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

Institutional Holders (2015Q3)
Portfolio Summary: 134 Institutional holders with a total value of $605,761,870.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 1,168,772 90,767,000 14.98%
2 BANK OF AMERICA CORP /DE/ 796,587 61,864,000 10.21%
3 UBS Group AG 744,578 57,824,000 9.55%
4 Linscomb Wealth, Inc. 691,035 53,666,000 8.86%
5 WELLS FARGO & COMPANY/MN 523,366 40,645,000 6.71%
6 AMERIPRISE FINANCIAL INC 330,240 25,641,000 4.23%
7 Creative Planning 305,313 23,711,000 3.91%
8 Parsec Financial Management, Inc. 245,585 19,072,000 3.15%
9 LPL Financial LLC 208,318 16,711,000 2.76%
10 Commonwealth Equity Services, Inc 156,671 12,167,000 2.01%
11 New England Investment & Retirement Group, Inc. 146,083 11,345,000 1.87%
12 SVA Wealth Management, LLC 143,662 11,157,000 1.84%
13 Jacobus Wealth Management, Inc. 118,094 9,171,000 1.51%
14 Live Your Vision, LLC 103,857 8,066,000 1.33%
15 Clark Capital Management Group, Inc. 102,679 7,974,000 1.32%
16 RAYMOND JAMES & ASSOCIATES 97,064 7,538,000 1.24%
17 ProVise Management Group, LLC 87,998 6,834,000 1.13%
18 Raymond James Financial Services Advisors, Inc. 87,899 6,826,000 1.13%
19 JPMORGAN CHASE & CO 86,679 6,724,000 1.11%
20 HUNTINGTON NATIONAL BANK 76,711 5,957,000 0.98% PRN
21 Bank of New York Mellon Corp 76,081 5,909,000 0.98%
22 GOLDMAN SACHS GROUP INC 73,923 5,741,000 0.95%
23 STIFEL FINANCIAL CORP 69,394 5,389,000 0.89%
24 Janney Montgomery Scott LLC 59,673 4,634,000 0.76%
25 D.A. DAVIDSON & CO. 56,888 4,417,000 0.73%
26 INSPIRION WEALTH ADVISORS, LLC 56,669 4,401,000 0.73%
27 BEACON FINANCIAL GROUP 56,588 4,333,000 0.72%
28 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52,983 4,115,000 0.68%
29 OLD NATIONAL BANCORP /IN/ 49,410 3,837,000 0.63%
30 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 49,253 3,825,000 0.63%
31 FINANCIAL COUNSELORS INC 48,180 3,742,000 0.62%
32 Orion Porfolio Solutions, LLC 47,911 3,721,000 0.61%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 45,295 3,517,000 0.58%
34 AMERICAN INTERNATIONAL GROUP, INC. 42,621 3,310,000 0.55%
35 SII INVESTMENTS INC/WI 40,570 3,153,000 0.52%
36 Cambridge Investment Research Advisors, Inc. 38,569 2,995,000 0.49%
37 EisnerAmper Wealth Management Corporate Benefits, LLC 35,838 2,783,000 0.46%
38 ROYAL BANK OF CANADA 32,649 2,536,000 0.42%
39 MSI Financial Services Inc 31,043 2,411,000 0.40%
40 Koshinski Asset Management, Inc. 27,638 2,284,000 0.38%
41 VSR Financial Services, Inc. 21,468 1,667,000 0.28%
42 RAND WEALTH, LLC 19,398 1,506,000 0.25%
43 BAIRD FINANCIAL GROUP, INC. 19,207 1,492,000 0.25%
44 VESTOR CAPITAL, LLC 19,170 1,489,000 0.25%
45 BSW Wealth Partners 17,081 1,327,000 0.22%
46 STARFIRE INVESTMENT ADVISERS, INC. 16,950 1,316,337 0.22%
47 Concert Wealth Management Inc. 16,288 1,265,000 0.21%
48 ENVESTNET ASSET MANAGEMENT INC 15,755 1,224,000 0.20%
49 CULBERTSON A N & CO INC 15,408 1,197,000 0.20% SH
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,149 1,175,000 0.19%
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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.