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

Institutional Holders (2014Q2)
Portfolio Summary: 100 Institutional holders with a total value of $1,109,061,019.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 3,955,874 280,099,000 25.26%
2 PNC FINANCIAL SERVICES GROUP, INC. 2,495,487 176,694,000 15.93%
3 BB&T SECURITIES, LLC 211,675 149,878,000 13.51%
4 MORGAN STANLEY 1,182,369 83,719,000 7.55%
5 UBS AG 684,402 48,460,000 4.37%
6 WELLS FARGO & COMPANY/MN 612,012 43,335,000 3.91%
7 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 591,618 41,890,000 3.78%
8 WADE G W & INC 440,628 31,199,000 2.81%
9 Live Your Vision, LLC 412,719 29,223,000 2.63%
10 BANK OF AMERICA CORP /DE/ 332,550 23,547,000 2.12%
11 ENVESTNET ASSET MANAGEMENT INC 270,406 19,146,000 1.73%
12 GOLDMAN SACHS GROUP INC 258,662 18,315,000 1.65%
13 RAYMOND JAMES & ASSOCIATES 133,915 9,483,000 0.86%
14 UNITED CAPITAL FINANCIAL ADVISORS, LLC 128,958 9,131,000 0.82%
15 Placemark Investments, Inc. 128,676 9,111,000 0.82%
16 Commonwealth Equity Services, Inc 127,484 9,027,000 0.81%
17 Sarasin & Partners LLP 110,965 7,857,000 0.71%
18 LPL Financial LLC 95,712 6,777,000 0.61%
19 ROYAL BANK OF CANADA 85,679 6,067,000 0.55%
20 Raymond James Financial Services Advisors, Inc. 84,458 5,980,000 0.54%
21 Private Wealth Advisors, Inc. 72,167 5,110,000 0.46%
22 SPC Financial, Inc. 70,753 5,010,000 0.45%
23 First Allied Asset Management, Inc. 70,778 5,008,000 0.45%
24 Cambridge Investment Research Advisors, Inc. 65,894 4,666,000 0.42%
25 Creative Planning 65,394 4,630,000 0.42%
26 STEPHENS INC /AR/ 53,867 3,814,000 0.34%
27 Linscomb Wealth, Inc. 47,216 3,343,000 0.30%
28 Nadler Financial Group, Inc. 44,888 3,178,000 0.29%
29 Janney Montgomery Scott LLC 44,622 3,159,522 0.28%
30 First Allied Advisory Services, Inc. 43,252 3,062,000 0.28%
31 Robert W. Baird & Co. Inc 42,609 3,017,000 0.27%
32 Evercore Wealth Management, LLC 41,735 2,956,000 0.27%
33 NEW ENGLAND SECURITIES CORP /MA/ 40,975 2,901,000 0.26%
34 Cetera Advisor Networks LLC 39,843 2,820,000 0.25%
35 LADENBURG THALMANN FINANCIAL SERVICES INC. 37,081 2,624,000 0.24%
36 NATIONAL PLANNING CORP 33,230 2,353,000 0.21%
37 Bank of New York Mellon Corp 31,407 2,225,000 0.20%
38 JANE STREET GROUP, LLC 30,632 2,169,000 0.20%
39 AMERICAN INTERNATIONAL GROUP, INC. 30,178 2,136,771 0.19%
40 CITIGROUP INC 25,987 1,839,000 0.17%
41 STALEY CAPITAL ADVISERS INC 22,995 1,628,000 0.15%
42 DEUTSCHE BANK AG\ 22,003 1,557,000 0.14%
43 MOLLER WEALTH PARTNERS 21,480 1,521,000 0.14%
44 SHINE INVESTMENT ADVISORY SERVICES INC 20,828 1,475,000 0.13%
45 M Holdings Securities, Inc. 20,654 1,462,000 0.13%
46 PATTON ALBERTSON MILLER GROUP, LLC 20,571 1,457,000 0.13%
47 SG Americas Securities, LLC 19,903 1,409,000 0.13%
48 CREDIT SUISSE AG/ 19,891 1,408,000 0.13%
49 SII INVESTMENTS INC/WI 19,873 1,406,000 0.13%
50 OLD NATIONAL BANCORP /IN/ 16,980 1,202,000 0.11%
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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.