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

Institutional Holders (2015Q3)
Portfolio Summary: 106 Institutional holders with a total value of $216,815,799.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 407,621 27,395,000 12.64%
2 MORGAN STANLEY 361,771 24,314,000 11.21%
3 BANK OF AMERICA CORP /DE/ 301,946 20,294,000 9.36%
4 UBS Group AG 233,363 15,684,000 7.23%
5 OLD DOMINION CAPITAL MANAGEMENT INC 147,392 9,906,000 4.57%
6 Jacobus Wealth Management, Inc. 109,965 7,391,000 3.41%
7 Commonwealth Equity Services, Inc 109,205 7,340,000 3.39%
8 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 105,022 7,059,000 3.26%
9 Lowe Wealth Advisors, LLC 84,579 5,685,000 2.62%
10 Twele Capital Management, Inc. 83,029 5,580,000 2.57%
11 Jaffetilchin Investment Partners, LLC 76,964 5,173,000 2.39%
12 ROYAL BANK OF CANADA 76,748 5,158,000 2.38%
13 ENVESTNET ASSET MANAGEMENT INC 68,795 4,624,000 2.13%
14 Nadler Financial Group, Inc. 67,002 4,503,000 2.08%
15 LPL Financial LLC 56,375 3,943,000 1.82%
16 Raymond James Financial Services Advisors, Inc. 56,654 3,808,000 1.76%
17 Janney Montgomery Scott LLC 50,322 3,382,000 1.56%
18 JANE STREET GROUP, LLC 45,734 3,074,000 1.42%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 43,276 2,908,000 1.34%
20 CAHILL FINANCIAL ADVISORS INC 36,853 2,477,000 1.14%
21 PNC FINANCIAL SERVICES GROUP, INC. 36,598 2,460,000 1.13%
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,088 2,291,000 1.06%
23 VICUS CAPITAL 31,326 2,105,000 0.97%
24 BARING ASSET MANAGEMENT Ltd 30,573 2,014,000 0.93%
25 Chevy Chase Trust Holdings, LLC 29,644 1,993,000 0.92%
26 McKinley Carter Wealth Services, Inc. 27,702 1,862,000 0.86%
27 SII INVESTMENTS INC/WI 26,710 1,793,000 0.83%
28 AMERICAN INTERNATIONAL GROUP, INC. 26,310 1,768,000 0.82%
29 Cerity Partners OCIO LLC 20,607 1,385,000 0.64%
30 INVESTMENT CENTERS OF AMERICA INC 18,058 1,217,000 0.56%
31 Mariner, LLC 17,819 1,198,000 0.55%
32 SHINE INVESTMENT ADVISORY SERVICES INC 17,226 1,158,000 0.53%
33 Garrison Asset Management, LLC 16,599 1,116,000 0.51%
34 AMERIPRISE FINANCIAL INC 15,802 1,062,000 0.49%
35 Concert Wealth Management Inc. 15,715 1,050,000 0.48%
36 White Pine Investment CO 15,589 1,048,000 0.48%
37 WADE G W & INC 13,847 931,000 0.43%
38 RAYMOND JAMES & ASSOCIATES 13,658 918,000 0.42%
39 MONTAG A & ASSOCIATES INC 12,705 854,000 0.39%
40 CITIGROUP INC 12,396 833,000 0.38%
41 Ruggie Capital Group 11,280 825,000 0.38%
42 HRT FINANCIAL LP 11,624 781,000 0.36%
43 MSI Financial Services Inc 10,322 694,000 0.32%
44 Annex Advisory Services, LLC 10,025 674,000 0.31%
45 JPMORGAN CHASE & CO 9,485 637,000 0.29%
46 ATHERTON LANE ADVISERS, LLC 9,445 635,000 0.29%
47 Cetera Advisor Networks LLC 8,240 553,000 0.26%
48 CITADEL ADVISORS LLC 8,100 544,000 0.25%
49 Virtu KCG Holdings LLC 7,797 524,000 0.24%
50 SouthState Bank Corp 7,637 513,000 0.24%
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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.