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

Institutional Holders (2014Q4)
Portfolio Summary: 120 Institutional holders with a total value of $1,648,366,767.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 6,723,007 498,578,000 30.25%
2 BB&T SECURITIES, LLC 452,131 335,300,000 20.34%
3 PNC FINANCIAL SERVICES GROUP, INC. 2,984,536 221,333,000 13.43%
4 MORGAN STANLEY 1,333,114 98,864,000 6.00%
5 WELLS FARGO & COMPANY/MN 656,775 48,706,000 2.95%
6 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 566,795 42,033,000 2.55%
7 UBS Group AG 546,868 40,556,000 2.46%
8 WADE G W & INC 430,669 31,938,000 1.94%
9 BANK OF AMERICA CORP /DE/ 426,841 31,654,000 1.92%
10 Live Your Vision, LLC 407,735 29,842,000 1.81%
11 GOLDMAN SACHS GROUP INC 393,029 29,147,000 1.77%
12 RAYMOND JAMES & ASSOCIATES 342,169 25,375,000 1.54%
13 Placemark Investments, Inc. 225,246 16,704,000 1.01%
14 ENVESTNET ASSET MANAGEMENT INC 176,836 13,114,000 0.80%
15 Commonwealth Equity Services, Inc 127,323 9,442,000 0.57%
16 Creative Planning 123,136 9,132,000 0.55%
17 ROYAL BANK OF CANADA 115,563 8,570,000 0.52%
18 Sarasin & Partners LLP 111,995 8,306,000 0.50%
19 Raymond James Financial Services Advisors, Inc. 111,678 8,282,000 0.50%
20 Bank of New York Mellon Corp 96,905 7,187,000 0.44%
21 JANE STREET GROUP, LLC 96,277 7,140,000 0.43%
22 LPL Financial LLC 93,773 6,954,000 0.42%
23 SPC Financial, Inc. 90,841 6,737,000 0.41%
24 Merriman Wealth Management, LLC 86,717 6,348,000 0.39%
25 Private Wealth Advisors, Inc. 77,941 5,780,000 0.35%
26 Cambridge Investment Research Advisors, Inc. 65,061 4,825,000 0.29%
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,649 4,495,000 0.27%
28 Paracle Advisors, LLC 56,882 4,218,000 0.26%
29 STEPHENS INC /AR/ 55,440 4,111,000 0.25%
30 CITIGROUP INC 49,429 3,663,000 0.22%
31 First Allied Asset Management, Inc. 47,465 3,517,000 0.21%
32 Linscomb Wealth, Inc. 47,247 3,504,000 0.21%
33 Janney Montgomery Scott LLC 46,971 3,483,349 0.21%
34 Nadler Financial Group, Inc. 46,184 3,425,000 0.21%
35 Robert W. Baird & Co. Inc 46,182 3,424,000 0.21%
36 NEW ENGLAND SECURITIES CORP /MA/ 45,961 3,408,000 0.21%
37 AMERICAN INTERNATIONAL GROUP, INC. 44,518 3,301,467 0.20%
38 LADENBURG THALMANN FINANCIAL SERVICES INC. 41,533 3,081,000 0.19%
39 Cetera Advisor Networks LLC 38,459 2,852,000 0.17%
40 NATIONAL PLANNING CORP 31,688 2,319,562 0.14%
41 Koshinski Asset Management, Inc. 28,678 2,127,000 0.13%
42 STALEY CAPITAL ADVISERS INC 22,995 1,705,000 0.10%
43 MOLLER WEALTH PARTNERS 20,996 1,557,000 0.09%
44 SG Americas Securities, LLC 20,958 1,554,000 0.09%
45 RETIREMENT DESIGN & MANAGEMENT INC /ADV 20,894 1,549,000 0.09%
46 M Holdings Securities, Inc. 20,744 1,538,000 0.09%
47 SHINE INVESTMENT ADVISORY SERVICES INC 20,626 1,530,000 0.09%
48 PATTON ALBERTSON MILLER GROUP, LLC 20,334 1,508,000 0.09%
49 CREDIT SUISSE AG/ 19,891 1,475,000 0.09%
50 First Allied Advisory Services, Inc. 19,520 1,448,000 0.09%
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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.