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

Institutional Holders (2015Q4)
Portfolio Summary: 119 Institutional holders with a total value of $236,528,210.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 395,341 27,788,000 11.75%
2 MORGAN STANLEY 344,571 24,220,000 10.24%
3 BANK OF AMERICA CORP /DE/ 306,788 21,564,000 9.12%
4 UBS Group AG 217,016 15,254,000 6.45%
5 OLD DOMINION CAPITAL MANAGEMENT INC 145,958 10,259,000 4.34%
6 ROYAL BANK OF CANADA 107,087 7,526,000 3.18%
7 Commonwealth Equity Services, Inc 103,353 7,265,000 3.07%
8 Jacobus Wealth Management, Inc. 103,267 7,259,000 3.07%
9 LPL Financial LLC 102,915 7,234,000 3.06%
10 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 100,192 7,043,000 2.98%
11 Raymond James Financial Services Advisors, Inc. 78,310 5,504,000 2.33%
12 Jaffetilchin Investment Partners, LLC 77,784 5,467,000 2.31%
13 Lowe Wealth Advisors, LLC 75,250 5,289,000 2.24%
14 WELL DONE, LLC 62,960 4,425,000 1.87%
15 ENVESTNET ASSET MANAGEMENT INC 62,081 4,364,000 1.85%
16 Nadler Financial Group, Inc. 60,630 4,262,000 1.80%
17 Twele Capital Management, Inc. 56,195 3,950,000 1.67%
18 JANE STREET GROUP, LLC 50,000 3,515,000 1.49% Put
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 42,618 2,995,000 1.27%
20 CITADEL ADVISORS LLC 40,918 2,876,000 1.22%
21 Janney Montgomery Scott LLC 37,364 2,626,000 1.11%
22 JANE STREET GROUP, LLC 36,920 2,595,000 1.10%
23 PNC FINANCIAL SERVICES GROUP, INC. 36,405 2,559,000 1.08%
24 CAHILL FINANCIAL ADVISORS INC 36,336 2,555,000 1.08%
25 AMERIPRISE FINANCIAL INC 35,535 2,498,000 1.06%
26 BARING ASSET MANAGEMENT Ltd 31,966 2,262,000 0.96%
27 VICUS CAPITAL 29,860 2,099,000 0.89%
28 AMERICAN INTERNATIONAL GROUP, INC. 26,789 1,884,000 0.80%
29 McKinley Carter Wealth Services, Inc. 23,338 1,640,000 0.69%
30 Chevy Chase Trust Holdings, LLC 22,124 1,555,000 0.66%
31 SII INVESTMENTS INC/WI 21,733 1,524,000 0.64%
32 Cerity Partners OCIO LLC 20,724 1,457,000 0.62%
33 MSI Financial Services Inc 19,184 1,348,000 0.57%
34 STRATEGIC FINANCIAL GROUP, LLC 18,924 1,330,000 0.56%
35 Mariner, LLC 17,405 1,223,000 0.52%
36 INVESTMENT CENTERS OF AMERICA INC 17,240 1,211,000 0.51%
37 SHINE INVESTMENT ADVISORY SERVICES INC 17,077 1,200,000 0.51%
38 JANE STREET GROUP, LLC 16,800 1,181,000 0.50% Call
39 Garrison Asset Management, LLC 16,757 1,178,000 0.50%
40 Concert Wealth Management Inc. 15,769 1,107,000 0.47%
41 White Pine Investment CO 15,580 1,095,000 0.46%
42 RAYMOND JAMES & ASSOCIATES 15,147 1,065,000 0.45%
43 J.P. Morgan Private Wealth Advisors LLC 14,970 1,052,000 0.44%
44 WADE G W & INC 13,132 923,000 0.39%
45 MONTAG A & ASSOCIATES INC 12,705 893,000 0.38%
46 CITIGROUP INC 12,019 844,000 0.36%
47 PARAMETRIC PORTFOLIO ASSOCIATES LLC 11,140 783,000 0.33%
48 LGL PARTNERS, LLC 9,782 688,000 0.29%
49 ATHERTON LANE ADVISERS, LLC 9,445 664,000 0.28%
50 Annex Advisory Services, LLC 9,085 639,000 0.27%
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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.