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

Institutional Holders (2014Q1)
Portfolio Summary: 99 Institutional holders with a total value of $1,146,544,208.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 5,300,490 358,577,000 31.27%
2 PNC FINANCIAL SERVICES GROUP, INC. 2,566,212 173,606,000 15.14%
3 BB&T SECURITIES, LLC 201,476 136,298,000 11.89%
4 MORGAN STANLEY 1,072,116 72,529,000 6.33%
5 UBS AG 695,015 47,018,000 4.10%
6 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 613,179 41,482,000 3.62%
7 WELLS FARGO & COMPANY/MN 561,316 37,973,000 3.31%
8 WADE G W & INC 429,931 29,085,000 2.54%
9 Live Your Vision, LLC 425,034 28,754,000 2.51%
10 BANK OF AMERICA CORP /DE/ 320,163 21,659,000 1.89%
11 ENVESTNET ASSET MANAGEMENT INC 286,076 19,353,000 1.69%
12 GOLDMAN SACHS GROUP INC 255,260 17,268,000 1.51%
13 Wharton Business Group, LLC 148,125 10,021,000 0.87%
14 UNITED CAPITAL FINANCIAL ADVISORS, LLC 141,263 9,556,000 0.83%
15 RAYMOND JAMES & ASSOCIATES 139,681 9,449,000 0.82%
16 Commonwealth Equity Services, Inc 136,154 9,211,000 0.80%
17 Sarasin & Partners LLP 111,210 7,523,000 0.66%
18 LPL Financial LLC 91,678 6,202,000 0.54%
19 Raymond James Financial Services Advisors, Inc. 84,091 5,689,000 0.50%
20 Placemark Investments, Inc. 83,935 5,678,000 0.50%
21 ROYAL BANK OF CANADA 81,253 5,497,000 0.48%
22 First Allied Asset Management, Inc. 71,493 4,834,000 0.42%
23 Private Wealth Advisors, Inc. 70,719 4,784,000 0.42%
24 SPC Financial, Inc. 70,400 4,763,000 0.42%
25 Creative Planning 69,360 4,692,000 0.41%
26 Cambridge Investment Research Advisors, Inc. 64,871 4,389,000 0.38%
27 SG Americas Securities, LLC 56,740 3,838,000 0.33%
28 Bank of New York Mellon Corp 54,727 3,702,000 0.32%
29 Linscomb Wealth, Inc. 51,005 3,450,000 0.30%
30 Nadler Financial Group, Inc. 49,358 3,339,000 0.29%
31 Robert W. Baird & Co. Inc 43,215 2,923,000 0.25%
32 STEPHENS INC /AR/ 40,729 2,755,000 0.24%
33 First Allied Advisory Services, Inc. 40,667 2,750,000 0.24%
34 Cetera Advisor Networks LLC 38,830 2,625,000 0.23%
35 NEW ENGLAND SECURITIES CORP /MA/ 37,901 2,564,000 0.22%
36 Evercore Wealth Management, LLC 36,730 2,484,000 0.22%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 35,864 2,424,000 0.21%
38 Janney Montgomery Scott LLC 33,505 2,266,644 0.20%
39 NATIONAL PLANNING CORP 33,044 2,251,000 0.20%
40 STALEY CAPITAL ADVISERS INC 25,195 1,704,000 0.15%
41 AMERICAN INTERNATIONAL GROUP, INC. 23,476 1,588,124 0.14%
42 CITIGROUP INC 22,073 1,493,000 0.13%
43 MOLLER WEALTH PARTNERS 21,480 1,453,000 0.13%
44 CREDIT SUISSE AG/ 19,891 1,346,000 0.12%
45 PATTON ALBERTSON MILLER GROUP, LLC 18,669 1,263,000 0.11%
46 TOWER TRUST Co 18,124 1,226,000 0.11%
47 COLONY GROUP LLC 17,532 1,186,000 0.10%
48 J.P. Morgan Private Wealth Advisors LLC 17,405 1,177,000 0.10%
49 BLAIR WILLIAM & CO/IL 17,009 1,150,000 0.10%
50 OPTIMUM INVESTMENT ADVISORS 16,946 1,146,000 0.10%
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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.