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

Institutional Holders (2014Q4)
Portfolio Summary: 125 Institutional holders with a total value of $577,283,099.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 Parsec Financial Management, Inc. 49,491 4,144,000 0.72%
102 SVA Wealth Management, LLC 51,689 4,328,000 0.75%
103 STIFEL FINANCIAL CORP 58,530 4,901,000 0.85%
104 INSPIRION WEALTH ADVISORS, LLC 59,830 5,010,000 0.87%
105 OLD NATIONAL BANCORP /IN/ 61,657 5,163,000 0.89%
106 JPMORGAN CHASE & CO 62,068 5,198,000 0.90%
107 ProVise Management Group, LLC 73,975 6,194,000 1.07%
108 JANE STREET GROUP, LLC 81,047 6,787,000 1.18%
109 RAYMOND JAMES & ASSOCIATES 93,010 7,789,000 1.35%
110 Live Your Vision, LLC 105,221 8,712,000 1.51%
111 Commonwealth Equity Services, Inc 108,504 9,086,000 1.57%
112 Cambridge Investment Research Advisors, Inc. 110,988 9,294,000 1.61%
113 BB&T SECURITIES, LLC 11,674 9,775,000 1.69%
114 Jacobus Wealth Management, Inc. 116,834 9,784,000 1.69%
115 Clark Capital Management Group, Inc. 131,097 10,978,000 1.90%
116 AMERIPRISE FINANCIAL INC 136,113 11,375,000 1.97%
117 Bank of New York Mellon Corp 144,894 12,134,000 2.10%
118 LPL Financial LLC 174,962 14,651,000 2.54%
119 New England Investment & Retirement Group, Inc. 192,158 16,091,000 2.79%
120 Creative Planning 289,452 24,239,000 4.20%
121 WELLS FARGO & COMPANY/MN 516,884 43,284,000 7.50%
122 UBS Group AG 609,014 50,999,000 8.83%
123 BANK OF AMERICA CORP /DE/ 619,145 51,848,000 8.98%
124 Linscomb Wealth, Inc. 663,430 55,556,000 9.62%
125 MORGAN STANLEY 1,189,133 99,578,000 17.25%
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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.