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

Institutional Holders (2015Q1)
Portfolio Summary: 55 Institutional holders with a total value of $139,665,490.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Morningstar Investment Services LLC 553,601 29,973,000 21.46%
2 RiverFront Investment Group, LLC 541,706 29,328,000 21.00%
3 BB&T SECURITIES, LLC 32,421 17,553,000 12.57%
4 LPL Financial LLC 322,097 17,400,000 12.46%
5 BESSEMER GROUP INC 160,000 8,663,000 6.20%
6 MORGAN STANLEY 75,499 4,088,000 2.93%
7 Bank of New York Mellon Corp 55,755 3,019,000 2.16%
8 ENVESTNET ASSET MANAGEMENT INC 53,328 2,887,000 2.07%
9 AVIANCE CAPITAL MANAGEMENT, LLC 49,878 2,700,000 1.93%
10 RAYMOND JAMES & ASSOCIATES 47,700 2,583,000 1.85%
11 BANK OF AMERICA CORP /DE/ 38,004 2,058,000 1.47%
12 Creative Planning 35,154 1,903,000 1.36%
13 JANE STREET GROUP, LLC 35,041 1,897,000 1.36%
14 Cetera Advisors LLC 30,920 1,671,000 1.20%
15 GOLDMAN SACHS GROUP INC 29,269 1,585,000 1.13%
16 HSBC HOLDINGS PLC 26,665 1,444,000 1.03%
17 UBS Group AG 22,915 1,241,000 0.89%
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,900 1,077,000 0.77% Call
19 Private Advisor Group, LLC 15,025 813,000 0.58%
20 ROYAL BANK OF CANADA 14,450 782,000 0.56%
21 ROBERTS GLORE & CO INC /IL/ 13,119 710,000 0.51%
22 Bison Wealth, LLC 12,890 698,000 0.50%
23 WELLS FARGO & COMPANY/MN 12,452 674,000 0.48%
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,056 653,000 0.47%
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,557 527,000 0.38%
26 Brookstone Capital Management 9,184 497,000 0.36%
27 CREDIT SUISSE AG/ 8,704 471,000 0.34%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 8,475 459,000 0.33%
29 HM PAYSON & CO 7,030 381,000 0.27%
30 First Allied Advisory Services, Inc. 6,481 351,000 0.25%
31 AMERIPRISE FINANCIAL INC 6,271 340,000 0.24%
32 FLOW TRADERS U.S. LLC 5,093 276,000 0.20%
33 Cambridge Investment Research Advisors, Inc. 4,695 254,000 0.18%
34 MSI Financial Services Inc 2,244 121,000 0.09%
35 PNC FINANCIAL SERVICES GROUP, INC. 1,600 86,000 0.06%
36 Hanson & Doremus Investment Management 1,550 84,000 0.06%
37 AMERICAN INTERNATIONAL GROUP, INC. 1,265 68,490 0.05%
38 Karp Capital Management Corp 1,200 65,000 0.05%
39 SIGNATUREFD, LLC 1,208 65,000 0.05%
40 STANCORP INVESTMENT ADVISERS INC 759 41,000 0.03%
41 Compagnie Lombard Odier SCmA 665 36,000 0.03%
42 WHITTIER TRUST CO 643 35,000 0.03%
43 JNBA Financial Advisors 250 14,000 0.01%
44 WEALTHCARE CAPITAL MANAGEMENT LLC 248 13,000 0.01%
45 CITIGROUP INC 235 13,000 0.01%
46 US FINANCIAL ADVISORS, LLC 224 12,000 0.01%
47 FIFTH THIRD BANCORP 220 12,000 0.01%
48 People's United Financial, Inc. 191 10,000 0.01%
49 Ameritas Investment Partners, Inc. 142 7,000 0.01%
50 BOSTON PRIVATE BANK & TRUST CO 130 7,000 0.01%
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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.