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

Institutional Holders (2015Q2)
Portfolio Summary: 110 Institutional holders with a total value of $276,730,439.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 504,126 37,083,000 13.40%
2 BANK OF AMERICA CORP /DE/ 449,103 33,037,000 11.94%
3 WELLS FARGO & COMPANY/MN 363,622 26,748,000 9.67%
4 UBS Group AG 261,729 19,253,000 6.96%
5 Nadler Financial Group, Inc. 172,305 12,675,000 4.58%
6 OLD DOMINION CAPITAL MANAGEMENT INC 149,687 11,011,000 3.98%
7 Commonwealth Equity Services, Inc 127,882 9,407,000 3.40%
8 Jacobus Wealth Management, Inc. 113,140 8,323,000 3.01%
9 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 105,207 7,739,000 2.80%
10 ROYAL BANK OF CANADA 102,221 7,519,000 2.72%
11 LPL Financial LLC 92,826 6,835,000 2.47%
12 Lowe Wealth Advisors, LLC 85,553 6,293,000 2.27%
13 Twele Capital Management, Inc. 84,190 6,193,000 2.24%
14 Jaffetilchin Investment Partners, LLC 77,944 5,734,000 2.07%
15 ENVESTNET ASSET MANAGEMENT INC 71,135 5,233,000 1.89%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 53,342 3,924,000 1.42%
17 Janney Montgomery Scott LLC 53,194 3,912,963 1.41%
18 CITADEL ADVISORS LLC 49,696 3,656,000 1.32%
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,207 3,547,000 1.28%
20 CAHILL FINANCIAL ADVISORS INC 37,613 2,767,000 1.00%
21 PNC FINANCIAL SERVICES GROUP, INC. 36,779 2,705,000 0.98%
22 Chevy Chase Trust Holdings, LLC 34,501 2,538,000 0.92%
23 BARING ASSET MANAGEMENT Ltd 32,363 2,380,000 0.86%
24 VICUS CAPITAL 32,068 2,359,000 0.85%
25 McKinley Carter Wealth Services, Inc. 29,913 2,193,000 0.79%
26 SPC Financial, Inc. 29,105 2,141,000 0.77%
27 SII INVESTMENTS INC/WI 27,486 2,027,000 0.73%
28 JANE STREET GROUP, LLC 25,662 1,888,000 0.68%
29 AMERICAN INTERNATIONAL GROUP, INC. 24,246 1,783,563 0.64%
30 Cerity Partners OCIO LLC 20,452 1,504,000 0.54%
31 Mariner, LLC 18,159 1,336,000 0.48%
32 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 17,223 1,267,000 0.46%
33 INVESTMENT CENTERS OF AMERICA INC 16,973 1,251,000 0.45%
34 Concert Wealth Management Inc. 16,374 1,200,000 0.43%
35 White Pine Investment CO 15,664 1,152,000 0.42%
36 WADE G W & INC 14,312 1,053,000 0.38%
37 RAYMOND JAMES & ASSOCIATES 14,271 1,050,000 0.38%
38 CITIGROUP INC 13,947 1,026,000 0.37%
39 MANAGED ACCOUNT ADVISORS LLC 13,355 982,000 0.35%
40 VSR Financial Services, Inc. 13,200 971,000 0.35%
41 MSI Financial Services Inc 12,518 921,000 0.33%
42 MONTAG A & ASSOCIATES INC 12,405 913,000 0.33%
43 AMERIPRISE FINANCIAL INC 11,824 870,000 0.31%
44 Ruggie Capital Group 11,280 827,000 0.30%
45 Raymond James Financial Services Advisors, Inc. 10,710 788,000 0.28%
46 Cetera Advisor Networks LLC 10,371 788,000 0.28%
47 Annex Advisory Services, LLC 10,292 757,000 0.27%
48 First Allied Advisory Services, Inc. 9,663 709,000 0.26%
49 JPMORGAN CHASE & CO 9,575 704,000 0.25%
50 ATHERTON LANE ADVISERS, LLC 9,445 695,000 0.25%
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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.