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

Institutional Holders (2014Q3)
Portfolio Summary: 100 Institutional holders with a total value of $1,134,074,370.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 3,641,014 259,131,000 22.85%
2 PNC FINANCIAL SERVICES GROUP, INC. 2,928,944 208,454,000 18.38%
3 BB&T SECURITIES, LLC 225,662 160,603,000 14.16%
4 MORGAN STANLEY 1,203,869 85,679,000 7.55%
5 UBS AG 687,515 48,930,000 4.31%
6 WELLS FARGO & COMPANY/MN 572,627 40,754,000 3.59%
7 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 564,439 40,171,000 3.54%
8 WADE G W & INC 451,892 32,161,000 2.84%
9 Live Your Vision, LLC 410,128 28,081,000 2.48%
10 BANK OF AMERICA CORP /DE/ 377,133 26,841,000 2.37%
11 GOLDMAN SACHS GROUP INC 269,439 19,176,000 1.69%
12 ENVESTNET ASSET MANAGEMENT INC 247,865 17,641,000 1.56%
13 Placemark Investments, Inc. 128,157 9,121,000 0.80%
14 Commonwealth Equity Services, Inc 118,103 8,405,000 0.74%
15 Sarasin & Partners LLP 111,815 7,958,000 0.70%
16 RAYMOND JAMES & ASSOCIATES 103,622 7,375,000 0.65%
17 Merriman Wealth Management, LLC 88,489 6,498,000 0.57%
18 LPL Financial LLC 90,957 6,393,000 0.56%
19 ROYAL BANK OF CANADA 88,224 6,278,000 0.55%
20 Raymond James Financial Services Advisors, Inc. 86,651 6,167,000 0.54%
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 77,030 5,482,000 0.48%
22 CITIGROUP INC 74,333 5,290,000 0.47%
23 Private Wealth Advisors, Inc. 72,157 5,135,000 0.45%
24 SPC Financial, Inc. 71,614 5,097,000 0.45%
25 Creative Planning 70,794 5,038,000 0.44%
26 Cambridge Investment Research Advisors, Inc. 62,822 4,471,000 0.39%
27 Paracle Advisors, LLC 59,770 4,253,000 0.38%
28 STEPHENS INC /AR/ 54,392 3,871,000 0.34%
29 First Allied Asset Management, Inc. 51,455 3,656,000 0.32%
30 Bank of New York Mellon Corp 49,116 3,496,000 0.31%
31 Janney Montgomery Scott LLC 48,269 3,435,338 0.30%
32 Evercore Wealth Management, LLC 47,836 3,405,000 0.30%
33 Linscomb Wealth, Inc. 47,777 3,400,000 0.30%
34 Nadler Financial Group, Inc. 45,564 3,243,000 0.29%
35 Robert W. Baird & Co. Inc 44,280 3,151,000 0.28% SH
36 NEW ENGLAND SECURITIES CORP /MA/ 43,703 3,110,000 0.27%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 38,314 2,728,000 0.24%
38 Cetera Advisor Networks LLC 35,098 2,497,000 0.22%
39 NATIONAL PLANNING CORP 31,624 2,245,000 0.20%
40 First Allied Advisory Services, Inc. 26,484 1,887,000 0.17%
41 STALEY CAPITAL ADVISERS INC 22,995 1,637,000 0.14%
42 AMERICAN INTERNATIONAL GROUP, INC. 22,013 1,566,694 0.14%
43 MOLLER WEALTH PARTNERS 21,480 1,529,000 0.13%
44 M Holdings Securities, Inc. 20,744 1,476,000 0.13%
45 SHINE INVESTMENT ADVISORY SERVICES INC 20,743 1,476,000 0.13%
46 CREDIT SUISSE AG/ 19,891 1,416,000 0.12%
47 PATTON ALBERTSON MILLER GROUP, LLC 17,951 1,281,000 0.11%
48 M&T BANK CORP 17,013 1,211,000 0.11%
49 BLAIR WILLIAM & CO/IL 16,696 1,188,000 0.10%
50 OPTIMUM INVESTMENT ADVISORS 16,683 1,187,000 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.