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

Institutional Holders (2015Q3)
Portfolio Summary: 57 Institutional holders with a total value of $135,822,767.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 404,298 27,447,000 20.21%
2 LPL Financial LLC 307,687 21,618,000 15.92%
3 MORGAN STANLEY 197,555 13,412,000 9.87%
4 JFS WEALTH ADVISORS, LLC 147,969 10,046,000 7.40%
5 WELLS FARGO & COMPANY/MN 120,380 8,173,000 6.02%
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 118,922 8,074,000 5.94%
7 CITADEL ADVISORS LLC 74,309 5,045,000 3.71%
8 CREDIT SUISSE AG/ 49,562 3,365,000 2.48%
9 Cambridge Investment Research Advisors, Inc. 39,022 2,649,000 1.95%
10 UBS Group AG 37,734 2,562,000 1.89%
11 J.P. Turner & Co Capital Mnagement, LLC 37,396 2,539,000 1.87%
12 J.P. Morgan Private Wealth Advisors LLC 34,999 2,376,000 1.75%
13 Commonwealth Equity Services, Inc 30,455 2,068,000 1.52%
14 Investors Capital Advisory Services 30,414 2,064,000 1.52%
15 UNITED CAPITAL FINANCIAL ADVISORS, LLC 29,797 2,023,000 1.49%
16 ROYAL BANK OF CANADA 25,370 1,723,000 1.27%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,074 1,702,000 1.25%
18 COMERICA BANK 24,065 1,634,000 1.20%
19 Concert Wealth Management Inc. 22,405 1,515,000 1.12%
20 JANE STREET GROUP, LLC 20,622 1,400,000 1.03%
21 CUTLER INVESTMENT COUNSEL LLC 19,784 1,343,000 0.99%
22 Bank of New York Mellon Corp 19,289 1,309,000 0.96%
23 WADE G W & INC 15,022 1,020,000 0.75%
24 FINANCIAL COUNSELORS INC 14,460 982,000 0.72%
25 LVZ, Inc. 14,336 973,000 0.72%
26 Janney Montgomery Scott LLC 13,965 948,000 0.70%
27 ATHERTON LANE ADVISERS, LLC 10,195 692,000 0.51%
28 Virtu KCG Holdings LLC 8,426 572,000 0.42%
29 SG Americas Securities, LLC 8,240 559,000 0.41%
30 AMERIPRISE FINANCIAL INC 7,299 496,000 0.37%
31 STIFEL FINANCIAL CORP 6,867 466,000 0.34%
32 HighTower Advisors, LLC 6,225 422,000 0.31%
33 Cetera Advisors LLC 6,041 409,000 0.30%
34 GOLDMAN SACHS GROUP INC 5,962 405,000 0.30%
35 Windsor Financial Group, LLC 5,381 365,000 0.27%
36 Willis Investment Counsel 4,975 338,000 0.25%
37 Cetera Advisor Networks LLC 4,783 326,000 0.24%
38 COBIZ WEALTH, LLC 4,460 303,000 0.22%
39 Private Advisor Group, LLC 3,886 264,000 0.19%
40 WFG Advisors, LP 3,854 262,000 0.19%
41 BENEDICT FINANCIAL ADVISORS INC 3,759 255,000 0.19%
42 First Allied Advisory Services, Inc. 3,740 253,000 0.19%
43 BLAIR WILLIAM & CO/IL 3,250 220,000 0.16%
44 Sigma Planning Corp 3,136 213,000 0.16%
45 AMERICAN INTERNATIONAL GROUP, INC. 2,725 185,000 0.14%
46 WEALTHCARE CAPITAL MANAGEMENT LLC 2,248 153,000 0.11%
47 MSI Financial Services Inc 2,027 138,000 0.10%
48 US BANCORP \DE\ 1,900 129,000 0.09%
49 PNC FINANCIAL SERVICES GROUP, INC. 1,742 118,000 0.09%
50 Sunbelt Securities, Inc. 1,636 111,060 0.08%
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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.