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

Institutional Holders (2014Q4)
Portfolio Summary: 115 Institutional holders with a total value of $360,780,833.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 868,756 66,634,000 18.47%
2 UBS Group AG 493,318 37,837,000 10.49%
3 BANK OF AMERICA CORP /DE/ 468,635 35,945,000 9.96%
4 WELLS FARGO & COMPANY/MN 447,156 34,297,000 9.51%
5 Nadler Financial Group, Inc. 201,308 15,440,000 4.28%
6 OLD DOMINION CAPITAL MANAGEMENT INC 158,696 12,119,000 3.36%
7 Chevy Chase Trust Holdings, LLC 131,089 10,054,000 2.79%
8 Commonwealth Equity Services, Inc 125,536 9,629,000 2.67%
9 Jacobus Wealth Management, Inc. 120,610 9,251,000 2.56%
10 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 98,795 7,578,000 2.10%
11 LPL Financial LLC 86,650 6,646,000 1.84%
12 Lowe Wealth Advisors, LLC 86,338 6,622,000 1.84%
13 Placemark Investments, Inc. 84,879 6,511,000 1.80%
14 Twele Capital Management, Inc. 84,578 6,487,000 1.80%
15 ROYAL BANK OF CANADA 82,004 6,290,000 1.74%
16 Jaffetilchin Investment Partners, LLC 76,886 5,897,000 1.63%
17 Janney Montgomery Scott LLC 71,161 5,458,042 1.51%
18 BB&T SECURITIES, LLC 6,919 5,306,000 1.47%
19 STIFEL FINANCIAL CORP 49,970 3,833,000 1.06%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 44,371 3,404,000 0.94%
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,200 3,158,000 0.88%
22 CAHILL FINANCIAL ADVISORS INC 39,182 3,006,000 0.83%
23 Raymond James Financial Services Advisors, Inc. 36,297 2,784,000 0.77%
24 PNC FINANCIAL SERVICES GROUP, INC. 34,933 2,679,000 0.74%
25 AMERICAN INTERNATIONAL GROUP, INC. 33,057 2,535,506 0.70%
26 VICUS CAPITAL 30,255 2,321,000 0.64%
27 SPC Financial, Inc. 28,930 2,219,000 0.62%
28 SII INVESTMENTS INC/WI 28,548 2,191,000 0.61%
29 BARING ASSET MANAGEMENT Ltd 27,635 2,140,000 0.59%
30 McKinley Carter Wealth Services, Inc. 27,741 2,128,000 0.59%
31 SouthState Bank Corp 19,308 1,481,000 0.41%
32 SHINE INVESTMENT ADVISORY SERVICES INC 17,510 1,343,000 0.37%
33 AMERIPRISE FINANCIAL INC 17,069 1,309,000 0.36%
34 Concert Wealth Management Inc. 16,898 1,304,000 0.36%
35 First Allied Advisory Services, Inc. 16,485 1,266,000 0.35%
36 Garrison Asset Management, LLC 16,967 1,245,000 0.35%
37 JANE STREET GROUP, LLC 15,600 1,197,000 0.33% Put
38 WADE G W & INC 15,344 1,177,000 0.33%
39 RAYMOND JAMES & ASSOCIATES 15,134 1,161,000 0.32%
40 CITIGROUP INC 14,356 1,100,000 0.30%
41 MONTAG A & ASSOCIATES INC 14,205 1,090,000 0.30%
42 CUTLER INVESTMENT COUNSEL LLC 14,100 1,082,000 0.30%
43 PATTON ALBERTSON MILLER GROUP, LLC 13,813 1,059,000 0.29%
44 Annex Advisory Services, LLC 13,699 1,051,000 0.29%
45 White Pine Investment CO 13,550 1,039,000 0.29%
46 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,458 1,032,000 0.29%
47 INVESTMENT CENTERS OF AMERICA INC 11,822 911,000 0.25%
48 Ruggie Capital Group 11,280 857,000 0.24%
49 ATHERTON LANE ADVISERS, LLC 11,005 844,000 0.23%
50 Cetera Advisor Networks LLC 10,282 787,000 0.22%
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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.