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

Institutional Holders (2015Q2)
Portfolio Summary: 63 Institutional holders with a total value of $154,656,741.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 484,460 35,458,000 22.93%
2 LPL Financial LLC 314,881 23,068,000 14.92%
3 MORGAN STANLEY 235,205 17,215,000 11.13%
4 JFS WEALTH ADVISORS, LLC 151,451 11,085,000 7.17%
5 WELLS FARGO & COMPANY/MN 116,107 8,498,000 5.49%
6 Tillar-Wenstrup Advisors, LLC 97,615 7,144,000 4.62%
7 CREDIT SUISSE AG/ 49,997 3,659,000 2.37%
8 COMERICA BANK 45,534 3,332,000 2.15%
9 Bank of New York Mellon Corp 45,029 3,296,000 2.13%
10 ROYAL BANK OF CANADA 42,668 3,122,000 2.02%
11 Cambridge Investment Research Advisors, Inc. 41,607 3,045,000 1.97%
12 UNITED CAPITAL FINANCIAL ADVISORS, LLC 39,573 2,896,000 1.87%
13 UBS Group AG 35,395 2,591,000 1.68%
14 J.P. Morgan Private Wealth Advisors LLC 34,999 2,561,000 1.66%
15 Commonwealth Equity Services, Inc 32,880 2,406,000 1.56%
16 Investors Capital Advisory Services 30,833 2,256,000 1.46%
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,462 2,083,000 1.35%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,729 1,883,000 1.22%
19 Concert Wealth Management Inc. 24,874 1,821,000 1.18%
20 LVZ, Inc. 19,174 1,430,000 0.92%
21 CUTLER INVESTMENT COUNSEL LLC 18,819 1,377,000 0.89%
22 JANE STREET GROUP, LLC 17,592 1,288,000 0.83%
23 CITADEL ADVISORS LLC 15,714 1,150,000 0.74%
24 WADE G W & INC 15,013 1,099,000 0.71%
25 FINANCIAL COUNSELORS INC 14,460 1,058,000 0.68%
26 ATHERTON LANE ADVISERS, LLC 10,195 746,000 0.48%
27 SG Americas Securities, LLC 8,878 650,000 0.42%
28 J.P. Turner & Co Capital Mnagement, LLC 7,808 571,000 0.37%
29 STIFEL FINANCIAL CORP 7,483 546,000 0.35%
30 HighTower Advisors, LLC 7,160 524,000 0.34%
31 AMERIPRISE FINANCIAL INC 6,839 501,000 0.32%
32 Janney Montgomery Scott LLC 6,129 448,582 0.29%
33 Cetera Advisors LLC 5,964 435,000 0.28%
34 Virtu KCG Holdings LLC 5,846 428,000 0.28%
35 GOLDMAN SACHS GROUP INC 5,509 403,000 0.26%
36 Cetera Advisor Networks LLC 5,331 394,000 0.25%
37 Windsor Financial Group, LLC 5,375 393,000 0.25%
38 Private Advisor Group, LLC 4,890 358,000 0.23%
39 MANAGED ACCOUNT ADVISORS LLC 4,755 348,000 0.23%
40 COBIZ WEALTH, LLC 4,460 326,000 0.21%
41 BENEDICT FINANCIAL ADVISORS INC 4,150 306,000 0.20%
42 BLAIR WILLIAM & CO/IL 3,900 285,000 0.18%
43 First Allied Advisory Services, Inc. 3,740 273,000 0.18%
44 Sigma Planning Corp 3,442 252,000 0.16%
45 WFG Advisors, LP 3,442 252,000 0.16%
46 WEALTHCARE CAPITAL MANAGEMENT LLC 3,374 247,000 0.16%
47 TCV Trust & Wealth Management, Inc. 3,200 234,000 0.15%
48 AMERICAN INTERNATIONAL GROUP, INC. 2,980 218,077 0.14%
49 US BANCORP \DE\ 1,900 139,000 0.09%
50 PNC FINANCIAL SERVICES GROUP, INC. 1,811 133,000 0.09%
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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.