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

Institutional Holders (2015Q1)
Portfolio Summary: 122 Institutional holders with a total value of $1,354,498,481.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 3,991,865 292,603,000 21.60%
2 BB&T SECURITIES, LLC 370,637 271,676,000 20.06%
3 PNC FINANCIAL SERVICES GROUP, INC. 3,018,377 221,248,000 16.33%
4 MORGAN STANLEY 1,323,579 97,018,000 7.16%
5 WELLS FARGO & COMPANY/MN 689,897 50,570,000 3.73%
6 UBS Group AG 565,828 41,475,000 3.06%
7 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 562,667 41,243,000 3.04%
8 Live Your Vision, LLC 402,805 29,526,000 2.18%
9 GOLDMAN SACHS GROUP INC 393,821 28,867,000 2.13%
10 BANK OF AMERICA CORP /DE/ 386,391 28,323,000 2.09%
11 WADE G W & INC 345,227 25,305,000 1.87%
12 ENVESTNET ASSET MANAGEMENT INC 326,698 23,947,000 1.77%
13 RAYMOND JAMES & ASSOCIATES 318,679 23,359,000 1.72%
14 Commonwealth Equity Services, Inc 129,438 9,488,000 0.70%
15 Creative Planning 121,554 8,910,000 0.66%
16 ROYAL BANK OF CANADA 115,982 8,502,000 0.63%
17 Sarasin & Partners LLP 112,800 8,268,000 0.61%
18 Raymond James Financial Services Advisors, Inc. 102,916 7,544,000 0.56%
19 LPL Financial LLC 100,814 7,360,000 0.54%
20 Merriman Wealth Management, LLC 87,162 6,426,000 0.47%
21 Bank of New York Mellon Corp 84,514 6,195,000 0.46%
22 SPC Financial, Inc. 81,803 5,996,000 0.44%
23 Private Wealth Advisors, Inc. 77,575 5,686,000 0.42%
24 Janney Montgomery Scott LLC 66,100 4,845,000 0.36%
25 Cambridge Investment Research Advisors, Inc. 64,203 4,706,000 0.35%
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 63,390 4,646,000 0.34%
27 MSI Financial Services Inc 62,351 4,570,000 0.34%
28 Evercore Wealth Management, LLC 60,832 4,457,000 0.33%
29 CITIGROUP INC 56,022 4,106,000 0.30%
30 Paracle Advisors, LLC 55,086 4,037,000 0.30%
31 Linscomb Wealth, Inc. 46,258 3,391,000 0.25%
32 Nadler Financial Group, Inc. 45,305 3,321,000 0.25%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 43,388 3,182,000 0.23%
34 First Allied Asset Management, Inc. 43,060 3,154,000 0.23%
35 Robert W. Baird & Co. Inc 41,450 3,038,000 0.22%
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 39,966 2,969,000 0.22%
37 Cetera Advisor Networks LLC 40,295 2,956,000 0.22%
38 MANAGED ACCOUNT ADVISORS LLC 38,138 2,796,000 0.21%
39 PERRITT CAPITAL MANAGEMENT INC 30,358 2,225,000 0.16%
40 NATIONAL PLANNING CORP 28,846 2,144,000 0.16%
41 Koshinski Asset Management, Inc. 28,570 2,094,000 0.15%
42 STALEY CAPITAL ADVISERS INC 21,845 1,601,000 0.12%
43 AMERICAN INTERNATIONAL GROUP, INC. 21,415 1,569,706 0.12%
44 MOLLER WEALTH PARTNERS 20,996 1,539,000 0.11%
45 M Holdings Securities, Inc. 20,744 1,521,000 0.11%
46 SHINE INVESTMENT ADVISORY SERVICES INC 20,626 1,512,000 0.11%
47 SG Americas Securities, LLC 20,498 1,503,000 0.11%
48 RETIREMENT DESIGN & MANAGEMENT INC /ADV 20,516 1,500,000 0.11%
49 CREDIT SUISSE AG/ 19,891 1,458,000 0.11%
50 Private Advisor Group, LLC 19,710 1,445,000 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.