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

Institutional Holders (2014Q2)
Portfolio Summary: 112 Institutional holders with a total value of $305,621,069.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 524,812 38,784,000 12.69%
2 UBS AG 495,405 36,610,000 11.98%
3 WELLS FARGO & COMPANY/MN 368,974 27,267,000 8.92%
4 BANK OF AMERICA CORP /DE/ 347,928 25,712,000 8.41%
5 Nadler Financial Group, Inc. 180,227 13,319,000 4.36%
6 OLD DOMINION CAPITAL MANAGEMENT INC 161,829 11,959,000 3.91%
7 Chevy Chase Trust Holdings, LLC 145,257 10,734,000 3.51%
8 Jacobus Wealth Management, Inc. 126,918 9,379,000 3.07%
9 Commonwealth Equity Services, Inc 121,857 9,005,000 2.95%
10 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 95,555 7,062,000 2.31%
11 JANE STREET GROUP, LLC 93,797 6,932,000 2.27%
12 LPL Financial LLC 85,326 6,306,000 2.06%
13 Twele Capital Management, Inc. 84,632 6,254,000 2.05%
14 ROYAL BANK OF CANADA 84,571 6,249,000 2.04%
15 Placemark Investments, Inc. 79,718 5,891,000 1.93%
16 Jaffetilchin Investment Partners, LLC 75,529 5,582,000 1.83%
17 Janney Montgomery Scott LLC 56,496 4,175,068 1.37%
18 STIFEL FINANCIAL CORP 47,373 3,501,000 1.15%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 45,573 3,367,000 1.10%
20 CAHILL FINANCIAL ADVISORS INC 41,141 3,041,000 1.00%
21 SouthState Bank Corp 39,354 2,908,000 0.95%
22 Virtu KCG Holdings LLC 37,348 2,763,000 0.90%
23 Baring International Investment Ltd 34,049 2,517,000 0.82%
24 AMERICAN INTERNATIONAL GROUP, INC. 31,180 2,304,231 0.75%
25 Raymond James Financial Services Advisors, Inc. 30,104 2,225,000 0.73%
26 LBMC INVESTMENT ADVISORS, LLC 29,347 2,169,000 0.71%
27 SG Americas Securities, LLC 28,841 2,131,000 0.70%
28 McKinley Carter Wealth Services, Inc. 28,291 2,091,000 0.68%
29 SII INVESTMENTS INC/WI 28,148 2,085,000 0.68%
30 VICUS CAPITAL 27,463 2,030,000 0.66%
31 SPC Financial, Inc. 27,250 2,014,000 0.66%
32 Cerity Partners OCIO LLC 23,392 1,728,000 0.57%
33 RAYMOND JAMES & ASSOCIATES 19,525 1,443,000 0.47%
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,367 1,433,000 0.47%
35 SHINE INVESTMENT ADVISORY SERVICES INC 19,131 1,414,000 0.46%
36 VSR Financial Services, Inc. 19,094 1,411,000 0.46%
37 Cetera Advisor Networks LLC 17,986 1,330,000 0.44%
38 Garrison Asset Management, LLC 17,524 1,295,000 0.42%
39 WADE G W & INC 17,389 1,285,000 0.42%
40 PATTON ALBERTSON MILLER GROUP, LLC 17,140 1,267,000 0.41%
41 Concert Wealth Management Inc. 17,469 1,255,000 0.41%
42 EATON VANCE MANAGEMENT 16,113 1,191,000 0.39%
43 Annex Advisory Services, LLC 15,543 1,149,000 0.38%
44 J.P. Morgan Private Wealth Advisors LLC 15,002 1,109,000 0.36%
45 MONTAG A & ASSOCIATES INC 14,880 1,100,000 0.36%
46 CITIGROUP INC 14,283 1,057,000 0.35%
47 First Allied Advisory Services, Inc. 13,308 982,000 0.32%
48 White Pine Investment CO 12,882 952,000 0.31%
49 CUTLER INVESTMENT COUNSEL LLC 12,820 947,000 0.31%
50 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,283 908,000 0.30%
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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.