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

Institutional Holders (2015Q2)
Portfolio Summary: 120 Institutional holders with a total value of $883,489,811.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 2,865,663 207,733,000 23.51%
2 RiverFront Investment Group, LLC 1,637,772 118,722,000 13.44%
3 MORGAN STANLEY 1,298,917 94,159,000 10.66%
4 WELLS FARGO & COMPANY/MN 735,307 53,302,000 6.03%
5 RAYMOND JAMES & ASSOCIATES 540,772 39,201,000 4.44%
6 UBS Group AG 503,574 36,504,000 4.13%
7 BANK OF AMERICA CORP /DE/ 449,159 32,560,000 3.69%
8 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 422,358 30,617,000 3.47%
9 GOLDMAN SACHS GROUP INC 398,712 28,903,000 3.27%
10 WADE G W & INC 326,499 23,668,000 2.68%
11 ENVESTNET ASSET MANAGEMENT INC 267,105 19,362,000 2.19%
12 Live Your Vision, LLC 228,488 16,680,000 1.89%
13 BB&T SECURITIES, LLC 224,953 16,306,000 1.85%
14 Commonwealth Equity Services, Inc 164,795 11,946,000 1.35%
15 ROYAL BANK OF CANADA 149,587 10,844,000 1.23%
16 Creative Planning 127,591 9,249,000 1.05%
17 Sarasin & Partners LLP 113,485 8,228,000 0.93%
18 LPL Financial LLC 107,103 7,793,000 0.88%
19 SG Americas Securities, LLC 80,209 5,814,000 0.66%
20 SPC Financial, Inc. 78,733 5,707,000 0.65%
21 MISSION WEALTH MANAGEMENT, LLC 77,277 5,664,000 0.64%
22 Private Wealth Advisors, Inc. 71,254 5,165,000 0.58%
23 Janney Montgomery Scott LLC 67,563 4,897,664 0.55%
24 Cambridge Investment Research Advisors, Inc. 62,017 4,496,000 0.51%
25 Evercore Wealth Management, LLC 54,796 3,970,000 0.45%
26 Paracle Advisors, LLC 54,624 3,960,000 0.45% SH
27 CITIGROUP INC 54,527 3,953,000 0.45%
28 MANAGED ACCOUNT ADVISORS LLC 53,794 3,900,000 0.44%
29 First Allied Advisory Services, Inc. 51,100 3,712,000 0.42%
30 Nadler Financial Group, Inc. 46,195 3,349,000 0.38%
31 Linscomb Wealth, Inc. 46,049 3,338,000 0.38%
32 Cetera Advisor Networks LLC 40,295 2,956,000 0.33%
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,567 2,941,000 0.33%
34 LADENBURG THALMANN FINANCIAL SERVICES INC. 40,134 2,912,000 0.33%
35 Raymond James Financial Services Advisors, Inc. 37,633 2,728,000 0.31%
36 Bank of New York Mellon Corp 34,975 2,535,000 0.29%
37 BAIRD FINANCIAL GROUP, INC. 32,486 2,355,000 0.27%
38 NATIONAL PLANNING CORP 31,295 2,269,000 0.26%
39 PERRITT CAPITAL MANAGEMENT INC 31,144 2,258,000 0.26%
40 CITADEL ADVISORS LLC 26,630 1,930,000 0.22%
41 Koshinski Asset Management, Inc. 24,812 1,799,000 0.20%
42 M&T BANK CORP 22,756 1,650,000 0.19%
43 STALEY CAPITAL ADVISERS INC 21,745 1,576,000 0.18%
44 Kovack Advisors, Inc. 21,525 1,560,000 0.18%
45 MOLLER WEALTH PARTNERS 20,996 1,522,000 0.17%
46 M Holdings Securities, Inc. 20,744 1,504,000 0.17%
47 Private Advisor Group, LLC 20,034 1,452,000 0.16%
48 RETIREMENT DESIGN & MANAGEMENT INC /ADV 19,962 1,447,000 0.16%
49 MSI Financial Services Inc 19,733 1,430,000 0.16%
50 CREDIT SUISSE AG/ 19,091 1,384,000 0.16%
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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.