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

Institutional Holders (2014Q2)
Portfolio Summary: 22 Institutional holders with a total value of $8,518,195.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 32,687 2,236,000 26.25%
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,557 2,159,000 25.35%
3 WELLS FARGO & COMPANY/MN 20,641 1,412,000 16.58%
4 CREDIT SUISSE AG/ 10,745 735,000 8.63%
5 JANE STREET GROUP, LLC 6,625 453,000 5.32%
6 BANK OF AMERICA CORP /DE/ 6,090 417,000 4.90%
7 NATIXIS ADVISORS, LLC 4,798 328,000 3.85%
8 Bellecapital International Ltd. 3,395 232,000 2.72%
9 Acropolis Investment Management, LLC 2,260 155,000 1.82%
10 UBS AG 1,288 88,000 1.03%
11 JFS WEALTH ADVISORS, LLC 1,101 75,000 0.88%
12 Creative Planning 841 58,000 0.68%
13 CITIGROUP INC 476 33,000 0.39%
14 AMERIPRISE FINANCIAL INC 405 28,000 0.33%
15 AMERICAN INTERNATIONAL GROUP, INC. 339 23,195 0.27%
16 MONETARY MANAGEMENT GROUP INC 325 22,000 0.26%
17 BlackRock Institutional Trust Company, N.A. 314 21,000 0.25%
18 ROYAL BANK OF CANADA 287 20,000 0.23%
19 ASSETMARK, INC 180 12,000 0.14%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 122 8,000 0.09%
21 MSI Financial Services Inc 43 3,000 0.04%
22 ENVESTNET ASSET MANAGEMENT INC 6 0 0.00%

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.