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

Institutional Holders (2015Q1)
Portfolio Summary: 112 Institutional holders with a total value of $353,219,130.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 837,008 63,528,000 17.99%
2 BANK OF AMERICA CORP /DE/ 513,415 38,968,000 11.03%
3 WELLS FARGO & COMPANY/MN 492,759 37,400,000 10.59%
4 UBS Group AG 380,308 28,865,000 8.17%
5 Nadler Financial Group, Inc. 204,426 15,516,000 4.39%
6 ROYAL BANK OF CANADA 187,245 14,212,000 4.02%
7 OLD DOMINION CAPITAL MANAGEMENT INC 154,149 11,700,000 3.31%
8 Commonwealth Equity Services, Inc 126,604 9,609,000 2.72%
9 Chevy Chase Trust Holdings, LLC 117,394 8,910,000 2.52%
10 Jacobus Wealth Management, Inc. 114,608 8,699,000 2.46%
11 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 101,445 7,700,000 2.18%
12 LPL Financial LLC 91,337 6,908,000 1.96%
13 Lowe Wealth Advisors, LLC 85,836 6,515,000 1.84%
14 Twele Capital Management, Inc. 84,190 6,390,000 1.81%
15 ENVESTNET ASSET MANAGEMENT INC 79,755 6,053,000 1.71%
16 Jaffetilchin Investment Partners, LLC 77,317 5,868,000 1.66%
17 BB&T SECURITIES, LLC 6,919 5,251,000 1.49%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 56,775 4,310,000 1.22%
19 Janney Montgomery Scott LLC 51,329 3,896,000 1.10%
20 CAHILL FINANCIAL ADVISORS INC 37,839 2,872,000 0.81%
21 PNC FINANCIAL SERVICES GROUP, INC. 36,105 2,740,000 0.78%
22 Raymond James Financial Services Advisors, Inc. 35,312 2,680,000 0.76%
23 BARING ASSET MANAGEMENT Ltd 32,338 2,470,000 0.70%
24 VICUS CAPITAL 31,737 2,409,000 0.68%
25 JANE STREET GROUP, LLC 31,562 2,396,000 0.68%
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,072 2,204,000 0.62%
27 SII INVESTMENTS INC/WI 28,268 2,148,000 0.61%
28 SPC Financial, Inc. 27,945 2,121,000 0.60%
29 McKinley Carter Wealth Services, Inc. 27,748 2,106,000 0.60%
30 AMERICAN INTERNATIONAL GROUP, INC. 26,753 2,030,581 0.57%
31 Cerity Partners OCIO LLC 20,201 1,533,000 0.43%
32 MARINER WEALTH ADVISORS-NYC, LLC 19,322 1,467,000 0.42%
33 INVESTMENT CENTERS OF AMERICA INC 17,474 1,328,000 0.38%
34 SHINE INVESTMENT ADVISORY SERVICES INC 17,226 1,307,000 0.37%
35 CITIGROUP INC 15,098 1,145,000 0.32%
36 White Pine Investment CO 14,465 1,098,000 0.31%
37 WADE G W & INC 14,431 1,095,000 0.31%
38 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,769 1,045,000 0.30%
39 RAYMOND JAMES & ASSOCIATES 13,577 1,030,000 0.29%
40 MONTAG A & ASSOCIATES INC 12,405 942,000 0.27%
41 VSR Financial Services, Inc. 12,254 930,000 0.26%
42 Annex Advisory Services, LLC 11,872 901,000 0.26%
43 First Allied Advisory Services, Inc. 11,610 878,000 0.25%
44 SouthState Bank Corp 11,522 875,000 0.25%
45 ATHERTON LANE ADVISERS, LLC 10,845 823,000 0.23%
46 JANE STREET GROUP, LLC 10,500 797,000 0.23% Put
47 Cetera Advisor Networks LLC 10,371 788,000 0.22%
48 MSI Financial Services Inc 10,315 783,000 0.22%
49 Cambridge Investment Research Advisors, Inc. 10,161 771,000 0.22%
50 Concert Wealth Management Inc. 17,126 761,000 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.