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

Institutional Holders (2015Q3)
Portfolio Summary: 92 Institutional holders with a total value of $310,427,347.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Gemmer Asset Management LLC 3 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 HUNTINGTON NATIONAL BANK 35 1,000 0.00% PRN
4 Transamerica Financial Advisors, LLC 2 1,000 0.00%
5 ROBLE, BELKO & COMPANY, INC 65 2,000 0.00%
6 CWM, LLC 44 2,000 0.00%
7 Kistler-Tiffany Companies, LLC 65 2,000 0.00%
8 Alerus Investment Advisors Corp 106 4,000 0.00%
9 AMERICAN INTERNATIONAL GROUP, INC. 146 5,000 0.00%
10 COLONY GROUP LLC 135 5,000 0.00%
11 REILLY FINANCIAL ADVISORS, LLC 190 7,000 0.00%
12 Simplicity Solutions, LLC 229 7,935 0.00%
13 Live Your Vision, LLC 228 8,000 0.00%
14 Regal Investment Advisors LLC 272 9,000 0.00%
15 PRENTISS SMITH & CO INC 502 17,000 0.01%
16 Winslow, Evans & Crocker, Inc. 616 21,346 0.01%
17 Argentus Capital Management, LLC 624 22,000 0.01%
18 WFG Advisors, LP 880 30,000 0.01%
19 SIGNATUREFD, LLC 948 33,000 0.01%
20 Klingman & Associates, LLC 1,000 34,000 0.01%
21 GUPTA WEALTH MANAGEMENT LLC 1,010 35,000 0.01%
22 MSI Financial Services Inc 1,012 35,000 0.01%
23 Tortoise Investment Management, LLC 1,180 41,000 0.01%
24 Capital Analysts, LLC 1,205 41,753 0.01%
25 FineMark National Bank & Trust 1,450 50,000 0.02%
26 Chicago Partners Investment Group LLC 1,579 55,000 0.02%
27 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,672 58,000 0.02%
28 Sandy Spring Bank 1,795 62,000 0.02%
29 WOODMONT INVESTMENT COUNSEL LLC 2,955 102,000 0.03%
30 CITIGROUP INC 3,065 106,000 0.03%
31 Fusion Investment Group, LLC 4,006 139,000 0.04%
32 Concert Wealth Management Inc. 5,786 200,000 0.06%
33 M&T BANK CORP 6,279 217,000 0.07%
34 Evanson Asset Management, LLC 6,539 227,000 0.07%
35 DAVENPORT & Co LLC 6,820 236,313 0.08%
36 BLB&B Advisors, LLC 6,998 242,000 0.08%
37 Mosaic Financial Partners, Inc. 7,137 247,000 0.08%
38 IMA Advisory Services, Inc. 7,250 251,000 0.08% SH
39 DUNCKER STREETT & CO INC 7,457 258,000 0.08%
40 US BANCORP \DE\ 7,977 276,000 0.09%
41 Psagot Value Holdings Ltd. 8,000 277,000 0.09%
42 Commonwealth Equity Services, Inc 8,097 281,000 0.09%
43 Salient Capital Advisors, LLC 8,280 287,000 0.09%
44 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,390 291,000 0.09%
45 WHITTIER TRUST CO OF NEVADA INC 9,095 315,000 0.10%
46 FIRSTMERIT BANK N A TRUSTEE 9,151 317,000 0.10%
47 Private Advisor Group, LLC 9,416 326,000 0.11%
48 Creative Planning 10,378 360,000 0.12%
49 Autus Asset Management, LLC 10,512 365,000 0.12%
50 GUGGENHEIM CAPITAL LLC 10,669 370,000 0.12%
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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.