174 0.11%
46 B. Riley Wealth Management, Inc. 2,322 172,000 0.09%
47 WFG Advisors, LP 1,963 146,000 0.07%
48 US BANCORP \DE\ 1,900 141,000 0.07%
49 PNC FINANCIAL SERVICES GROUP, INC. 1,807 134,000 0.07%
50 Sunbelt Securities, Inc. 1,563 116,026 0.06%
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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.