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

Institutional Holders (2015Q4)
Portfolio Summary: 64 Institutional holders with a total value of $163,110,486.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 665,611 47,285,000 28.99%
2 BANK OF AMERICA CORP /DE/ 450,311 32,269,000 19.78%
3 MORGAN STANLEY 197,130 14,127,000 8.66%
4 JFS WEALTH ADVISORS, LLC 150,308 10,771,000 6.60%
5 WELLS FARGO & COMPANY/MN 120,706 8,650,000 5.30%
6 UBS Group AG 91,032 6,523,000 4.00%
7 Bank of New York Mellon Corp 89,040 6,381,000 3.91%
8 J.P. Morgan Private Wealth Advisors LLC 40,922 2,933,000 1.80%
9 Cambridge Investment Research Advisors, Inc. 39,121 2,803,000 1.72%
10 Investors Capital Advisory Services 30,900 2,214,000 1.36%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,807 2,064,000 1.27%
12 Commonwealth Equity Services, Inc 28,104 2,014,000 1.23%
13 CREDIT SUISSE AG/ 24,327 1,743,000 1.07%
14 Concert Wealth Management Inc. 23,848 1,708,000 1.05%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 20,819 1,492,000 0.91%
16 CUTLER INVESTMENT COUNSEL LLC 20,645 1,479,000 0.91%
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,403 1,461,000 0.90%
18 COMERICA BANK 17,118 1,162,000 0.71%
19 GOLDMAN SACHS GROUP INC 15,519 1,112,000 0.68%
20 Janney Montgomery Scott LLC 15,320 1,098,000 0.67%
21 WADE G W & INC 15,277 1,095,000 0.67%
22 FINANCIAL COUNSELORS INC 14,460 1,036,000 0.64%
23 CITADEL ADVISORS LLC 13,687 980,000 0.60%
24 JANE STREET GROUP, LLC 11,351 813,000 0.50%
25 HighTower Advisors, LLC 10,540 757,000 0.46%
26 Waverton Investment Management Ltd 10,302 738,000 0.45%
27 ATHERTON LANE ADVISERS, LLC 10,045 720,000 0.44%
28 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,146 584,000 0.36%
29 STIFEL FINANCIAL CORP 8,126 583,000 0.36%
30 ROYAL BANK OF CANADA 7,996 572,000 0.35%
31 LVZ, Inc. 7,295 523,000 0.32%
32 AMERIPRISE FINANCIAL INC 6,920 496,000 0.30%
33 Virtu KCG Holdings LLC 5,965 427,000 0.26%
34 Windsor Financial Group, LLC 5,389 386,000 0.24%
35 Willis Investment Counsel 4,915 352,000 0.22%
36 Summit Financial Wealth Advisors, LLC 4,698 337,000 0.21%
37 MSI Financial Services Inc 4,651 333,000 0.20%
38 Cetera Advisor Networks LLC 4,419 317,000 0.19%
39 WFG Advisors, LP 3,871 277,000 0.17%
40 First Allied Advisory Services, Inc. 3,740 269,000 0.16%
41 BLAIR WILLIAM & CO/IL 3,450 247,000 0.15%
42 BENEDICT FINANCIAL ADVISORS INC 3,394 243,000 0.15%
43 COBIZ WEALTH, LLC 3,251 233,000 0.14%
44 Sigma Planning Corp 3,083 221,000 0.14%
45 TCV Trust & Wealth Management, Inc. 2,900 208,000 0.13%
46 Private Advisor Group, LLC 2,858 205,000 0.13%
47 AMERICAN INTERNATIONAL GROUP, INC. 2,726 196,000 0.12%
48 US BANCORP \DE\ 1,900 136,000 0.08%
49 Sunbelt Securities, Inc. 1,649 118,177 0.07%
50 PNC FINANCIAL SERVICES GROUP, INC. 1,545 111,000 0.07%
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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.