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

Institutional Holders (2015Q2)
Portfolio Summary: 22 Institutional holders with a total value of $17,971,678.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NATIXIS ADVISORS, LLC 80,718 5,306,000 29.52%
2 MORGAN STANLEY 37,630 2,473,000 13.76%
3 BANK OF AMERICA CORP /DE/ 35,855 2,357,000 13.12%
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,754 1,759,000 9.79%
5 Evercore Wealth Management, LLC 22,000 1,446,000 8.05%
6 WELLS FARGO & COMPANY/MN 20,249 1,331,000 7.41%
7 JANE STREET GROUP, LLC 18,360 1,207,000 6.72%
8 Callan Capital, LLC 12,842 844,000 4.70%
9 CREDIT SUISSE AG/ 10,643 700,000 3.90%
10 Bellecapital International Ltd. 3,372 222,000 1.24%
11 UBS Group AG 1,182 78,000 0.43%
12 JFS WEALTH ADVISORS, LLC 1,101 72,000 0.40%
13 AMERICAN INTERNATIONAL GROUP, INC. 780 51,270 0.29%
14 CITIGROUP INC 496 33,000 0.18%
15 Clal Insurance Enterprises Holdings Ltd 491 32,000 0.18%
16 MONETARY MANAGEMENT GROUP INC 325 21,000 0.12%
17 ASSETMARK, INC 180 12,000 0.07%
18 ROYAL BANK OF CANADA 136 9,000 0.05%
19 CT Financial Advisors LLC 128 8,408 0.05%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 101 7,000 0.04%
21 MSI Financial Services Inc 43 3,000 0.02%
22 Parallax Volatility Advisers, L.P. 1 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.