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

Institutional Holders (2014Q3)
Portfolio Summary: 107 Institutional holders with a total value of $430,404,619.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OLD DOMINION CAPITAL MANAGEMENT INC 163,097 119,713,000 27.81%
2 MORGAN STANLEY 845,179 62,036,000 14.41%
3 UBS AG 498,099 36,560,000 8.49%
4 WELLS FARGO & COMPANY/MN 427,605 31,386,000 7.29%
5 BANK OF AMERICA CORP /DE/ 365,149 26,803,000 6.23%
6 Nadler Financial Group, Inc. 197,501 14,497,000 3.37%
7 Chevy Chase Trust Holdings, LLC 144,061 10,574,000 2.46%
8 Jacobus Wealth Management, Inc. 124,908 9,168,000 2.13%
9 Commonwealth Equity Services, Inc 120,320 8,831,000 2.05%
10 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 96,330 7,071,000 1.64%
11 LPL Financial LLC 88,445 6,427,000 1.49%
12 Twele Capital Management, Inc. 84,578 6,208,000 1.44%
13 ROYAL BANK OF CANADA 83,833 6,153,000 1.43%
14 Placemark Investments, Inc. 82,869 6,082,000 1.41%
15 Jaffetilchin Investment Partners, LLC 76,158 5,590,000 1.30%
16 Janney Montgomery Scott LLC 54,269 3,983,331 0.93%
17 STIFEL FINANCIAL CORP 48,602 3,567,000 0.83%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 44,505 3,266,000 0.76%
19 CAHILL FINANCIAL ADVISORS INC 38,618 2,835,000 0.66%
20 SouthState Bank Corp 35,265 2,588,000 0.60%
21 PNC FINANCIAL SERVICES GROUP, INC. 33,933 2,490,000 0.58%
22 AMERICAN INTERNATIONAL GROUP, INC. 32,269 2,368,578 0.55%
23 Raymond James Financial Services Advisors, Inc. 30,542 2,242,000 0.52%
24 VICUS CAPITAL 30,398 2,231,000 0.52%
25 BARING ASSET MANAGEMENT Ltd 30,285 2,226,000 0.52%
26 McKinley Carter Wealth Services, Inc. 28,294 2,077,000 0.48%
27 SII INVESTMENTS INC/WI 27,765 2,044,000 0.47%
28 SPC Financial, Inc. 27,155 1,993,000 0.46%
29 Cerity Partners OCIO LLC 23,305 1,711,000 0.40%
30 VSR Financial Services, Inc. 20,587 1,511,000 0.35%
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,642 1,440,000 0.33%
32 RAYMOND JAMES & ASSOCIATES 19,073 1,400,000 0.33%
33 SHINE INVESTMENT ADVISORY SERVICES INC 18,707 1,373,000 0.32%
34 WADE G W & INC 17,079 1,254,000 0.29%
35 Garrison Asset Management, LLC 16,967 1,245,000 0.29%
36 Concert Wealth Management Inc. 16,813 1,230,000 0.29%
37 LBMC INVESTMENT ADVISORS, LLC 16,513 1,212,000 0.28%
38 Cetera Advisor Networks LLC 15,418 1,133,000 0.26%
39 First Allied Advisory Services, Inc. 15,404 1,130,000 0.26%
40 PATTON ALBERTSON MILLER GROUP, LLC 15,000 1,103,000 0.26%
41 Annex Advisory Services, LLC 14,753 1,083,000 0.25%
42 CITIGROUP INC 14,306 1,049,000 0.24%
43 MONTAG A & ASSOCIATES INC 14,205 1,043,000 0.24%
44 CUTLER INVESTMENT COUNSEL LLC 13,624 1,000,000 0.23%
45 AMERIPRISE FINANCIAL INC 13,490 990,000 0.23%
46 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,403 984,000 0.23%
47 INVESTMENT CENTERS OF AMERICA INC 12,793 940,000 0.22%
48 White Pine Investment CO 12,802 940,000 0.22%
49 ATHERTON LANE ADVISERS, LLC 11,275 828,000 0.19%
50 Cambridge Investment Research Advisors, Inc. 9,386 689,000 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.