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

Institutional Holders (2014Q3)
Portfolio Summary: 49 Institutional holders with a total value of $146,163,675.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 654,890 33,694,000 23.05%
2 Morningstar Investment Services LLC 545,118 28,046,000 19.19%
3 LPL Financial LLC 432,761 21,984,000 15.04%
4 BB&T SECURITIES, LLC 27,735 14,269,000 9.76%
5 MORGAN STANLEY 238,443 12,268,000 8.39%
6 BESSEMER GROUP INC 160,000 8,232,000 5.63%
7 BANK OF AMERICA CORP /DE/ 59,885 3,081,000 2.11%
8 AVIANCE CAPITAL MANAGEMENT, LLC 59,868 3,080,000 2.11%
9 RAYMOND JAMES & ASSOCIATES 42,527 2,188,000 1.50%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,178 2,016,000 1.38%
11 Cetera Advisors LLC 33,518 1,722,000 1.18%
12 HSBC HOLDINGS PLC 31,299 1,610,000 1.10%
13 Private Advisor Group, LLC 30,247 1,556,000 1.06%
14 NEW VERNON INVESTMENT MANAGEMENT LLC 30,000 1,544,000 1.06%
15 UBS AG 19,607 1,009,000 0.69%
16 JANE STREET GROUP, LLC 16,880 868,000 0.59%
17 ENVESTNET ASSET MANAGEMENT INC 16,758 862,000 0.59%
18 Placemark Investments, Inc. 16,135 830,000 0.57%
19 CREDIT SUISSE AG/ 14,667 755,000 0.52%
20 WELLS FARGO & COMPANY/MN 14,422 742,000 0.51%
21 ROBERTS GLORE & CO INC /IL/ 13,518 696,000 0.48%
22 ROYAL BANK OF CANADA 11,665 600,000 0.41%
23 Brookstone Capital Management 11,372 585,000 0.40%
24 HM PAYSON & CO 11,160 574,000 0.39%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,702 551,000 0.38%
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,500 489,000 0.33% Call
27 JPMORGAN CHASE & CO 9,368 482,000 0.33%
28 First Allied Advisory Services, Inc. 6,916 354,000 0.24%
29 Commonwealth Equity Services, Inc 6,194 319,000 0.22%
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,400 278,000 0.19% Put
31 FLOW TRADERS U.S. LLC 4,124 212,000 0.15%
32 AMERICAN INTERNATIONAL GROUP, INC. 3,259 167,675 0.11%
33 NEXT Financial Group, Inc 2,298 118,000 0.08%
34 PNC FINANCIAL SERVICES GROUP, INC. 1,569 81,000 0.06%
35 Hanson & Doremus Investment Management 1,550 80,000 0.05%
36 MSI Financial Services Inc 1,187 61,000 0.04%
37 DEUTSCHE BANK AG\ 700 36,000 0.02%
38 Creative Planning 700 36,000 0.02%
39 JNBA Financial Advisors 250 13,000 0.01%
40 SIGNATUREFD, LLC 232 12,000 0.01%
41 CITIGROUP INC 235 12,000 0.01%
42 Waverly Advisors, LLC 215 11,000 0.01%
43 People's United Financial, Inc. 191 10,000 0.01%
44 BOSTON PRIVATE BANK & TRUST CO 130 7,000 0.00%
45 Pinnacle Summer Investments, Inc. 107 5,000 0.00%
46 FIFTH THIRD BANCORP 100 5,000 0.00%
47 Field & Main Bank 100 5,000 0.00%
48 Hudock, Inc. 100 5,000 0.00%
49 AMERIPRISE FINANCIAL INC 65 3,000 0.00%

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.