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

Institutional Holders (2014Q1)
Portfolio Summary: 101 Institutional holders with a total value of $272,679,647.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS AG 489,978 34,421,000 12.62%
2 MORGAN STANLEY 464,959 32,664,000 11.98%
3 WELLS FARGO & COMPANY/MN 337,093 23,680,000 8.68%
4 Jacobus Wealth Management, Inc. 256,416 17,824,000 6.54%
5 BANK OF AMERICA CORP /DE/ 237,434 16,680,000 6.12%
6 Nadler Financial Group, Inc. 184,406 12,955,000 4.75%
7 OLD DOMINION CAPITAL MANAGEMENT INC 164,260 11,539,000 4.23%
8 ROYAL BANK OF CANADA 145,820 10,244,000 3.76%
9 Commonwealth Equity Services, Inc 123,386 8,668,000 3.18%
10 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 95,150 6,684,000 2.45%
11 LPL Financial LLC 86,129 6,051,000 2.22%
12 Twele Capital Management, Inc. 84,632 5,945,000 2.18%
13 Placemark Investments, Inc. 82,213 5,775,000 2.12%
14 Jaffetilchin Investment Partners, LLC 76,091 5,345,000 1.96%
15 Janney Montgomery Scott LLC 54,919 3,858,073 1.41%
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,600 3,344,000 1.23% Call
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 43,589 3,062,000 1.12%
18 GOLDMAN SACHS GROUP INC 42,538 2,988,000 1.10%
19 SouthState Bank Corp 41,384 2,907,000 1.07%
20 SG Americas Securities, LLC 40,913 2,874,000 1.05%
21 CAHILL FINANCIAL ADVISORS INC 39,827 2,798,000 1.03%
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,377 2,134,000 0.78%
23 Raymond James Financial Services Advisors, Inc. 29,554 2,076,000 0.76%
24 LBMC INVESTMENT ADVISORS, LLC 29,339 2,061,000 0.76%
25 Baring International Investment Ltd 29,558 2,060,000 0.76%
26 SII INVESTMENTS INC/WI 31,099 2,045,000 0.75%
27 McKinley Carter Wealth Services, Inc. 28,288 1,987,000 0.73%
28 SPC Financial, Inc. 26,700 1,876,000 0.69%
29 AMERICAN INTERNATIONAL GROUP, INC. 25,947 1,822,812 0.67%
30 Virtu KCG Holdings LLC 25,570 1,796,000 0.66%
31 Cerity Partners OCIO LLC 23,552 1,655,000 0.61%
32 PATTON ALBERTSON MILLER GROUP, LLC 20,800 1,461,000 0.54%
33 VICUS CAPITAL 19,897 1,398,000 0.51%
34 RAYMOND JAMES & ASSOCIATES 19,163 1,346,000 0.49%
35 VSR Financial Services, Inc. 19,146 1,345,000 0.49%
36 Garrison Asset Management, LLC 18,312 1,286,000 0.47%
37 Cetera Advisor Networks LLC 18,181 1,276,000 0.47%
38 WADE G W & INC 17,389 1,222,000 0.45%
39 Concert Wealth Management Inc. 17,493 1,216,000 0.45%
40 CITIGROUP INC 15,865 1,115,000 0.41%
41 Annex Advisory Services, LLC 15,647 1,099,000 0.40%
42 J.P. Morgan Private Wealth Advisors LLC 14,970 1,052,000 0.39%
43 MONTAG A & ASSOCIATES INC 14,880 1,045,000 0.38%
44 INVESTMENT CENTERS OF AMERICA INC 14,621 933,000 0.34%
45 First Allied Advisory Services, Inc. 11,894 838,000 0.31%
46 CUTLER INVESTMENT COUNSEL LLC 11,531 810,000 0.30%
47 White Pine Investment CO 11,481 807,000 0.30%
48 JOHNSON INVESTMENT COUNSEL INC 11,400 800,000 0.29%
49 MSI Financial Services Inc 11,255 791,000 0.29%
50 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,958 770,000 0.28%
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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.